Sitzmann Moris and Lavis, Inc

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Oakland, CA area, Bak Chan will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Morgan Stanley Smith Barney is a financial services firm based in Oakland, CA, specializing in wealth management and investment advisory services for individuals and businesses. With a focus on providing personalized financial solutions, the company offers a range of investment options and strategic planning to help clients achieve their financial goals. Generated from their business information

The Menke Group, based in Oakland, CA, is America's largest and oldest ESOP advisor, with over 3,500 ESOPs structured since 1974. They offer a comprehensive range of services, including ESOP design and installation, administration, combined ESOP 401k administration, feasibility studies, repurchase obligation studies, M&A advisory, employee communications, online ESOP access, ESOP appraisals, and more. With their expertise and experience, they provide industry-leading solutions and serve as a single source provider for all ESOP services. Founded by John D. Menke, The Menke Group is committed to delivering the highest level of expertise and service in employee and management-led buyout transactions. They aim to bring unparalleled guidance, support, and results to their clients nationwide and worldwide. Their dedication to employee ownership and their position as recognized leaders in the field make them a trusted partner for companies looking to implement ESOPs.Generated from the website