Kristi Ellington

Comprehensive Financial Management Corp, through its Sequoia Sentinel service, provides specialized family office services, asset management, and wealth planning to clients of exceptional means. The firm emphasizes preserving family legacies by employing a holistic approach that incorporates long-term planning and robust investment capabilities. The experienced team at Sequoia Sentinel delivers personalized strategies and comprehensive financial analysis, ensuring tailored solutions that address the unique needs of each family. Their commitment to independent investment strategies and continuous support informs effective decision-making throughout various life stages. Generated from the website

A N Financial Group, located in Campbell, CA, specializes in providing comprehensive financial services tailored for small businesses. With over 26 years of combined expertise in finance, accounting, and business management, their team is dedicated to supporting small business owners in navigating the complexities of the business side of operations. Offering a range of services including financial planning, accounting, payroll management, and human resource management, A N Financial Group aims to empower small businesses to compete effectively with larger corporations. Their diverse team brings valuable experience from various sectors, including banking, healthcare, and consumer packaged goods. Generated from the website

Davis Financial Management is an independent wealth management firm based in San Jose, CA. With over three decades of experience, they specialize in providing unbiased financial advice and creating customized plans to help individuals, families, and businesses achieve their financial goals. Their team of experts offers services such as financial planning, education planning, retirement planning, and estate planning, guiding clients towards a successful financial future.Generated from the website