Jacob and Miller Financial Trust

BlueSky Wealth Advisors is a highly reputable financial advisory firm based in San Jose, CA. With over 25 years of experience, they have been providing trusted and personalized investment management, financial planning, and tax preparation services to a diverse range of clients, including established business owners, successful medical practitioners, and high-earning executives. Their team of dedicated professionals is committed to helping clients navigate turbulent markets and achieve their financial goals, offering tailored advice and proactive strategies to safeguard their savings, minimize taxes, generate passive income, and create a meaningful legacy for their families and charitable causes. With a strong emphasis on communication, integrity, and responsiveness, BlueSky Wealth Advisors has built a solid reputation for providing exceptional client service. Their team of experts, with a low client-to-staff ratio, ensures that clients receive personalized attention and guidance throughout their financial journey. By offering fee-only services and avoiding cookie-cutter advice, BlueSky Wealth Advisors stands out as a trusted one-stop-shop for individuals seeking comprehensive and customized financial solutions.Generated from the website

Aig Advisor Group is a financial services firm based in San Jose, CA, specializing in providing comprehensive investment advice and wealth management solutions to individuals and businesses. With a focus on personalized strategies and client-centric approach, Aig Advisor Group aims to help its clients achieve their financial goals and secure their financial future. Generated from their business information