I help Investors organize their finances, make informed decisions, and stay on track. My initial consultation is free. Please contact me if you are interested.
--John
Higher Calling: John Plaza, Osaic Wealth Inc.
by CLS Investments
CLS sits down with financial advisor John Plaza, Securities America Advisors, where he talks about how essential it is to know your client's personality, needs, desires, and pressure points when working towards building a successful relationship.
What's Your Risk Number?
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