Flournoy Wealth Management

Services Offered

• Financial Planning
• Investment Advisory
• Securities Transactions

About

Flournoy Wealth Management is a financial consulting firm based in San Jose, California, offering a range of financial planning and advisory services. They provide investment guidance and securities transactions through LPL Financial, a registered investment advisor. The firm serves clients in California, Colorado, Missouri, Nevada, and Texas, focusing on helping individuals and families manage their financial futures. Their services include comprehensive financial planning and investment management, tailored to meet the unique needs of their clients.

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