Trusted Financial Advisor

Ms Joanne D Mungall CFP

Ms Joanne D Mungall CFP

Investment House LLC

1515 Lincoln Ave, San Jose, CA

90% Trust Score
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Compensation
Commission and Fee
Min. Assets
None Provided
Languages
English
License
Not Validated

Areas of Expertise

Asset Allocation, Estate Planning, General Financial Planning, Insurance Planning, Investment Management, Long-Term Care, Retirement Income Management

Client reviews 1 published

1 Favorable
0 Unfavorable
0 Neutral
Client
May 12, 2020
Favorable

Certified Trusted Financial Advisor