Ideal Choice LLC

Lucey Wealth Advisors is a trusted financial planning firm based in Petaluma, CA, with over 30 years of experience in helping clients achieve their financial goals. Led by Michael Lucey, a seasoned insurance planning professional, the team specializes in estate planning strategies for the affluent, offering services such as asset protection, family legacy planning, extended care solutions, and retirement income planning. With a focus on conservative and secure financial discipline, Lucey Wealth Advisors provides clients with the knowledge and tools needed to make informed decisions about their wealth accumulation, protection, distribution, and transfer goals. The firm's expertise in tax advantage retirement strategies, along with its commitment to reducing stock volatility and maximizing lifelong income, has helped many clients achieve financial freedom and stability.Generated from the website

Sutherland James B Esquire is a reputable real estate agent located in the charming city of Petaluma, CA. Known for his professionalism and extensive knowledge of the local market, Sutherland specializes in helping clients navigate the buying and selling process with ease. His commitment to customer service makes him a trusted choice for anyone looking to make their next real estate move in the vibrant Petaluma area. Generated from this place's information