Jacques Bolivar Cfp

Blume Capital Management, founded by Jim Blume in 1993, offers investment advisory and financial planning services with a focus on a disciplined long-term approach to asset growth and protection. The firm prides itself on providing personalized financial counsel in a non-institutional setting, emphasizing value-oriented, research-driven investing to navigate volatile markets. With decades of investment experience, Blume Capital aims to build enduring relationships with its clients, prioritizing clear communication and understanding of individual goals. The firm is dedicated to acting in its clients' best interests, helping them focus on what matters most in their financial lives. Generated from the website

Ameritas is a financial services company based in Berkeley, CA, offering a range of products and services to help individuals and businesses achieve their financial goals. With a focus on wealth management and investment strategies, Ameritas financial professionals work closely with clients to create customized plans tailored to their specific needs. Through brokerage services, investment advisory services, and private client services, Ameritas provides access to a diverse array of investments to help clients meet their short-term, mid-term, and long-term financial objectives. Committed to putting clients' best interests first, Ameritas aims to provide expert guidance and support as individuals navigate their financial journey.Generated from the website

Jill Hollander CFP is a financial planning firm based in Berkeley, CA. They offer personalized financial advice and guidance to help clients achieve their long-term financial goals. With a focus on comprehensive financial planning, Jill Hollander CFP provides services such as retirement planning, investment management, and estate planning to individuals and families in the Berkeley area. Generated from their business information