J.R. Financial & Insurance Services

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2005 De la Cruz Blvd Ste 120
Santa Clara, CA 95050
+1 (408) 642-1322
http://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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Reviews

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5.030 reviews
Mike B.
4/4/2025

I have been working with James and his group for almost 2 years now. Everyone is extremely friendly, knowledgable, and responsive. Being self employed, I was trying to manage all of this on my...

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Don T.
6/1/2024

I have been a client of JR Financial for nearly 4 years. My wife and I were entering our 50's with retirement and life goals, but no real plans on how to achieve these goals. I interviewed ten...

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U S.
6/4/2024

We have used James Rukstalis as our financial advisor for 8 years and are extremely pleased and impressed with the high quality of service he has provided us. He is very knowledgeable, personable,...

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Priyanka P.
3/7/2022

Working with Peter Bradshaw has been great so far. He seems knowledgeable and has helped us make important real estate financial decisions! The services of this firm is also amazing and they are...

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Nancy B.
12/18/2023

I attended a social security presentation in 2018 and was impressed with Jame's presentation. I scheduled 3 meetings and was hoping to meet with James, but was scheduled with Peter Bradshaw. He...

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