J R Financial & Insurance Service

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2005 De la Cruz Blvd Ste 128
Santa Clara, CA 95050
+1 (408) 642-1322
https://www.jrfis.com

J.R. Financial & Insurance Services, based in Santa Clara, CA, is dedicated to providing innovative and ethical financial planning solutions to help clients navigate their financial futures with confidence. Their comprehensive services include financial and estate planning, tax preparation, home refinancing, and more, ensuring that individuals have access to the guidance they need.

With a professional team boasting over 10 years of experience and various certifications, J.R. Financial prioritizes community outreach and education in financial literacy. They actively support local charities and initiatives, reinforcing their commitment to fostering a financially informed community.

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