Financial Services in San Jose, CA

Universal Financial Services

Are you planning for retirement? Is your plan on track? Are your investments performing? Welcome to Universal Financial Services, San Jose California's leading financial service provider. Contact us in San Jose at 408-505-7385.

Universal Financial Services offers financial services to clients in San Jose, CA and the surrounding areas. We specialize in  retirement planning, CalSTRS & CalPERS, safe alternatives to the stock market, annuities, life insurance, and long term care insurance. We are also experts in handling 401K, IRA, 403(b) (TSA), Roth IRA and IRA rollovers. 

At Universal Financial Services, we will work with you every step of the way to help you determine what will work best for your financial goals. We are paid by the companies we represent, so our clients pay no fees, commissions or loads.


Call Universal Financial Services today at 408-505-7385