Menlo Atherton Insurance

Primerica, founded in 1977, is dedicated to empowering Main Street families by promoting the principles of personal finance through its HOW MONEY WORKSTM materials. The company champions the Buy Term and Invest the Difference philosophy, focusing on providing term life insurance and financial products that are designed to meet the needs of consumers. With a commitment to educating individuals about achievable financial security regardless of income level, Primerica offers a range of services including investments, savings, term life insurance, and mortgage loans across various states. Their representatives operate as independent contractors, ensuring that clients receive tailored solutions suitable for their specific financial situations. Generated from the website

Financial Architects Partners is a trusted wealth management firm based in Palo Alto, CA, specializing in optimizing wealth transfer for prominent families across the nation. With a focus on advising on over $20 billion in trust-owned life insurance assets, their experienced leadership team provides tailored solutions to meet the unique needs of their clients. As an independent firm, Financial Architects Partners is not affiliated with Kestra Investment Services or Kestra Advisory Services, but certain licensed individuals are registered to offer securities and investment advisory services through these entities. With a commitment to providing exceptional service, they offer a range of products and services to residents of the United States, ensuring compliance and transparency in all their operations.Generated from the website

Woodside Capital Partners is a leading corporate finance advisor based in Palo Alto, CA. With a focus on the technology sector, they have a deep understanding of the industry and a track record of successful engagements, from straightforward transactions to complex deals. They have acted as exclusive financial advisors to various tech companies, facilitating acquisitions, capital raises, and mergers, helping their clients achieve their strategic goals and grow their businesses. Woodside Capital Partners has a strong network of sector expertise and a team of experienced professionals who provide ultra-personalized service to their select clients. They have worked with companies in various tech sub-sectors, including health tech, IoT security, data security, and software solutions. With their deep transaction experience and industry knowledge, Woodside Capital Partners is recognized as a go-to advisor for tech companies seeking M&A and financing solutions.Generated from the website