Financial Journey Partners - San Jose, California

Financial Journey Partners: Un Equipo de Asesoramiento Financiero de Alta Calidad

Address: 101 Metro Dr Suite 264, San Jose, CA 95110, United States.

Teléfono: 4089632858.

Website: financialjourney.com.

Especialidades

Financial planner
Insurance broker
Servicio de inversiones

Identificado como empresa mujer dueña
Apuntamientos en línea
Servicios en sitio
Acceso a estacionamiento para personas con discapacidad
Acceso a entrada y estacionamiento para personas con discapacidad
Acceso a baño para personas con discapacidad
Amistosa con la comunidad LGBTQ+
Apuntamientos recomendados
Estacionamiento gratuito de multihombre
* Estacionamiento gratuito en la calle

Opiniones

Esta empresa tiene 4 reseñas en Google My Business. La media de opinión es 5/5.

Recomendación

Si estás buscando un equipo de asesoramiento financiero de alta calidad y mujeres dueñas, Financial Journey Partners es una excelente opción. Con su experiencia y especialidades en planificación financiera, seguros y servicios de inversiones, pueden ayudarte a tomar decisiones informadas y alcanzar tus objetivos financieros. Para obtener más información y programar una cita, visita su página web en financialjourney.com o llama al 4089632858. No te pierdas la oportunidad de trabajar con un equipo de expertos en finanzas que pueden ayudarte a construir un futuro financiero próspero.

👍 Reviews of Financial Journey Partners

Jeff R.

5/5

I waited way too long to start working with a Financial Advisor. I let half of my portfolio get wiped out twice, and spent way too much time following (and worrying about) the market and my investments. A co-worker recommended Elaine Manley to me, so I met with her and immediately knew that I had made a good move. Working with Elaine, my wife and I put together a Financial Plan that has us in a position where we know that we'll have enough to last us for the rest of our lives. We are now working with Scott Manley, and he has continued the excellent work that Elaine started. One thing that gives us great comfort is that we know that Scott is constantly researching and following events that could cause changes in the market, and is continually adjusting our portfolio to protect what we worked a lifetime to create. He is great at making these adjustments before things start to go down, and making more adjustments in time to take advantage of the gains when things go back up. We are now retired and having the time of our lives, knowing that we have someone working to make sure that we can continue that. Scott and Elaine are also very professional and have great integrity. In addition to being someone who has helped us secure their future, we also consider them to be good friends. Financial Journey Partners' philosophy is that they want to help their clients "Enjoy the Journey." With their help, my wife and I are doing exactly that!

sherie B.

5/5

I wanted to be sure that I would have enough money for a comfortable retirement and to cover possible age related health issues so that I would not be dependent on my children. With Elaine Manley’s guidance I obtained Long Term Care Insurance and a long term wholistic financial plan to follow both of which put my retirement financial worries to rest. It was and is a great comfort to see the data clearly via the Financial Journey application so I know where I am financially at all times. In retirement, it is an adjustment to be spending down and not putting in. The plan Elaine Manley and I created and I am following gives me comfort that I will have enough. Financial Journey is a proven professional, honest, and friendly organization with which to partner as one goes into retirement. I have confidence and comfort because I KNOW where I stand financially at all times.

Nikki M.

5/5

I have been with Elaine Manley and Financial Journey Partner’s since their beginning and it truly is a journey. Elaine has guided me with key decisions that have included establishing an estate plan, a Trust, and naming an Executor. She calls me before I’ve even thought of the question. There are educational events throughout the year, as well as client events with fun activities. They have a preferred provider listing of experts in their fields for clients to select from depending on your need – Medicare, Long Term Care, Caregiving, Estate Trust and a lot more. I recently went through the Medicare enrollment process –from Part A to the rest of it when I retired from the corporate world. With the assistance and guidance of the Medicare specialist referred by FJP it went very smoothly. His explanations made it understandable and easy. The next part of my journey is fully transitioning to retired life and Elaine referred me to a Life Transition Specialist. FJP’s holistic approach and their investment in relationships – both with their clients and their preferred provider group - goes well beyond the standard. I can only describe the FJP Team as: Professional. Honest. Friendly. Helpful. Caring.

Ginny B.

5/5

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.