
John M Plaza Investment Advisor
John M Plaza Investment Advisor provides comprehensive financial planning services . Our services include professional money management, investment recommendations for pre-retirement and retirement access to brokerage accounts. We take pride in the quality of our services, and don't hesitate to get in touch today.

Exertus Mortgage Advisors
I am an experienced mortgage advisor with Exertus Mortgage Advisors, and I am here to make your purchase verification for self-employed borrowers, interest only on investments, hard money loans, low fico score options, and rates and quick turnarounds, with most purchases closing in 20-25 days or less and pre-approvals

Edward Jones - Financial Advisor: Christina Biagi
In these challenging times, Edward Jones - Financial Advisor: Christina Biagi is here to help. We understand for retirement, save for education and make smart investments with tax-wise strategies. Our experienced team provides to fit your individual needs. We take pride in the quality of our services, and aim to

City National Bank
City National Bank in San Jose is a renowned financial services provider, planning, estate planning, business banking, investment management, and loan services. Our knowledgeable financial advisors are available to help

Julie Ping He, CFP - Gateway Financial Advisor
Julie Ping He, CFP® is a Gateway Financial Advisor who specializes in providing clients with comprehensive wealth management services, considering all elements that could be affected by investments. She provides tax-efficient strategies and retirement planning