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We here at JR Financial & Insurance Services are here for all your financial needs. We help guide you through financial planning, estate planning, tax preparation, wills and trusts, home refinancing, and much more!

Our goal is to help you gain a better understanding of your current financial standing, how you can better your current situation, and how to fix any issues that may arise. Contact us today for a FREE one on one financial review!

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COVID-19 Update: We are open for business, and meeting with clients in office, however per the Santa Clara County Public Health Department, masks are required inside all businesses. Please put your mask on properly before entering the building. If you need a mask, we can provide a fabric one that Amy and Kim have made. If you need to see an agent, or need to drop off documents, please contact us at (408) 642-1322 and we will arrange an appointment for you to come in and see us. We are limiting how many people we have in our office at a time. We do not accept walk-in appointments. If you have any questions, please do not hesitate to contact us! We are also still offering virtual appointments, if that is what you prefer. Thank you!


chartered life underwriter
certified financial planner
chartered financial consultant