Okano Associates

Discovery Investments is a financial services firm based in Albany, CA, specializing in investment management and financial planning for individuals and businesses. The company offers a range of services to help clients achieve their financial goals and secure their financial future. With a team of experienced professionals, Discovery Investments provides personalized advice and tailored solutions to meet the unique needs of each client. Whether it's retirement planning, wealth management, or investment strategies, the firm is dedicated to helping clients navigate the complexities of the financial world with confidence. Generated from their business information

Charles Schwab is a financial services company based in Richmond, CA, known for providing a range of investment and banking solutions. The company emphasizes customer service and aims to assist clients with their financial needs, although there may be instances where requests cannot be authorized. Committed to delivering a seamless experience, Charles Schwab acknowledges any inconvenience that may arise during client interactions. The firm strives to maintain open communication with its customers to resolve any issues effectively. Generated from the website

North Berkeley Wealth Management, located in Berkeley, CA, specializes in financial planning, investment management, impact investing, and nonprofit investment management. The firm is dedicated to providing personalized investment strategies to clients within a framework of strong community values and engagement. Recognized as a B Corporation, North Berkeley Wealth Management emphasizes responsible investing and social impact as part of its mission. The firm is committed to transparency and client education, ensuring that all services are tailored to meet individual client needs and goals. Generated from the website