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Financial consulting in Hayward, CA

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Scorewell

We work to ensure clients attain the maximum credit score they are entitled to, as well as a credit report that is free from inaccurate, obsolete and unverifiable information. We work within the FCRA (Fair Credit Reporting Act) and consumer protection laws to provide advice to clients on action steps they can take to maximize their credit profile. We are here to ensure that people have a trusted partner to help them through the process.

Luso-American Financial

Luso American Financial provides personalized financial solutions to individuals and families. We help our clients build a secure future through expert retirement planning, life insurance, and wealth management. While rooted in the Luso-American community, we welcome everyone looking for a trusted partner on their path to financial security. As a fraternal benefit society, we’re dedicated to service with a personal touch—reach out today to see how we can help you achieve your goals! We proudly serve clients in California, Nevada, Idaho, Massachusetts, Pennsylvania, Connecticut, Rhode Island, and New Jersey.

Minjoo Lee, CPA

Income tax Bookkeeping Payroll and Payroll tax Medicare Financial planning Property & casualty insurance Workers comp Bond

Summit Life Equity

We help nonprofit clients further enhance their planned giving opportunities by dramatically increasing fundraising, using a Premium Financed Life Insurance strategy with large donors: $15M - $20M net worth.

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