Summit Financial Advisors

Thrivent is a financial services company based in San Mateo, CA, offering solutions and insights to help individuals achieve their financial goals and support causes they care about. With a team of licensed professionals, Thrivent provides guidance and expertise to map out a path towards a more secure financial future. Through their Financial Planning Framework and Dedicated Planning Services, Thrivent offers personalized advice and written recommendations for a fee, helping clients make informed decisions about insurance products, securities, and investment advisory services. As a subsidiary of Thrivent Financial for Lutherans, Thrivent operates under the marketing name Thrivent and is committed to providing comprehensive financial solutions to individuals across the United States.Generated from the website

Sullivan Company CPA is a reputable accounting firm based in San Mateo, CA, specializing in providing comprehensive financial services to individuals and businesses. Their team of experienced professionals offers a range of services including tax preparation, auditing, and financial consulting to help clients navigate complex financial landscapes with ease. Generated from their business information