J Ward Financial

Closed
16360 Monterey St Ste 210
Morgan Hill, CA 95037

J Ward Financial is an investment and financial planning firm based in Morgan Hill, California, with a strong commitment to serving the local community. The firm specializes in Vision-Focused Planning and Investing, helping clients navigate their financial futures while addressing their unique needs and goals.

Led by Jim Ward, a fee-only Certified Financial Planner and attorney, J Ward Financial emphasizes a holistic approach to financial planning, avoiding commissions and focusing solely on client interests. The firm strives to simplify financial decisions, delivering clear communication and personalized strategies to foster peace of mind for families as they plan for their future.

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