{{ group }}
- {{ item.name }}
- {{ item.properties.formatted }}
“Definitely recommend Sunny! very easy to talk to and he was very straight forward with the next steps, I did the free consultation with him and he did not push any of his services, esp right now when it not necessary. Will be looking to work with him in the future when its necessary but with just with consultation it was very helpful and comprehensive.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“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 financial advisors, and then reference checked the top five. James was clearly the best fit for our family. He helped us develop a plan that allows us to focus on living our life without stressing about finances. We have a high level of confidence in his services. After four years, we are even more confident we made the right decision.
Not only did James help us with our investments, he helped us to see the bigger picture with appropriate life insurance and estate planning. The team also prepares our taxes. JR Financial is the complete package.”