Dolle Corp

Kocen Financial Group Inc., based in Rancho Mirage, CA, offers tailored wealth management services with a focus on optimizing clients' financial well-being through relationship-based, client-first financial planning and investment management. With over 30 years of experience as a Registered Investment Advisor, the firm prioritizes education and a comprehensive approach that aligns with clients' values and future aspirations. Dedicated to serving individuals and families at every stage of life, Kocen Financial Group specializes in financial and tax planning, retirement planning, investment services, and family wealth management. The firm emphasizes the importance of client education and collaboration with financial professionals to ensure that clients and their families are equipped to make informed decisions regarding their financial legacy. Generated from the website

MacLean Capital Advisors is a boutique Registered Investment Advisor (RIA) based in Indian Wells, CA, offering personalized and comprehensive investment services. With a team of highly credentialed professionals, including a Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA), the firm prioritizes integrity and client care, serving as a partner and advocate for financial success. Specializing in investment management, financial planning, business retirement plans, and other financial services, MacLean Capital Advisors takes a proactive approach to help clients achieve their financial goals. Through a well-thought-out process of discovery, design, testing, implementation, and monitoring, the firm provides tailored solutions to meet the unique needs of each individual or business client.Generated from the website