Bay Area Bookkeeper

Leutzinger Capital Management is a financial services firm based in Burlingame, CA, specializing in investment management and wealth advisory services for individual and institutional clients. With a focus on personalized financial planning and strategic investment solutions, the firm aims to help clients achieve their long-term financial goals and navigate the complexities of the financial markets. Generated from their business information

At WFG, reimagining the customer experience is fundamental to our ethos. Our real estate, lender, and title industry partners, along with their customers, are our "North Star." This inspired our Fifth Cornerstone: "Reimagine the Customer Experience," driven by the First Cornerstone, "Everything we do is because of you." WFG's "Three Cs" - Communicate, Collaborate, and Co-exist - ensure an elevated customer experience. Our MyHome® platform streamlines transactions, enhancing transparency and communication. Using the Net Promoter Score® system, we've achieved "World Class" ratings, reflecting our commitment to exceptional service.

Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.