Patrosso and Associates

Retirement Capital Strategies, based in San Jose, CA, is a financial advisory firm founded by CEO Tom Vaughan, a Certified Portfolio Manager with over three decades of experience in the industry. Specializing in crafting personalized portfolio strategies, the firm assists clients in building and maintaining their wealth, optimizing retirement plans, and maximizing Social Security benefits. With a dedicated support team and a focus on providing excellent financial advice, Retirement Capital Strategies has garnered praise from clients for their proactive approach to market fluctuations and commitment to helping individuals achieve their financial goals. Through regular meetings, market updates, and tailored investment adjustments, the firm aims to guide clients towards a secure and prosperous financial future.Generated from the website

Bell Investment Advisors is a reputable financial firm based in Oakland, CA, offering a range of services including investment management and financial planning. With a dedicated team and a commitment to social impact investing, they provide personalized solutions to help clients achieve their financial goals. Known for their values and community involvement, Bell Investment Advisors is a trusted partner for individuals seeking expert guidance in managing their investments. Their comprehensive approach and focus on client satisfaction make them a top choice in the industry.Generated from the website