Larocca Raymond

Milliman, based in Walnut Creek, is a global leader in providing actuarial and related products and services to clients worldwide. Their expertise helps clients safeguard the health and financial security of individuals across the globe. Generated from their website's infomation

Jordan Associates Retirement Services is a Santa Rosa-based firm dedicated to meeting the retirement plan needs of its clients, including financial advisors, CPAs, attorneys, employers, and employees. With over four decades of experience, the firm offers high-quality solutions and personalized plan designs to meet the unique business models and goals of its clients. Since its establishment in 1976, Jordan Associates has grown to become a trusted partner in the retirement plan industry, providing services such as participant statements, plan administration, and participant communication. With a team of knowledgeable principals and a commitment to excellence, the firm navigates the ever-changing retirement plan landscape to ensure its clients receive the best possible service and support.Generated from the website

Polaris Wealth Advisers LLC, now operating as RWA Wealth Partners, is dedicated to helping clients build and preserve their wealth for generations. With a focus on the human side of wealth, the firm emphasizes the importance of enjoying life, pursuing goals, and achieving well-being as essential aspects of financial success. Offering a comprehensive suite of services, including financial planning, investment management, estate planning, and tax strategies, RWA Wealth Partners tailors its solutions to meet the unique needs of individuals, families, and entrepreneurs. The firm is recognized for its commitment to effective stewardship, personalized attention, and generational continuity in wealth management. Generated from the website