Cynthia Leitman Cfp

Curtis Financial Planning, based in Oakland, CA, specializes in guiding clients through the complexities of sudden wealth. Led by Cathy Curtis, the firm offers tailored financial services aimed at transforming unexpected financial windfalls into lasting prosperity. The team at Curtis Financial Planning emphasizes the importance of education and support, providing resources such as a free guide on managing sudden wealth. Their commitment to client success is evident through their approachable communication and extensive financial knowledge. Generated from the website

Located in the vibrant city of Oakland, CA, Edward Jones Investments stands as a beacon of financial guidance and support for individuals, families, and small businesses. Specializing in personalized solutions for investment management, retirement planning, estate planning, and education savings programs, this firm goes above and beyond to cater to the diverse needs of its clients. Boasting a network of dedicated financial advisors across the country, Edward Jones places a strong emphasis on fostering lasting relationships with clients, offering consultations and unwavering support to help them navigate life's financial complexities. At Edward Jones Investments, the focus is always on the individual, with a commitment to crafting bespoke strategies that align with each client's unique goals and aspirations. By prioritizing personalized care over cookie-cutter approaches, the firm ensures that thoughtful financial planning is accessible to investors of all backgrounds and circumstances. With a philosophy centered on meaningful connections and tailored guidance, Edward Jones Investments in Oakland, CA, stands as a trusted partner in helping clients prepare for a secure financial future. Generated using this brand's available information

Financial Services of America, located in Oakland, CA, offers a comprehensive range of financial solutions tailored for personal, small business, and wealth management needs. Their services include home loans, auto loans, credit cards, and investment options, aimed at helping clients achieve better money habits. In addition to traditional banking services, the company provides specialized support such as financial coaching, notary services, and dedicated business banking assistance. Their commitment to security and convenience is reflected in their mobile banking app, which features customizable alerts and quick access options for users on the go. Generated from the website