Burton Enright Welch

Kim Financial Advisors is a financial advisory firm based in San Ramon, California, specializing in personalized financial planning and investment management services. The firm aims to assist clients in achieving their financial goals through tailored strategies and expert guidance. With a commitment to client satisfaction, Kim Financial Advisors focuses on building long-term relationships and understanding the unique financial needs of each individual. Their approach is designed to empower clients to make informed decisions for a secure financial future. Generated from the website

Peery and Associates is a consulting firm based in Pescadero, CA, specializing in retirement plan selection and design for a diverse range of clients, including privately-held and publicly-traded companies, public entities, and nonprofit organizations. They offer a comprehensive array of plan types, such as 401(k) plans, defined benefit plans, profit sharing plans, and more, ensuring tailored solutions to meet each client's unique needs. With a focus on delivering the best budget fit, business fit, and benefit, Peery and Associates collaborates with esteemed financial institutions as alliance partners, further enhancing their expertise and resources in the field. As a trusted provider of consulting services, they strive to assist organizations in optimizing their retirement plans and navigating the complexities of ERISA fidelity bonds and retirement plan limits.Generated from the website