Cbc Financial & Insurance Services

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38750 Paseo Padre Pkwy Ste C5
Fremont, CA 94536
+1 (510) 745-9400
http://sdmifinancial.com

CBC Financial & Insurance Services, based in Fremont, CA, is pleased to announce its partnership with Northern California Planners and advisor Edward Santos, effective May 1st, 2023. This collaboration will provide clients with an expanded range of products and services, while maintaining the same trusted financial advisors and seamless account management.

As part of this exciting development, CBC Financial will be relocating to a new physical location at 5635 Stratford Circle Suite B-27 in Stockton, CA. With shared values and a commitment to customer satisfaction, CBC Financial and Northern California Planners are dedicated to offering convenient branch locations and ensuring a smooth transition for all clients.

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