"Help others achieve their dreams
and you will achieve yours"
"If you want something you've never had,
you've got to do something you've never done"
"Learn strategies to maximize your social
security income with one of our seminars."
"Nobody is too busy
it is just a matter of priorities"
"The best way to predict the future
is to create it"
"Listen to the advice from those
who have already achieved your goal"
"Hold the vision
& trust the process"
"Never get so busy making a living
that you forget to make a life"


We’re Open, and We’re here for you

J.R. Financial & Insurance Services’ office is open and working to help people navigate their finances during these challenging Covid-19 times. We are following Santa Clara County Public Health guidelines of mandatory mask wearing, 6 foot social distancing, and sanitizing our office frequently after each appointment. If you would like to schedule an appointment with us, but do not feel comfortable coming in to meet with us face-to-face, we are offering appointments virtually and over the phone so you can stay in the comfort of your own home. Our goal is to make appointments as stress free, and worry free as possible. We’re still taking on new clients, and we’re more than happy to help anyone in need. To schedule an appointment, please click the contact us button, or call our office at (408) 642-1322 We hope you’re staying safe, and hope to hear from you soon!

Click here to contact our Operations Manager, Kimberly Murphy

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