J.R. Financial & Insurance Services

Santa Clara, CA Financial Services
(408) 642-1322
(408) 642-1322
2005 De La Cruz Blvd Ste 120, Santa Clara, CA 95050

2005 De La Cruz Blvd Ste 120, Santa Clara, CA 95050

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Photo of J.R. Financial & Insurance Services
Photo of J.R. Financial & Insurance Services
Photo of J.R. Financial & Insurance Services
Photo of J.R. Financial & Insurance Services
Photo of J.R. Financial & Insurance Services
Photo of J.R. Financial & Insurance Services
Photo of J.R. Financial & Insurance Services

About the Business

At J.R. Financial & Insurance Services, our goal is to help you gain a thorough understanding of your estate, the potential issues you may face, and what solutions you have available to address and prevent problems. We also provide personal tax preparation services.

We will begin by reviewing your estate, gaining an overall view of your current standing and any relevant information. This initial meeting typically takes between 5 and 30 minutes, depending on the number of different items in your estate and your starting point.

Next, we will consider all of the details and information regarding your estate and organize it into a comprehensive, easily understandable format for you and your beneficiaries. During this stage, we can help put your estate in order as desired, resolving any issues with accounts, determining the status of certain assets and real estate, etc.

Finally, a strategic plan for your estate will be created. After it is organized, any issues that have not been addressed will be identified. We will come up with solutions, such as lending, legal plans, and investment options, based on the individual circumstances. We also perform a full analysis to do with family decision-making.

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Publisher Info

Opening Time

  • Mon
    8:00 AM - 5:00 PM
  • Tue
    8:00 AM - 5:00 PM
  • Wed
    8:00 AM - 5:00 PM
  • Thu
    8:00 AM - 5:00 PM
  • Fri
    8:00 AM - 5:00 PM
  • Sat
    Closed
  • Sun
    Closed
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