James Richardson Inc

Luso-American Financial is a fraternal benefit society that has been providing affordable and competitive financial protection, retirement options, and cultural experiences to its members and families since 1868. With over 150 years of history, Luso-American Financial offers a range of products including whole and term life insurance, annuity and retirement plans, and educational saving plans to help individuals achieve their financial goals. Committed to preserving the Portuguese language and culture in the United States, Luso-American Financial is a member-owned provider that prioritizes the financial interests of its stakeholders. With a team of dedicated agents, Luso-American Financial can assist individuals in designing a personalized plan that aligns with their financial objectives.Generated from the website

Wellings Wealth Care in Menlo Park, CA, offers a range of comprehensive wealth management services designed to help clients achieve their financial goals. Their expertise spans investments, retirement planning, estate planning, and tax preparation, ensuring clients can retire with peace of mind and financial independence. The firm takes pride in understanding clients' values and aspirations, seeking to minimize tax liabilities while providing personalized accounting solutions. Their dedicated team is committed to developing tailored strategies that support clients in honoring the promises they have made to themselves and their loved ones. Generated from the website