LSJ Wealth Management
Business details
- Category
- Financial Services · Financial planner
- Address
- 5201 Great America Pkwy #350, Santa Clara, CA 95054
- Phone
- (408) 373-5570
- Website
- Searching the web…
- 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: 9 AM–5 PM
- Sunday: Closed
About
Whether you're planning for retirement or looking to grow your savings, LSJ Wealth Management offers financial planning tailored to you. We are a financial planning firm based in Santa Clara, serving individuals and families across Santa Clara County and the wider South Bay.
Our work centers on helping clients build a clear plan for their goals, from everyday budgeting and long-term investing to preparing for the years ahead. We take the time to understand your situation before recommending anything, so each plan reflects your priorities and your comfort with risk.
Our goal is to make complex financial decisions easier to understand, so you always know where you stand and what your next step should be.
If you'd like to talk through your goals, give us a call or stop by our office to schedule a consultation.
Our work centers on helping clients build a clear plan for their goals, from everyday budgeting and long-term investing to preparing for the years ahead. We take the time to understand your situation before recommending anything, so each plan reflects your priorities and your comfort with risk.
Our goal is to make complex financial decisions easier to understand, so you always know where you stand and what your next step should be.
If you'd like to talk through your goals, give us a call or stop by our office to schedule a consultation.