Valor Advisers

First Harvest Insurance

At First Harvest Insurance, we understand the importance of safeguarding your hard-earned investments like family, home, and business. We are a wealth management firm that specializes in providing tailored insurance solutions to protect our clients' first harvest. Our team of experienced professionals take a holistic approach to risk management, ensuring that our clients have the appropriate coverage to safeguard their assets. Our services include coverage for vehicles, boats, RVs, and ATVs, so that our clients can enjoy the special memories that come with owning these possessions without worrying about financial risks. We are dedicated to helping you protect your first harvest and create a secure financial plan for the future.

First Responders Moving & Delivery

At First Responders Moving & Delivery, our mission is to provide excellent service and a pleasant experience. We are fully insured with one of the country's leading insurance providers, and specialize in residential, commercial, and full-service packing. Our 24-foot enclosed box truck and lift gate services make loading and unloading your items easier and faster. We also offer expedited, round-the-clock, and same day services, and all moving pads, blankets, and shrink wrap are free of charge. To show our appreciation, we offer special discounts for police, fire, EMS personnel and active duty military. Our professional team will work to find the best plan to get your belongings to their destination quickly and safely, while keeping costs as low as possible. 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.

Independent Financial Planner

Independent Financial Planner offers a wide range of services to help individuals and businesses plan for their financial future. We provide unbiased investment advice, financial education, retirement plans, portfolio management, college planning, annuities, life insurance, long term care insurance, tax free investments and more. Our team of experienced professionals are dedicated to providing clients with the best advice possible – no minimums, no selling, no pressure – always with the client’s needs in mind first. We offer a full range of services, complete choice and access to a variety of investment options including stocks, bonds, mutual funds, exchange traded funds, CDs and real estate investment trusts. Additionally, we work with our clients to develop budgets and cash management strategies tailored to their individual needs. 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.

Pelleton Capital Managment

For years, we have suggested to clients that their life, especially the financial life, is like one giant jigsaw puzzle.There are a lot of pieces that need to fit together to complete the puzzle. We ask them, "What it the most important piece of a jigsaw puzzle?" Someone might say, "the corners," Someone else might guess, "the edges." It could be the "the first piece," or "the last." It could even be "the one that fell on the floor." All good answers but not the right one. From what we've learned in our 30+ years in this business, the single most important piece of any jigsaw puzzle is the box top. Without that, how do you know what the puzzle is supposed to look like? At Pelleton Capital Management, we see our role in the investment and financial planning process as being your box top. We help create the overall image, the solution, so that the pieces in your financial puzzle fit nicely together, providing the outcome you desire. Services Offered: Financial Planning, Investment Management, Retirement Income Planning, Insurance review and analysis (life, health, long term care) , Social Security Planning, College Planning

Ballast Point Financial Planning

Ballast Point Financial Planning was founded by Shawn Tydlaska, a Certified Financial Planner (CFP®), to support young professionals and their families in achieving their financial goals. Located on the Peninsula, including Burlingame, San Mateo, San Bruno, and San Francisco, we provide fee-only financial planning services to empower our clients. We can help millennials manage their student loans and 401ks, while new couples and parents can find assistance with wills, life insurance, 529 plans, and buying their first home. Our team is committed to providing quality advice and guidance to help our clients reach their financial objectives. 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.

Liquid Equity Partners

At Liquid Equity Partners, we are proud to offer individuals and families a wide range of financial services. We specialize in creating tailored plans that fit your individual needs, whether you are single, part of a family, a business owner, an experienced investor, or a union worker. For individuals and families, our financial experts can help you grow your financial assets in a low risk way. Whether you're looking for ways to fund college tuition, pay off your home, or prepare for retirement, we have the solutions. Business owners can rely on us to provide the best strategies and solutions with the lowest amount of risk. With our help, they can grow their business and achieve their financial goals. Investors can take advantage of our broad array of options to expand their portfolios. We offer strategies backed by hard assets as collateral and short-term ventures that are less volatile than traditional investments. We also help first responders build their financial assets while protecting their interests from illness, injury and death. Our goal is to help them create a safety net so they can rest assured knowing their finances are secure. No matter what stage of life you’re in, Liquid Equity Partners can work with you to design a plan that meets your needs.

Wallace Investments

For over three decades, Wallace Investments has been a reliable source for clients looking to maximize their returns from 401k, IRA and other investment accounts. Our unique investment strategy has historically outperformed most hedge funds as reported by Barclays hedge fund report (2015). The first step for clients exploring our services is to complete our Financial Planning Questionnaire. This helps us identify the best ways to invest your money so you can get the highest return with the least risk. We take great pride in providing individualized financial planning services and asset management assistance to individuals and families. Our services are tailored to meet your specific needs, with a focus on income replacement, mortgage protection, college education funding, retirement planning, investments and asset management. We are committed to doing what is best for your financial future.

The Mortgage Professional

Making an important financial decision such as a mortgage needs to be about what is best for you. That is why it is important to have someone on your side who can make sure that the process runs smoothly and that all of your needs are taken into account. The Mortgage Professional will provide you with assistance throughout the entire process, from the first meeting to the last payment, ensuring that everything is organized and tailored to your individual needs. The Mortgage Professional team is dedicated to helping you make the right decisions when it comes to buying, remodeling, paying bills, financing education, and setting up retirement plans. With their expertise and experience, they can help you become a home-owning genius and give you the confidence you need to make the best financial decisions for you and your family.