John M Plaza Investment Advisor

Specialties

* 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

History

Established in 1983.

I have enjoyed working as an individual Investment Specialist with my broker-​dealer firm, Securities America, Inc. for 28 years. They have proved themselves ethical and have honored me with being on the President’s Council.

Meet the Business Owner

John P.

Business Owner

John considers it a privilege to work with his clients. He is dedicated to providing professional, committed service. He has integrity, is honest, and is not afraid of suggesting to clients what he thinks is best for them.

He and Securities America, Inc. are committed to their clients’ financial success.

Securities offered through Securities America, Inc. a Registered Broker/​Dealer, Member FINRA/​SIPC and advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisor, John Plaza, Representative. CA Insurance License #646 213.

Securities Products are Not Insured or Guaranteed and May Lose Value.

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