C-J Advisory, Inc. is a team of knowledgeable and caring financial planners that have been serving customer's needs for more than 35 years. No matter the customer's needs the company's experts are there every step of the 3wway to provide timely, in-depth advice and customized strategies for protecting, growing, and using wealth wisely. Services include personalized retirement, tax, and long-term healthcare planning, investment management, and wealth transfer management. The company also provides notary services, insurance needs analyses, and specialized services for entrepreneurs and business owners.
San Jose, CA 95126