L R Investment

The Octountant is a trusted financial advisory firm located in Rosemead CA. Specializing in personalized financial planning and investment strategies they cater to individuals and businesses seeking to enhance their financial wellbeing. With a team of experienced advisors The Octountant is dedicated to helping clients achieve their financial goals through tailored solutions and expert guidance. Generated from this place's information

Treveri Capital LLC is an independent wealth advisor based in Rosemead, CA, serving individuals, families, businesses, and institutions. With a focus on financial empowerment, they offer a range of services including financial planning, portfolio management, estate planning, business services, insurance risk mitigation, and institutional services. Led by founder Jeff Martinez, a Chartered Retirement Planning Counselor, Treveri Capital aims to help clients achieve their financial goals through proactive strategies and a deep understanding of the markets. As a small business and privately held firm, Treveri Capital prides itself on aligning with clients' financial objectives and providing personalized solutions. With expertise in micro market structure and a passion for the fast-growing financial technology space, Jeff Martinez and his team are dedicated to maximizing returns, minimizing risks, and creating lasting legacies for their clients. Treveri Capital's commitment to transparency, custodianship, and excellence sets them apart in the financial advisory industry.Generated from the website

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