Wales Investments in Active Trader Links Directory

Our company provides comprehensive fee-based wealth management services to individual clients, business owners and institutions. We utilize a customized approach in analyzing and planning a client's investment portfolio, estate plan, cash flow, income taxes and retirement. Investment strategy recommendations are based solely on the client's specific needs, circumstances and goals. We update financial plans periodically to ensure that the client's needs are reflected in the current investment strategy.

Address: 2055 Junction Ave, Suite 100, San Jose, Santa Clara, California, USA.
Zip: 95131
Telephone: +1-408-944-9176
Fax: +1-408-944-9175
Website: http://www.walesinvestments.com/