Scheduling and Confirming Appointments


Hello everyone! Here at J.R. Financial & Insurance Services, we like to keep our appointment scheduling and confirmation process as easy and convenient as possible for our clients.

Our preferred methods are either calling our office directly at (408) 642-1322, or emailing our Director of First Impressions Steven (steven@jrfis.com), or Operations Manager Kim (kim@jrfis.com).

We do accept texts, but we ask all clients to text our office line directly, (408) 642-1322, in regards to appointments.

Texts sent to the direct office line are received by multiple staff members at the same time, and can be responded to appropriately, and in a timely manner. This is to avoid confusion, and to ensure your message is received by our staff incase a particular employee is either out for personal time, or sick leave.

Of course, if you have any questions or concerns, please do not hesitate to contact us.

Thank you!

Kimberly Murphy
Operations Manager
Notary Public
J.R. Financial & Insurance Services
2005 De La Cruz Blvd. Suite 120
Santa Clara, CA 95050
(408) 642-1322 Office
(408) 393-9285 Cell
kim@jrfis.com