About the Business
John M Plaza Investment Advisor provides comprehensive financial planning services to help clients manage their money and reach their goals. Our experienced team creates personalized strategies tailored to each individual's unique financial situation. We strive to develop long-term relationships that are built on trust and understanding. Our services include professional money management, investment recommendations for pre-retirement and retirement planning, assistance with college savings plans, estate and tax-planning issues, insurance-related needs, and timely answers to your financial questions. We also provide periodic portfolio reviews, weekly market commentaries, and online access to brokerage accounts.
We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.
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- I have enjoyed working as an individual Investment Specialist for over 30 years. I work with my broker-dealer firm, Securities America, Inc. They have proved themselves ethical and have honored me with being on the President's Council.
- (408) 440-1020
- 835 Blossom Hill Rd Ste 220, San Jose, CA 95123
- Visit Website
Opening Time
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Mon
9:00 AM - 5:00 PM
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Tue
9:00 AM - 5:00 PM
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Wed
9:00 AM - 5:00 PM
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Thu
9:00 AM - 5:00 PM
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Fri
9:00 AM - 5:00 PM
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Sat
Closed
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Sun
Closed