Orcehstrade Financial Systems

Fuller & Thaler Asset Management Inc, located in San Mateo, CA, specializes in investment advisory services tailored for U.S. institutional investors. The firm operates under the brand name Fuller Thaler and is committed to adhering to state regulations regarding investment advisory transactions. Dedicated to a behavioral finance approach, Fuller Thaler emphasizes the importance of safeguarding investor communications, advising against the use of social media platforms for contact. The firm’s practices are designed to ensure compliance and protect the interests of its clients in the investment landscape. Generated from the website

Vantage Wealth Management LLC, located in San Mateo, CA, offers objective and comprehensive financial services tailored to meet the unique needs of each client. With a team of CERTIFIED FINANCIAL PLANNER professionals boasting a combined 85 years of experience, they focus on fostering long-term relationships through a personalized one-on-one approach. The firm is dedicated to helping clients navigate the financial implications of major life events, such as marriage, childbirth, inheritance, or retirement. By gaining an in-depth understanding of what is important to each individual, Vantage Wealth Management strives to assist clients in achieving their specific financial goals. Generated from the website

Ascend Mortgage was established in 2005 in San Mateo, CA to help make home ownership and home purchase financing affordable and available for residents of California. Headquartered in the San Francisco Bay Area where there is a diverse community we specialize in all aspects of Real Estate and we believe in a more personalized approach to lending. When applying for a home loan with Ascend Mortgage you can count on the following criteria to ensure your overall satisfaction:Lowest Interest Rate: We work with several wholesale lenders rather than just a traditional brick and mortar retail bank and we will locate the lowest interest rate the market has to offer you.No Points/No Fees: Unless asked to provide an interest rate that is costing Ascend Mortgage to obtain, we will not charge our clients fees or points to obtain financing. Credit Back: Our goal is to make sure you not only get the lowest interest rate and monthly payment but that you also earn credit back which is applied towards your closing costs and in cases where the credit exceeds the cost we work with the lender to make sure you dont lose any credit and will be applied towards a principal reduction. Fast & Easy Process: Results only years of experience can provide. We have a proven method to ensure your home buying or refinance experience is a smooth and easy one. Priceless Service: From getting started to the finish line your Ascend Mortgage team of professionals will be available around the clock to make sure your home purchase loan or refinance closes on time and with ease.