Notice to all current clients regarding upcoming seminars ✔

Hello All Current Clients,    We would love to see all of you at our upcoming seminar in September, however, we want to get to know potential new clients as well, so we are asking that if you want to register for the seminar, please register a possible new client (friend) with you. Most of you have already attended one of our seminars, so we want to make sure that potential new clients have a chance to do so. Seating at these seminars is limited and we need to make […]

Best of Santa Clara- 5 Years In A Row!!! 🏆

SANTA CLARA August 5, 2021 — J.R. Financial & Insurance Services has been selected for the 2021 Best of Santa Clara Award in the Financial Planning category by the Santa Clara Award Program. Each year, the Santa Clara Award Program identifies companies that they believe have achieved exceptional marketing success in their local community and business category. These are local companies that enhance the positive image of small business through service to their customers and our community. These exceptional companies help make the Santa Clara area a great place to […]

Upcoming Social Security Seminars

J.R. Financial & Insurance Services is pleased to announce that we will be hosting our first Social Security Seminars of the year! They will take place Tuesday September 7th, and Thursday September 9th. Do you have a friend or family member who is thinking about taking funds out of their Social Security? Have them join us for a complimentary meal while James Rukstalis shares valuable up to date information about Social Security! We would love for you to join us, and are excited to meet new interesting people who could benefit from our […]

New Santa Clara County Mask Mandate

Per the Santa Clara Health Department, masks are now required inside all businesses. Please put your mask on before you enter the building for your appointment. If you need a mask, we can provide you a fabric one that Amy and Kim have made. Just let us know! We want to keep you, your family, and our staff as safe as possible. We all need to do our part, so please mask up, wash your hands and if you do not feel well, please stay home. Contact Kim Murphy, our Operations Manager, at […]