DRAGON FINANCIAL GROUP
1700 S El Camino Real, Suite 200, San Mateo, CA 94402
Since 2003
Investment, Education, Estate, Savings, Budget, Real Estate, Retirement, Debt, Business, Charitable Gift, Pension, Traditional 401K, Tax and Financial Planning, Risk, Portfolio and Wealth Management, Insurance, Business Solutions & Bookkeeping
Specializes in asset allocation and developing investment strategies ● Their client services team assists with new account set-up, service requests and documentation ● They work with entrepreneurs, individuals, and businesses to provide a full suite of personal and business financial planning services
TBR® Inspection Report
KING WEALTH ADVISORS, LLC
1900 S Norfolk St, #350, San Mateo, CA 94403
Since 2015
Portfolio and Investment Management, Fixed Income Strategy, Stocks, Mutual Funds and Exchange-Traded-Funds, Bonds, Retirement & Education Planning
Provides financial coaching for individuals, businesses and non-profit organizations ● Offers they design a diversified portfolio
TBR® Inspection Report
BALLAST POINT FINANCIAL PLANNING
340 Lorton Avenue, Suite 216, Burlingame, San Mateo, CA 94010
Since 2016
Debt, Investment Management and Advice, Insurance, 401K, Education, Estate and Financial Planning, Federal and State Tax Returns
Expertise in cash flow management and retirement planning ● Together they will work as partners to get you on a path towards financial independence
TBR® Inspection Report