Roach Financial Services

Kim Financial Advisors is a financial advisory firm based in San Ramon, California, specializing in personalized financial planning and investment management services. The firm aims to assist clients in achieving their financial goals through tailored strategies and expert guidance. With a commitment to client satisfaction, Kim Financial Advisors focuses on building long-term relationships and understanding the unique financial needs of each individual. Their approach is designed to empower clients to make informed decisions for a secure financial future. Generated from the website

Lodestar is an independent financial planning and wealth management firm based in Alamo, CA, offering comprehensive and individually tailored services to clients in the Bay Area. With a focus on a holistic approach that includes asset management, financial planning, and tax planning, their team of experts is dedicated to guiding clients towards their financial goals. Recognizing the value of personalized and honest advice, Lodestar stands out from the crowd of financial advisors and wealth managers, delivering tailored solutions that truly understand and help clients. As a fee-only firm, they are solely compensated by their clients, ensuring unbiased recommendations and a commitment to their clients' best interests.Generated from the website

GroundRush Financial, based in Walnut Creek, CA, is a financial services firm that specializes in helping individuals create retirement strategies tailored to their unique needs and objectives. Through personalized recommendations and a focus on the client's best interests, they aim to prepare clients for a stable and enjoyable retirement. With a commitment to educating clients about investment and insurance products, GroundRush Financial addresses the various risks associated with retirement, including market volatility, healthcare costs, and longevity. Led by retirement income and preservation specialist Bill Burke, the firm emphasizes a partnership approach to ensure clients are well-prepared for their retirement journey. Generated from the website