Patelco Credit Union is a not-for-profit credit union committed to serving the financial health and well-being of its membership. With more than $9 billion in assets, Patelco empowers its 500,000 members with personalized solutions, financial advisors, expertise, and financial products like free checking and savings accounts with better rates and fewer fees. Patelco has received numerous multi-year awards for excellence... Read More about Patelco Credit Union Fremont

Versant Business Advisors (VBA) is a full-service business brokerage and M&A advisory firm licensed in California (License #01440237) offering specialized support for business owners seeking to grow, sell or merge their businesses. Serving Northern, Southern, and Central California and beyond through a partner network, Versant works with industries including healthcare, software and technology, and dental labs to provide services such... Read More about Versant Business Advisors

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only quality information, services, and products to help you reach your financial goals.