Evan Lurie, AGT - Miceli Financial Partners

Eight Oaks Financial is a San Jose-based financial advisory firm that specializes in providing personalized financial planning and investment management services. With a team of experienced professionals, they work closely with clients and their other advisors to offer objective opinions and guidance to help individuals achieve their financial goals. Operating under a fiduciary standard, Eight Oaks Financial prioritizes trust, integrity, and respect in their client relationships. As a registered representative with LPL Financial, the largest independent broker dealer in the nation, Eight Oaks Financial is able to offer a wide range of financial services and resources. Their team of experts, including partners Andy Chatham and Chad Chatham, bring a wealth of knowledge and experience to assist clients in navigating the complexities of wealth management, financial planning, and insurance. With a commitment to professionalism and client education, Eight Oaks Financial strives to provide informed direction and support to each and every client.Generated from the website

MLP Tax Financial Services Inc. is an independent firm based in San Jose, CA, specializing in tax and financial services. They offer a comprehensive range of solutions, including tax planning, investment management, financial planning, and estate planning, tailored to meet the unique needs of each client. Dedicated to putting clients' best interests first, MLP Tax Financial Services aims to create customized strategies that address specific challenges and help pursue financial goals. By providing a multitude of in-house services, they streamline the financial planning and wealth management process for their clients. Generated from the website

Miceli Financial Partners is a financial services firm based in San Jose, CA, specializing in providing personalized wealth management and investment advisory services to individuals and businesses. With a focus on creating customized financial strategies tailored to each client's unique goals and needs, Miceli Financial Partners aims to help clients navigate the complexities of financial planning and achieve long-term financial success. Generated from their business information