Keane Heller - Newfront Insurance Company

Babylon Wealth Management

Babylon Wealth Management is a fee-only financial advisor located in the San Francisco Financial District. We are dedicated to helping families navigate life transitions through our fiduciary approach to financial planning and investment management. Our team of advisors has the skills and knowledge needed to provide holistic guidance that simplifies and brings clarity to complex financial decisions. We specialize in helping tech professionals and executives with equity compensation, stock options, risk mitigation, and income tax planning. By taking a comprehensive approach to wealth management, we create tailored plans that account for all aspects of one's financial life. Our services include personal financial planning, traditional investment management, tax-smart investing, tax planning, estate planning, and risk management.

Gibson Wealth Management

Gibson Wealth Management offers an extensive range of wealth management solutions, including investment plans, cash flow monitoring, risk mitigation, and trusted financial planning practices. 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.

Schultz Collins

As independent investment advisors to individuals and trusts, we deliver objective financial advice and wealth management insight with risk mitigation overlays. Our client portfolios are globally diversified, low cost, and tax efficient. We serve as investment counsel for three general categories of clients: individual investors, retirement plan sponsors, and institutional investors (trusts, foundations, endowments, and corporate accounts).  Our clients are attorneys, entrepreneurs, businesses, non-profits, trusts and endowments who want a comprehensible and rational solution for a complex problem: the prudent supervision of financial assets. As a fee only advisor, Schultz Collins promotes the fiduciary standard, and is nationally recognized for our expertise on fiduciary issues. Specializations: Retirement planning, Asset Management, IRAs, Risk Management, Wealth Preservation, Charitable Giving, Trust Distribution Planning.

Nick Kazerouni - Del Mar Insurance Group

Nick Kazerouni - Del Mar Insurance Group is a hands-on business with a focus on protecting clients' assets. We take the time to listen to our clients and understand their needs before providing cost-effective solutions. Our team has access to multiple insurance carriers, such as Nationwide, Travelers, The Hartford, AARP, Chubb, Mercury, Anthem, Blue Shield, Health Net, Foremost "Farmers insurance", Farm Bureau, Zurich, US Assure, New York Life, Safeco, Kemper, Liberty Mutual, and many more. We specialize in high value homeowners, auto, umbrella and business insurance policies, as well as builders risk plans for residential and commercial projects of any size and value. We also offer coverage for contractors equipment, rental dwellings, vacant structures, and more. No broker fees are required. 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.

CJi Agency

At CJi Agency, we believe in a consultative approach and strive to provide the best possible coverage for businesses and families. Our team of experts understands the policies and services offered by the insurance companies we represent, and are able to customize a risk plan that meets your specific needs. Our goal is to help you find the right protection when you need it most. We offer a range of services including homeowners insurance, auto insurance, business insurance, artisan contractors, and construction insurance. With our in-depth knowledge and understanding of the industry, we can ensure you get the coverage you need at a price you can afford.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.

Assurance Wealth Management

At Assurance Wealth Management, we specialize in providing comprehensive wealth management and risk mitigation services to individuals, families and small businesses. Our experienced financial advisors work to create individualized portfolios with a strong focus on risk management. We also offer a range of financial planning and retirement planning services to help our clients reach their financial goals. Our team is dedicated to providing the highest quality service to our clients. We use the latest technology to ensure that our clients receive the best advice and strategies tailored to their individual needs. Our commitment to client service and satisfaction is the foundation of our success.

Cal West H.M.S.

At Cal West H.M.S., we offer San Jose property management services that treat your home as our own. We specialize in providing the highest level of service and utilizing the best technology to help landlords meet their investment goals. Our team is highly trained and experienced in real estate, residential property management, and risk mitigation. We are also members of the National Association of Real Estate and the National Association of Residential Property Managers, so you can trust that we have the resources and knowledge to manage your property. 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.

ZENiTH Civil Engineering & Land Surveying

ZENiTH Civil Engineering & Land Surveying is a full-service civil engineering and land surveying company located in Los Angeles County and Orange County. We provide comprehensive services for the development of residential, commercial and mixed-use projects. Our experienced team specializes in topographic surveys, boundary/lot line surveys, ALTA surveys, Tentative Parcel Map/Tract Map, Final Maps, Slope Analysis map and Calculation (City of Los Los Angeles), Average slope calculation and Average Natural grade (City of Santa Monica). We also offer precise grading plan, on-site drainage plan, horizontal control plan, earthwork calculation and cost estimates for bonding purposes, erosion and sedimentation control plan, Standard Urban Storm Mitigation plan (SUSMP) or Low Impact Development plan (LID), Volume Flow Rate calculation for SUSMP/LID, hydrology and hydraulics calculation, street improvement plan, sewer and storm drain plan, wet utility plan, and B-permit plan. With our expertise and experience, we are dedicated to delivering accurate and reliable results for all of your surveying and engineering needs.

