Daigle Cathy

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Parkworth Wealth Management, Inc. offers wealth management so tech professionals can be in control of their financial success. Tech professionals often have their wealth tied up with their company and the industry, and thats risky. Our goal is to help tech workers stop relying on their employer for long-term success, make the most of their stock options and RSUs, and feel in control of their financial success. Based in Los Gatos and Palo Alto, California, we know firsthand the ups and downs of the technology industry. Our business was built for tech professionals after the founders 15-year career in tech, and our founder wrote Personal Finance for Tech Professionals in Silicon Valley and Beyond to help tech workers stop being at the mercy of the volatile industry. We invite tech employees to schedule a video call with us so they can start reducing their exposure to the unpredictable tech industry and instead feel confident that they are in control of their financial future.

Comprehensive Financial Management Corp is a financial services firm based in Los Gatos, CA, specializing in providing comprehensive financial planning and investment management services to individuals and businesses. With a focus on personalized strategies tailored to each client's unique financial goals and circumstances, the firm aims to help clients navigate the complexities of wealth management and achieve long-term financial success. Generated from their business information