April 2022 Seminar Announcement!

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 […]

Tax Appointment Deadline Coming up!

Hello all! As you may be aware, the deadline for tax day is coming up on April 18th! If you would like to have your taxes done by Raymond, you must schedule an appointment.  If you are in need of an extension, your request must be submitted to Raymond BEFORE April 18th. Please contact our Director of First Impressions, Steven Lewis for all scheduling appointments and questions.Steven@jrfis.comThank you!

February 2022 Monthly Digest

Hello everyone! J.R. Financial & Insurance Services has big things coming up! As announced, we are hosting our first round of Social Security Seminars this year on March 22nd and March 23rd! Please click the following link for more information: Notice to all current clients regarding upcoming seminars ✔ We thank you for your interest, however our seminars are for potential new clients to get to know us. If you have already attended our seminar, there really hasn’t been any major changes that have been added. If you want to register […]

Are you ready for your Tax Appointment?

Have you made your Free Tax Preparation Appointment with us? Our Tax Professional, Raymond Wong, wants to make sure you have all of your documents ready! When you meet with Raymond, he asks that you please have your TD Ameritrade Year End Statement available. Here’s the full check list: We look forward to hearing from you! Thank You,Amy CantrellDigital Marketing SpecialistJ.R. Financial & Insurance Services2005 De La Cruz Blvd. Suite 120Santa Clara, CA 95050(408) 642-1322 Office(408) 728-1566