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Yoshihara Financial & Insurance Services

< Tax Returns Accepted ! > Investments ・ Insurance ・ Mortgages ・ Real Estate Purchases ・ Tax Returns ! We are located in California, San Jose area. We will analyze information about your assets and advise you on financial planning and estate planning. We provide appropriate advice on asset management, insurance, real estate, inheritance, and many other situations where money is involved in people's lives.

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~ Investment and business services for individuals and corporations ~
Yoshihara Financial&Insurance Services
Yoshihara ・ Financial & Insurance Services, located in San Jose, California.
Since 1993, we have been providing investment and business services to individuals and corporations.
Yoshihara ・ Financial's owner
Michael ・ Manabu ・ Yoshihara ( Manabu Yoshihara )
Born and raised in San Jose, California, he graduated from San Jose State University with a B.S. in Mechanical Engineering in 1993.
Yoshihara ・ An active owner of Financial and an avid bowler & and music lover.
In addition to participating in the San Jose II Bowling League and teaching saxophone to students, he is also a member of the San Jose Chidori Band, Wesley Jazz Ensemble, San Francisco Japanese Town (J Town^) Jazz Band, and other small events such as weddings and I am also active in other bands.
For those who are considering/investing
Let me help you with your investment needs.
We mainly deal with mutual ・ funds ( mutual funds ) .
What is a Mutual Fund ?
A mutual fund is a joint investment in securities that are collected by investment management professionals under certain investment formats and strategies. It is a joint investment.

For example, a technology ・ fund would be a collection of Google, Apple, SONY, etc.
As the securities increase or decrease, the value of your holdings also increases or decreases.
Variable annuities are also used for those over age 60. Annuities are similar to mutual ・ funds, except that annuities have a slight tax advantage.
Insurance
We offer insurance mainly to small and medium sized companies
since most insurance is benefit based these days We do not offer many insurance policies at this time, but we do offer insurance mainly to small and medium sized companies.
The insurance we offer is a combination of the following policies.
・ Medical Insurance
・ Dental Insurance
・ Eye Insurance
・ 401K
Workers Compensation and Business Liability Insurance if desired. Please contact us.
Life insurance is also important to protect your inheritance and hand over your assets to your heirs. We can provide this service to those who need it.
About Real Estate
We list properties in the San Jose, CA area.
Properties currently listed ・ Click the button below to view past sales history.
Real estate investment is recommended for those who have some investment value.
If you plan to inherit property to your heirs, it is very advantageous from a tax perspective.
Mortgage
"Can I get a mortgage without US citizenship ??
"What are the advantages of a mortgage ?"
Of course, foreigners who are not US citizens can still purchase property.
And if you have some cash and income, there are ways to borrow without a long-term credit history in the US.
We can answer all your mortgage questions.
Please contact us for more information.
Personalized Advice

Individuals have very different financial situations and goals.
We make personalized recommendations to help our clients achieve their goals and lead fulfilling lives.

Even if you have no knowledge at all, we will be happy to answer your questions and provide you with a plan that meets your goals.
We have had many satisfied customers over the years.
Testimonials
I am searching for a house within my limited budgets. I thought it couldn't be done but Michael kindly helped me sort through the listings and explained to me the difference between different types of loans and fees.
He always comes to It is clear that he enjoys driving and showing houses. He always has a good attitude and is kind and polite to everyone.
In my opinion, he is very trustworthy. i will not think of buying houses in the bay area with another agent but Michael.
It is very easy to get a response from him in person. Highly recommended.Less
Thank you so much, Michael!
He definitely helped us getting our dream house:) Highly recommended!
Yoshihara Financial&Insurance Services

We analyze asset information, financial planning, asset We can provide advice on asset management, insurance, real estate, inheritance We provide appropriate advice on asset management, insurance, real estate, inheritance, and many other situations where money is involved in people's lives.

Please feel free to contact us.
by appointment
Please contact us in English.
TEL:408-712-9259
Afternoon is the best time to contact us.

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