FINANCIAL SERVICES
FREMONT BANK
Correa Insurance Agency Livermore
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.
/elementwm /company/element-wealth-
HD Mooers and Company Lafayette 925-283-7310 jeffm@hdmooers.com www.hdmooers.com
management
HD Mooers and Company is a life insurance general agency, working with both insurance professionals and consumers, that fights to find every client the best possible solution to their life insurance needs. “In my forty years of providing life and medical insurance in 14 states I have never dealt with a better brokerage operation than H. D. Mooers & Co.” —Michael Robinson
@frontierwealth.strategies /FrontierWealthStrategies /company/frontier-wealth-
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
510-655-8555 mmahray@gessential.com
Business Insurance Brokerage
IDDO Financial Consulting Oakland, San Francisco, San Jose, San Ramon, Greater Bay Area
Harrison Accounting Group Fremont
/EvaSmithAndAssociates
Element Wealth Management Danville, Lafayette, Orinda, Pleasant Hill, Walnut Creek
925-895-9845 kelvin@iddous.com www.iddous.com
510-793-4323 team@hagicpa.com www.hagicpa.com
IDDO specializes in tax and accounting services for small to medium-size businesses.
925-433-9533
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