Financial Advising in Santa Clara, CA

4 locations found near Santa Clara

“I have been using JR financial for 7 years. They manage my retirement assets. I have been extremely happy with everything they have done for me. Buying stocks and annuities. Transferring funds between financial institutions. And managing my portfolio for the best financial outcome.
I highly recommend JR Financial if you are looking for personal financial management support.”

4.7 Superb19 Reviews

“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.”

5 Superb24 Reviews

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