Blue Trust

Trexel & Associates is a professional services firm based in Walnut Creek, CA, specializing in providing strategic consulting and financial advisory services to a diverse range of clients. The company offers personalized solutions tailored to the unique needs of each client, helping them achieve their business goals and navigate complex financial landscapes with confidence. Generated from their business information

Sierra Investment Partners Inc, based in Walnut Creek, CA, is a dedicated investment firm specializing exclusively in jointly trusteed Taft-Hartley plans. With over 100 years of combined experience in the Taft-Hartley industry, the firm is committed to providing high-quality investment products and maintaining a partnership built on honesty, integrity, and full disclosure. As an SEC-registered investment advisor, Sierra Investment Partners manages approximately $3 billion in assets under management as of March 31, 2025. The firm boasts a team of dedicated investment specialists and sub-advisors known for their proven track record of excellent investment results. Generated from the website