Fee based services in California

Edward Jones - Financial Advisor: Hanneke R Finones is a trusted financial institution located at 111 Anza Boulevard in Burlingame, California. Specializing in providing personalized financial advice and investment services, Hanneke R Finones is dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, this institution offers a wide range of financial solutions tailored to each client's individual needs. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: Hanneke R Finones is committed to guiding you every step of the way.

Timothy Salunga - TIAA Wealth Management Advisor is a trusted finance institution located at 535 Cowper Street in Palo Alto, California. As a dedicated wealth management advisor, Timothy Salunga offers personalized financial solutions and expert advice to help clients achieve their financial goals. With a focus on providing top-notch service and tailored strategies, clients can trust Timothy Salunga to guide them towards financial success. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Timothy Salunga - TIAA Wealth Management Advisor is here to help you every step of the way.

Chris Benson - Thrivent is a finance institution located at 951 Mariners Island Boulevard, San Mateo, California, United States. They are licensed in multiple states including AL, AZ, CA, FL, GA, ID, MA, MI, MN, NM, OR, PA, SD, TX, and WA. Licensing information can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Merrill Investment & Retirement Financial Center is a finance institution located at 1516 Solano Avenue in Albany, California, United States. You can find a Merrill® Financial Solutions Advisor™ in Albany, CA by searching for an advisor's name or the parent company, "Merrill Lynch." Please note that by leaving Merrill Edge, you will be redirected to FINRA's BrokerCheck website, which is not owned by Merrill Edge®, Bank of America® or their affiliates. At Merrill Investment & Retirement Financial Center, we strive to provide information about products and services that may be of interest and use to you. Our services include investment in securities, with the understanding that there are risks involved and the potential for loss. Returns are based on Net Asset Value (NAV) and market price, including fees and applicable loads.

Merrill Lynch Financial Advisor Russell T Bordonaro is a reputable financial institution located at 101 South Ellsworth Avenue in San Mateo, California, United States. Specializing in finance, this institution offers a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced advisors, Merrill Lynch Financial Advisor Russell T Bordonaro provides personalized guidance and expert advice to clients looking to manage their investments, plan for retirement, or navigate complex financial decisions. Trustworthy, reliable, and dedicated to client success, this institution is a top choice for those seeking professional financial services in the San Mateo area.

Stewart & Patten Co LLC is a finance institution located at 3675 Mount Diablo Boulevard in Lafayette, California, United States. With a focus on providing personalized financial services, Stewart & Patten Co LLC offers a range of investment and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to delivering expert advice and tailored strategies to help clients navigate the complexities of the financial market. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Stewart & Patten Co LLC is committed to providing exceptional service and support every step of the way.

The Merrill Investment & Retirement Financial Center is located at 1253 A Street in Hayward, California, United States. As a finance institution, we have a team of Merrill Financial Solutions Advisors ready to help you turn your ambitions into action. Our personalized advice and guidance can assist you in pursuing your financial goals and planning for what matters most to you. Whether you prefer to meet in person or virtually, our advisors are here to help. Please note that when you search for an advisor's name or our parent company, "Merrill Lynch," you will be redirected to FINRA's BrokerCheck. This website is not owned by Merrill Edge, Bank of America, or their affiliates and is subject to separate terms and privacy policies.

Merrill Lynch Financial Advisor Weldon L Poole is a finance institution located at 3075A Hansen Way, Palo Alto, California, United States. Merrill is proud of their advisors who have received recognition from financial industry publications or directly from Bank of America Corporation. The institution offers personalized financial planning services through the Merrill Personal Wealth Analysis™, tailored to individual goals and priorities. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. The institution believes in understanding clients' aspirations and encourages open communication to help them achieve their financial goals. With access to the investment insights of Merrill and banking solutions from Bank of America, the institution aims to develop customized approaches to address clients' financial needs. Weldon Poole is a Certified Financial Planner registered to do business in several states. The institution offers a range of financial services including investment advisory, financial planning, and more. Client Relationship Summary and additional information are available upon request.

Edward Jones is a well-established finance institution located at 555 Mason Street in Vacaville, California, United States. With a strong reputation for providing personalized financial services, Edward Jones offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or building your investment portfolio, the experienced advisors at Edward Jones are dedicated to providing expert guidance and tailored strategies to help you succeed. Visit us today to learn more about how we can help you secure your financial future.

Philip Hoang - Morgan Stanley is a prestigious finance institution located at 2775 Sand Hill Road in Menlo Park, California, United States. With a strong reputation for excellence in the financial industry, Philip Hoang - Morgan Stanley offers a wide range of services to clients, including investment banking, wealth management, and asset management. The institution is known for its experienced professionals who provide expert advice and personalized financial solutions to help clients achieve their financial goals. Whether you are an individual investor or a corporate client, Philip Hoang - Morgan Stanley is committed to providing top-notch financial services tailored to your specific needs.

