Helping You Gain Financial Success
To do what you value most in life is our desire for you. Our Mission is to assist our clients in making the wisest choices possible with their financial resources. Financial success is achievable with sound financial strategies. Jorge Meza ChFEBC has the tools and the expertise with almost 20 years of experience and designations to guide you through the maze of plans and programs. Your values are an important component in building your personal strategy. Taking account tax implication is also of great importance. Competency, Integrity, Trustworthiness are words that we live by.
Jorge Meza ChFEBC is an independent Investment Advisor Representative. This is important because we work for you. Not any particular entity. Your best interest, your success, your financial independence, your peace of mind, your safety, your comfort and lasting legacy is not only in your best interest but in ours.
“Without counsel plans fail, but with many advisers they succeed.” We have a team of experts in our field and work with other experts to establish your particular wealth strategy.