Dear valued clients,
Thank you for you continued support and trust in J.R. Financial & Insurance Services over the years that we have been working together. I’m excited to continue our work together to help you achieve all of your financial goals.
I’m happy to announce that I will be continuing my journey with J.R. Financial in a remote capacity from Sydney, Australia for the next year. My partner Lucie has been selected for an opportunity in Australia that she could not pass up to open a new market with her company. I will be returning to the Bay Area at the end of summer 2023.
With regards to myself and my availability, my hours will now be much more flexible with the time change. I will now be available for Zoom or phone meetings from 1:00 PM – 8:00 PM (PST) and will continue to be available throughout the day via email or cell phone (at 203-727-3664). My last day in office for the next year will be on Thursday, August 25th, 2022. This means that our previous availability of 10 am – 5 pm every day is now 10 am to 9 pm!!! This should make meeting availability much easier for everyone.
If you ever need or want to meet in the office for any reason, my team is happy to accommodate. James will still be available as well as our new advisor in training, Valeria Martinovic, during our normal office hours.
Thank you for all of your support during this exciting change. Feel free to reach out to me if you have any questions or concerns.
Investment Advisory Representative
J.R. Financial & Insurance Services
2005 De La Cruz, Suite 120
Santa Clara, CA 95050
(408) 642-1322 Main
(408) 320-2221 Fax
CA Ins. License # 0M45617
FINRA CRD# 6997508
“Free Your Life”