Marcus Leung- MassMutual

Established in 1969, DAL Investment Company pioneered the use of noload mutual funds to manage investment portfolios for clients. The firm offers services that include investment advisory, NoLoad FundX and mutual funds. Based in San Francisco, Calif., it serves as a sub-advisor to other investment professionals. The firm caters to clients, such as banks, mutual funds, pension plans, charitable foundations, family trusts as well as individuals. It provides personalized portfolio management for private client accounts.

Aria Retirement Solutions Inc., based in San Francisco, is a financial services company founded by seasoned professionals from renowned firms such as Charles Schwab and Fidelity. Their mission is to create a pioneering platform that focuses exclusively on independent Registered Investment Advisors (RIAs), providing innovative products and support to enhance their role in the lucrative retirement solutions market. With a commitment to independence and excellence, Aria Retirement Solutions aims to equip its partner advisors with groundbreaking tools to thrive in an evolving financial landscape. The company has successfully raised funding to support its growth and development, demonstrating its potential as a significant contender in retirement planning services. Generated from the website

My Term Broker is a financial services firm based in San Francisco, CA, specializing in providing term life insurance options to clients. With a focus on transparency and personalized service, the company helps individuals navigate the complexities of choosing the right coverage for their needs. By offering a range of term life insurance products, My Term Broker aims to empower clients to make informed decisions about protecting their loved ones financially. The company's knowledgeable brokers work closely with customers to find the most suitable policies that align with their goals and budget. Generated from their business information