Gannon Wealth Security Partners

Gannon Wealth Security Partners (GWSP) is a financial services firm that specializes in estate planning, asset protection strategies, tax mitigation plans, multi-generational planning, and retirement planning. GWSP provides comprehensive planning solutions through collaboration with lawyers, CPAs, and wealth managers. The team at GWSP are dedicated to helping clients reach their goals by designing custom strategies that will benefit both the present and future generations. With an emphasis on the latest planning techniques, GWSP understands the importance of working with all advisors involved to ensure the best outcome for the client. They are committed to providing personalized advice and services, tailored to each individual's needs.

AmpleTech Refresh

AmpleTech Refresh is an IT Asset Disposition company based in Phoenix, providing secure and responsible data destruction services as well as E-waste recycling. Our mission is to ensure risk mitigation, data security, value recovery and responsible recycling of retired IT assets. We are certified by R2, ISO 9001, ISO 14001 and ISO 45001:2018 and offer tailored solutions that are both secure and environmentally friendly. Our team of professionals utilizes their expertise to provide our clients with white glove solutions, making the process stress-free and convenient. You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

CobbleStone Software

CobbleStone Software is an innovative provider of enterprise contract lifecycle management solutions. It offers an array of services, such as contract requests, approvals, workflow, dynamic templates, electronic signatures, compliance alerts, key date alerts, and risk mitigation. All of these services are designed to make contract administration seamless and efficient. Their software is designed to centralize and automate the entire contract lifecycle, allowing for better organization and understanding of contracts. The team at CobbleStone Software has extensive experience in contract management. They are dedicated to providing their clients with the best tools to help them manage their contracts effectively. They strive to ensure that their software is constantly updated to provide the most up-to-date features and capabilities. With their software, businesses can gain greater visibility and control of their contracts, allowing for improved decision making and compliance.

Nickerson

Nickerson is a full-service public relations and marketing firm that specializes in providing comprehensive communication and strategic planning services. Their mission is to develop and implement effective strategies and tactics to help clients reach their goals and objectives. They offer a wide range of services, including public relations, public relations monitoring, internal and external messaging, media outreach, community relations, social media, influencer expertise and campaigns, event and social activations, corporate communications, media preparations and training, thought leadership, brand strategy, message development, social media content creation, digital/SEO advertising, market research and analytics, concept testing, campaign optimization, advertising and media planning, email targeting, program and campaign design, event and social activations, reporting and analysis, brand development, website creation and management, collateral production, environmental design, graphic design, video production, photography, and signage and wayfinding design. Additionally, Nickerson also provides risk planning and preparations, reputation management, crisis operations, crisis communication, monitoring and management, and third-party and spokesperson coordination. 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.

Brian Warnick - State Farm Insurance Agent

At Brian Warnick - State Farm Insurance Agent, our mission is to assist the people and businesses of Pittsburgh and its surrounding area in managing their risks, planning for their future, and achieving their financial goals. We offer personalized financial products that meet our customers’ needs, with a particular focus on Home, Renters, Auto, and Life Insurance. Our team of experienced professionals is committed to providing the protection necessary to help our customers mitigate risk and recover from unexpected events. Stop by for a free insurance proposal today! 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.

Matt Jonza - State Farm Insurance Agent

I am Matt Jonza, a State Farm Insurance Agent located in Oakdale, MN and serving customers from the Twin Cities area and beyond. My agency is licensed to provide services in both Minnesota and Wisconsin. I'm proud to offer a wide range of insurance products and financial services, such as homeowners insurance, renters insurance, auto insurance, life insurance, business insurance, and banking. My team of professionals is here to provide a friendly and welcoming environment for all our customers, regardless of language. We are committed to providing caring, compassionate, and reliable service to help people manage their everyday risks, plan for the future, and protect themselves and their loved ones. We offer personalized guidance and advice to help our clients make informed decisions with confidence. Whether it's a small decision like choosing an auto insurance deductible or making more important decisions about life insurance coverage, we are here to help you navigate the process and make insurance easy.