FINANCIAL SERVICES
FREMONT BANK
Correa Insurance Agency Livermore
IDDO Financial Consulting Oakland, San Francisco, San Jose, San Ramon, Greater Bay Area
chris.held@elementwm.com www.elementwm.com
Frontier Wealth Strategies Oakland, San Francisco, San Ramon, Walnut Creek 925-255-0004 info@frontierwealthstrategies.com www.frontierwealthstrategies.com A fiduciary registered investment adviser and financial planning organization
Wealth and retirement planning using 21st century technology
925-294-0015 correainsuranceagency@gmail.com agents.farmers.com/ca/livermore/ eduardo-correa Personal and Commercial Insurance Broker “Ed is very responsive and understands my family’s insurance needs. I feel he has our back and goes the extra mile each time I reach out with a question.” – Cody W.
925-895-9845 kelvin@iddous.com www.iddous.com
/elementwm /company/element-wealth-
management
IDDO specializes in tax and accounting services for small to medium-size businesses. “IDDO tax is fast, reliable, and reduced my tax liability.” – Georgia R.
@frontierwealth.strategies /FrontierWealthStrategies /company/frontier-wealth-
@iddo__tax /iddous @iddotax
Eva Smith & Associates Hayward 510-889-8885 office@estaxservices.com www.evasmithandassociates.com Tax preparation and tax planning, payroll services, bookkeeping and financial reporting “At Eva Smith & Associates, we service individuals and businesses by assisting them with obtaining financial literacy, becoming tax savvy and achieving income goals.”
strategies
@FrontierWealth
Crimson Group Inc Oakland, San Francisco 888-405-7479 quotes@crimsoninsurance.com www.crimsoninsurance.com
Growth Essentials Inc. Alameda, Berkeley, Lafayette, Oakland, San Leandro
Maxwell Wealth Dublin, Livermore, Pleasanton, San Jose, Greater Bay Area
510-655-8555 mmahray@gessential.com
Business Insurance Brokerage
925-523-3288 tracie@maxwellwealth.com www.maxwellwealth.com
Harrison Accounting Group Fremont
/EvaSmithAndAssociates
Element Wealth Management Danville, Lafayette, Orinda, Pleasant Hill, Walnut Creek
Maxwell Wealth is a RIA, Fiduciary, Wealth Management company that works with companies and individuals to achieve financial goals.
510-793-4323 team@hagicpa.com www.hagicpa.com
/MWSPleasCA /company/maxwellwealth
925-433-9533
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