All Financial & Insurance

  • Stanford Mortgage

    We are Team Teran – Over 45 Years Experience. Consisting of Mark Teran Mortgage Advisor; Robin Newman Mortgage Advisor; and Tanya Kishchenko as our transaction co-ordinator who is also a licensed Mortgage Advisor. Mark Teran has had the joy of helping clients obtain homeownership for over 30 years. My goal, Read more [...]

  • Stewart Title

    Stewart Information Services Corporation (NYSE-STC) is a global real estate services company, offering products and services through our direct operations, network of Stewart Trusted Providers and family of companies. From residential and commercial title insurance and closing and settlement services to specialized offerings for the mortgage industry, we offer the Read more [...]

  • Patelco Credit Union

    Like most credit unions, Patelco was founded to serve the financial interests of employees of a particular organization – in our case the Pacific Telephone and Telegraph Company (now part of AT&T). The year was 1936, and Patelco’s initial assets totaled a mere $500. With assets now totaling $5 billion Read more [...]

  • River City Bank

    With assets of nearly $1.9 billion, River City Bank is not only the Sacramento region’s premier business bank, we are also its largest. With 12 branches, an office in the San Francisco Bay Area and a presence in Southern California; we’re also one of the strongest banks in the entire Read more [...]

  • ISE Financial – Martin Meier, MBA

    LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking Read more [...]

  • Jackson Hewitt Tax Services

    As certified tax preparers we know our stuff and are held to a standard even higher than required by the IRS. We know the tax code better than others. We ask more of the right questions to find the credits and deductions you deserve and others miss. Bottom line – Read more [...]

  • L&S Tax Services

    L & S Tax Services offers year-round income tax preparation, IRS Representation, bookkeeping, and tax consulting and planning. With over 60 years of combined experience, our partners can offer unparalleled expertise and insight.

  • GLH&C Financial Services

    Our independent business model ensures we have the autonomy and discretion to put you at the center of all investment strategies and business decisions. Just as we stand behind you to help you pursue your financial dreams, we have teams standing behind us and supporting our business. These firms also Read more [...]