Clancy Investment Co LLC

Westpac Wealth Partners, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the financial guidance and protection they need to lead a life well lived. Guardian’s offerings range from life insurance, disability income insurance, annuities, wealth management and investments to dental, vision, and 401(k) plans. Guardian has approximately 8,800 employees and a network of over 2,750 financial representatives in more than 58 agencies nationwide.

Ameriprise Financial Advisors in San Ramon, CA, is committed to guiding clients toward achieving their financial goals through personalized, one-on-one financial advice. With over 10,000 advisors nationwide, clients can find professionals who align with their specific needs and investment strategies. The firm emphasizes regular meetings, personalized recommendations, and access to digital tools to help clients stay on track with their financial plans. Ameriprise Financial has been recognized multiple times for its customer satisfaction and understanding of client values, making it a trusted partner in financial planning. Generated from the website

Global Wealth Harbor, located in Walnut Creek, CA, is a fee-only registered investment advisor that specializes in investment management and financial planning services. The firm is dedicated to organizing clients' financial matters, providing accountability, and offering objective insights to help them navigate important financial decisions. With a proactive approach, Global Wealth Harbor anticipates clients' life transitions and prepares them financially for the future. The company emphasizes education and partnership, working collaboratively to understand clients' unique backgrounds, needs, and objectives to achieve their financial goals. Generated from the website