Financial Journey Partners
Business details
- Category
- Financial Services · Financial planner, Financial consultant, Investment service
- Address
- 101 Metro Dr Ste 264, San Jose, CA 95110
- Phone
- (408) 963-2858
- Website
- financialjourney.com
- County
- Santa Clara County
Hours
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
Clear retirement planning, steady investment guidance, and trusted financial advice: that's what we offer at Financial Journey Partners. From our San Jose office, we help individuals and families across Santa Clara County and the South Bay plan with confidence for the years ahead.
Our advisors take the time to understand your goals, then build strategies around retirement income, investments, estate planning and insurance. Many of our clients have been with us for well over a decade, and we value the regular check-ins that keep their plans on track as markets and life change.
We also keep our client relationships personal, with a friendly, professional team that's easy to reach. Our clients enjoy getting to know one another at our client appreciation events, which bring our community together throughout the year.
Book through our booking page to start a conversation about your financial journey.
Our advisors take the time to understand your goals, then build strategies around retirement income, investments, estate planning and insurance. Many of our clients have been with us for well over a decade, and we value the regular check-ins that keep their plans on track as markets and life change.
We also keep our client relationships personal, with a friendly, professional team that's easy to reach. Our clients enjoy getting to know one another at our client appreciation events, which bring our community together throughout the year.
Book through our booking page to start a conversation about your financial journey.