Hochman Torres LLP

Highland Capital Financial Consulting is a trusted financial advisory firm based in San Diego, CA, offering a wide range of services including life insurance, annuities, long-term care, health insurance, employee benefits, retirement planning, and college funding. With a focus on individual financial strategies, they prioritize their clients' goals, dreams, and priorities, collaborating with existing advisors and elite consultants to provide carefully constructed strategies for successful goal accomplishment. As an independent firm not owned by any insurance company or wire house, Highland Capital Financial Consulting puts their clients first by leading with strategies rather than products. They partner closely with CPAs, attorneys, banks, and other services to provide a holistic experience, ensuring that all needs are met. With a commitment to personalized service and a client-centric approach, they strive to help individuals achieve their financial goals and objectives.Generated from the website

Shareholders Service Group (SSG) is a San Diego-based company that specializes in providing personalized custodial services exclusively for independent registered investment advisors (RIAs). With a focus on meeting the unique investment and technology needs of RIAs and their clients, SSG offers extensive account insurance, a wide variety of investment options, competitive technology, and a dedicated team committed to delivering excellent personal service. Since 2002, SSG has been a trusted partner to independent advisors, helping them exceed their clients' expectations. With a flexible service model and state-of-the-art brokerage technology, SSG has become a go-to custodian for RIAs across the country, providing top-notch support and helping them achieve their objectives.Generated from the website