The Best Investor relationship management in Hayward, California

Interactive Data is a leading financial institution located at 3955 Point Eden Way in Hayward, California, United States. Specializing in finance, Interactive Data offers a wide range of services to help clients make informed decisions and manage their investments effectively. With a team of experienced professionals and cutting-edge technology, Interactive Data is dedicated to providing accurate and up-to-date financial data to its clients. Whether you are a seasoned investor or just starting out, Interactive Data is committed to helping you achieve your financial goals.

Gene L Daniels - State Farm Insurance Agent is located at 39899 Balentine Drive in Newark, California, United States. As a State Farm Insurance Agent, Gene L Daniels proudly serves customers in Newark, Fremont, Union City, Hayward, Alameda, and the surrounding East Bay Area. With 20 years of experience with State Farm, Gene believes in the company's mission to protect what matters most to you. Gene values building relationships with his clients and believes in the power of personal connections to create the right insurance plan for each individual. His office has been recognized with the State Farm Legion of Honor award for his strong work ethic and dedicated customer service.

Merrill Lynch Financial Advisor Sukhvinder Thiara is a finance institution located at 3255 West March Lane in Stockton, California, United States. Sukh Thiara, CFP®, is a Vice President-Wealth Management Advisor with a focus on developing strategies for high-net worth individuals and their families to help them achieve their financial goals. Sukh's approach is consultative, objective, and committed to excellence, with a personalized plan centered around the client's goals and priorities. He holds FINRA Series 7 and Series 66 registrations and is a graduate of UC Davis and California State Hayward. Sukhvinder Thiara works with a team of talented individuals at Merrill Lynch Wealth Management, offering personalized service and building strong client relationships based on trust. The institution provides a personalized financial approach to help clients manage, grow, and preserve their wealth, with access to investment insights and banking solutions from Merrill and Bank of America. Sukhvinder Thiara is registered to do business in several states and holds the CFP® certification. The institution helps clients navigate the complexities of their financial lives, offering investment strategies and comprehensive financial solutions. With a focus on understanding the client's needs and priorities, Sukhvinder Thiara and his team work to design an approach that reflects the unique financial situation of each individual. Investing involves risk, and the institution aims to help clients stay on track regardless of market fluctuations.

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.