TOP 30 California attorney in Santa Rosa, California
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Merrill Lynch Financial Advisor Clarence Souza
● OpenMerrill Lynch Financial Advisor Clarence Souza is a trusted finance institution located at 90 South E Street, Santa Rosa, California, United States. Clarence Souza has been in the financial services industry since 1999 and joined Merrill Lynch Wealth Management in 2013. He focuses on developing and implementing personalized financial strategies to help clients meet their unique goals. With a background in Economics and Financial and Tax Planning, Clarence holds the CERTIFIED FINANCIAL PLANNER™ certification and is a qualified Portfolio Manager. He works closely with clients, their attorneys, accountants, and other advisors to coordinate their financial and legacy approach. Clarence believes in building strong client relationships based on trust and personalized service, and utilizes the Merrill Personal Wealth Analysis™ to create personalized plans centered on clients' goals. By understanding clients' aspirations and financial situations, Clarence helps them pursue their financial goals while managing investment risk. With access to the resources of Merrill and Bank of America, he can help address clients' financial needs and adapt their approach as their life and goals change. Whether planning for retirement, education, or wealth transfer, Clarence is dedicated to helping clients achieve their financial goals.
90 S E St Ground Floor, Santa Rosa, CA 95404, United States -
Cremation Society of Ventura County
● OpenWelcome to the Cremation Society of Ventura County, your trusted partner in providing compassionate and affordable cremation services. Located at 757 East Main Street, Ventura, California, we are dedicated to serving families throughout Ventura County with dignity and respect. Our funeral home specializes in low-cost cremations, offering a range of options to honor your loved one's wishes, whether it involves a cemetery burial, scattering at sea, or keeping an urn at home. Our experienced directors work efficiently, drawing on collective resources to minimize costs while upholding the highest ethical standards and dignified protocols.
757 East Main Street, Ventura, California 93001, United States
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