Registration for October’s Seminars Filling Quickly!

Registration for our October Seminars, taking place Tuesday October 5th, and Thursday October 7th at 6:00pm, is filling up quickly! If you know anyone who might be interested in joining us, please have them contact our office as soon as possible! Guests must be registered in order to attend, so contact us as soon as possible to reserve your spot! If you are already an active client of J.R. Financial, or have previously attended one of our seminars, you are welcome to join us as long as you bring a guest with you who […]

October Seminar Registration Now Open!

J.R. Financial & Insurance Services completed our September 2021 Seminars last week, and we had a wonderful turn out! We would like to thank those who attended, and for following mask wearing protocols.  Registration has opened for our October seminars, which will take place Tuesday October 5th, and Thursday October 7th. If you have already attended one of our seminars, or are an active client, you are welcome to join us again as long as you bring a new guest who could benefit from our services. There will be no further Seminars […]

9/7/2021 Social Security Seminar Registration Closing

We have had a great response from those interested in joining us for our 9/7/2021 Social Security Seminar! Registration will be closing Sunday Night 9/5/2021, and you MUST be registered to attend. If you are a current J.R. Financial client, you are welcome to register if you are brining a friend or family member with you who may be interested in our services. Please contact us if you have any questions, or would like more information. Thank you! Kimberly MurphyOperations Manager Notary Public J.R. Financial & Insurance Services2005 De La Cruz Blvd. […]

September 2021 Monthly Digest

Happy September! The last couple months have been big for J.R. Financial & Insurance Services. We have received a total of 3 top honors and awards! Top 3 Financial Planning Services in Santa Clara, CA by 2021 Best of Santa Clara Award in the Financial Planning category by the Santa Clara Award Program J.R. Financial & Insurance Services Wins Financial Planning Firm of the Year 2021 – SF Bay Area We’re looking forward to a busy and productive month. We are hosting our first seminars of the year next […]