Farmers Insurance

Michael Fullam and Carol Dana-Fullam have prepared tax returns for individuals and businesses for 30+ years. The main office is located in Walnut Creek, CA. In 2019, they acquired Stern & Associates in San Francisco. The combined company is now known as Stern & Associates.

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 Walnut Creek, CA area, John Paul Greiten 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.

Buckingham Strategic Wealth is a wealth management firm in Walnut Creek, CA. We specialize in providing holistic financial planning that addresses the distinct needs of medical and dental professionals. Our financial advisors serve as strategic partners that can help every step of the way. From starting a business plan to transitioning a practice, our clients plan a course that gives them the financial freedom to enjoy retirement. Our fee-only financial planners provide a comprehensive investing plan that incorporates both their personal and professional financial needs. Our clients enjoy peace of mind knowing they're on the path toward achieving their most important goals. Call our Walnut Creek investment company today!