Dougals E Macrae Registered Investment Advisor

Elite Capital Services, LLC is a Folsom-based financial firm specializing in personalized investment portfolio management. With a team of knowledgeable professionals, they analyze and optimize clients' investment portfolios to minimize risk and maximize potential returns. In addition to portfolio management, Elite Capital Services offers expert guidance on retirement planning, helping clients navigate the available options to secure a comfortable future. They also assist in college funding, providing strategic planning and savings solutions to prepare for the rising costs of education. With a commitment to exceptional service, Elite Capital Services is dedicated to helping individuals achieve their financial goals.Generated from the website

Peak Investment Solutions LLC, located in Roseville, CA, is a State Registered Investment Advisor that provides fee-only services aimed at helping clients pursue their long-term financial goals. The firm emphasizes a passive management approach to investing, prioritizing diversification and evidence-based strategies to support informed decision-making while managing emotional influences on investment choices. With a commitment to fostering client relationships, Peak Investment Solutions focuses on enhancing, protecting, transferring, and donating wealth through a structured investment philosophy. By encouraging early saving and investment, the company assists clients in harnessing the power of compounding interest to achieve their financial dreams. Generated from the website