State Farm

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Sun Pacific Mortgage & Real Estate is a trusted hard money lender in Santa Rosa, CA, serving clients since 1988. They offer private money loans for purchases, investments, and refinancing, with a focus on owner-occupied and investment properties. With their fast funding and flexible loan programs, Sun Pacific Mortgage & Real Estate provides solutions for borrowers with varying credit scores and property types, including single-family houses, multi-family properties, condos, and business properties.Generated from the website

Shipman Kelly Associates is a full-service tax accounting, payroll, and business consulting firm located in Santa Rosa, CA, with over twenty years of experience serving individuals and small to medium-sized businesses in the greater Sonoma and Marin county areas. Known for its dedication to client relationships, the firm offers a range of services, including bookkeeping, financial statement preparation, sales tax reporting, and comprehensive tax planning and compliance. Established in 1987, Shipman Kelly Associates prides itself on delivering expert solutions tailored to the unique needs of its clients, which include individuals, corporations, partnerships, and non-profit organizations. The firm's mission focuses on providing the highest level of expertise and professionalism, ensuring clients receive optimal support for their financial and accounting needs. Generated from the website