United Capital Financial Advisors is a leading finance institution located at 1350 Treat Boulevard in Walnut Creek, California, United States. Our team of experienced advisors is dedicated to providing personalized financial planning and investment management services to help our clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, our experts are here to guide you every step of the way. Visit us today to see how United Capital Financial Advisors can help you secure a brighter financial future.

Manuel Soliz - Thrivent is a finance institution located at 3000 Citrus Circle, Walnut Creek, California, United States. The institution is licensed in multiple states including AR, AZ, CA, CO, NV, OR, SD, TX, VA, and WA. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, and clients can further engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Insurance products, securities, and investment advisory services are provided by licensed financial advisors. For more information about their financial advisors and professional designations, visit their website or FINRA's Broker Check.

Legal Advantage Investments, Inc. is a registered investment advisor located in California, United States. We are regulated by the Securities and Exchange Commission (SEC) and provide investment advice to clients. Our firm only conducts business in states where we are properly registered or exempt from registration. The information on our website is for informational purposes only and is subject to change without notice. We do not provide personalized investment advice, and investors should determine if our services are suitable for their needs. Please note that other similar services may be available at a lower cost. We do not offer tax or legal advice, so individuals should consult with their own advisors for such guidance. All investments carry risk, and past performance does not guarantee future results. We strive to help clients achieve their investment goals, but there is no guarantee of success.

The Merrill Investment & Retirement Financial Center located at 110 Alamo Plaza in Alamo, California, United States, offers a wide range of finance services. You can find a Merrill® Financial Solutions Advisor™ in Alamo, CA by searching for an advisor's name or the parent company, "Merrill Lynch." Please note that by leaving Merrill Edge, you will be redirected to FINRA's BrokerCheck website, which is not owned by Merrill Edge®, Bank of America® or their affiliates. At Merrill, we strive to provide you with information about products and services that may be of interest to you. Investing in securities involves risks, and there is always the potential of losing money. Our returns are based on the prior-day closing NAV value at 4 p.m. ET or the prior-day closing market price.

J.P. King Advisors, Inc. is a finance institution located at 1600 South Main Street, Walnut Creek, California, United States. Effective planning is the cornerstone of financial success, and our evidence-based approach allows successful individuals to invest like professionals, leveling the playing field. Our team ensemble approach provides clients with knowledge, talent, and experience from our full team, while our relationship-based approach ensures trusted relationships are built. We are committed to providing true and measurable value to our clients and uphold a fiduciary promise to always do the right thing. Our services include full-service financial advice, planning, and portfolio management, with a focus on serving women who are often underserved by financial advisors. Join us in disrupting the trend and achieving financial success together.

Carol Hack - Thrivent is a finance institution located at 1515 Meridian Avenue in San Jose, California, United States. The institution is licensed in multiple states including California, Colorado, Idaho, Michigan, Minnesota, North Dakota, Nevada, Oregon, and Washington. Licensing information can be found on the website of the National Association of Insurance Commissioners. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, and clients are encouraged to consult with their own attorney or tax professional. Thrivent provides financial advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients may choose to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Hathaway Financial LLC is a finance institution located at 6450 Almaden Expressway in San Jose, California, United States. Founded with a passion for helping people invest wisely, plan for the long term, and retire comfortably, Hathaway Financial is a fiduciary and fee-only Registered Investment Advisor. Unlike many financial advisors, Hathaway Financial does not receive kick-backs from funds or institutions where your money is invested. The institution offers comprehensive advice, planning, and no conflicts of interest. Hathaway Financial provides access to sophisticated software for tracking cash flows and investment analysis, without charging extra for financial planning. The institution builds diversified, tax-efficient portfolios for long-term success, using index funds from reputable firms like Schwab, Vanguard, and BlackRock. With a transparent fee structure and real-time consultation, Hathaway Financial ensures that its interests are aligned with yours.

Tone Tran - Private Client Advisor is a premier finance institution located in the heart of San Jose, California. Our team of dedicated professionals provides personalized financial advice and services to high-net-worth individuals, helping them achieve their financial goals and secure their financial future. With a focus on building long-term relationships and delivering exceptional results, we strive to exceed our clients' expectations and provide unparalleled service. Visit us at 50 West San Fernando Street to learn more about how we can help you manage and grow your wealth.

Authentikos Advisory is a prestigious finance institution located at 1295 East Dunne Avenue in Morgan Hill, California, United States. Our team of experienced financial advisors offers expert guidance and personalized solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Authentikos Advisory is dedicated to providing you with the highest level of service and expertise. Trust us to navigate the complexities of the financial world and secure your financial future.

LPL Financial is a leading finance institution located at 8339 Church Street in Gilroy, California, United States. Specializing in investment and wealth management services, LPL Financial is dedicated to helping clients achieve their financial goals through personalized strategies and expert guidance. With a commitment to excellence and a focus on client satisfaction, LPL Financial is a trusted partner for individuals and businesses seeking to secure their financial future.

