Tara Macdonald: Allstate Insurance

As a Personal Financial Representative in Fairfield, I’ve gotten to know many local families. I understand that when it comes to planning for your financial future, each person’s needs are unique. That’s why when you contact me at my Fairfield office, you’ll receive personalized service based on ...

Summit Wealth Group in Fairfield, CA, is home to Integrated Wealth Solutions offering comprehensive financial planning services. Their team acts as personal CFOs, guiding clients through various financial stages. Through initial discovery meetings, they analyze current financial situations and set personalized goals and financial roadmaps. Integrated Wealth Solutions presents clients with customized financial plans and strategies, ensuring transparency and tailored solutions. The team reviews strategies regularly to adapt to any life changes that may impact investment plans, providing clients with peace of mind. They specialize in various financial aspects, including college funding, retirement planning, and managing sudden life events. The firm boasts a team of CERTIFIED FINANCIAL PLANNER™ professionals, emphasizing fiduciary responsibility and commission-free services. Integrated Wealth Solutions aims to be the first call for clients' financial needs, offering free financial assessments and educational resources. With a focus on building long-term relationships, they provide independent, trusted advice and customized portfolios to help clients achieve their financial goals. Generated from the website content

At Finance of America Mortgage, we don’t see customers as numbers and paperwork. For us, doing business is about making human connections. We listen to the people we serve. We find the right mortgage solution for their specific needs. And we help them achieve their dreams of homeownership...