Els Investments

AssetMark is a financial services company based in Concord, CA, that empowers independent advisors to provide comprehensive solutions and guidance to their clients. With a focus on adopting technology, saving time and resources, strengthening client relationships, and aggressively scaling practices, AssetMark offers wealth management technology, personalized service and support, and curated investment solutions to help advisors meet their goals and overcome challenges. By implementing dynamic solutions, identifying efficiencies, and developing user-friendly tools, AssetMark enables advisors to augment their services, drive efficiency, and focus on their clients' unique needs. With AssetMark's support, advisors can expand their client base, develop their staff, and grow their businesses, saving valuable time and resources in the process.Generated from the website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Concord, CA area, Gary Cruff will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Mutual of Omaha Advisors in Concord, CA, is dedicated to guiding individuals towards achieving their financial goals while protecting what matters most to them. With a team of professionals committed to high standards of service, they prioritize understanding the unique wants and needs of each customer to recommend tailored financial strategies. The company offers a comprehensive training program for aspiring financial advisors, emphasizing personal branding and marketing strategies to cultivate successful careers. Their supportive infrastructure and commitment to advisor growth create a dynamic environment where opportunities for advancement abound. Generated from the website