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Strategic Asset Management Group is a reputable financial firm located in Walnut Creek, CA. They offer a wide range of services including insurance, investing, retirement planning, estate planning, and wealth preservation. With a team of skilled professionals, they aim to help individuals take a proactive approach to their personal financial situation and achieve their financial goals. As a trusted advisor, Strategic Asset Management Group provides valuable resources such as newsletter articles, calculators, and research reports to educate clients about financial concepts and market performance. They emphasize the importance of working with skilled professionals and offer personalized solutions tailored to each client's needs. With their expertise and commitment to client success, Strategic Asset Management Group is a reliable partner in navigating the complexities of financial management.Generated from the website

Being operational since 1971, David White & Associates provides financial planning advice throughout the Greater Bay Area. It offers planning for individuals, small businesses and Fortune 500 companies. The company provides an array of services, such as retirement planning design and administration, comprehensive financial planning, banking services, money markets, life insurance, education planning and many more. David White & Associates works with various California associations, including the State Bar of California with over 5,000 attorneys as clients.

John Schooler Jones LLC is a dedicated team of Registered Investment Advisors in Petaluma, CA, committed to prioritizing your financial success. Specializing in comprehensive financial planning, their services encompass asset management, estate planning, and legacy management. By collaborating with your legal and financial professionals, they craft a cohesive strategy aligned with your long-term goals. With over 30 years of industry experience, John Schooler Jones LLC offers objective, evidence-based financial advice tailored to your individual situation. Their expertise extends to income and estate tax planning, focusing on charitable tax strategies to enhance your lifetime income and tax efficiency. Emphasizing a personalized approach, they integrate philanthropy into your financial plan for a lasting impact. At John Schooler Jones LLC, trust and transparency are paramount in building a lasting relationship with clients. Their commitment to continuous education ensures they stay updated on the latest financial strategies and market trends, enabling them to provide informed advice on investment management and estate planning. Whether planning for retirement or wealth accumulation, they offer comprehensive guidance to help you make informed financial decisions. Generated from the website content