First Allied Funding Group specializes in risk management, financial planning, asset management, portfolio design and financial goal integration. It has developed a comprehensive retirement program, customized to meet individual client needs. It advises clients that the best way to build wealth is through long term investing in quality products while minimizing risk. The company structures each person’s portfolio based on his or her pre and post-retirement goals.
First Allied Securities is a San Diego-based financial firm with an office on Crow Canyon Place in San Ramon. The firm offers comprehensive stock brokerage and investment advisory services. To schedule a consultation appointment, call First Allied Securities during regular business hours.
A full-service real estate investment and asset management organization, JDN Capital Management is a provider of real estate asset management, specialty servicing, and debt and equity capital leveraging for companies with real estate holdings and obligations. It provides a full range of services that allows clients to fully leverage their financial resources. It also delivers proactive and creative approaches to investment oversight and turn around management. JDN Capital Management can advise and coordinate restructuring negotiations, dispositions, litigation, bankruptcy disposition and foreclosure issues.
The Fremont Bank is a full service bank that is FDIC insured. This branch has an ATM with a large, high-resolution touch screen. There is a night drop depository so customers can safely deposit after the bank has already closed. Patrons can also come inside for free coffee, cream, and consultation.