Hello everyone! We’re well on our way into 2022! There’s already so much that has happened already! We’ve been named Best Financial Planning in Santa Clara (for the 6th year in a row!), and Best Financial Advisors in Milpitas by Expertise.com. We’re honored to receive these accolades, and we have our clients to thank! As many of you know, we are fresh into Tax Season. If you are an active client of J.R. Financial, you can schedule your free Tax Appointment with Raymond Wong. Be sure to schedule as soon as possible, appointment […]