“Money is not the only answer, but it makes a difference.” Our Mission is to assist our clients in making the wisest choices possible with their financial resources. Successful investing is within reach with financial strategies and teamwork. Jorge Meza ChFEBC has the risk management tools and the resources with almost 20 years of experience and designations to guide you through planning, tax migration, wealth presentation, philanthropy, and capital growth. Your values are an important component in building your personal strategy. Jorge wants to work with you, for you, so that you may gain the financial success you desire. Competency, Integrity, Trustworthiness are words that we live by.
Jorge Meza ChFEBC is an independent Investment Advisor Representative. He works for you; not any particular entity. The achievement you accomplish will be in your best interest, target your success, your financial independence, your confidence, your goals, your values. Your legacy is not only in your best interest but in ours.
We have a team of specialists in our field and work with other professionals to establish your particular wealth strategy.
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