Tax Season Appointments

Our Tax Professional, Raymond Wong, is available and ready to take your 2021 Tax appointments! He is available Monday-Friday between the hours of 10:30am-6:00pm (Friday appointments are virtual or over the phone only, no office appointments will be available on Fridays). Please contact our office to schedule your appointment today! For questions regarding your taxes, you can contact Raymond directly by emailing We look forward to hearing from you soon! Amy CantrellDigital Marketing SpecialistJ.R. Financial & Insurance Services2005 De La Cruz Blvd. Suite 120Santa Clara, CA 95050(408) 642-1322 Office(408) 728-1566 […]

Welcome 2022! 🎉

Welcome 2022! We hope you all had a lovely Holiday Season. Our office has re-opened for the year with our normal operating hours of 8:00am-5:00pm Monday through Thursday, with Fridays working from home. As a reminder to all clients, we are still requiring masks to be worn at all times in our office, regardless of vaccination status. If you need to come in to drop off any documents, please give us a call at (408) 642-1322 beforehand to schedule a time to come in. We want to ensure the health and […]

Happy Holidays from J.R. Financial!

J.R. Financial & Insurance Services offices will be closed December 17th and will reopen January 3rd at 8am to allow our staff to enjoy the Holiday Season. If there are packages that need to be delivered, please let Kim (our Operations Manager) know by contacting her (408) 393-9285. If you are a client, please contact your agent directly via email (James: or Peter: From all of us at J.R. Financial & Insurance Services to all of you, please have a safe and Happy Holiday!

Holiday Closure Reminder

Hello Everyone! We would like to remind you all that our office will be closed for the holidays starting 12/20/2021-12/31/2021. We will re-open Monday 1/3/2022. Appointment availability is currently VERY limited. If you’d like to make an appointment before the end of the year, please contact us as soon as possible.  If you need urgent assistance after Dec 17th, please email your agent directly and they will get back to you as soon as they’re able. James Rukstalis: James@jrfis.comPeter Bradshaw: Any other urgent matters regarding our office, please email our Operations Manager, Kimberly […]