Ellingson-Furler & Associates, Lori Ellingson, CRPC® San Jose, CA



1730 San Tomas Aquino Rd.
San Jose, CA 95130





How I Help You

I carefully manage the portfolio you've entrusted to me to service.  It is a responsiblity I take seriously.  When you invest per my reccomendations, I feel an obligation and manage it like my own.  My commitments are similiar to your and that puts us in the work together.

As the market and you life take their normal courses, I will communicate with you.  Help you solve problems. Reassure you. Make changes as necessary. Answer your questions.  Just like I would expect someone to do for me.

I can be your trusted source for advice on money management, investment insurance and other related areas.  I handle all sizes of accounts.

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Brochure: Wealth of Resources Brochure

Brochure: Bio

For a COMPLIMENTARY Financial Review contact Lori Ellingson, CRPC®, at Ellingson-Furler & Associates and we will be in touch.