C-J Advisory
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
5008 Roeder Rd, San Jose, California, 95...Phone Number
(408) 345-2890Website
www.cjadvisory.comRevenue
$5.4 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About C-J Advisory
Since 1980, C-J Advisory has been offering consultation and advice on all components of financial planning. As an independent financial services firm, we are dedicated to providing investment management and strategic wealth planning that is specific to you and your situation. We believe that a holistic approach is the best way to assist our clients in realizing their financial and lifestyle goals. We strive to provide unbiased opinions, help you understand the impact of cash flow, managed income and estate taxes, know the true value of insurance coverages, and more to support your vision for the future. We're here through career transitions and retirement planning to simplify and make sense of any challenges as they surface. We do this with the highest levels of trust, integrity, and respect while always collaborating using our proven team approach.Explore more
C-J Advisory Org Chart
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MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
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C-J Advisory is experiencing very low activity levels compared to other companies in the Finance sector.
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C-J Advisory is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about C-J Advisory.
C-J Advisory Tech Stack
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Since 1980, C-J Advisory has been offering consultation and advice on all components of financial planning. As an independent financial services firm, we are dedicated to providing investment management and strategic wealth planning that is specific to you and your situation. We believe that a holistic approach is the best way to assist our clients... Read More
