First Allied

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

Stifel, based in Santa Rosa, is a full-service brokerage and investment banking firm offering a wide range of financial services. The company caters to individual investors, professional money managers, businesses, and municipalities, providing securities brokerage, investment banking, trading, and investment advisory services. With a focus on delivering comprehensive financial solutions, Stifel is committed to assisting clients in achieving their investment goals. Their expertise in securities brokerage and investment banking makes them a trusted partner for a diverse range of clients. Generated from their website's infomation