Caleb Lawrence Registered Investment Adviser Inc. is a reputable financial institution located at 216e Mount Hermon Road in Scotts Valley, California, United States. Specializing in investment advising, they offer personalized financial guidance to help clients achieve their financial goals. With a team of experienced professionals, Caleb Lawrence Registered Investment Adviser Inc. provides expert advice and tailored investment strategies to meet the unique needs of each individual. Trustworthy and reliable, they are dedicated to helping clients navigate the complex world of finance with confidence and peace of mind.

Edward Jones - Financial Advisor: Thomas E Carter Jr is a reputable finance institution located at 126 Clock Tower Place in the charming town of Carmel-by-the-Sea, California, United States. As a trusted financial advisor, Thomas E Carter Jr provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored investment strategies, clients can trust Edward Jones to help them navigate the complexities of the financial world with confidence and peace of mind.

Edward Jones - Financial Advisor: Linda C Myrick, AAMS™ is a reputable finance institution located at 126 Clock Tower Place in the beautiful town of Carmel-by-the-Sea, California, United States. With a focus on providing personalized financial planning services, Linda C Myrick, AAMS™ is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, save for retirement, or plan for your children's education, Linda C Myrick, AAMS™ and her team are committed to providing expert advice and guidance every step of the way. Trust Edward Jones - Financial Advisor: Linda C Myrick, AAMS™ to help you navigate the complex world of finance with confidence and peace of mind.

Edward Jones - Financial Advisor: Ryan J Ozog is a reputable financial institution located at 151 Aptos Village Way in Aptos, California. As a dedicated financial advisor, Ryan J Ozog provides personalized investment and wealth management services to help clients achieve their financial goals. With a strong focus on building long-term relationships based on trust and integrity, Ryan J Ozog offers expert guidance and tailored solutions to help clients navigate the complexities of the financial market. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Ryan J Ozog is committed to helping you secure a sound financial future.

Edward Jones - Financial Advisor: Kyle A Sharp, CFP® is a reputable finance institution located at 615 San Benito Street in Hollister, California, United States. Kyle A Sharp, a Certified Financial Planner, offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is dedicated to providing top-notch financial services to individuals and families in the Hollister area. Whether you are planning for retirement, saving for education, or investing for the future, Kyle A Sharp and his team at Edward Jones are committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

KMR Wealth Advisory, LLC is a leading financial advisory firm located at 1042 Pacific Street in San Luis Obispo, California. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive wealth management services. With a focus on building long-term relationships based on trust and integrity, we strive to provide expert guidance and support to help our clients navigate the complex world of finance. Contact us today to learn more about how KMR Wealth Advisory, LLC can help you secure your financial future.

Abundant Wealth Partners, LLC is a finance institution located at 4961 La Gama Way, Santa Barbara, California, United States. As an independent fee-only wealth management firm, we prioritize peace of mind and simplicity in helping individuals achieve their financial goals. Our main focus is on providing financial context that creates peace of mind for our clients. We believe that having a clear understanding of your financial situation can reduce stress and lead to more effective decision-making. We understand that the financial world can be complex, which is why we strive to simplify and declutter our clients' finances. Just as Marie Kondo suggests decluttering your living space, we aim to streamline your finances to align with your goals and spark joy in your financial life.

Montecito Wealth Management, LLC is a premier finance institution located at 1165 Coast Village Road in beautiful Montecito, California, United States. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals through personalized wealth management strategies. We offer a wide range of services including investment management, retirement planning, estate planning, and more. At Montecito Wealth Management, LLC, we prioritize building long-term relationships with our clients based on trust, integrity, and exceptional service. Contact us today to learn how we can help you secure your financial future.

Edward Jones - Financial Advisor: Chad Valchar, CFP® is a prestigious financial institution located at 1230 Coast Village Circle in Montecito, California. As a Certified Financial Planner, Chad Valchar provides expert advice and personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a comprehensive range of investment options and financial solutions tailored to each client's individual needs. Whether you are planning for retirement, saving for college, or investing for the future, Chad Valchar and his team are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Visit Edward Jones - Financial Advisor: Chad Valchar, CFP® today to start planning for a secure financial future.

William T. Toner, CFP, AIF is a finance institution located in Montecito, California, United States. Specializing in helping people navigate through significant financial issues, William T. Toner is committed to unburdening individuals from the overwhelm of positive opportunities or negative events that may impact their lives. With a focus on building close, confidential relationships, William T. Toner anticipates clients' needs and accelerates prudent progress on their behalf. With a calm spirit of neutrality and a commitment to clients' values, William T. Toner is dedicated to guiding clients through their financial journey. As a financial advisor with over a decade of experience, William T. Toner focuses on strategic decision-making, process management, communication improvement, organizational structure shaping, and collaboration promotion. Not involved in daily money management or tactical implementation, William T. Toner does not sell, represent, transfer, or hold custody over assets or insurance products, nor does he accept finders' fees, kickbacks, or commissions. Contact William T. Toner, CFP, AIF for assistance with your financial needs.