Frenchman Investments

Roush Investments LLC, based in Fresno, CA, is a dedicated financial life planning firm founded by Rick Roush. With a focus on integrity, experience, and collaboration, the firm is committed to serving clients' best interests by providing transparent and personalized financial solutions. With over 40 years of combined experience in financial services, Roush Investment Group offers expertise in asset management, estate planning, business exit strategies, and wealth management. The firm values close client relationships and strives to help individuals and business owners in the central valley and central coast regions of California achieve their financial goals.Generated from the website

Kerr Wealth Management is a fee-only Registered Investment Advisor (RIA) located in Fresno, CA. Their team of experienced financial advisors provides comprehensive wealth management services, including financial planning and investment management, to a diverse group of clients, including small business owners, physicians, CEOs, farmers, teachers, nurses, and retirees. With a focus on transparency and client-centered approach, Kerr Wealth Management helps individuals and businesses invest in their future, reduce taxes, save money, and retire with confidence. By starting with the client's needs and goals, Kerr Wealth Management designs tailored financial plans and manages investment portfolios using a straightforward and simple approach. As fee-only financial advisors, they disclose their fees upfront, ensuring transparency and minimizing conflicts of interest. With a team of Accredited Wealth Managers and Certified Investment Management Analysts, Kerr Wealth Management offers expertise in various financial markets and products, providing clients with the guidance and support they need to achieve financial independence and success.Generated from the website

The Stonhaus Folland Wealth Management Group-UBS Financial Services Inc, based in Fresno, CA, specializes in providing comprehensive wealth management solutions tailored to ultra-high net worth individuals and families, particularly those with international ties. With a focus on building lasting client relationships, the group emphasizes understanding clients' goals and addressing their unique financial needs through customized strategies. Led by Managing Director Joanne Zhong and supported by Wealth Management Associate Danyi Gu, the team is dedicated to navigating the complexities of cross-border business, investment, and estate planning. Their extensive experience and commitment to quality client service enable them to deliver practical solutions that help clients preserve wealth and plan for future generations. Generated from the website