Amg Legacy Planning

Lucia Capital Group, headquartered in San Diego, California, offers a comprehensive wealth management platform that integrates investment strategies, financial planning, and insurance services. The firm is comprised of a team of experienced professionals including CFP and CFA advisors, dedicated to helping clients achieve their financial goals through tailored solutions. With more than 15 locations nationwide, Lucia Capital Group serves a diverse clientele with varying financial needs and account sizes. Their commitment to client education and support is reflected in various resources, including articles, events, and a podcast focused on financial strategies. Generated from the website

Capital Asset Management is a financial services firm based in Boca Raton, FL, specializing in wealth management and investment advisory services. The company offers personalized financial planning solutions tailored to meet the individual needs and goals of its clients. With a team of experienced professionals, Capital Asset Management assists clients in navigating the complexities of the financial markets and developing strategies to help them achieve their financial objectives. The firm prides itself on providing transparent and objective advice to help clients make informed decisions about their financial future. Generated from their business information

CEO Advisors, headquartered in Miami, is a management consulting advisory firm that specializes in the Latin American, Caribbean, and U.S. markets. The firm offers a range of services including strategy, mergers and acquisitions, corporate finance, corporate advisory, government relations, public affairs, and non-market forces programs. With expertise spanning sectors such as Financial Institutions, Telecommunications, Media, Entertainment, Retail, Education, and Technology, CEO Advisors tailors its services to meet industry-specific challenges and opportunities. The firm's diverse clientele includes major corporations from the United States, Europe, Japan, and Latin America, featuring notable names like Chevron-Texaco, McDonald's, and General Electric. Generated from the website