Birch Thomas J Financial Advisory Services

The Financial Advisory Group, based in San Francisco, is a full-service, fee-based investment and strategic advisory firm dedicated to serving individuals, corporations, estates, and trusts. Founded by James O. Davis, MBA, CFP, the firm focuses on cultivating long-lasting relationships with clients to help them achieve their financial and personal goals. Committed to earning clients' trust through knowledge, experience, and integrity, The Financial Advisory Group provides tailored solutions that exceed client expectations. The firm is a Registered Investment Advisory Firm in California, offering securities through Centaurus Financial Inc., a registered Broker Dealer and member of FINRA and SIPC. Generated from the website

Fukumae & Saman is a financial planning firm based in Lafayette, CA, dedicated to helping independent women secure their financial futures. With over 50 years of combined experience, they provide personalized financial plans addressing critical life events while emphasizing integrity and client relationships. Led by Jaime Fukumae, a CPA and CFP professional, and Sally Saman Jermain, a CFP who integrates financial wisdom with personal growth, the firm offers a range of services including comprehensive retirement planning, investment consultation, and tax efficiency strategies. Their mission is to blend traditional values with modern investment practices, ensuring each client feels supported and understood in their financial journey. Generated from the website