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Essence Wealth & Insurance Services

Essence Wealth & Insurance Services is a financial advising firm located in the San Jose and Santa Clara area. Our mission is to help our clients save, grow, protect and enjoy their money. We use a comprehensive financial planning process that includes cash flow analysis, budgeting, debt reduction strategies, career/job change decision making, property purchase/sale analysis, investment asset management, insurance solutions, retirement planning, estate planning, wealth strategies, self-funded pension plans, IRA rollovers, tax projection, tax strategies, tax-efficient investing, defined benefit and contribution plans, non-qualified deferred compensation, alternative investments, risk management, executive and employee benefits, 401k/403b/457 plans, special needs planning, business continuation and succession planning, and college planning. Our team of experienced advisors are here to assist with any financial 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.

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.

Landmark Capital II

Since 1994, Landmark Capital II, LLC has been devoted to acquiring alternative investments and partial interests in private limited partnerships, with a concentration on real estate, petroleum, and other long-term resources. Our company is dedicated to providing clients with the opportunity to diversify their portfolios with assets including office buildings, hotels, fast food restaurants, shopping centers, land, and oil and gas holdings. We have assembled a team of experienced analysts and advisors who are knowledgeable in evaluating and managing these assets and are committed to helping our clients achieve their financial goals. As a result, we offer an array of services including portfolio management and asset selection to ensure our clients have access to the best investment opportunities available.

Quest IRA

Quest IRA is a leading self-directed IRA administrator in the United States. We opened our doors in 2003 and have since developed into one of the most successful companies in the industry. With over 7500 satisfied customers, we are renowned for our "world famous customer service." Our corporate headquarters is located in Houston, Texas, but we also have offices in Dallas, Austin and Mason, Michigan. At Quest IRA, we specialize in administering IRAs that allow you to invest in a variety of "alternative" investments, such as real estate, notes, precious metals, oil and gas, and private placements. All of our accounts are self-directed, meaning you make the decisions while our staff provides expert account administration and transaction support services. We strive to ensure our clients are well-educated and informed, so we offer weekly classes online and in our offices as well as monthly presentations, workshops and seminars across the country. We believe it is important to choose a company that not only helps you save for retirement, but also makes the journey fun. Join Quest IRA and invest in what you know best.

Elite Wealth Management

At Elite Wealth Management, we strive to be a proactive partner in serving the best interests of our clients. We offer a full range of financial services and solutions designed to meet the individual, family, and institutional needs of our clients. Our team of analysts is dedicated to providing sound investment advice and strategic planning tailored to each client's needs. We specialize in financial advising, financial planning, investment strategies, financial consulting, financial asset management, risk management, investment strategy, alternative investment, retirement planning, and estate planning. We understand the importance of truth in value-creation and strive to provide our clients with peace of mind regarding their financial future. We manage the assets of our clients through Separately Managed Accounts at a major online brokerage. This ensures our clients have control and transparency over their accounts. Our firm serves a broad base of clients, from newly affluent individuals to families with long-term wealth and complex financial requirements.

Noah Green, CPA

Noah Green, CPA is dedicated to helping clients reach their goals through understanding their needs, providing guidance and delivering excellent customer service. We specialize in personal tax filing, consulting services for startups and Fin­Tech businesses, bookkeeping, business plan/valuation advice, taxation for individuals, gifts, estates and small businesses, operational due diligence of alternative investments and more. We also offer litigation support, divorce/matrimonial dispute accounting, business valuations, forensic accounting, private equity and hedge fund operational due diligence.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.

MassMutual Intermountain West

At MassMutual Intermountain West, we are dedicated to helping you achieve financial success. Our experienced team of professionals is here to guide you in developing a comprehensive financial plan that meets your individual needs. We provide a wide range of services, including financial resource services, life and disability income insurance needs, retirement income needs, budgeting and cash flow study, tuition funding programs, college costs analysis, estate planning, and more. We also offer a range of investment products such as mutual funds, unit investment trusts, variable annuities, and direct participation programs, as well as securities brokerage services. Our team has the expertise to help you select the right products and services to ensure long-term financial security and stability. We will review your savings and investments, analyze alternative investments, and provide tax reduction strategies and estate preservation. We can also help you with charitable giving and long-term care insurance. Trust us to provide you with the best solutions for your unique financial needs.

Setchfield Associates

Setchfield Associates is an independently owned financial consulting firm that has been providing personalized service to clients for over 24 years. Our independence allows us to provide our clients with an unbiased and objective approach to serving their investment needs. With a comprehensive strategy covering the thirteen key elements of wealth management, we are able to offer our clients a disciplined and structured service. We are registered representatives with First Allied Securities Inc., as well as Investment Advisor Representatives offering advisory services. At Setchfield Associates, we provide investment advice and services to individuals, retirees, business owners, and qualified retirement plans. Our commitment to clients is to always provide clear and straightforward advice, which we back up with expertise in asset management, estate planning, taxes, and alternative investments for accredited investors. For those just starting to save for the future, as well as experienced investors, we have the knowledge and abilities to help achieve your desired outcomes. We have a unique way of servicing the employees of qualified retirement plans, giving them personalised and comprehensive advice. We understand the importance of investing and being able to provide sound investments advice; this is why Setchfield Associates is dedicated to delivering the best service.