Jones & Company

Belville Financial Advisors a Registered Investment Advisor began business in 1979. Approximately, 25% of our clients have been with us for more than 20 years. We are located in Monterey, CA.We specialize in large IRA rollovers as well as personal investments. Our minimum account size for assets to manage in the fee program is $750, 000.00.We pride ourselves in limiting the number of clients we work with so we can give everyone the attention they deserve. Each portfolio is individually designed by Dorothy Belville based on the client's risk tolerance, income needs, other assets and time horizon.

Silicon Valley Securities is a financial services firm based in Saratoga, CA, specializing in investment management and advisory services. With a focus on providing personalized solutions for clients, the company offers a range of investment options and strategies to help individuals and businesses achieve their financial goals. Generated from their business information