Palmer Enterprises

Stephen M Westlake CFP CLU in Roseville, CA offers a comprehensive range of financial advisory services provided by a highly qualified team. With a focus on asset management, estate planning, retirement strategies, and investment opportunities, Stephen Westlake and his team hold various prestigious certifications such as AAMS, AEP, APMA, and more. Clients can benefit from the expertise of professionals with designations like AIF, AWMA, CDFA, and CFA, ensuring a high level of knowledge and skill in areas such as wealth management, estate planning, behavioral finance, and charitable giving. Stephen M Westlake CFP CLU is dedicated to helping individuals and small business owners navigate complex financial decisions with confidence and clarity.Generated from the website

Afinity Group Administrators is a company based in Folsom, CA, that specializes in providing administrative services for various groups and organizations. With a focus on efficiency and accuracy, Afinity Group Administrators offers tailored solutions to meet the unique needs of its clients in the ever-evolving business landscape. Generated from their business information

Mphung Consulting LLC is a highly experienced financial services firm based in Stockton, CA, specializing in advanced insurance planning techniques to ensure their clients' financial security. With over 17 years of industry expertise, Minh Phung and his team cater to the individual and group needs of individuals, sponsored families, business owners, and their employees, helping them set and reach their financial goals through strategic planning and implementation.Generated from the website