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John M Plaza Investment Advisor
San Jose,CA Company OpeningFinancial Servicestrust and understanding. Our services include professional money management, investment recommendations for pre-retirement and retirement planning, assistance to your financial questions. We also provide periodic portfolio reviews, weekly market commentaries, and online access to -
Julie Ping He, CFP - Gateway Financial Advisor
San Jose,CA Company OpeningFinancial Servicescomprehensive wealth management services. She takes a hands-on approach when crafting customized portfolios that matchall elements that could be affected by investments. She provides tax-efficient strategies and clients. Julie is an experienced and knowledgeable investment manager who has a deep understanding of the -
SPM Solutions
San Jose,CA Website BuildingOnline Advertisingsuccessful by improving their marketing, sales and lead management efforts. We utilize the most up-to-date CRM and marketing automation tools to ensure that our services are both cost their existing leads and maximize their return on investment. With today's customers doing more research online
