Man presenting at a screen

News & Events

Meet our Xceed Wealth Management Financial Consultant

Our Financial Consultants are registered with LPL Financial, and are dedicated to helping Xceed members work towards their retirement and investment goals. They provide a personal approach and offer their experience and expertise in investments, insurance, and wealth management.

An Xceed Wealth Management Financial Consultant will be on site to help answer any financial planning and investment questions you may have, and to help get you on the path towards meeting your financial goals.

Info

Dates:
Thursday, November 7, 2019
Thursday, November 14, 2019
Wednesday, November 20, 2019

Time:
11:00 A.M. – 2:00 P.M. PST

Location:
The Plant
2195 Monterey HWY,
Suite 50
San Jose, CA 95125

RSVP TO 800.932.9328

Contact Steven Barrett to schedule
a personal consultation
.

You are now leaving Xceed Wealth Management Group’s website. We provide hyperlinks to other sites solely as a convenience, and they may not always function properly. Xceed Wealth Management Group does not control, nor are we responsible for the contents of, or any link within, a third party’s site. A non-Xceed Wealth Management Group site might have a different privacy policy and may provide less security than Xceed Wealth Management Group’s site. When accessing a site from here, you are responsible for confirming the identity and authenticity of any third party you visit and transact business with online. Hyperlinks from Xceed Wealth Management Group are not endorsements by Xceed Wealth Management Group of any third party, its ownership or management, products, services, information or recommendations it may offer, or any advertisers or sponsors appearing on a third party’s site.

Cancel Accept