EMPOWER YOUR MONEY

ACHIEVE FINANCIAL INDEPENDENCE

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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.

EMPOWER YOUR MONEY

Financial Planning/Investment Management/Real Estate/Insurance

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Janet Grace Beers Attard, MBA
J. Oliver Maxwell, LLC / CRD 155656

J Oliver Maxwell, LLC core principles are Results, Client Empowerment, Research, Tenacity, Focus, Innovation, Self Control, Loyalty, and Detail Orientation seen in Performance.

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.
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J. Oliver Maxwell, LLC core principles are Results, Client Empowerment, Research, Tenacity, Focus, Innovation, Self Control, Loyalty, and Detail Orientation seen in Performance.
Get in touch...

J. Oliver Maxwell, LLC
355 Live Oak Drive, Danville,
Ca 94506 Tel: 925-876-1377
Email: jolivermaxwell@gmail.com

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