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Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. Our Primary Purpose We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Bay Area IT Services, opened their Walnut Creek office in 2025, is your ultimate technology partner, offering comprehensive solutions to empower businesses in Pleasant Hill, Lafayette, Concord, and beyond. Leveraging their expertise in network management, cybersecurity, cloud solutions, and system integration, their managed IT services elevate performance, enhance productivity, and mitigate cyber threats. With tailored offerings for startups, small businesses, and enterprises, including data backups, IT consulting, and managed services, Bay Area IT Services ensures each client experiences seamless operations, scalability, and tailored assistance for their unique needs. Managed IT arm of Sina Advisory Group.