Investing in Santa Clara, CA

“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.”

“Earlynne Bareng is by far one of the best Home Mortgage Consultants that I have worked with. She is extremely focused in making sure that the customer understands the options and works with them very closely. This is my second refinance with Earlynne and she continues to amaze me. The best part - the rate was the most competitive compared to any other bank!! If you are looking for someone who is clear, concise, fair, competent - look no further.”

“I made it in just a few minutes before this branch closed, and thankfully there were only a few people. I made a quick payment and the teller (whose name I unfortunately forgot) was friendly and I didn't felt rushed. We were able to strike up a mini conversation and I was still able to leave quickly.”