by Mike | Apr 28, 2023 | Business & Professional, Finance & Insurance
SYV Wealth Advisors Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges investors face...
by Linda Small | Aug 7, 2019 | Business & Professional, Member Profile
Trusted Legal, PLCWe believe in building strong relationships with our clients through a core value of connection. Our team members value work-life balance, and you’ll often see kids, dogs, and friends stopping by our office.As a small firm, we are nimble and...
by Linda Small | Sep 2, 2017 | Business & Professional
Edward Jones When it comes to your financial future, it’s important to work with someone who takes time to understand you and your situation. We take a step-by-step approach to identify your goals and develop specific strategies to help you achieve them. Whether...
by Linda Small | Sep 1, 2017 | Business & Professional, Member Profile
Santa Ynez Valley Tax Professionals Santa Ynez Valley Tax Professionals, Inc. provides a wide range of services to individuals and businesses in a variety of industries. We strive to meet each client’s specific needs in planning for the future and achieving...
