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j.r. Financial & Insurance Services

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free your life 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/prevents problems in the future. we want to help identify problems and come up with solutions for your unique needs. whether you are you seeking support with retirement, estate planning, tax planning, loans, home sale/purchase, estate buildup or estate transfer, advanced planning, or financial analysis: send us a message so we can connect and be of assistance. your freedom is our goal

Headquarters:
2005 De La Cruz Boulevard, Suite 131, Santa Clara, California, United States, 95050
Industry:
Financial Services
Founded:
2008
Employees:
5
Annual Revenue:
-
Type: Private
Ticker: -
United States 5
Estate PlanningEstate TransferAdvanced PlanningHome Sale/PurchaseRetirementTax PlanningLoansFinancial AnalysisEstate Buildup
SIC Code: 6282Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Services Allied With the Exchange of SecuritiesIndustry Sector: Investment Advice
NAICS Code: 52Sector: Finance and InsuranceSub Sector: Industry Group: NAICS Industry: National Industry:

Frequently asked questions about j.r. Financial & Insurance Services

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Where is j.r. Financial & Insurance Services located?

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j.r. Financial & Insurance Services' headquarters is located at 2005 De La Cruz Boulevard, Suite 131, Santa Clara, California, United States, 95050

What is j.r. Financial & Insurance Services' official website?

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j.r. Financial & Insurance Services' official website is jrfis.com

What is j.r. Financial & Insurance Services' SIC code?

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SIC Code: 6282Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Services Allied With the Exchange of SecuritiesIndustry Sector: Investment Advice

What is j.r. Financial & Insurance Services' NAICS code?

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NAICS Code: 52Sector: Finance and InsuranceSub Sector: Industry Group: NAICS Industry: National Industry:

How many employees does j.r. Financial & Insurance Services have?

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j.r. Financial & Insurance Services has 5 employees

What industry does j.r. Financial & Insurance Services belong to?

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j.r. Financial & Insurance Services is in the industry of: Financial Services

What are j.r. Financial & Insurance Services' social media links?

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j.r. Financial & Insurance Services Linkedin page

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Distrobird — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


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CEO of Fibernetics

The #1 reason why we chose Distrobird is because it provides all the building blocks we need to engage our customers in a unified way — From email, texting, telephony and collaboration. This is probably the last tool you’ll buy for lead and customer outreach.

Laurel Palmer

Director, College Fund, Kalamazoo College

Stitching together a bunch of integrations and add-ons across multiple vendors is not my idea of productivity or efficiency. Thats why we chose Distrobird — each module is as full featured as any standalone competition.

Paul Marai

VP Digital Marketing

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