
Noel Cajigas - Private Wealth Manager
financial goals. It incorporates various aspects of personal finance such as budgeting, savings and investments planning. Retirement planning involves estimating how much money you’ll need to save for retirementto reach your goals. Portfolio analysis/risk management includes assessing and optimizing your entire portfolio

Oliver Asset Management
Oliver Asset Management can help you plan for the retirement you'.E. methodology combines Taxes, Income, Money and Estate planning to create a personalized financial strategy for you. Our Investment Adviser. Change Path, LLC and Oliver Asset Management are not affiliated.

BG Technologies
is an IT Services Provider that provides comprehensive, personalized computer and technology services and VOIP phone support IT services with a proactive network management approach that offers money-saving benefits and a near-fixed-fee cost

Roundleaf - San Jose
our customers on their financial journey. We provide personalized advice and tailor our services to meet each person’s specific needs. Our goal is to help you accomplish your financial goals and manage your money

Prestige Community Credit Union
, Fresh Start Checking, Mega Interest Checking, Cash Management Account, Power Money Market Account, Certificates of Deposits and IRAs New & Used Auto, Home Loans, Credit Cards, and Personal Loans are also available, all at better rates

Sandra Park Financial Coach/Advisor
crafting personalized financial plans that support their goals and values. Whether it's increasing savings, learning to manage money

Scott Joly - Thunderbird Real Estate
community in Santa Cruz. Whether you need assistance managing your rental property or are looking to buy can always rely on my personal attention and excellent communication. As a property manager, I limit my portfolio deserves. Many property management companies here in Santa Cruz are simply in it for the money and do

SF Money Coach
behavior specialist, is offering a personal finance 101 online course. This course consists of 25 interactive conscious spending, self-acceptance, soul-centered money, couples and money, starting a business, tax strategies, journals, retirement visions, advanced life and money questions, and more. Carrie will also provide

HotDoodle Web Design
-winning web design solutions that are easy to manage and update. Our team of experts located in and experiences. We provide our clients with a personalized designer, the ability to edit the website anytime first month of secure hosting. With our 100% money back guarantee, you can rest assured that your

Powers Taylor
is to assist our clients throughout the entire course of their lawsuit. We offer a broad litigation, medical malpractice, construction litigation, commercial litigation and personal injury. We believe in a non-traditional Our team has the resources and experience to manage even the most complex cases. We strive

Sierra Pacific Financial Advisors
. We don’t just manage money; we work closely with our clients to create comprehensive, personalized plans that connect; tax-advantaged retirement planning for business owners; wealth management and transfer solutions for pre-and-post retirees

Gmac Family Financial
, college planning, estate planning, income planning, IRA planning, managed money planning, retirement planning, social security maximization and wealth is taken in the right direction. With our personalized approach and commitment to client satisfaction, we are

Affordable Tax Services & Bookkeeping
both personal and business finance management. Our primary goal is to save our clients both time and money. We

Stash Wealth
based in New York that helps young professionals manage their finances. Their mission is to educate and offers tailored advice and solutions - from The Money Map™, a personalized one-page guide on how to better, The Stash Plan™ - with fee-only, impartial wealth management. They provide a no-nonsense way to help

Orange County's Credit Union
of products and services to help them manage their money. Our services include auto loans (purchase and mortgage, 2nd mortgages, HELOC), Mastercard® credit cards, personal loans and lines of credit, savings andAndroid apps, mobile check deposit, online transfers (person to person and account to account), bill pay,

Vickie Adams, CFP CDFA
divorce, widowhood, sudden wealth, or a mid-life course correction? Have you been seeking help to navigate us their "own personal financial concierge" and "trusted advocate". Our specialties include: financial planning, wealth management, divorce financial

Ziprent
comprehensive property management experience that’s efficient and cost effective. Our platform combines technology with personalized service to, our team is dedicated to helping you save money. We offer the ability to find a tenant for just $1,250 or fully manage the property for $125 per month. If you

Ziprent
dedicated to providing the most efficient property management services for landlords and tenants. We strive minimum. Our platform combines cutting-edge technology with personalized customer service to provide the best experience in the industry, allowing you to save money. If you're looking for tenant acquisition,

Texas Health Credit Union
-service charge ATMs, savings, money market, CD, and IRA accounts, MasterCard and MasterCard Gold, personal loans, auto loans financial options to help you manage your finances with confidence. We also provide personalized attention and helpful advice

Decker Retirement Planning
often struggle with fear of running out of money, stock market volatility, and increasing taxes. Our team helping our clients manage these issues and create a secure and enjoyable retirement. We offer personalized services to