We provide financial planning and investment advisory services to individuals, their families and small businesses in Northern California. We work with clients on an hourly, as needed basis and do not have any asset or project minimums.

Investment Advisor that provides investment management and counsel, financial planning and advice. We understand our clients as whole people and deliver comprehensive financial services. We help each client plan for and achieve their unique

Financial Planning Bookkeeping Tax Planning Estate Planning Insurances Investments Real Estate Financing Real Estate Consulting Loan Modifications/Short Sales Business Formations Business Law Mortgages

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Plotkin Financial Advisors, LLC, is an independent investment advisory and financial planning firm. Founded in 2000 Shim's vision was to provide personalized financial planning and asset management services to high netas fiduciaries of our clients' interests. As an independent firm we are free to craft financial plans

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Lakewood Hills Investments, we specialize in providing comprehensive financial planning services to help ensure your retirement success. Our

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