Jlfranklin Wealth Planning

Fiduciary Services Inc., located in San Rafael, CA, specializes in providing independent trustee fiduciary and investment management services for qualified retirement plans, including Employee Stock Ownership Plans (ESOPs). The firm plays a crucial role as an ERISA fiduciary, overseeing transactions, administering trusts, and ensuring compliance while safeguarding the interests of plan participants. With a focus on mitigating potential conflicts of interest, Fiduciary Services can serve as an independent fiduciary or trustee for various financial transactions, offering expertise in evaluating the fairness of stock prices and managing complex changes in corporate structure. Their services are particularly vital when ownership transitions or capital changes are anticipated, ensuring informed decision-making that protects both participants and fiduciaries alike. Generated from the website

Wells Fargo Bank in San Rafael, CA offers a wide range of financial services, including checking and savings accounts, credit cards, personal and auto loans, and mortgage options tailored to fit various customer needs. The bank focuses on providing convenient banking solutions, financial education tools, and premier relationship banking benefits to enhance the customer experience. With an emphasis on security and fraud protection, Wells Fargo aims to support customers in managing their finances effectively while helping them achieve their financial goals. The bank also features digital banking options through its mobile app and online platform, facilitating easy account management and transactions. Generated from the website

Redwood Credit Union Difference Redwood Credit Union ( RCU ) is a full service financial institution, assisting consumers and small business owners with achieving their financial goals and dreams since 1950. Unlike financial institutions whose purpose is to create profit for stockholders, RCU is a financial cooperative which means our focus is simply to serve the Members who participate in our cooperative.