Beratta, Steve Agt

Guardian Life Insurance Company of America is dedicated to providing a wide range of insurance solutions, including life, disability, dental, and vision coverage, tailored to meet the needs of individuals, families, and employers. With over 165 years of experience, the company has established a strong reputation for delivering benefits and support aimed at enhancing the well-being of its policyholders. In addition to its insurance offerings, Guardian champions community efforts through initiatives that promote financial wellness and improve access to healthcare, showcasing its commitment to diversity and inclusion. Their partnerships and programs, such as supporting adaptive athletes, illustrate a deep-rooted ethos of social responsibility and community engagement. Generated from the website

FolioDynamix specializes in providing various accounting and asset and wealth management solutions. It serves investment advisors, as well as other wealth management businesses and asset management firms and banks. The firm provides services that streamline distribution, management and account monitoring operations. FolioDynamix also offers institutional asset managers with the functionality and technological resources to focus more on wealth building activities for clients. It also provides a plug-and-play information technology architecture that offers a variety of applications for the wealth servicing industry. Headquartered in New York City, FolioDynamix maintains a location in Sacramento, Calif.

Nationwide Exchange Services Corp is a company based in San Jose, CA that specializes in facilitating exchanges of various assets for clients. They offer services to assist individuals and businesses in navigating the complexities of exchanging assets in a seamless and efficient manner. Generated from their business information