Financial Journey Partners
101 Metro Drive, San Jose, CA 95110
About the Business
Financial Journey Partners is a leading finance and insurance agency located at 101 Metro Drive in San Jose, California, United States. Our team of experienced professionals is dedicated to guiding our clients through every step of their financial journey, helping them achieve their goals and secure their futures. Whether you are looking for investment advice, insurance solutions, or retirement planning, we are here to provide personalized and comprehensive services to meet your needs. Trust Financial Journey Partners to be your partner in financial success.
Photos
Location & Phone number
101 Metro Dr Suite 264, San Jose, CA 95110, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Prior to meeting Elaine and Scott, we dreaded managing our long-term finances. While essential for ensuring a future lifestyle, tracking investments was far from what we cared to do. Nor did we feel comfortable passing our financial future over to a large, impersonal firm. We were drawn to Elaine, Scott and Linda because they chose to create a smaller firm to better serve their clients rather than a legacy name -- exactly the model that we’ve wanted. This dynamic trio lead an extremely talented and engaged team – each of them readily willing to address our smallest question to huge decisions. Financial Journey Partners is fully, and gently, committed to helping us better manage and plan for our future. As with the larger firms, FJP is fortified with industry-leading technology and partners, stellar life planning experts and frequent market updates. And they are just lovely people. We are now far more engaged rather than overwhelmed. We are in for a the very long journey with FJP."
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- Financial Consulting
- Financial Advisor
- Audit & Consulting
- 401K Loan Rules
- 401K Rollover
- Asset Protection
- Business Credit Reports
- Business Insurance Quotes
- Charitable Giving
- Credit Score Improvement
- Employee Benefits
- Estate Planning
- Financial Advisor
- Financial Goal Setting
- Financial Independence
- Financial Planning
- Financial Wealth Management
- Financing Options For Homeowners
- Group Health Insurance
- Health Insurance Options
- Health Savings Accounts
- Individual Health Plans
- Inheritance Tax
- Insurance Product Reviews
- Insurance Solutions
- Investment Advice
- Investment Portfolio Management
- Investment Risk Management
- Investments Strategies
- Life Insurance Policy
- Long-Term Care Insurance
- Mortgage Financing Alternatives
- Policyholder Benefits
- Retirement Goals
- Retirement Planning Strategies
- Retirement Savings Plans
- Small Business Insurance Quotes
- Small Business Loans
- Tax Deferral Strategies
- Tax Planning
- Wealth Creation
- Wealth Management
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