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

Access to a wealth of knowledge and solutions.

We help families to reach financial independence and freedom for the whole family including their kids in making money, saving money, and growing money at any age to reach the quality and dream life. Located within California, but providing our services to all 50 states. We provide a vast variety of all much needed financial solutions from will and trust,... Read More

Located in Danville, California, East Bay Accounting Inc. is a full-service accounting and tax preparation firm dedicated to serving small business owners, executives, independent professionals, and personal finances. They provide a comprehensive suite of services, including expert tax preparation for all 50 states and worldwide, strategic tax planning, and outsourced bookkeeping designed to reduce overhead costs significantly. Beyond traditional accounting,... Read More

CMG Home Loans provides personalized mortgage solutions, including conventional, FHA, VA, jumbo, and refinance loans.

At Best Financial Life, we focus on understanding our true motivators, developing our goals, and then using those to guide the planning process.

The Corporation for Manufacturing Excellence (Manex) has been delivering proven, high-impact solutions exclusively to manufacturers, and their supply chains since 1995. Manufacturing Consultants focused on the entire firm from leadership, support staff, and the production floor. A member of the California Manufacturing Network and an SRA of CMTC the NIST MEP for the State of California. Recognized as Northern California’s... Read More