Alfonso, Joseph CFP(R) - Aegis Financial Advisory

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3333 Bowers Ave Ste 130
Santa Clara, CA 95054
+1 (408) 689-8211
http://www.aegisadvisory.com

Aegis Financial Advisory is a Fee-Only Fiduciary financial planner based in Portland, Oregon and the San Francisco Bay Area. Specializing in retirement planning for pre-retiree and retiree couples, they offer comprehensive financial planning services, including Social Security planning and investment management, to ensure a secure and worry-free retirement.

With a focus on client-centered planning, Aegis Financial Advisory helps individuals maximize their Social Security benefits, manage their financial life, and implement a prudent investment strategy. Their founder and principal, Joseph Alfonso, is a recognized expert in the field and has been featured in reputable publications such as the Wall Street Journal and U.S. News World Report.

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United States›California›Santa Clara›Alfonso, Joseph CFP(R) - Aegis Financial Advisory

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