California > San Jose > Pam Flournoy, CFP - LPL Financial

Pam Flournoy, CFP - LPL Financial

Verified Listing

(408) 271-8800
1165 Lincoln Ave
Suite 330
San Jose, CA 95125
Category: Finance & Legal:Financial Services:Investment Advisory Service


About

Competent. Caring. Independent, Objective, Transparent. Passionate about helping middle class individuals and families with their money — so that they can reach their goals. Portfolios designed to meet the specific needs of each client. Special attention to helping divorcing and widowed women work through that transition time.


Products And Services

Financial Planning – Hourly Consultation or Comprehensive Retirement Planning
Investment Management – Fee Based
401(k) Rollovers
Annuities with Guarantees
Life Insurance
Long Term Care Insurance
Disability Insurance


Payment Options


Languages Spoken

English


Year Founded

2004


Number Of Locations

1


Number Of Employees

1


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