Monarchy Investments LLC

Al Khalifa Invest Inc is a financial services company based in San Jose, CA, specializing in investment management and advisory services. With a focus on strategic financial planning and risk management, the company assists clients in achieving their financial goals through tailored investment solutions. Generated from their business information

Erik Nelson Financial Advisor, located in San Jose, CA, operates as a trade name under Wells Fargo Advisors, a registered broker-dealer and non-bank affiliate of Wells Fargo Company. The firm offers a range of investment and insurance products, emphasizing that these options come with inherent risks, including the potential loss of principal invested. With a team of experienced financial advisors, such as Brandon Bernstein, Erick Block, and David Cross, Erik Nelson Financial Advisor aims to address the diverse financial needs of their clients. Their services are shaped by a commitment to maintaining client privacy and adhering to regulatory standards within the financial industry. Generated from the website

Hansen Wealth Management is an investment firm located in San Jose, CA, with over $300 million in assets under management. They offer personalized investment advice and create tailored portfolios consisting of stocks, bonds, mutual funds, and tax deferred annuities to meet their clients' financial needs and objectives. With a focus on building long-term financial strategies, Hansen Wealth Management utilizes a disciplined investing approach, including dollar-cost averaging, to navigate market fluctuations and help clients achieve their investment goals.Generated from the website