Forner, James Agt

Doma Insurance Agency is a reputable insurance provider based in San Mateo, CA. Specializing in a wide range of insurance products, the agency offers personalized coverage options to meet the unique needs of individuals and businesses. With a team of experienced agents, Doma Insurance Agency focuses on building long-term relationships with clients by providing reliable and efficient insurance solutions. Their commitment to exceptional customer service sets them apart in the industry. Generated from their business information

Vantage Wealth Management LLC, located in San Mateo, CA, offers objective and comprehensive financial services tailored to meet the unique needs of each client. With a team of CERTIFIED FINANCIAL PLANNER professionals boasting a combined 85 years of experience, they focus on fostering long-term relationships through a personalized one-on-one approach. The firm is dedicated to helping clients navigate the financial implications of major life events, such as marriage, childbirth, inheritance, or retirement. By gaining an in-depth understanding of what is important to each individual, Vantage Wealth Management strives to assist clients in achieving their specific financial goals. Generated from the website

At WFG, reimagining the customer experience is fundamental to our ethos. Our real estate, lender, and title industry partners, along with their customers, are our "North Star." This inspired our Fifth Cornerstone: "Reimagine the Customer Experience," driven by the First Cornerstone, "Everything we do is because of you." WFG's "Three Cs" — Communicate, Collaborate, and Co-exist — ensure an elevated customer experience. Our MyHome® platform streamlines transactions, enhancing transparency and communication. Using the Net Promoter Score® system, we've achieved "World Class" ratings, reflecting our commitment to exceptional service.