Financial Journey Partners

Financial ServicesInvestment serviceSan Jose, California

Contact

Address
101 Metro Drive Suite 264, San Jose, California, 95110
Phone
(408) 963-2858
Website
financialjourney.com
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Business Hours

SundayClosed
Monday09:00am – 05:00pm
Tuesday09:00am – 05:00pm
Wednesday09:00am – 05:00pm
Thursday09:00am – 05:00pm
Friday09:00am – 05:00pm
SaturdayClosed

Description

Our mission is to help our clients make smart financial choices and focus on what’s most important to them. We help individuals, families and small business owners pursue their financial goals by using a financial planning process that creates a plan that is unique for each client. We recognize that each client and their situation is unique and therefore requires a plan that is customized to their specific situation. We believe in using a financial planning process that starts with getting to know our clients and understanding their personal and financial goals.

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