Trevor Schwartz - Raymond James

David Lucas - Raymond James is a well-respected independent financial services company located in San Jose, CA. With over 50 years of experience, they offer personalized investment services and guidance to help clients manage their wealth and achieve their financial goals. Their team of experts combines traditional investment solutions with more sophisticated alternatives to preserve capital and manage risk in today's global economy. They provide unique solutions for business owners and entrepreneurs, help establish and oversee corporate retirement plans, offer a pragmatic approach to wealth management for families, nurture wealth for retirees, confidently manage sudden wealth, and understand the challenges women investors face. With proven expertise and a depth of resources, David Lucas - Raymond James is committed to helping clients make the most of each investment opportunity and achieve long-term success.Generated from the website

Located in San Jose, CA, David Lucas - Raymond James stands as a financial services firm dedicated to offering customized wealth management solutions, investment banking services, asset management, and capital market options. Catering to a diverse clientele that includes individuals, businesses, and municipalities, this establishment excels in providing in-depth financial planning, tailored portfolio advisory strategies, cutting-edge investment research, and specialized support that aligns with each client's unique objectives. Drawing on their extensive experience, David Lucas - Raymond James takes pride in guiding clients through intricate financial landscapes, prioritizing meticulous analysis and personalized care. The company places a strong emphasis on prudent risk management, all while presenting clients with opportunities to expand, safeguard, and efficiently transfer their financial assets. With a global presence and a strong community-centric ethos, this firm remains steadfast in delivering attentive, valuable, and objective-driven financial solutions to its valued clients. Generated using this brand's available information

Wdc & Associates is a multidisciplinary team of professionals based in San Jose, CA, dedicated to achieving their clients' financial goals and litigation support needs. With decades of experience in accounting firms and senior management positions, their unique blend of CPAs, lawyers, and professionals enables them to provide expertise in business advisory services, forensic accounting, tax audit, and accounting services. Specializing in accounting department restructuring, outsourcing, non-profits, business planning, tax matter representation, valuation, elder planning, entity structure, and family law forensic accounting, Wdc & Associates offers creative solutions that blend accounting, finance, tax, and law to help clients succeed. Their proactive approach and diverse team of professionals ensure effective solutions that bring clarity and direction to clients' financial goals. Generated from the website