Oak Oak Air

JK & P Associates is a dedicated financial planning firm located in San Jose, CA. They specialize in helping clients achieve their financial goals through personalized strategies and expert guidance. With a focus on integrity and client satisfaction, this team of professionals is committed to providing tailored financial solutions for individuals and businesses alike. Generated from this place's information

SpecialtiesMortgage Loans

CFG Wealth Management, based in San Jose, CA, is dedicated to providing comprehensive financial services including retirement planning, investments, estate planning, and mortgage insurance. The firm prides itself on its experienced team, led by President and CEO J. Graydon Coghlan, and includes experts such as Chief Investment Officer Josh Willard and Vice President Bryce Alvari. With a focus on community involvement and client education, CFG Wealth Management offers a variety of seminars and events tailored to specific companies and investment strategies. Their mission is to guide individuals and organizations toward achieving their financial goals through personalized and informed advisory services. Generated from the website