Summit Financial Group

Key Focus Wealth is an independent wealth management firm based in San Ramon, CA, offering personalized financial planning and investment management services. With over 20 years of experience, they provide clients with a clearly defined financial plan and help them navigate market volatility. As a fiduciary, Key Focus Wealth puts their clients' interests first and works with a team of legal and tax professionals to establish well-written estate plans. As a fee-only firm, Key Focus Wealth is committed to providing transparent and unbiased advice. They work with CERTIFIED FINANCIAL PLANNER professionals who have extensive training in various financial planning competencies. Being independent allows them to focus on building strong, long-term relationships with clients, free from the constraints of proprietary products. Whether it's families, individuals, or small businesses, Key Focus Wealth offers customized guidance based on each client's unique financial situation and goals.Generated from the website

Ameriprise Financial Advisors in San Ramon, CA, is committed to guiding clients toward achieving their financial goals through personalized, one-on-one financial advice. With over 10,000 advisors nationwide, clients can find professionals who align with their specific needs and investment strategies. The firm emphasizes regular meetings, personalized recommendations, and access to digital tools to help clients stay on track with their financial plans. Ameriprise Financial has been recognized multiple times for its customer satisfaction and understanding of client values, making it a trusted partner in financial planning. Generated from the website

Global Wealth Harbor, located in Walnut Creek, CA, is a fee-only registered investment advisor that specializes in investment management and financial planning services. The firm is dedicated to organizing clients' financial matters, providing accountability, and offering objective insights to help them navigate important financial decisions. With a proactive approach, Global Wealth Harbor anticipates clients' life transitions and prepares them financially for the future. The company emphasizes education and partnership, working collaboratively to understand clients' unique backgrounds, needs, and objectives to achieve their financial goals. Generated from the website