Dave Mingione at Crosscountry Mortgage

Summit Financial Group, located in San Ramon, CA, is dedicated to enriching the lives of its clients, offering comprehensive wealth management and financial planning services tailored to individual needs. Their experienced team provides strategies for investment management, risk assessment, and estate planning, ensuring that clients receive personalized guidance at every stage of their financial journey. With a strong focus on collaboration, Summit Financial Group serves a diverse clientele, including business owners, corporate executives, families, and foundations. Their commitment to understanding client aspirations and building effective strategies is complemented by a suite of resources aimed at helping individuals achieve financial independence and legacy planning. Generated from the website

SpecialtiesOpportunity Fund specializes in making loans to businesses like yours in California whose needs don't qualify for a traditional loan. Our client experience provides personalized attention, business consulting, and financial advice. We understand that business and personal financial decisions are intertwined We will help you strengthen your business plan, improve your credit, and prepare you to become bankable in the future. At Opportunity Fund, we're ready to believe in you.

Storm Ventures is an early-stage venture capital firm based in Menlo Park, California, specializing in B2B software investments. With over 23 years of experience, the firm has successfully helped numerous founders navigate the journey from inception to industry leadership, focusing on disruptive startups in sectors such as enterprise infrastructure, cybersecurity, and artificial intelligence. The company's approach to unlocking growth is likened to a surfer catching a wave, emphasizing the transition from effortful paddling to effortless surfing. Storm Ventures fosters a vibrant community of founders, providing valuable resources and partnerships aimed at scaling growth and achieving significant milestones in their business journeys. Generated from the website