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John M. Plaza, Osaic Wealth Inc.
John M. Plaza, Osaic Wealth Inc.
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John M. Plaza, Osaic Wealth Inc.

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NEWS AND INFORMATION

 

2024 Key Numbers for Health Savings Accounts

Transformative Tech: Will AI Upend the American Workforce?

Silicon Valley Bank Update by Ladenburg Thalmann Asset Management

Federal Tax Filing Season Has Started

The Virtual World Resolves Around Physical Real Estate

Data Breaches

Why you need Life Insurance

Financial Planning

CA Prop 19 Solutions

Press Release on John Plaza renewing the "Membership with the Financial Services Institute” 2021

RMD Roundup: A Few Key Updates
About Required Minimum Distributions

War Times & The Stock Market

What Do Rising Interest Rates Mean for Your Money?

 

 

Six Life Stages that Trigger the Need for Life Insurance

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Shortages and Bottlenecks Expose Weak Links in U.S. Supply Chains Click Here

 

 

 

 

 

Osaic Wealth Form CRS

John M. Plaza, Financial Strategist

Promoting financial independence from Uncle Sam.

John M Plaza is not a BBB Accredited Financial Consultant in San Jose, CA

 

Securities offered through Osaic Wealth, Inc. a Registered Broker/Dealer, Member FINRA/SIPC and advisory services offered through Osaic Wealth, Inc., an SEC Registered Investment Advisor, John Plaza, Representative.

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

Insurance Licensed in CA, (Insurance Lic. # 0646213)

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck