JON URRUZUNO

Services Offered

• Investment planning
• Insurance strategies
• Holistic financial planning

About

Jon Urruzuno is a financial consultant based in Houston, Texas, affiliated with Oppenheimer. He specializes in aligning clients' unique goals and values with comprehensive investment and insurance strategies. Jon employs a detailed discovery process to understand each client's specific situation, time horizon, and risk tolerance. His practice focuses on serving high net worth individuals, families, corporate executives, and businesses, helping them grow and protect their assets while addressing complex financial issues.

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