Sitzmann Moris and Lavis, Inc

Morgan Stanley Smith Barney is a financial services firm based in Oakland, CA, specializing in wealth management and investment advisory services for individuals and businesses. With a focus on providing personalized financial solutions, the company offers a range of investment options and strategic planning to help clients achieve their financial goals. Generated from their business information

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Oakland, CA area, Bak Chan will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

In Touch Financial Services is a boutique firm located in Oakland, California, specializing in investment advisory, portfolio management, financial planning, residential real estate, and mortgage lending services. With over 30 years of experience, the firm is dedicated to helping individuals and small businesses navigate significant financial moments while prioritizing their clients' best interests. The team at In Touch understands that building wealth requires a personalized approach, working closely with each client to develop tailored plans that align with their unique financial goals. Their knowledgeable advisors provide guidance throughout the mortgage lending process and investment management, ensuring a smooth and stress-free experience for all clients. Generated from the website