Happy August everyone! J.R. Financial & Insurance Services has been recognized as one of the Top 3 Financial Planning Services in Santa Clara, CA by ThreeBestRated.com!
We’re also pleased to announce that we are going to hold our first Social Security Seminars of the year starting in September! Do you have a friend or family member interested in maximizing their Social Security benefits?
James Rukstalis will hold seminars Tuesday September 7th, and Thursday September 9th at Fiorillo’s Restaurant! Please contact our office at (408) 642-1322, or CLICK HERE to register!
(Seating is limited, attendees must be registered no later than 24 hours before the date of the seminar. Clients with assets under management are welcome to register as long as they are bringing a guest. Please contact us for more details.)
Here are some of the articles we’ve shared throughout the month on our website and social media. Make sure you’re following us to see even more articles and helpful information!
Make sure to follow us of social media for more!
Digital Marketing Specialist
J.R. Financial & Insurance Services
2005 De La Cruz Blvd. Suite 120
Santa Clara, CA 95050
(408) 642-1322 Office
(408) 728-1566 Cell