Investment House LLC - San Jose, California

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Investment House LLC: A Comprehensive Overview

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Investment House LLC is a financial services firm dedicated to providing comprehensive financial planning and financial consulting services to individuals and families. Located at 1515 Lincoln Ave, San Jose, CA 95125, United States, the firm operates with a commitment to personalized attention and strategic financial guidance. Contacting Investment House LLC is straightforward via their phone number: 4082868483, or through their website: yourinvestmenthouse.com. This detailed overview will delve into the company’s offerings, its accessibility, and what prospective clients can expect.

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Services Offered

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Investment House LLC specializes in a broad spectrum of financial services designed to meet diverse client needs. Their primary focus centers around:

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• Financial Planning: They assist clients in developing tailored financial plans encompassing retirement planning, investment strategies, education funding, estate planning, and tax optimization. Their approach emphasizes understanding each client’s unique circumstances, goals, and risk tolerance.

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• Financial Consulting: Beyond planning, Investment House LLC provides expert consultation on a range of financial matters, including investment selection, portfolio management, insurance needs analysis, and debt management.

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The firm’s advisors work collaboratively with clients to create a holistic financial roadmap, ensuring alignment with their long-term objectives. They leverage market insights and sophisticated analytical tools to recommend optimal strategies.

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Location and Accessibility

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The company’s physical location at 1515 Lincoln Ave, San Jose, CA 95125, offers convenient access for clients in the Silicon Valley area. Investment House LLC prioritizes accessibility and has taken significant steps to accommodate individuals with disabilities. The premises feature:

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• Wheelchair-Accessible Car Park: A designated parking area is available for wheelchair users.

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• Wheelchair-Accessible Entrance: The main entrance is designed to be fully accessible.

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• Wheelchair-Accessible Seating: Accessible seating options are provided throughout the office.

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• Assistive Hearing Loop: An assistive hearing loop is installed to enhance communication for individuals with hearing impairments.

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• Wheelchair-Accessible Toilet: A fully accessible restroom is available.

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Furthermore, the office offers free of charge street parking in the vicinity. Appointments are required, and clients are encouraged to book them in advance to ensure optimal service. The firm also offers on-site services, providing clients with a dedicated space for consultations and planning sessions.

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Online Appointments and Services

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Recognizing the convenience of modern communication, Investment House LLC provides online appointments. This allows clients to connect with advisors remotely, streamlining the process and accommodating busy schedules. The firm’s website, yourinvestmenthouse.com, further facilitates communication and access to resources. Appointments are recommended to maximize the value of the consultation.

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Client Feedback and Reputation

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Currently, Investment House LLC has 0 reviews on Google My Business, reflecting a nascent stage in its online reputation. The average opinion is 0/5, indicating a lack of publicly available feedback at this time. However, the firm is committed to providing exceptional service and building strong client relationships. It's advisable to seek independent reviews and testimonials as the company continues to grow.

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Key Features Summary

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Feature	Description
Location	1515 Lincoln Ave, San Jose, CA 95125
Phone	4082868483
Website	yourinvestmenthouse.com
Specialties	Financial Planner, Financial Consultant
Accessibility	Wheelchair Accessible, Online Appointments

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Investment House LLC strives to be a trusted partner in achieving financial success. Their dedication to accessibility, combined with their expertise in financial planning and financial consulting, positions them as a viable option for individuals seeking professional guidance.

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