Since J.R. Financial & Insurance Services was founded Feburary 2008, we have worked with many different types of clients of all walks of life. We work diligently at setting up reports for clients so they can clearly understand their situation. When experts are needed to focus on specific legal issues or complicated circumstances, we have a variety of attorneys, financial experts and Real Estate professionals who specialize in dealing with specific situations.
Our goal is to help you gain control of your estate by better understanding what your estate is, what concerns potentially face your estate, and what solutions you have available to fix / prevent problems in the future. Our ideal client is someone who needs help with retirement, estate planning, tax planning, loans, home sale/purchase, estate buildup or estate transfer, advanced planning & financial analysis.
We want to support their goals by identifying problems and helping to develop solutions. With over twenty years of experience, James has built a successful retirement planning business, with clients throughout all of California, Ohio, Minnesota, Florida, Washington & Texas.
Our goal is to help you gain control of your estate by better understanding what your estate is, what concerns potentially face your estate, and what solutions you have available to fix / prevent problems in the future. Our ideal client is someone who needs help with retirement, estate planning, tax planning, loans, home sale/purchase, estate buildup or estate transfer, advanced planning & financial analysis.
We want to support their goals by identifying problems and helping to develop solutions. With over twenty years of experience, James has built a successful retirement planning business, with clients throughout all of California, Ohio, Minnesota, Florida, Washington & Texas.
Services
Talking about your finances can be a stressful thing to do during these times, & nobody needs more stress!
At JR Financial & Insurance Services we want to take the stress out of financial planning.
Our very knowledgeable agents, James Rukstalis and Peter Bradshaw, can help you navigate the very basic of financial questions to the most complicated.
Setting up an appointment is easy with JR Financial & Insurance Services.
Appointments can be done over the phone, via the Internet, or in person with social distancing and mask wearing protocols in place.
At JR Financial & Insurance Services we want to take the stress out of financial planning.
Our very knowledgeable agents, James Rukstalis and Peter Bradshaw, can help you navigate the very basic of financial questions to the most complicated.
Setting up an appointment is easy with JR Financial & Insurance Services.
Appointments can be done over the phone, via the Internet, or in person with social distancing and mask wearing protocols in place.
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.
We would like to thank those who attended, and for following mask wearing protocols.
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.
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.
We would like to thank those who attended, and for following mask wearing protocols.
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.
J.R. Financial & Insurance Services offers multiple services to benefit our clients needs.
Read below to learn about the different appointments we offer, and how to schedule.
Appointments can be done over the phone, via Zoom, or in person with social distancing and mask wearing protocols in place.
And as always, all appointments are totally free!
Unfortunately, we do not accept Walk-In Appointments.
Please call our office at (408) 642-1322, or contact Steven, our Director of First Impressions, at Steven@jrfis.com for all appointment scheduling.
Read below to learn about the different appointments we offer, and how to schedule.
Appointments can be done over the phone, via Zoom, or in person with social distancing and mask wearing protocols in place.
And as always, all appointments are totally free!
Unfortunately, we do not accept Walk-In Appointments.
Please call our office at (408) 642-1322, or contact Steven, our Director of First Impressions, at Steven@jrfis.com for all appointment scheduling.
There are a lot of common mistakes people make when signing up for Social Security.
This is your opportunity to learn little known Social Security strategies that could maximize your lifetime benefits and KEY FACTORS you need to know BEFORE applying for Social Security.
Don't lose tens of thousands of dollars in benefits unnecessarily!.
To help you gain beneficial information about Social Security, we present workshops on understanding your benefit options followed by a complimentary meal.
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.
This is your opportunity to learn little known Social Security strategies that could maximize your lifetime benefits and KEY FACTORS you need to know BEFORE applying for Social Security.
Don't lose tens of thousands of dollars in benefits unnecessarily!.
To help you gain beneficial information about Social Security, we present workshops on understanding your benefit options followed by a complimentary meal.
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.
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