|We’ve just wrapped up our first Seminars of the year, and they were a great success! If you attended, we thank you, and hope you consider making an appointment with us!|
Our next Seminars are approaching this coming April on Tues 4/19 & Weds 4/20.
If you have already attended one of our Seminars, or are a current active client, please note that our seminars are reserved for new potential clients to get to know us.
If you want to register for the seminar, and you’re an active client, we ask you to please bring a potential new client with you. Seating at our seminars is extremely limited, so it’s important to reserve these seats for meeting new potential clients.
Thank you for understanding and if you have any questions, concerns or issues, please feel free to contact us and we will be happy to help!
J.R. Financial & Insurance Services
2005 De La Cruz Blvd. Suite 120
Santa Clara, CA 95050
(408) 642-1322 Office
(408) 393-9285 Cell