is a professional financial advising firm that focuses on helping clients plan for their retirement. corporate tax planning, health and life insurance, and Medicare. Our team of experienced financial planners works their retirement needs. They carefully analyze the market and select the most competitive and

John M Plaza Investment Advisor provides comprehensive financial planning services to help clients manage their money and timely answers to your financial questions. We also provide periodic portfolio reviews, weekly market commentaries, and online access

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goals. Julie looks at a client's entire financial picture, considering all elements that could be investments. She provides tax-efficient strategies and retirement planning solutions, ensuring that every action taken is manager who has a deep understanding of the financial markets. She is also a fiduciary, meaning she

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