Peery and Associates

Peery and Associates is a consulting firm based in Pescadero, CA, specializing in retirement plan selection and design for a diverse range of clients, including privately-held and publicly-traded companies, public entities, and nonprofit organizations. They offer a comprehensive array of plan types, such as 401(k) plans, defined benefit plans, profit sharing plans, and more, ensuring tailored solutions to meet each client's unique needs. With a focus on delivering the best budget fit, business fit, and benefit, Peery and Associates collaborates with esteemed financial institutions as alliance partners, further enhancing their expertise and resources in the field. As a trusted provider of consulting services, they strive to assist organizations in optimizing their retirement plans and navigating the complexities of ERISA fidelity bonds and retirement plan limits.Generated from the website

Whitespace Financial is a boutique investment and wealth management firm located in La Honda, CA, specializing in personalized financial planning and investment solutions. They prioritize client convenience by offering meetings at various locations, including clients' homes, workplaces, or neutral cafes, ensuring a comfortable setting for discussions tailored to individual financial needs. With a commitment to understanding each client's unique situation, Whitespace Financial emphasizes the importance of access to relevant documents and information, facilitating in-depth financial conversations. Their approach combines privacy, convenience, and professionalism to foster meaningful client relationships and effective wealth management strategies. Generated from the website