Bar Investments LLC

New Theory Investments LLC is a financial services firm based in Napa, CA. They specialize in providing investment management and financial planning services to individuals and businesses. Their team of experienced professionals offers personalized investment strategies and guidance to help clients achieve their financial goals. New Theory Investments LLC prides itself on their commitment to transparency and client satisfaction. Generated from their business information

Compass Financial Group - UBS Financial Services Inc., based in Napa, CA, focuses on establishing long-term relationships with clients through personalized financial advice tailored to individual goals and visions for the future. The firm combines a commitment to quality client service with innovative wealth management strategies designed to assist clients in managing their finances effectively over different time frames. With a team of experienced financial professionals, including certified financial planners, Compass Financial Group emphasizes the importance of liquidity, longevity, and legacy in wealth management. The approach facilitates clients in organizing their financial lives while exploring their wealth management needs, despite the inherent risks involved in investing. Generated from the website