Waterfall Investment Group LLC

Heritage Bay Investments LLC is a financial services company based in San Jose, CA. Specializing in investment strategies and portfolio management, the firm caters to individual and institutional clients seeking personalized financial solutions. With a focus on long-term wealth preservation and growth, Heritage Bay Investments LLC offers a range of investment options tailored to meet the unique goals and risk tolerance of each client. By leveraging market expertise and strategic insights, the company aims to help clients navigate the complexities of the financial landscape with confidence. Generated from their business information

Akkish Inc. is a financial consulting firm based in San Jose, CA, dedicated to helping clients achieve their financial goals through expert advice and customized plans. With over 27 years of combined experience, their team specializes in a range of services including risk management, retirement planning, investment strategies, and estate planning. The firm prides itself on building strong, lasting relationships with clients from various industries, ensuring personalized solutions tailored to each client's unique financial situation. Their commitment to excellence has earned them a reputation as trusted financial advisors focused on improving their clients' overall financial well-being. Generated from the website