Kofman, Edward

Royal Alliance Associates, now operating under Osaic Securities, is a financial services firm that provides a range of investment advisory and brokerage services. It is a member of FINRA and SIPC, ensuring compliance and protection for its clients. Services are delivered through various entities including Osaic Wealth Inc., Triad Advisors LLC, and other registered investment advisers. The firm emphasizes the importance of professional history and accountability, encouraging clients to utilize FINRA's BrokerCheck for transparency regarding their financial professionals. Generated from the website

Seeking Better Financial AlternativesA TEAM OF FINANCIAL ADVISORS WORKING TO YOUR ADVANTAGEASSOCIATION* Registered Representative Offering Securities And Advisory Services Through Royal Alliance Associates, Inc, A Registered Broker - Dealer And Registered Investment Advisor.

Bill Vertress, AGT - Calcap Planning Inc., located in Hayward, CA, offers a range of planning services with a focus on financial solutions tailored to meet diverse client needs. The firm employs a systematic approach, integrating market insights and strategic foresight to assist clients in achieving their financial goals. With a commitment to staying current with industry trends, the team is well-equipped to navigate the complexities of financial planning. Their expertise is reflected in a variety of projects, showcasing a dedication to delivering high-quality service and insightful guidance to clients. Generated from the website