The Blue Jade Wealth Management Group
Business details
- Category
- Financial Services · Financial planner, Investment service
- Address
- 99 S Almaden Blvd Ste 300, San Jose, CA 95113
- Phone
- (408) 947-3323
- Website
- us.rbcwealthmanagement.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
For financial planning and investment services in San Jose, The Blue Jade Wealth Management Group is here to help. We are a financial planning and investment firm serving individuals and families across San Jose and Santa Clara County.
Our work centers on helping clients build and manage their investments with a clear plan for their long-term goals. We bring a thoughtful, personal approach to every client relationship, taking the time to understand where you are today and where you want to go.
Whether you are just starting to plan for the future or refining an existing portfolio, we aim to make the process clear and manageable.
To learn more about how we can support your financial goals, visit our website.
Our work centers on helping clients build and manage their investments with a clear plan for their long-term goals. We bring a thoughtful, personal approach to every client relationship, taking the time to understand where you are today and where you want to go.
Whether you are just starting to plan for the future or refining an existing portfolio, we aim to make the process clear and manageable.
To learn more about how we can support your financial goals, visit our website.