JR FINANCIAL & INSURANCE SERVICES

4.6/5 (94)
NameJR FINANCIAL & INSURANCE SERVICES
Address2005 De La Cruz Boulevard, Suite 120, Santa Clara, CA 95050
City
Category
Phone +1-408-642-1322  
Email ID
SpecialityRetirement, Estate, and Tax Planning, Long Term Care, Financial Analysis, Advanced Trusts, Investments, Retirement Saving, Real Estate, Life Insurance, Social Security & Charitable Work
AboutJR Financial & Insurance Services wants to take the stress out of financial planning. Their very knowledgeable agents, James Rukstalis and Peter Bradshaw can help you navigate any of your financial questions from the very basic to the very complex. They can guide you through the financial planning process, along with estate planning, tax preparation, wills and trusts, home refinancing, and much more. Their goal is to help you gain a better understanding of your current financial standing and how you can better your current situation. And best of all, their services are absolutely free. Please contact them for a no-cost financial consultation.
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