Massachusetts Mutual Life Insurance

UnitedHealthcare offers Medicare coverage you can count on for your whole life ahead. With plans designed for all budgets, stages and ages, it is America’s most chosen Medicare Advantage brand. With UnitedHealthcare, you get plans built to be used, with the all-in-one UCard that opens doors to Medicare Advantage’s largest national provider network, rewards and so much more. And with our Right Plan Promise®, you can rely on us to help you find the right UnitedHealthcare plan for your needs.

Evans & Co CPA PC is a full-service CPA firm based in Walnut Creek, California, dedicated to delivering exceptional and affordable accounting services to business owners, executives, and independent professionals since 2010. The firm prides itself on its commitment to client satisfaction, combining personal service with technical expertise across a wide range of financial services. Specializing in areas such as tax preparation, estate planning, and business valuation, Evans & Co CPA PC caters to various industries, including real estate, healthcare, and law firms. Their friendly and experienced team is focused on providing tailored financial solutions to meet the unique needs of each client, ensuring peace of mind and effective financial management. Generated from the website

Gemmer Asset Management LLC, established in 1992, is a registered investment advisor based in Walnut Creek, CA, dedicated to providing high-quality and unbiased investment management services to the Bay Area community. With over 100 combined years of experience, the firm prides itself on building strong partnerships with financial advisors, enabling them to effectively support their clients through sound investment strategies and comprehensive back-office assistance. The company utilizes a rigorous, research-driven investment philosophy that incorporates modern portfolio theory and tactical asset class shifts, ensuring a high level of customization and personalized attention for both advisors and their clients. As a wholly employee-owned firm, Gemmer is committed to fostering relationships that prioritize client needs and deliver effective financial solutions. Generated from the website