John Hancock Financial Network

Ameriprise Financial, based in Redwood City, CA, offers a broad range of financial services through a network of dedicated advisors. With over 10,000 advisors nationwide, clients can easily find a professional tailored to their individual needs and goals. Each advisor brings a unique background and expertise to help clients navigate their financial journey. Guided by a commitment to providing personalized financial advice, Ameriprise advisors work closely with clients to develop strategies that align with their specific objectives. Offering a comprehensive suite of services, Ameriprise aims to empower clients to make informed decisions and take control of their financial futures. Regular meetings and digital tools ensure clients stay on track and informed throughout the process. Generated from the website content

Established in 1989, KASPICK & COMPANY specializes in the management and administration of planned gifts. The company serves educational, medical and religious organizations in the United States. It manages more than $3 billion of assets. KASPICK & COMPANY also offers policy and practice consultation services. The company performs administrative functions, including document review, asset transfer coordination, payment processing, tax preparation and gift annuity regulatory filing. It offers a range of accounting packages for recording gifts in financial statements. The company is a part of TIAA-CREF, which is a provider of retirement services for individuals and institutions in the academic, research, philanthropic and cultural fields. KASPICK & COMPANY has a quarterly newsletter that provides research and analysis on current topics.

Hewins Financial Advisors LLC, located in Redwood City, CA, specializes in comprehensive wealth management services tailored for both personal and institutional clients. Their offerings include investment management, strategic tax planning, estate planning, and retirement services, catering to high-net-worth and ultra-affluent individuals. With a focus on innovative financial strategies, Hewins Financial Advisors is committed to helping clients achieve their financial goals through personalized planning and expert guidance. The firm prides itself on its experienced team and a client-centric approach that emphasizes collaboration and trust. Generated from the website