Consolidated Planning

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.

Kelly Financial Services

Kelly Financial Services provides comprehensive financial advice and services to help individuals achieve their retirement goals. Our mission is to provide tailor-made solutions and support to meet the individual needs of our clients. We offer Roth IRA Transfers and Roth IRS Conversions to assist with retirement planning. We also provide a variety of other services such as Customized Financial Analysis, Estate Services, Financial Planning, Financial Seminars, Financial Services, IRA Solutions, IRA Solutions for Retirement Planning, Life Insurance, Lifetime Income, Lifetime Income Planning for Retirement, Long-Term Care, Making Your IRA Tax Free in Retirement, Retirement Services, Social Security Maximization, Wealth Transfer and Retirement Planning. Our experienced team of professionals have the knowledge and expertise to provide the highest quality of service to ensure that our clients' financial objectives are met. With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.

Andrews Financial Planning

At Andrews Financial Planning, we are passionate about personal finance. Our integrated service model provides financial, legal, and consulting services on a fiduciary basis. We work with individuals and businesses to maximize resources, plan for the future, and protect their interests. Kathryn Andrews is a financial planner and licensed attorney with over 20 years of experience. Her expertise covers a broad range of topics such as savings strategies, retirement planning, asset protection, money management, real estate investment consulting, debt reduction, contract negotiation, law school admissions consulting, corporate law, equity investments, purchases and sales, liability protection, and complex business transactions. We offer our services on a fixed fee or hourly basis, depending on the customer's preferences and the nature of services required. There are no products for sale, commissions, or hidden fees, only sage counsel with your best interests in mind. Our services are guaranteed to your satisfaction. At one time or another, everyone can benefit from directed expert advice. Get started today and make sure your future is secure!

Power Cred Enterprises

Power Cred Enterprises is committed to helping people reach their maximum financial potential through Financial Education Services. Our Managing Partner, Ron Moss, has created a variety of programs that can provide consumers with assistance in various financial areas. Our user-friendly credit services are designed to offer the highest quality customer service and satisfaction. Along with these services, we provide educational materials to help individuals build consistent financial success. At Power Cred Enterprises, we are devoted to providing customers with a great experience. Our team is highly experienced and knowledgeable in the financial industry, giving us the skillset to find the best solutions for our clients. We strive to create an environment where customers can feel comfortable and confident in their decisions. With our support, we are sure that our clients can achieve their financial goals.

GrowthStar Capital

GrowthStar Capital is a financial and strategic solutions provider that offers access to capital for commercial real estate developers and owners. We specialize in providing both debt and equity investments to cover the entire capital stack, ensuring our clients have the opportunity to benefit from terms and opportunities typically reserved for larger firms. Our mission is to help clients grow their portfolios, reduce personal liabilities, and attract new opportunities through our tailored financing structures. Our team of experienced professionals has a comprehensive understanding of the middle market and Wall Street, allowing us to provide innovative solutions to suit the needs of developers, owners, family offices, financial institutions and real estate platforms. We are committed to helping our clients unlock their full potential and maximize their successes.

Marlene Munoz CPA PA

Marlene Munoz CPA PA is a professional accounting and bookkeeping firm that specializes in providing outstanding services to small businesses. Our mission is to help our clients maximize their financial potential by providing comprehensive accounting and tax services. We have extensive experience working with transportation companies, veterinary clinics and real estate businesses, and can also provide auditing services for non-profit organizations. Our team is dedicated to providing quality services and solutions to our clients. We are experienced in payroll, sales and use tax, and road tax services. Our team works hard to ensure that the needs of each client are met with accuracy and efficiency. Our goal is to provide clients with the best possible solutions for their financial needs.

Holy Trinity Financial Solutions

At Holy Trinity Financial Solutions, we are dedicated to helping our customers improve their credit score and maximize their funding opportunities. Our team provides 12 years of experience in credit repair and business consulting, allowing us to provide a wide range of services including credit analysis and consultation, monthly credit report monitoring, custom dispute letters, unlimited disputes for inaccurate items, consumer law disputes for advanced credit repair, personalized credit score improvement plans, rapid response disputes for faster results, Metro 2 disputes for advanced credit repair solutions, tradeline optimization guidance, 24/7 online account access and support, comprehensive mentorship and support, expert guidance on understanding and utilizing tradelines, and assistance in building a top-tier credit profile for maximum funding opportunities.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.

Michael Haboush CFP, CRPC, LUTCF

Signature Financial Group, LLC is a financial services firm dedicated to helping clients achieve their financial goals. Mike Haboush, a Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC) and Life Underwriter Training Council Fellow (LUTCF), works to maintain and improve clients' standards of living, maximize wealth, prepare for retirement and protect and preserve estates. The team at Signature Financial Group, LLC strives to provide tailored solutions using a variety of life insurance, investment products and services, annuities and long-term care insurance, allowing clients to plan for the future with confidence. With years of experience and expertise, Mike Haboush and the rest of the Signature Financial Group, LLC team are committed to helping clients reach their financial objectives.If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

Smith Financials

Smith Financials LLC provides high quality financial services and strategies for individuals and businesses across the United States. Led by Carlos D Smith, Smith Financials LLC offers a wide range of services that includes credit consulting, credit repair, business consulting, funding solutions, tax preparation, and loan services. The company has an extensive network of resources that help clients to maximize profits and reduce taxes. Moreover, the team at Smith Financials LLC is highly experienced in helping clients with start-up capital, refunds from the IRS, and other financial needs. At Smith Financials LLC, the team is dedicated to helping clients navigate the complex world of business and finance. They offer credit counseling, credit repair, business consulting, and funding solutions tailored to the individual client's needs. The company also assists with anticipation loans, mortgages, car loans, and more. Furthermore, Smith Financials LLC offers the best credit repair services in the industry to help clients improve their credit score and get approved for a new house or business loan.