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Access-Investments

Founded 2001 • With Angi since November 2015

N/A
Apartments
Banking/Credit Unions
Financial Planning
Buying Services
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Description

Commercial and residential representation. Commercial and private mortgages. Additional email - jamesj@access-investments.com....

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SOVEREIGN WEALTH MANAGEMENT

We offer our services NATIONWIDE. Our passion is partnering with our clients to crystallize their financial goals, design a strategy to achieve those goals and execute the plan to its completion. You know it’s not enough to just make a plan, even the most well designed strategies can fail if not executed properly and then monitored for progress and suitability. This is why we consistently monitor the progress of your plan and make changes as new developments come to light with your changing goals. Whether we are helping a young family set the path to achieve their ideal lifestyle and first home; assisting a newly widowed client in navigating and structuring his/or her retirement plan and new life; or advising a professional couple on structuring the sale of their business and transitioning into retirement, we are consistently behind the scenes working to get you there and keep you there: on track. Our Core Competencies include: Financial Planning, Wealth Management, Risk Management, Estate Planning and Multi-Generational Asset Transfer Planning, Managing Executive Deferred Comp Assets. We use the latest and the most sophisticated tools to produce accurate and realistic analyses. We pride ourselves on our independence and ability to work with the leading experts in all fields of wealth management, accounting and estate planning to design a comprehensive and robust strategy to achieve our clients’ goals. Sovereign is affiliated with Spire Investment Partners. Spire Investment Partners is the Parent Company of Spire Wealth Management, LLC an SEC RIA, and Spire Securities LLC, a registered Broker/Dealer and Member of FINRA / SIPC.  

Offers by SOVEREIGN WEALTH MANAGEMENT on Angi
Upper Left Wealth Management

I focus on people in or near retirement, who want to reduce risk and taxes. UpperLeft Wealth Management is here for anyone planning for and trying to figure out if they're on pace for retirement, or are looking for investment management, advice on social security, home mortgages, taxes in retirement, or other financial questions. Our data-driven processes and strategic planning mean we help you face the curveballs life can throw at you. I am a CFP® and fiduciary, and hold an M.B.A. in finance from Columbia Business School. My reputation is built on your trust. If you're ready to look at improving your odds of success, contact me at www.upperleftwealth.com.  

Jon R Crase Construction

Company has been in business since 1978 when Jon Crase started remodeling after stepping away from college. Jon Initially worked in the feild by himself until he felt the need to hire help, now some those same people have been with Jon for over 26 years. The company still does a lot of remodeling and also added restoration work back in 1980 where he is able to take a burned down home and turn it into something new and exciting for such a tragedy. Many restorations turn into a time to make changes and turn families back around to look forward to returning to their new home. It has certainly been a great business over the past 32 years now and what really is exciting these days is that we are now making new homes for our customer's children that are now old enough to own their own.  

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Access-Investments

Founded 2001 • With Angi since November 2015

N/A

Business Details

Phone Number

Address

PO Box 53642

San Jose, CA 95153

Services Offered

Real estate agency related services.

Services Not Offered

We don't represent leases or renters.

General Information
Free Estimates
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Eco-Friendly Accreditations
No
Payment Options
Financing Available
Senior Discount
No
Warranties
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