Onni Financial Network

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

Abel Financial, based in San Rafael, is a leading provider of cloud-based financial services technology solutions. Their cutting-edge technology is owned and maintained by SS C Technologies, setting the standard in the industry. With a focus on innovation and reliability, Abel Financial offers the best financial technology solutions available, ensuring clients have access to top-tier services for their financial needs. Generated from their website's infomation