Valencia Valencia Financial Services, LLC

Summit Assets Group is a financial services firm based in San Jose, CA, specializing in investment management and wealth planning for individuals and businesses. With a focus on personalized strategies and risk management, Summit Assets Group aims to help clients achieve their financial goals through a range of services tailored to their unique needs. Generated from their business information

Primerica in San Jose, CA, has been helping families secure their financial futures for over 45 years. Their licensed representatives educate clients on simple financial concepts and offer solutions such as term life insurance, investments, and debt solutions to empower informed financial choices. With a focus on financial education and personalized financial needs analysis, Primerica aims to guide clients towards achieving their goals through a people-first philosophy. Recognized for excellence and trustworthiness, Primerica is committed to creating a more inclusive and financially secure future for middle-income families. Generated from the website