Kim E.
7/12/2017
John has an intuitive understanding of how your finances work together and support each other. He also asks very discerning questions about your needs hopes and dreams. But his most important and...
John M Plaza Investment Advisor
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835 Blossom Hill Rd Ste 220
San Jose, CA 95123
John M Plaza Investment Advisor is a reputable financial advisory firm based in San Jose, CA. With over 30 years of experience, they have been helping Bay Area investors stay on track since 1988. Offering a range of services including annuity, long-term care insurance, group health, life insurance, individual health, disability income insurance, mortgage qualification, and 401(k) information, they assist clients in organizing their finances, making informed decisions, and staying on track towards their financial goals.
John Plaza, the founder and financial strategist of the firm, is a representative of Securities America Advisors, Inc., a registered investment advisor. With a focus on promoting financial independence from Uncle Sam, John Plaza and his team provide personalized and comprehensive financial solutions tailored to each client's needs and goals. Their commitment to understanding their clients' personalities, needs, desires, and pressure points ensures the building of successful and long-lasting relationships.
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5.03 reviewsJ C.
2/12/2019
John and I have been good friends for a number of years. I was hesitant to use his services because sometimes a friendship will steer people away from professionally doing businesses with each...
A F.
7/13/2016
My husband and I are financially inept and we really wanted someone we could trust with our savings, in order to be able reach our financial goals. A friend of mine referred John to us and my...
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