J Ward Financial

Business details

Category
Financial Services · Financial advisor
Address
16360 Monterey Rd #210, Morgan Hill, CA 95037
Phone
(408) 612-4200
Website
jwardfinancial.com
County
Santa Clara County

Hours

  • Monday: 9 AM–5 PM
  • Tuesday: 9 AM–5 PM
  • Wednesday: 9 AM–5 PM
  • Thursday: 9 AM–5 PM
  • Friday: 9 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

About

J Ward Financial brings personal financial advisory services to Morgan Hill and the surrounding South Bay communities. We help individuals and families plan for their financial goals with clear, practical guidance tailored to where they are in life.

Our work centers on building a plan you can understand and feel confident following, one that adapts as your circumstances change. We take the time to explain our recommendations so you always know the reasoning behind each decision.

Whether you are just starting to plan for the future or refining a plan you already have, we are glad to meet you where you are.

Learn more or get in touch through our website.