Delta Financial Planning & Insurance

G & F Financial Services, located in Wilton, CA, offers a comprehensive range of financial solutions tailored for small businesses and individuals. Their dedicated team provides services including business formation, accounting, payroll, and tax planning, ensuring clients stay on a healthy financial path. With expertise in various sectors such as agriculture and healthcare, G & F Financial Services aims to relieve the stress of financial management, allowing clients to focus on their core business activities. Their approach combines strategic business coaching and personalized tax strategies to meet the unique needs of each client. Generated from the website

Lodestar is an independent financial planning and wealth management firm based in Alamo, CA, offering comprehensive and individually tailored services to clients in the Bay Area. With a focus on a holistic approach that includes asset management, financial planning, and tax planning, their team of experts is dedicated to guiding clients towards their financial goals. Recognizing the value of personalized and honest advice, Lodestar stands out from the crowd of financial advisors and wealth managers, delivering tailored solutions that truly understand and help clients. As a fee-only firm, they are solely compensated by their clients, ensuring unbiased recommendations and a commitment to their clients' best interests.Generated from the website