Bank of The West

At Bank of the West, your money has values as well as value. We know money deposited in a bank has the power to finance positive change. So we are taking action to support activities that help protect the planet, improve people’s lives, and strengthen communities.

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.

Principal Financial Group

Whether you’re a business, an institutional investor, or an individual preparing for the future, we can help you reach your goals through our best in class retirement services, insurance solutions, and asset management services.

Sierra Ocean, LLC

At Sierra Ocean, we work with a dynamic group of clients who each have distinct goals for their lives yet share a common challenge. They’re financially successful—but between professional and family obligations, they’re spread thin. If you’re a busy professional or business owner seeking a lead advisor to help coordinate and improve your financial life, you’re in the right place.

VanEssen Insurance and Financial Services

As your personal Farmers Insurance agent located in Manteca, I believe in keeping you informed of ways to protect what’s important to you. Whether you’re looking for auto insurance, homeowners insurance, life insurance, or specialty coverage, Farmers Insurance will help you select the right products to fit your insurance needs.

Way Financial

We are a firm of Financial Advisors who believe good stewardship is a responsibility we must be accountable to. Our job is to organize, simplify, and multiply your financial position.