Peter Dean - Morgan Stanley - Santa Cruz (CA)

juanoaklnd My name is Juan, JT Financial is highly experienced in tax preparation, I have been a client of Tonia for five years and have consistently received satisfactory results with my tax returns. I wholeheartedly recommend her services without hesitation .

Li Jing He This is the first time I have deep discussion with financial planner for my retirement. Phil and Charles guide me through the process to collect all my information and prepared 3 detail investment options to achieve my retirement goals. I appreciate their professionalism and help me understand each options include possible risk, growth potential, and how they earn their money. I feel they are honest and try to help me to maximize my retirement income. I highly recommend them if you are looking for financial planning of your hard earned money.