| Cfo Cash Flow Fix |
2950 Buskirk Ave Ste 300, Walnut Creek, CA 94597 |
|
51091xxxx8 |
eri**@d*********.com |
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373 |
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| Kenny Heller |
600 Montgomery St Ste 1600 San Francisco, CA 94111 |
|
14157xxxxx3 |
adm*******@c*****.com |
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5 |
91 |
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108169 |
16330 |
109000 |
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| Merrill Lynch |
1715 2nd St Napa, CA 94559 |
|
70725xxxx9 |
aas***********@m*.com |
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1 |
2 |
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| Bayhill Advisors |
105 E St Ste 2J Davis, CA 95616 |
|
53030xxxx8 |
a.t*****@b**************.com |
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1 |
1 |
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| Ameriprise Financial Advisors |
846 Broadway Ste 6 Sonoma, CA 95476 |
|
70793xxxx2 |
ame****************@e*.ameriprise |
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132683 |
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134000 |
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| CFOs2GO |
500 Ygnacio Valley Rd, Walnut Creek, CA 94596 |
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geo**@2***********.com |
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| Protected Investors Of America |
2255 Contra Costa Blvd Pleasant Hill, CA 94523 |
|
92568xxxx3 |
ag@p*****************.com |
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| Thrivent Financial - Lutherans |
190 S Orchard Ave Ste A110 Vacaville, CA 95688 |
|
70744xxxx3 |
a.v@t*******.com |
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406529 |
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396000 |
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| Sackrison Insurance |
1370 Trancas St Ste 401 Napa, CA 94558 |
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bru***@s******.com |
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193 |
2 |
173 |
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| Daniel P Torres Financial & Insurance Services |
191 Sand Creek Rd Ste 200 Brentwood, CA 94513 |
|
92567xxxx9 |
dan@t**************.net |
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5 |
1 |
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| Soares Financial |
1553 2nd St Napa, CA 94559 |
|
70725xxxx0 |
col****@s**************.com |
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| Senior Leads |
25A Crescent Dr Ste 1508 Pleasant Hill, CA 94523 |
|
88889xxxx3 |
bob********@s**********.com |
2.9 |
17 |
1 |
1 |
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| LNB Accounting |
1320 Willow Pass Rd Ste 600 Concord, CA 94520 |
|
92523xxxx4 |
bip***********@l************.com |
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| Pure Financial Advisors |
1784 Picasso Ave Ste D Davis, CA 95618 |
|
53075xxxx5 |
aar********@p************.com |
|
47 |
5 |
1 |
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1709 |
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1700 |
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| Michael Ball - Ameriprise Financial Advisor |
5030 Business Ctr Dr Ste 295 Fairfield, CA 94534 |
|
86644xxxx4 |
dns*****@a***.com |
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| Bay Street Capital Holdings |
Palo Alto, CA 94301 |
|
65044xxxx4 |
axx***@b***********************.com |
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| Liles John H CFP |
2053 N 3rd Ave Napa, CA 94558 |
|
70722xxxx7 |
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| Exception Lending |
140 Keller St Petaluma, CA 94952 |
|
41594xxxx0 |
fir**@e***************.com |
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4.8 |
36 |
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| Meyerhoff Paul Cfp |
416 F St Davis, CA 95616 |
|
53075xxxx5 |
d.t*****@s************************.com |
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| Rivera Tax & Finance |
Hercules, CA 94547 |
|
51077xxxx7 |
dat*****************@i****.de |
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1 |
1 |
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| Curb The Clutter |
568 Shoreline Hwy, Mill Valley, CA 94941 |
|
41564xxxx1 |
hel**@r**********.com |
5 |
2 |
4.9 |
9 |
