Consolidated Planning
At Consolidated Planning, we strive to help families and small business owners maximize their financial potential to reach their desired objectives. We believe in the power of informed decision-making, challenging conventional wisdom, and embracing controlled risk for possible reward.
We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.
Related Merchants
Stokley Properties
Stokley Properties is a professional full-service property management company based in Contra Costa County with twenty years of experience in real estate investments and assisting investors to purchase and manage their own portfolios. Our mission is to provide excellent service to our investors and create positive working relationships with our clients. We are committed to helping maximize the financial potential of our investors' investments with 24/7 full-service property management. Our team is dedicated to delivering outstanding services and helping our clients reach their goals. Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.
Jcity Solutions Group
Jcity Solutions Group is an innovative business solutions provider, which provides tailored accounting services from book-keeping to budgeting, financial reporting, financial systems integration, market penetration, branding and strategic planning. Our core mission is to assist businesses to reach their full potential by utilizing the expertise of highly qualified professionals with experience in top MBA programs. The team at Jcity Solutions Group has a wealth of experience and knowledge to offer clients, allowing them to transform their business and make it stand out from the competition. We specialize in providing a wide range of services such as book-keeping, financial reporting, budgeting, market penetration, financial systems integration, branding and strategic planning. Our experienced professionals are dedicated to helping our clients maximize their potential.
Davie Financial Services
At Davie Financial Services, our mission is to help protect assets and create wealth for our clients. Our team provides comprehensive risk management and analysis services, as well as financial and strategic planning, to individuals and businesses. We strive to provide budget-conscious protection that is tailored to each case. Furthermore, we offer a variety of personal protection products and services such as auto, home, condo, boat, landlord/dwelling fire, and personal liability insurance, retirement planning, life, annuities, health, supplemental, and long-term care insurance. All of this is done with integrity and the highest regard for the client's needs. Our team at Davie Financial Services is highly experienced and knowledgeable in the field of risk management and asset protection. We understand that each client has unique needs and are committed to providing the best possible service. Furthermore, we are dedicated to helping clients make sound financial decisions that will benefit them in the long run. We strive to ensure that each client's investments are properly protected and that their wealth is maximized to its fullest potential.
AATC
We service individual financial needs ranging from preparing individual taxes to financial planning. We also specializes in small to medium businesses and startups. We help the development of businesses regardless what stage it may be at. From starting a brand new business to growing an established business. Our services include: * Accounting * Advisory * Consulting * Business Taxes * Income Taxes * Notary * Bookkeeping * Business Planning * Financial Planning. Our tax preparation services are second to none. We comb through your return thoroughly as we prepare it. When preparing individual tax return we ask all the questions so your taxes can be minimized and your refund maximized. When we prepare business taxes we make sure to see if you qualify for any credits and get every deduction your entitled to. We also provide tax planning so you can find out how to qualify for certain credits or deductions for future tax preparation sessions. With us you get a complete and thorough tax prep
Calvert Research and Management
Calvert is a recognized leader in Responsible Investing. Our mission is to deliver superior long-term performance to our clients and to enable them to achieve positive impact. Calvert Research and Management traces its roots to Calvert Investments, which was founded in 1976 and was the first to launch a socially responsible mutual fund that avoided investment in companies that did business in apartheid-era South Africa. Today, the Calvert Funds are one of the largest and most diversified families of responsibly invested mutual funds, encompassing actively and passively managed strategies, U.S. and international equity strategies, fixed-income strategies, and asset allocation funds -- all managed in accordance with the Calvert Principles for Responsible Investment. Through the years, the Calvert Funds have stayed at the forefront of Responsible Investing, applying innovative investment strategies, groundbreaking research, shareholder advocacy programs and public policy initiatives. Today, we're helping a new generation of investors see financial potential through the lens of environmental, social and governance (ESG) factors.
Noel Cajigas - Private Wealth Manager
Financial planning is the process of creating a plan to meet your long-term financial goals. It incorporates various aspects of personal finance such as budgeting, savings and investments, taxes, and retirement planning. Retirement planning involves estimating how much money you’ll need to save for retirement and determining when you will be able to retire. Investment management involves analyzing and selecting the best investments and managing those assets to reach your goals. Portfolio analysis/risk management includes assessing and optimizing your entire portfolio to minimize your risk and maximize potential returns. Lastly, alternative investments are investments that fall outside the traditional stock, bond, and real estate categories and offer potentially higher returns, but also come with higher risks. Creating a comprehensive financial plan can help you make informed and effective decisions about your money. Working with a professional financial advisor can be a great way to get started with financial planning and develop long-term strategies to reach your goals.