FINANCIAL SERVICES
FREMONT BANK
at all bothersome but extremely informative. And when I’ve needed help no matter the hour of day, they are there being responsive and empathetic.” —Aundrea Love fb.com/RogersInsuranceUSA linkedin.com/company/rogers-
“Upon our first meeting, Mia stepped in and managed all the paperwork (six months’ worth) doctor appointments, shopping, and personal care. Most of all, she cared deeply and brought a positive approach. I can only say positive things about Mia. She is there for you!” —Ardus H.
Quorum Private Wealth Danville, Greater Bay Area
Maxwell Wealth Dublin, Livermore, Pleasanton, San Jose, Greater Bay Area
925-488-4000 info@quorumpw.com www.quorumpw.com
925-523-3288 tracie@maxwellwealth.com www.maxwellwealth.com
insurance-services-inc.
We are a highly collaborative, credentialed team of wealth managers with decades of
Maxwell Wealth is a RIA, Fiduciary, Wealth Management company that works with companies and individuals to achieve financial goals.
Smeed CPA San Francisco 925-634-2344 info@smeedcpa.com www.smeedcpa.com
experience working with successful business owners, entrepreneurs, professionals, executives and their multigenerational families. fb.com/quorumprivatewealth /company/quorumprivatewealth
Mirador Capital Partners Danville, Dublin, Livermore, Pleasanton, San Ramon
fb.com/MWSPleasCA linkedin.com/company/
maxwellwealth
Tax planning and outsourced CFO services.
925-621-1000 info@miradorcp.com www.miradorcp.com
fb.com/smeedcpa
A leading wealth management firm for forward-thinking families, institutions, and businesses. Mirador Capital Partners is an SEC-registered investment advisor with more than 30 years of experience providing innovative wealth management solutions. “Great communication and overall experience!” —Chris C. linkedin.com/company/mirador- capital-partners
RISdirect Rogers Insurance Danville, Menlo Park, Pleasant Hill, Pleasanton, San Mateo
Mia’s Fiduciary Services Berkeley, Hayward, Oakland, San Leandro, East Bay Counties
Spectrum Synergy Group Inc. Danville, Lafayette, Pleasanton, San Ramon, Walnut Creek
925-365-3200 quote@risdirect.com www.risdirect.com
510-822-2001 admin@magicmia.net www.magicmia.net
925-989-7300 info@ssgincfinancial.com www.ssgincfinancial.com
Home, Auto, Umbrella and Business Insurance “I’ve been a longtime client here and they’re fantastic. They’re not
Licensed professional fiduciaries who manage the financials and health for people who can no longer do it for themselves.
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