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| First Northern Bank |
48 Main St Winters, CA 95694 |
|
53079xxxx1 |
aco*****@t**********.com |
4.8 |
9 |
5 |
2 |
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| Teh Financial Coaching |
Milpitas |
|
51036xxxx9 |
chr******@t*******************.com |
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4.9 |
96 |
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811 |
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| Edward Jones - Financial Advisor: James Wandzilak |
10 Maple St Ste 302 Sonoma, CA 95476 |
|
70793xxxx5 |
a.j*********@e**********.com |
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90521 |
|
104000 |
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| American Express Financial Advisors |
811 Coombs St Napa, CA 94559 |
|
70725xxxx5 |
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| CFO Rick Inc |
2418 5th St, Berkeley, CA 94710 |
|
41582xxxx5 |
a.b@c******.com |
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| Innovative Settlements |
Petaluma |
|
41592xxxx5 |
car***@i********************.com |
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| TrueVir Financial |
490 Chadbourne Rd Ste A100 Fairfield, CA 94534 |
|
15108xxxxx2 |
adm**@t***************.com |
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4.8 |
8 |
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| Daren Blonski - Sonoma Wealth Advisors |
539 Broadway Ste A Sonoma, CA 95476 |
|
70793xxxx4 |
inf*@s***********.com |
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| Ameriprise Financial Advisors |
101 Gregory Ln Ste 36 Pleasant Hill, CA 94523 |
|
92535xxxx0 |
ame****************@e*.ameriprise |
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| Teh Financial Coaching |
Milpitas, CA 95035 |
|
51036xxxx9 |
acc**********@s********.org |
|
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4.9 |
96 |
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|
756 |
|
812 |
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| Edward Jones - Financial Advisor: John Bast |
554 Broadway Sonoma, CA 95476 |
|
70793xxxx5 |
a.j*********@e**********.com |
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| Edward Jones - Financial Advisor: Amy M Wasser |
367 Civic Dr Ste 8 Pleasant Hill, CA 94523 |
|
92579xxxx7 |
a.j*********@e**********.com |
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90706 |
|
105000 |
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| CFO Innovative Services |
1588 Henry St, Berkeley, CA 94709 |
|
61220xxxx8 |
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| Carson Wealth |
960 School St Ste 215 Napa, CA 94559 |
|
70725xxxx5 |
abr****@c***********.com |
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2065 |
53 |
2300 |
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| Chahal & Associates |
600 Alfred Nobel Dr Ste A Hercules, CA 94547 |
|
51022xxxx0 |
inf*@c***************.com |
4.9 |
65 |
4.9 |
141 |
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488 |
20 |
493 |
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| First Northern Bank |
1455 Oliver Rd Fairfield, CA 94534 |
|
70742xxxx0 |
aco*****@t**********.com |
|
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3.2 |
5 |
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5073 |
|
5000 |
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| Sabrina Julian Investment Services |
1390 Willow Pass Rd Ste 900 Concord, CA 94520 |
|
92546xxxx0 |
sab****@s************.com |
|
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5 |
2 |
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| Finance Of America |
American Canyon, CA 94503 |
|
70781xxxx0 |
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| Shannon D. Schmidt - LPL Financial Planner |
490 Chadbourne Rd A 112 Suisun City, CA 94534 |
|
70720xxxx7 |
fil***@g******.com |
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| David Stern CFO Inc |
2215 5th St, Berkeley, CA 94710 |
|
51091xxxx7 |
dav********@d************.com |
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| Edward Jones - Financial Advisor: Bill Lockhart |
1806 Jefferson St Napa, CA 94559 |
|
70725xxxx9 |
a.j*********@e**********.com |
|
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90575 |
|
104000 |
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| Edward Jones - Financial Advisor: Matthew J Roberts |
3192 Jefferson St Napa, CA 94558 |
|
70722xxxx8 |
