J & J Shurter Trust

Herrick Wealth Advisory is a premier financial planning and wealth management firm offering personalized guidance to individuals, families, and businesses. Our services include financial planning, investment management, tax planning, estate planning, and risk management, tailored to your unique goals. Our team works closely with you to develop customized solutions. From retirement planning to wealth-building strategies, we guide you every step of the way. We also specialize in business owner solutions, including cash flow management and succession planning, focused on creating long-term success for both business and personal wealth.

The Clifford N Felchle Trust is a private organization based in San Jose, CA, dedicated to providing financial support and resources to various community initiatives and charitable causes. With a focus on philanthropy and community development, the trust aims to make a positive impact through strategic investments and partnerships with local organizations. Generated from their business information