Capital Advisors 360

We are Burkhart Investment Group, an independent financial planning practice advising both corporate and individual retirement programs as a fiduciary. Based in Morgan Hill, California, we serve clients throughout California and the US. As an independent ERISA 3(38) fiduciary advisor, founder Bryan Burkhart is committed to acting in the best interest of each client or participant and partners with other fiduciary service advisors to manage much of the liability of corporate retirement plans. Employers can mitigate their fiduciary risk and spend less time managing the company 401(k) plan.

Securities America Inc, located in Morgan Hill, CA, is a reputable financial firm offering a wide range of services including insurance planning, wealth accumulation, retirement planning, estate planning, and wealth preservation. With a team of qualified professionals, they provide valuable resources such as news articles, flipbooks, videos, newsletters, and calculators to help individuals make informed financial decisions. Their commitment to client satisfaction and expertise in the industry make them a trusted partner in achieving financial goals. Securities America Inc is affiliated with Creative Capital Insurance Sales Corp and is a member of FINRA and SIPC. They are approved for securities sales in multiple states including AZ, CA, CO, KY, OR, and TX. Their dedicated team, led by Roxann S. Michaelsen, CLU, holds the necessary licenses and registrations to offer services and transact business in compliance with state regulations. With a focus on personalized solutions and a client-centric approach, Securities America Inc is dedicated to helping individuals navigate the complexities of the financial market and secure their financial future.Generated from the website

LPL Financial, situated in Morgan Hill, CA, serves as a prominent independent broker-dealer, delivering a wide range of investment products, advisory services, and holistic wealth management solutions. Catering to financial advisors, institutions, and registered investment advisors (RIAs), this establishment equips professionals with the essential resources and cutting-edge technology platforms needed to provide tailored financial advice. By offering support in compliance oversight, practice management, and innovative technology services, LPL Financial endeavors to enable advisors in establishing meaningful connections with their clients. With a key focus on enhancing advisors' efficiency, precision, and autonomy within the intricate financial services sector, LPL Financial plays a pivotal role in facilitating effective client engagement. This establishment stands out for its commitment to empowering advisors through a comprehensive approach, emphasizing the importance of personalized guidance and technological advancement. Located in Morgan Hill, CA, LPL Financial remains a vital hub for professionals seeking to navigate and thrive in the ever-evolving landscape of financial services. Generated using this brand's available information