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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