Summit Brokerage Service Inc

Welcome to Merrill Lynch in Santa Rosa, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.

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

Abunda Financial LLC, located in Larkspur, CA, specializes in comprehensive financial planning and wealth management services. They offer a range of solutions, including investment management, tax services, and personalized financial advisory tailored to meet the unique needs of their clients. The firm employs a holistic approach to financial planning, combining portfolio management with tailored advice and tax analysis. With a focus on educating clients through personal finance courses, Abunda Financial aims to empower individuals and businesses to achieve their financial goals effectively. Generated from the website