Regent Financial Insurance Service

Palma Financial Services, Inc. – A Dublin CPA Firm At Palma Financial Services, Inc. we specialize in accounting, tax and financial planning for individuals and closely held businesses. We are not only an Accounting and Dublin CPA, but a full tax and financial planning firm backed by a certified ...

Perseus Wealth Welcome to Perseus Wealth Perseus Wealth is a financial services firm specializing in financial consulting and investment management for high net worth investors. We bring more than 40 years of experience to our practice to assist clients in their quest for financial knowledge and control. We liken this search for financial security to the Greek mythological story of Perseus, who accomplished the impossible by making the most of the unique tools and help he received. Our firm provides its clients with unique tools to assist in planning for retirement, caring for loved ones, educating their children, and leaving a legacy. We look forward to seeing how we can help you along your journey.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Campbell, CA area, Todd Jason Armer will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.