mask requirements

J.R. Financial & Insurance Services Mask Requirements 😷

Hello everyone, we wanted to notify you all, that regardless of the California Mask Mandate orders being lifted today, J.R. Financial & Insurance Services will still require all clients and staff to continue to wear masks while in our office. If you must visit our office, please be sure to wear your masks properly, if you do not have a mask, one can be provided for you.  We want to make sure every precaution is being met for the safety and health of everyone, as we do have immunocompromised staff and […]
Sisyphus Table

New Sisyphus Table!

We’re excited to show you all our new Sisyphus Table! Using kinetic technology, it creates Zen Garden like designs in sand using 2 marbles. In pursuit of creating a welcoming atmosphere, we enjoy having beautiful art pieces that our clients can enjoy while they visit our office. Check it out next time you come in for an appointment!
JRFIS Worldwide Finance Award

J.R. Financial & Insurance Services Wins Financial Planning Firm of the Year 2021 – SF Bay Area

Acquisition International has finalized the results of the Worldwide Finance Awards 2021, and we are pleased to inform you all that we have won Financial Planning Firm of the Year 2021 in the SF Bay Area! This respected award symbolizes the hard work and outstanding effort of all individuals and businesses who have helped form this demanding and dynamic industry. Acquisition International’s all-inclusive selection and judging process narrows down nominees in order to find the best market leaders from the past year. We are humbled and proud to receive this honor, and […]

J.R. Financial’s COVID-19 Mask Wearing Protocols

Hello everyone! J.R. Financial & Insurance Services are requesting that clients still wear their masks correctly at all times while in our office, regardless of vaccination status. We’re also still requesting that you call ahead to schedule a time to drop off or sign documents, so we can be aware of how many people will be in our office at a given time. To safely keep our office doors open, we are following the Santa Clara County COVID-19 Public Health Orders. Our goal is to insure the health and safety of […]