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Financial Journey Partners
- San Jose, CA
About this business
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 understan... read more
Location details
101 Metro Drive, Suite 264, San Jose, CA, 95110, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
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... read more
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 the... read more
Frequently asked questions about Financial Journey Partners
How is Financial Journey Partners rated?
Financial Journey Partners has a 5 star rating with 2 reviews.
When is Financial Journey Partners open?
Financial Journey Partners is closed now. It will open on Monday at 9:00 a.m.