John M Plaza Investment Advisor provides comprehensive financial planning services to help reviews, weekly market commentaries, and online access to brokerage accounts. We take pride in the quality of our

products includes residential and commercial loans, deposit services, investment, brokerage, insurance, trust and foreign exchange services. The bank

services for your residential investment property, including marketing, tenant screening, leasing, maintenance, and accounting. Our superior marketing strategies

paper. We ensure that our customers understand their investment and the coverage it provides. We offer a and life insurance, and surety bonds. Our insurance brokerage is Covered California Certified and offers individual or

Pam Flournoy is an experienced Investment Manager, CFP(R) and Certified Divorce Financial Analyst , using a strategic investment approach that takes into account each client's goals, risk tolerance, and income

to families, such as life insurance, annuities, and investments, designed to secure their future. In addition, the Financial Services Inc., a subsidiary offering full-service brokerage services, and Modern Woodmen Bank, which provides a

provide support to those seeking to work, study, invest, or immigrate to the United States. We communicate efficiency throughout the process, while also taking into account sensitivity and compassion to ensure our clients have

, bookkeeping, payroll, sales tax, audits, real estate business/investment tax & accounting, and individual/self-employed tax and corporate