Optimize financial portfolio in Campbell, California

Sagemark Consulting is a trusted financial advisory firm located at 2105 South Bascom Avenue in Campbell, California. With a team of experienced professionals, Sagemark Consulting offers personalized financial planning and investment strategies to help individuals and businesses achieve their financial goals. Whether you are looking to plan for retirement, save for education, or grow your wealth, Sagemark Consulting provides tailored solutions to meet your unique needs. Contact us today to schedule a consultation and start building a secure financial future.

Thielen & Associates, located at 591 West Hamilton Avenue in Campbell, California, is an institution specializing in accounting and finance. They offer personalized financial strategies to build and protect wealth for businesses, high-net worth individuals, and families. The team of tax, accounting, and financial planning professionals at Thielen & Associates are dedicated to helping clients minimize risks and optimize financial success through tax planning and wealth management strategies. Many clients are drawn to ESG investing, which aligns portfolios with values and causes that they care deeply about. Managing partner and financial advisor Paula Thielen emphasizes the importance of retirement planning and the need to address the fight or flight response that can impact financial decisions.