During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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The South San Francisco, CA team of financial advisors are ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent financial advisors focused on delivering personalized financial plans. Clients from over 50,000 households have access to a range of services, including retirement planning, wealth management, tax strategies, risk management, estate planning, and private client services, through their dedicated advisor. As a fiduciary, Wealth Enhancement always acts in the best interests of their clients and their unique situations, no matter how complex. Every financial plan is crafted with care, tailored with compassion, and built to handle what life brings.
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Hello, and welcome. My name is Sorphorn Andrade, though most people call me Sophie. I’m a social worker by profession and a strong advocate for financial education. I have a passion for financial literacy, driven in part by my personal experience with a cryptocurrency scam that resulted in the loss of my life savings. Though it was a difficult time, I’ve learned and grown from the experience, and I’m committed to empowering others to make informed financial decisions and protect themselves from similar risks. My own journey has taught me the significance of being financially informed. Like many others, I’ve faced setbacks, including a challenging experience with financial scams. But through education and determination, I’ve come to understand how to make better financial decisions, rebuild, and plan for the future. My goal is to create a supportive and practical learning environment where you can ask questions, explore ideas, and leave with a sense of clarity and confidence about your financial future. Thank you for taking this important step toward financial empowerment. Together, we’ll build a foundation for success. I am dedicated to empowering clients to achieve their financial goals and experience lasting financial well-being. With a focus on personalized strategies, we offer comprehensive financial guidance, including budgeting, investment planning, retirement solutions, wealth management, and business opportunity. Our mission is financial education for all.
We provide a one stop financing solution that covers all of your needs from real estate loans, business capital, to all types of insurance services - including Covered California's Individual and Small Business insurance. We are leading the way in commercial lending of all types, including Commercial Mixed Used, Apartment,Hotel Financing. We also specialize in Residential Real Estate mortgages, Reserve Mortgage Home Equity Line. FHA, Home Assistance Relief Programs HARP, and Manufacture Homes. We work with small, medium, and large size businesses and have a broad portfolio of financial products to provide the capital our clients need. Composed of a group of certified, highly experienced financial professionals, Onni Financial is at the forefront of the commercial and residential finance industries. Please contact us today for a free, no obligation analysis of your financing need
Your goals and dreams are unique—your plan should be too. A personalized approach tailored to you—because your financial journey deserves more than a one-size-fits-all plan. Our services are available all over US and Canada w appointments via Zoom. And depends on the number of people we can also travel to provide services in person.
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We will take care of all your tax needs. We succeed by helping you to succeed. We do this by listening to you and arriving at an understanding of what your needs and wants are. We then work with you to form a plan to meet those needs. We help you save money on your taxes and specialize in: -Tax Resolution: We help negotiate & reduce past due income taxes -Tax Preparation: We prepare & file personal & business income taxes -Tax Planning and Financial Planning -Business Consulting
