Chris George: Primerica-Financial Services

Alta Investment Group is a financial services firm based in Aptos, CA, specializing in wealth management and investment advisory services. With a focus on personalized strategies and long-term financial planning, the company assists clients in achieving their financial goals through a range of investment options. Generated from their business information

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Mary Elizabeth Bellizzi is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Aptos, CA make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.

Ellington Financial is a family-owned financial services firm based in Gilroy, CA, serving over 300 local individuals and families in Gilroy, Hollister, Morgan Hill, and beyond. With a team of experienced financial advisors, including Kristi Ellington and Nick Thoeni, the company offers a range of services, including retirement planning, investment advice, budgeting, and estate planning, to help clients navigate their unique financial situations and achieve their goals. Committed to providing personalized and professional advice, Ellington Financial takes pride in staying up-to-date with the ever-evolving world of financial products and services, ensuring that clients receive the best guidance in the current environment. With a passion for helping people and a focus on life and living, the team at Ellington Financial is dedicated to helping clients overcome financial obstacles, plan for retirement, and achieve financial peace of mind.Generated from the website