The Octountant

SpecialtiesEcama is the one stop shop for all of your solar needs. Call for detail.

Treveri Capital LLC is an independent wealth advisor based in Rosemead, CA, serving individuals, families, businesses, and institutions. With a focus on financial empowerment, they offer a range of services including financial planning, portfolio management, estate planning, business services, insurance risk mitigation, and institutional services. Led by founder Jeff Martinez, a Chartered Retirement Planning Counselor, Treveri Capital aims to help clients achieve their financial goals through proactive strategies and a deep understanding of the markets. As a small business and privately held firm, Treveri Capital prides itself on aligning with clients' financial objectives and providing personalized solutions. With expertise in micro market structure and a passion for the fast-growing financial technology space, Jeff Martinez and his team are dedicated to maximizing returns, minimizing risks, and creating lasting legacies for their clients. Treveri Capital's commitment to transparency, custodianship, and excellence sets them apart in the financial advisory industry.Generated from the website

L R Investment is a financial services company based in Rosemead, CA, specializing in investment management and advisory services. With a focus on wealth preservation and growth, the firm offers personalized solutions to help clients achieve their financial goals. Generated from their business information