
Noel Cajigas - Private Wealth Manager
budgeting, savings and investments, taxes, and retirement planning. Retirement planning involves estimating traditional stock, bond, and real estate categories and offer potentially higher returns, but also come with higher risks. Creating a comprehensive financial plan

Deerwoods Real Estate Management
an all-encompassing full service real estate and property management firm. With expertise in business management, construction and real estate, they are able to provide comprehensive designed to maximize client’s long-term wealth and to ensure their satisfaction. Their team has

Nationwide Real Estate & Relocation Corporation
call and let them take care of the rest. The company has a wealth of experience in real estate and relocation services and can provide expert advice and support throughout the

Insight Wealth Strategies
Wealth Strategies is a financial planning firm with offices located in Houston, San Ramon, Livermore, and include strategic financial and retirement planning, investment management, estate planning and business owner planning. Our goal is. Our advisors have extensive knowledge and expertise in the financial industry,

Houston Wealth Management
Houston Wealth Management is an independent financial planning and investment firm located in Houston, TX. Our mission non-profits with comprehensive financial planning, retirement planning, college planning, estate planning, risk and insurance planning, and investment and tax planning services without the hassle of

Wealth Development Strategies
a variety of areas, such as comprehensive financial planning, estate planning and wealth conservation, portfolio management, private money management, retirement

Jennifer Wray, CPA
, bookkeeping, business consulting, tax return, and estate and trust planning services in the Sugar Land and Greater Houston Area. Our services include QuickBooks setup and training, payroll, year

Our House Wealth Advisors
At Our House Wealth Advisors, we strive to serve end goal in mind as we plan and navigate through the complexities of everyday take the time to listen, understand, and develop plans that fit each individual’s with all aspects of financial planning, including retirement planning and college selection. We make sure

Kelly Financial Services
other services such as Customized Financial Analysis, Estate Services, Financial Planning, Financial Seminars, Financial Services, IRA Solutions, IRA in Retirement, Retirement Services, Social Security Maximization, Wealth Transfer and Retirement Planning. Our experienced team of professionals have the

Outlook Wealth Advisors
tax mitigation solutions, as well as healthcare and long-term care strategies and estate planning. We believe that these strategies should a short-term, transactional approach. At Outlook Wealth Advisors, we understand and respect that our clients have worked

Davis & Seiley Wealth Management
help people successfully navigate the complex world of wealth management. Our goal is to create relationships with a variety of services including financial planning, tax planning, investment management, retirement planning, estate planning and education planning. We are dedicated to helping

Best Team Tax and Financial
can assist you with tax management, assurance and advisory services, estate planning and trust preparation, QuickBooks accounting support, IRS representation, budgeting and cash flow analysis, debt and finance advising

Stephany M Jenkins - Park 46 Real Estate
46 Real Estate provides exceptional representation to clients in Pleasanton, Dublin, Livermore and the surroundingas possible by customizing a unique marketing plan that takes into consideration the features ofof experienced professionals is passionate about real estate and dedicated to providing top-tier services. We

Freed Law Firm
. In addition, they provide legal assistance with real estate and estate planning matters. The team at the Freed Law Firm is highly experienced and knowledgeable in the legal aspects of

White Oak Law
James remains involved with humanitarian organizations and has received several Korean language County Bar Association, Tri Valley Estate Planning Council, and Wealth Counsel. At White Oak Law, James works to provide quality legal services to the community and

Genesis Business and Tax Services
of taxation, ranging from corporate to estate, individual, partnership and federal, local and state taxes. We stay up-toinformed on the recent updates to tax laws and tax planning strategies. Let us make your life easierclient newsletter which has plenty of helpful tax planning tips and reminders of upcoming deadlines.

Morgan Legal Group
the areas of asset protection, trust and estate planning, wealth preservation, elder law, retirement planning, wills and probate administration, commercial litigation, as

Varela Law
My passion for estate planning stems from issues in my difficulties that can arise when settling an estate and the impact it can have on to helping families avoid probate court and minimize any potential conflict. Our highly and support in this process. To learn more about how Varela Law can help you plan your estate

Alpha Fiduciary
planning and mitigation, cash flow planning, insurance information and advisement, legacy and wealth transfer planning, wealth protection, business succession planning, business and personal retirement planning, andof financial situation and goals, and periodic review of beneficiaries, trusts, and estate plans. If you

Stonetree Estate by Wedgewood Weddings
Course in Novato. The venue radiates natural beauty and provides a luxurious yet rustic setting for The ballroom offers an elegant space for dinner and dancing, with expansive windows to view the by-step planning binder to guide them throughout their process. To learn more about Stonetree Estate and the services