The Pacific Center for Financial Services

Summit Financial Group, located in San Ramon, CA, is dedicated to enriching the lives of its clients, offering comprehensive wealth management and financial planning services tailored to individual needs. Their experienced team provides strategies for investment management, risk assessment, and estate planning, ensuring that clients receive personalized guidance at every stage of their financial journey. With a strong focus on collaboration, Summit Financial Group serves a diverse clientele, including business owners, corporate executives, families, and foundations. Their commitment to understanding client aspirations and building effective strategies is complemented by a suite of resources aimed at helping individuals achieve financial independence and legacy planning. Generated from the website

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New Vintage Mortgage Inc, located in San Ramon, CA, specializes in providing customized real estate loan solutions for home purchases and refinancing, catering to the unique needs of borrowers in the San Francisco Bay Area. With over 16 years of experience, the company prides itself on delivering a smooth and transparent mortgage process, ensuring clients are well-informed through clear communication and personalized service. The firm offers a variety of financing options, including purchase financing, refinancing, private loans, bridge loans, reverse mortgages, and commercial property financing. Their dedicated team focuses on matching clients with the best loan programs to facilitate successful and life-changing real estate financing decisions. Generated from the website