Altura Wealth Advisors

Altura Wealth Advisors Financial Freedom Within Reach

(Previously known as: J.R. Financial)

Schedule a Financial Review Today

Named 2021 financial planning firm of the year by acquisition international. We specialize in providing financial and retirement planning services. All of our clients enjoy free tax preparation along with a variety of insurance, real estate, lending, securities and estate planning. Please contact us for a free financial review of your estate.

We have exciting news!
11/04/2025

We have exciting news!

08/27/2025
Schedule a complimentary appointment with one of our fiduciary financial advisors to create a retirement plan that achie...
11/08/2024

Schedule a complimentary appointment with one of our fiduciary financial advisors to create a retirement plan that achieves your goals. We can help you figure out when to take social security and when to retire.

We hope you have a fun and spooky Halloween! Call our office at 408-642-1322 to book a free appointment with one of our ...
10/31/2024

We hope you have a fun and spooky Halloween! Call our office at 408-642-1322 to book a free appointment with one of our financial advisors.

A financial advisor can help you with estate planning and setting up your children for financial freedom.
10/26/2024

A financial advisor can help you with estate planning and setting up your children for financial freedom.

What is an HSA? Schedule a free appointment today with one of our fiduciary financial advisors to get your questions ans...
10/22/2024

What is an HSA? Schedule a free appointment today with one of our fiduciary financial advisors to get your questions answered and start your journey to financial freedom.

It can be hard to know when to take Social Security... here's what you should consider.
09/24/2024

It can be hard to know when to take Social Security... here's what you should consider.

We're excited to sponsor Viva Calle again! Find our booth if you want to play games, win prizes or ask one of our financ...
09/03/2024

We're excited to sponsor Viva Calle again! Find our booth if you want to play games, win prizes or ask one of our financial advisors a question.

Address

2005 De La Cruz Boulevard Suite 120
Santa Clara, CA
95050

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+14086421322

Website

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