Monterey Peninsula Capital

United Planners Financial Services is an independent broker-dealer, committed to fostering a supportive and collaborative environment for financial professionals. With a focus on partnership and excellence, the firm provides best-in-class tools and resources, enabling advisors to elevate their businesses and client service. The company prides itself on its unique culture, where teamwork and camaraderie are paramount. Testimonials from partners highlight a deep sense of community and a commitment to personal support, illustrating the firm's dedication to both its employees and investors. Generated from the website

Unified Capital Group is a financial services firm based in San Jose, CA, specializing in investment management and wealth advisory services. The company offers personalized financial solutions to help clients achieve their long-term financial goals. With a focus on strategic planning and risk management, Unified Capital Group assists individuals and businesses in navigating the complexities of the financial markets. Their team of experienced professionals provides comprehensive financial guidance tailored to each client's unique needs and objectives. Generated from their business information

Agate Logic is a software development company based in Santa Clara, CA, specializing in creating custom solutions for businesses of all sizes. With a focus on innovation and efficiency, Agate Logic offers a range of services to help clients streamline their processes and achieve their goals. Generated from their business information