Northern California Fiduciary Services

Cantorbridge Financial is a modern wealth planning firm located in El Dorado Hills, California. They offer financial planning and investment management services to individuals and corporations, with a focus on helping clients simplify and elevate their wealth. With a team approach and access to integrated advice and strategies, Cantorbridge Financial aims to provide personalized solutions to help clients achieve their financial goals. As a trusted partner, Cantorbridge Financial understands that each client's wealth is personal, and they strive to build meaningful relationships based on the client's desired outcomes. Their team of experts supports the financial advisor in managing every aspect of the client's financial life, ensuring a comprehensive and tailored approach. Whether clients need assistance with retirement planning, estate planning, or growing their wealth, Cantorbridge Financial is dedicated to providing efficient and effective solutions.Generated from the website

Bridgeview Capital Advisors Inc., located in El Dorado Hills, CA, is a registered investment advisor that specializes in fiduciary investment management, financial planning, and tax planning. Led by David N. Waldrop, a CERTIFIED FINANCIAL PLANNER with over two decades of experience, the firm is committed to prioritizing clients' interests through a fee-only model, ensuring that clients receive personalized and comprehensive financial guidance. The firm offers a range of services aimed at helping clients grow and protect their wealth while minimizing tax liabilities. With a focus on building long-term relationships, Bridgeview Capital Advisors seeks to provide straightforward support as clients navigate the complexities of their financial lives. Generated from the website