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Submission: On February 04 via api from US — Scanned from DE
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* Our Firm * Janet Grace Beers Attard, MBA * Expertise * Market Watch Contact Us EMPOWER YOUR MONEY ACHIEVE FINANCIAL INDEPENDENCE Learn how we can help -------------------------------------------------------------------------------- Our Services J. Oliver Maxwell core values are grounded in the integrity of each portfolio consistently building equity, knowledge of sound company fundamentals, news, market insight to empower each individual client with risk management and emotional control to grow assets long term. -------------------------------------------------------------------------------- Collaboration We collaborate with experts from a variety of industries to formulate strategies tailored to mitigate risk and mentor long term financial growth. Learn More... Risk Management We manage investment relationships for the long term providing counsel, guidance and insight for stability of wealth in line with each client's goals and objectives. Learn More... Portfolio Growth Much of our time is spent empowering investors to be knowledgeable participants in the growth of their individual investment account. Learn More... -------------------------------------------------------------------------------- EMPOWER YOUR MONEY Financial Planning/Investment Management/Real Estate/Insurance -------------------------------------------------------------------------------- Contact Us -------------------------------------------------------------------------------- -------------------------------------------------------------------------------- Janet Grace Beers Attard, MBA J. Oliver Maxwell, LLC / CRD 155656 JOliverMaxwell, LLC core principles are Results, Client Empowerment, Research, Tenacity, Focus, Innovation, Self Control, Loyalty, and Detail Orientation seen in Performance. -------------------------------------------------------------------------------- About Jan Jan's mission is to create a financial legacy for each investor to span generations. Investment seminars, farm dinners and one on one private sessions are conducted with a passion to teach and empower each investor. Jan is committed to upholding individual goals and expectations. We construct a "financial roadmap" in which the client becomes the most important player for accumulation, diversification, distribution and charitable giving. It does not take a genius to build wealth however it does require patience and discipline. -------------------------------------------------------------------------------- Articles JOliverMaxwell, LLC core principles are Results, Client Empowerment, Research, Tenacity, Focus, Innovation, Self Control, Loyalty, and Detail Orientation seen in Performance. -------------------------------------------------------------------------------- [ess_grid alias="news-and-articles"] Our Clients... “"I chose Jan to manage my money while she was a broker at UBS Paine Webber, San Francisco, CA. I was pleased with her consistent dedication to my investment goals and objectives. I was honored to work with a broker who had a significant personal commitment to Bay Area community organizations and non-profits and has my best interests at heart with all financial matters. ” Charles Perotta, ESQ., Incline Village, Nevada "I believe we communicate very well considering the shortness of our client - counselor relationship thus far, thank you Jan. Congratulations on our recent investments In this market- any market, it is prudent to ride the right waves, to invest wisely. I am sure our progress will be ever upward and I propose a password to welcome our regime with which i salute you, excelsior!" Preston Buchard, Palo Alto, Ca. “"I chose Jan to manage my money while she was a broker at UBS Paine Webber, San Francisco, CA. I was pleased with her consistent dedication to my investment goals and objectives. I was honored to work with a broker who had a significant personal commitment to Bay Area community organizations and non-profits and has my best interests at heart with all financial matters. ” Charles Perotta, ESQ., Incline Village, Nevada "I believe we communicate very well considering the shortness of our client - counselor relationship thus far, thank you Jan. Congratulations on our recent investments In this market- any market, it is prudent to ride the right waves, to invest wisely. I am sure our progress will be ever upward and I propose a password to welcome our regime with which i salute you, excelsior!" Preston Buchard, Palo Alto, Ca. * * Home | Our Firm | Janet Grace Beers Attard, MBA | Expertise | Contact Us 355 Live Oak Drive, Danville, Ca 94506 Tel: 925-876-1377 | Email jolivermaxwell@gmail.com Securities and Advisory Services are offered through J. Oliver Maxwell, LLC, a Registered Investment Advisor. J. Oliver Maxwell, LLC is Registered and Honored as Fiduciary to conduct Securities Business in California and Insurance Business in California. J. Oliver Maxwell, LLC is committed to safeguarding Confidential information provided by our clients and investors. Firm CRD # 155656 • CA Insurance License # 0C94026 Copyright © 2020 J. Oliver Maxwell, LLC Contact Us Please wait... SUBSCRIBE TO OUR NEWSLETTER Want to be notified when our article is published? Enter your email address and name below to be the first to know. SIGN UP FOR NEWSLETTER NOW