Bay Area Financial Center

Bleeck Financial Management Inc. is an independent advisory firm located in Burlingame, CA, dedicated to helping clients achieve their financial goals without the conflicts of interest commonly found in larger Wall Street firms. With a focus on high-net-worth individuals, the firm offers personalized service, ensuring that each client is treated as a valued partner rather than just another account number. As a boutique advisory, Bleeck Financial Management prides itself on its commitment to integrity and intelligent advice, allowing clients the freedom to receive tailored financial recommendations. The firm emphasizes the importance of excellent service and thorough research, ensuring that clients' investments are consistently monitored and managed effectively. Generated from the website

Established in 1996, Venturi & Company LLC is a full-service investment advisory firm. Based in Burlingame, Calif., the company specializes in providing financial engineering, investment banking and strategic advisory solutions to its clients. It also provides various corporate finance and financial reconstructing services, including mezzanine and bank debt, growth equity, exchange offers and bankruptcy advice. In addition, the company provides mergers and acquisitions and strategic alliances solutions, such as cross-border transactions, joint ventures, cross-licensing and partial equity ownership.

EH Shum Financial Solutions is a financial planning firm in Burlingame, CA. We offer a wide range of financial services, including financial planning, investment advisory, retirement planning, and insurance. We have a team of experienced professionals who can help you with all of your financial needs. We understand that everyone's financial situation is unique, and we will work with you to create a personalized financial plan that meets your specific goals and objectives. We are committed to providing our clients with the highest level of service and are always available to answer any questions you may have. Contact us today to learn more about our services and how we can help you achieve your financial goals.