THE FINANCIAL PROFESSIONALS OF INVESTMENT HOUSE

We are an independent financial firm that has been helping people establish and maintain their long-term financial goals for more than 40 years... For the past 40 years, our practice has provided answers to people like you. We help people make smart choices about their money and put their financial ducks in a row. We work closely with our clients to create a better future for themselves and for their families... Our practice has the experience to analyze every aspect of your financial health and get your financial ducks in a row, including retirement planning, estate planning, tax planning, insurance, real estate, and investments, and we do it by combining financial planning knowledge with today's best technology.

Also known as: Financial Solutions Under One Roof, The financial professionals of Investment House, LLC

Primary location: San Jose United States