James Mann - UBS Financial Services Inc.

Services Offered

• Financial Planning
• Investment Management
• Retirement Planning

About

James Mann is a financial advisor based in San Jose, California, providing financial planning and investment management services to clients in the area. He specializes in helping individuals and families navigate their financial goals through tailored investment strategies and retirement planning. With a focus on building long-term wealth, James offers personalized guidance to ensure that clients are well-prepared for their financial futures. His practice is dedicated to serving a diverse clientele, including both individuals and families seeking comprehensive financial advice.

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