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      Financial Journey Partners

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      Investment Advisory Service, Annuities & Retirement Insurance Plans, Banks

      101 Metro Dr Ste 264, San Jose, CA 95110

      408-963-2858

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      DETAILS
      General Info
      Our mission is to help our clients make smart financial choices and focus on whatâ??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.
      Hours
      Regular Hours
      Mon - Fri:
      Categories
      Investment Advisory Service, Annuities & Retirement Insurance Plans, Banks, Financial Planning Consultants, Insurance
      Neighborhood
      North San Jose
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