Talking about money can be stressful, and frankly, just plain uncomfortable. At J.R. Financial, we take the stress out of financial planning. With the help of our licensed fiduciary advisors, we work with our clients to navigate their journey to financial freedom.
Setting up an appointment is easy and stress free with J.R. Financial & Insurance Services.
Appointments can be done over the phone, through the internet via Zoom, or in person. As always, all appointments are totally free. We never charge for our time or information. All you need to do is call us at (408) 642-1322 or email us here to get your appointment scheduled on the day and time that works best for you.