LF Cochrane & Associates is renowned and respected for providing small and medium sized businesses, families, and individuals with organization, proficiency and confidence through the tax season.
Louise Cochrane, founder and CEO, has a knack for making the tax preparation process streamlined and efficient. With a talented team working on your behalf, her firm will gather all the information needed to make your experience a positive and enjoyable one.
Zuk Financial Group is a retirement planning and financial advisor firm specializing in investment, tax planning and retirement needs.
As a financial advisor with Zuk Financial Group, James Adgar represents a complete spectrum of mutual fund families, annuities, and life insurance related programs. James offers both institutionally managed programs to his clients as well as fee based consulting.
CA Insurance Lic. #0D81748
Cliff founded Shum Financial Group in July 2013 after spending the first 15 years with American Express Financial Advisors, Financial Network Investment Corporation and Edward Jones Investments. The move away from the big investment firms has given Cliff greater flexibility and investment options to further individualize client needs.
Ross, Sinclaire & Associates, LLC (RSA) is a regional, full-service securities brokerage and investment banking firm dedicated to innovative strategies and superior client service.
The RSA staff is a diverse group of professionals experienced in municipal finance and retail brokerage. In addition, RSA has a network of relationships with mutual funds, banks, and broker/dealers throughout the investment community.