Accounteam

Regent Financial Insurance Service, located in Morgan Hill, CA, offers customized wealth planning and financial solutions through its Authentikos Advisory division. Utilizing the unique ARBOR method, the firm focuses on vital areas such as income access, risk management, tax obligations, healthcare optimization, and legacy planning for a successful retirement. With a commitment to fostering strong relationships between clients and trusted advisors, the firm aims to empower individuals and employers alike in navigating complex financial landscapes. Their comprehensive approach ensures tailored strategies that align with clients' goals and values, securing their financial future. Generated from the website

At Maven Lane Financial Group, we bring a sense of home to dealing with the complexities of your financial life. When you are with us, you are with someone who cares. We will go above and beyond to create a plan that caters to your individual necessities and ambitions.