KP Premiums Plan

Morgan Stanley Smith Barney is a financial services firm based in Oakland, CA, specializing in wealth management and investment advisory services for individuals and businesses. With a focus on providing personalized financial solutions, the company offers a range of investment options and strategic planning to help clients achieve their financial goals. Generated from their business information

In Touch Financial Services is a boutique firm located in Oakland, California, specializing in investment advisory, portfolio management, financial planning, residential real estate, and mortgage lending services. With over 30 years of experience, the firm is dedicated to helping individuals and small businesses navigate significant financial moments while prioritizing their clients' best interests. The team at In Touch understands that building wealth requires a personalized approach, working closely with each client to develop tailored plans that align with their unique financial goals. Their knowledgeable advisors provide guidance throughout the mortgage lending process and investment management, ensuring a smooth and stress-free experience for all clients. Generated from the website

The Menke Group, based in Oakland, CA, is America's largest and oldest ESOP advisor, with over 3,500 ESOPs structured since 1974. They offer a comprehensive range of services, including ESOP design and installation, administration, combined ESOP 401k administration, feasibility studies, repurchase obligation studies, M&A advisory, employee communications, online ESOP access, ESOP appraisals, and more. With their expertise and experience, they provide industry-leading solutions and serve as a single source provider for all ESOP services. Founded by John D. Menke, The Menke Group is committed to delivering the highest level of expertise and service in employee and management-led buyout transactions. They aim to bring unparalleled guidance, support, and results to their clients nationwide and worldwide. Their dedication to employee ownership and their position as recognized leaders in the field make them a trusted partner for companies looking to implement ESOPs.Generated from the website