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Investment services in San Jose, CA

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Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy

Plaza John M - John M Plaza Investment Advisor

* Professional Money Management * Investment Recommendations for Pre-Retirement and Retirement Planning * Managing Money during Retirement and assisting with Distributions (due to job changes or early retirements) * Assistance with College Savings Plans * Assistance with Estate and Tax-planning Issues, and Insurance-related Needs * Providing Periodic Portfolio Reviews, Weekly Market Commentaries, Online Access to Brokerage Accounts, and timely answers to your financial questions

Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy

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