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most out of your investment. We strive to ensure you get the best possible value for your money with our quality services. Contact us today to learn more about how we can help

John M Plaza Investment Advisor
and understanding. Our services include professional money management, investment recommendations for pre-retirement and retirement planning, assistance with college savings-planning issues, insurance-related needs, and timely answers to your financial questions. We also provide periodic portfolio reviews

City National Bank
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Sam Granato & Laura Leavitt
to individuals in and around San Jose, CA. They specialize in retirement planning, financial advising, financial planning, investment advising, and certified financial planning. Our experienced team is dedicated tomore information on how we can help