Financial Services

Bill Andrews

777 First Street, #111 Gilroy CA 95020

Sustainable Social Security, Pension & Investment Income Streams

760-803-4833

Fax: -

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Member Since 2014

Commercial Capital Resources

7598 Monterey St., Suite 150 Gilroy CA 95020

Commercial Real-Estate

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Member Since 2017

Cunningham Equities Corporation

1335 First St., Ste. C Gilroy CA 95020

Financial Services, Private Equity

www.cunningham.org

408-847-2000 x 102

Fax: 408-842-1801

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Member Since 1979

Edward Jones Investments-Diana Brenneise

8060 Santa Teresa Boulevard Suite 140 Gilroy CA 95020

Financial Services, Retirement Planning, Education Savings, Tax Planning

www.edwardjones.com

408-846-7748

Fax: 877-438-8493

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Member Since 2018

Edward Jones Investments-Tim Fortino

8060 Santa Teresa Blvd., #140 Gilroy CA 95020

Financial Advisor, Investments, Retirement, Stocks, Bonds, Education, College, Estate, 401K, IRA, Insurance

www.edwardjones.com

408-846-7748

Fax: 877-438-8493

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Member Since 2002

Executive Plan Design

8355 Church St. Gilroy CA 95020

Financial Services, Insurance, Tax Planning, Estate Planning, Retirement Planning

www.epdins.com

408-767-2572

Fax: -

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Member Since 2015

Green Refund Taxes

7787 Monterey St. Ste. 101 Gilroy CA 95020

Tax Preparation, Public Notary, Payroll, Bookkeeping

408-690-0454

Fax: 408-848-9142

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Member Since 2017

Integrated Financial Benefits-Jeffrey Orth,ChFC,CASL

7539 Eigleberry St. Gilroy CA 95020

Personal & Business Life & Disability Insurance; Defined Benefit Plans; IRA & 401K Retirement Planning; Wealth Management

www.ifitfinancial.com

408-842-2716

Fax: 408-848-5356

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Member Since 1999

Ira B. Marshall, Reg. Investment Advisor

2150 Lilac Lane Morgan Hill CA 95037

Registered Investment Advisor, Business, Financial Planning, Insurance Broker, Agent, Estate Planning, Workshops, Motivational Speaker

www.iramarshall.com

408-779-4049

Fax: 408-779-7191

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Member Since 2015

Merrill Lynch Wealth Management – Wilfredo Lara

50 West San Fernando Street Floor 16 San Jose CA 95113

Wealth Management, Investments, Financial Advisor, Portfolio Advisor

fa.ml.com/california/san-jose/wilfredo-lara/

408-283-3154

Fax: -

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Member Since 2018

Morgan Stanley

20400 Stevens Creek Blvd. Ste. 350 Cupertino CA 95014

Individual Member

408-861-2000

Fax: 408-998-2633

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Member Since 1992

Regent Wealth Management

1295 E. Dunne Ave. Ste. 215 Morgan Hill CA 95037

Retirement, Estate, Income and Tax Planning, Life Insurance, IRA 401(K), Asset Protection, Wealth Accumulation

www.regentwm.com

877-457-4567

Fax: 877-457-8292

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Member Since 2011

Ronald G. Pray Company, The

7888 Wren Ave., Ste. D-141 Gilroy CA 95020

Financial Consulting

www.ronaldgprayco.com

408-842-5112

Fax: 408-842-2505

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Member Since 1981

Vivian Investment Partners

60 Fourth Street Gilroy CA 95020

Financial Services, Investment Planning, Retirement Planning, Wealth Management

www.vip-rj.com

408-713-2020

Fax: -

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Member Since 2018