Janet Grace Beers Attard

Janet Grace Beers Attard, MBA

J. Oliver Maxwell, LLC

Empower Your Money/Become Financially Independent

Wealth Management - Consultant Advisory / CRD 155656

355 Live Oak Drive Danville, CA 94506 USA

tele.: 925-876-1377

Janet Grace Beers Attard, MBA

Wealth Management - Consultant Advisory / CRD 155656

355 Live Oak Drive

Danville, CA 94506 USA

tele. - 925-876-1377

Contact

Contact

J. OLIVER MAXWELL, LLC is a full-service investment counseling firm providing investment management services to private individuals, retirement plans, endowments, and charitable foundations. All accounts are managed on a discretionary basis. While investment portfolio consist primarily of equities, we also use fixed income securities for clients whose objectives require increased income and reduced risk. Our firm core values are based on trust, collaboration, risk management and long term growth of a portfolio. We encourage discipline, debt management, risk management to provide stability of long term wealth in line with your goals and objectives. We measure success by the trust and collaboration, increased client knowledge and grow of each investment account. We collaborate with experts from a variety of industries to formulate strategies tailored to mitigate risk and mentor long term financial growth.

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