The 30 Best Asset management companies in Orinda, California

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Bryan Silveira - State Farm Insurance Agent is a reputable insurance agency located at 23 Orinda Way in Orinda, California, United States. Situated across the street from the Orinda Library and Community Center, our dedicated team is committed to providing quality insurance products to meet the needs of our customers. Specializing in Car Insurance, Homeowners Insurance, Life Insurance, and more, we offer free quotes throughout California, with a focus on Contra Costa, Alameda, and San Francisco Counties. Our experienced team, led by Bryan Silveira, has over 30 years of insurance expertise and is licensed to provide coverage in Oregon as well. We take pride in helping individuals and families in the Bay Area, including the communities of Moraga, Lafayette, and beyond. Whether you are looking to protect your assets, your health, or your business, we are here to assist you. Our mission is to help our customers manage risks, recover from unexpected events, and achieve their dreams through reliable insurance coverage. With a commitment to exceptional customer service and professionalism, we strive to exceed expectations and build lasting relationships with our clients.

CunninghamLegal is a renowned institution located at 6200 Antioch Street, Oakland, California, United States. Specializing in estate planning and trust administration, CunninghamLegal is the go-to firm for individuals and families in Montclair Village, Oakland Hills, Piedmont, Alameda, San Leandro, Valle Vista, Berkeley, Moraga, Lafayette, Orinda, and Walnut Creek. Led by CEO and lead Attorney Jim Cunningham, the firm offers a wide range of legal services including asset protection, probate law, elder law, and more. With a focus on professional development and education, the experienced attorneys at CunninghamLegal stay up-to-date on the ever-changing laws surrounding estate planning. Jim Cunningham, a Certified Specialist in Estate Planning, Trust, and Probate Law, leads the team of dedicated attorneys who provide personalized and comprehensive legal services to clients of all backgrounds. Whether you need assistance with drafting a living trust, creating a will, or navigating probate proceedings, CunninghamLegal is here to guide you through every step of the process. Contact CunninghamLegal today to schedule an appointment and ensure your estate plan is in line with your current family situation and the latest laws.

Nancy Tran Laroco is a financial advisor at Ameriprise Financial Services, LLC located at 25 Orinda Way, Orinda, California, United States. With a focus on your individual goals and risk tolerance, Nancy provides investment, asset allocation, and portfolio recommendations tailored to your needs. Regular meetings are held to review progress, update strategies, and track your financial goals. Access your investments and accounts securely from any device. Background and qualification information can be found on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC Client Relationship Summary Disclosure is available. Nancy Tran Laroco is dedicated to helping clients achieve their financial goals and was named one of the Most Trusted Wealth Management Companies by Investor’s Business Daily in 2022.