Brennan and Wampler Financial Services

Simon Equity Partners is a San Francisco-based investment firm located in Larkspur, CA. With a focus on equity investments, the company operates out of 801 Larkspur Landing Circle, providing strategic financial solutions to clients in the United States. As a trusted partner, Simon Equity Partners offers expertise in investment management and aims to deliver optimal returns for their clients. With a strong presence in the industry, the firm is committed to providing innovative solutions and maintaining long-term relationships with their diverse portfolio of clients.Generated from the website

Sutley Wertzer, located in Sacramento, CA, offers comprehensive wealth management services tailored to meet the unique needs of their clients. Their team is committed to providing reliable financial guidance and support, ensuring clients navigate their investment journeys with confidence. As a registered principal, Sutley Wertzer operates in conjunction with Independent Financial Group LLC, adhering to industry standards and regulations. The firm emphasizes the importance of individualized strategies, recognizing that each client's financial situation is distinct and requires thoughtful consideration. Generated from the website

Established in 1850, UBS serves private, institutional and corporate clients worldwide, as well as retail clients in Switzerland. Located in Walnut Creek., Calif., the company offers financial solutions and manages invested assets. It has offices in more than 50 countries, including all major financial centers. The company offers high net worth and affluent individuals around the world a complete range of investment services. UBS provides securities products and research in equities, fixed income, rates, foreign exchange and metals. The company also provides a complete set of banking services for individuals and corporate clients, such as retail, wealth management, small/medium businesses, etc.