Berman Devalerio

Putnam Investments in San Francisco is a leading provider of actively-managed ETFs, mutual funds, and Institutional strategies across global equities, fixed income, multi-asset, and alternatives. Their expertise lies in offering a diverse range of investment options to help clients achieve their financial goals through strategic and dynamic portfolio management. Generated from their website's infomation

Simens & Polo is a financial advisory firm based in San Francisco, CA, specializing in providing comprehensive tax-related updates and resources for individuals and businesses. They focus on staying informed about current legislative changes, IRS notifications, and court rulings that impact tax filings and obligations. The firm also offers guidance on various state-specific tax regulations, including sales and use tax exemptions, and provides updates on changes in local tax rates. By helping clients navigate the complexities of tax law, Simens & Polo aims to ensure smoother filing processes and compliance with evolving tax policies. Generated from the website