about us

Our Commitment

Local residents and businesses rely on us to help secure their financial futures, but our commitment doesn't end there. We believe that in order to build long-lasting relationships with our clients, we also have to serve the local communities in which they live and work. Here's how we are making a difference in our communities.

To the Community

Our community involvement through charitable organizations and civic events is deeply important to us and our time and resources invested are additional reasons we've earned trust from so many in this area.

As a firm, we believe in giving back to the communities in which we do business. We sponsor and participate in many community events that are either charitable or service oriented. One such event is our Special Care and Disability Awareness Night at the San Jose Giants game in which we offer free tickets to all persons with disabilities, their families, caregivers, supporting organizations and the community at large as we come together to enjoy an American pass-time.

We look for ways to stay involved in the community and help organizations and their worthy causes whenever possible, including the following events:

To Our Clients

Our working environment is characterized by teamwork, trust and cooperation. We work together to serve you. We honor our commitments and hold ourselves and each other accountable. We support the best in each other and know we can be the best financial services organization in the area. We are determined to succeed.