Clifford N Felchle Trust

Securities America, now operating as Osaic, provides a range of securities and investment advisory services through its affiliated entities. As a registered investment adviser and member of FINRA and SIPC, Osaic Wealth Inc. serves diverse client needs with professionalism and expertise. The firm offers various financial products and services through its multiple subsidiaries, ensuring comprehensive support for investment management and advisory needs. Osaic is committed to maintaining independence and quality across its range of financial solutions. Generated from the website

J & J Shurter Trust is a reputable financial services firm based in San Jose, CA, specializing in trust management and estate planning for individuals and families. With a focus on personalized solutions and long-term financial security, the company provides expert guidance to help clients navigate complex financial decisions and protect their assets for future generations. Generated from their business information

Herrick Wealth Advisory is a premier financial planning and wealth management firm offering personalized guidance to individuals, families, and businesses. Our services include financial planning, investment management, tax planning, estate planning, and risk management, tailored to your unique goals. Our team works closely with you to develop customized solutions. From retirement planning to wealth-building strategies, we guide you every step of the way. We also specialize in business owner solutions, including cash flow management and succession planning, focused on creating long-term success for both business and personal wealth.