a.j*********@e**********.com |
|
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91099 |
|
105000 |
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| Ameriprise Financial Advisors |
5030 Business Ctr Dr Ste 295 Fairfield, CA 94534 |
|
86644xxxx4 |
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| Redwood Credit Union |
1705 1st St Napa, CA 94559 |
|
80047xxxx8 |
aa@r********.org |
4.6 |
36 |
3.8 |
31 |
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|
42974 |
228 |
42000 |
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| Innovative Solutions CPAs & Advisors |
711 Jefferson St Ste 103 Fairfield, CA 94533 |
|
70742xxxx0 |
ben@i*************.com |
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| Benning Financial Group |
2801 Waterman Blvd Ste 270 Fairfield, CA 94534 |
|
70742xxxx0 |
|
5 |
1 |
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| Rod Stensen |
1140 Pitt School Rd Ste C Allstate Insurance Dixon, CA 95620 |
|
91637xxxx0 |
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| Steven Doden - Goosehead Insurance Agent |
1070 Concord Ave Ste 285 Concord, CA 94520 |
|
92569xxxx4 |
leg**@g********.com |
|
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5 |
9 |
|
|
11509 |
12635 |
12000 |
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| Celeste Mirassou, CFP |
211 Biscayne Dr San Rafael, CA 94901 |
|
41578xxxx8 |
cel****@f*********************.com |
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| Forney Accountancy |
1973 Faye Ct Pleasant Hill, CA 94523 |
|
92532xxxx2 |
bry********@g****.com |
4 |
4 |
4.3 |
7 |
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| Tax Relief Solutions |
1927 Leaning Oak Dr Fairfield, CA 94534 |
|
51030xxxx1 |
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| Cfo2 Walnut Creek LP |
1470 Maria Ln, Walnut Creek, CA 94596 |
|
92593xxxx7 |
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| Beryl Business Solutions |
1040 3rd St Napa, CA 94559 |
|
41544xxxx5 |
ber**@b************.com |
|
|
3.6 |
5 |
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| Five Star Balanced Books |
228 Cabrillo Ave Vallejo, CA 94591 |
|
70773xxxx2 |
car**@f**************.com |
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| The Lee Accountancy Group |
369 13th St Ste 200 Oakland, CA 94612 |
|
51083xxxx0 |
inf*@t****************.com |
|
|
3.9 |
61 |
|
|
500 |
|
496 |
|
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| Ameriprise Financial Advisors |
3033 California Blvd Napa, CA 94558 |
|
70725xxxx0 |
|
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| Victor Zeid Cfp Ea |
351 Pine St Brentwood, CA 94513 |
|
92563xxxx1 |
|
|
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| Rio Vista Insurance & Financial Services |
501 Marianna Pl Rio Vista, CA 94571 |
|
70731xxxx2 |
inf*@r**********.com |
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557 |
5 |
564 |
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| Hamati Bookkeeping & Tax Services |
3429 Broadway St Ste C-5 American Canyon, CA 94503 |
|
70764xxxx0 |
inf*@h**********.com |
4.4 |
8 |
4.9 |
52 |
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| Terry L Hughes - RE/MAX Gold |
1671 E Monte Vista Ave Ste 208 Vacaville, CA 95688 |
|
70724xxxx8 |
aag*****@r****.com |
3.6 |
15 |
4.6 |
9 |
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351203 |
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474000 |
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| Avior Wealth Management |
2880 Cleveland Ave Ste 2 Santa Rosa, CA 95403 |
|
70757xxxx0 |
aar*********@a**********.com |
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3.8 |
4 |
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| Edward Jones - Financial Advisor: Robert A Lockhart |
5 Financial Plz Ste 227 Napa, CA 94558 |
|
70725xxxx9 |
a.j*********@e**********.com |
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5 |
7 |
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91057 |
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105000 |
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| Richard Pagano - State Farm Insurance Agent |
2317 Buchanan Rd Ste B Antioch, CA 94509 |
|
92577xxxx6 |
quo**@r**********.net |
5 |
178 |
4.9 |
63 |
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601 |
234 |
607 |
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| Coates Accountancy |
2300 Contra Costa Blvd Ste 220 Pleasant Hill, CA 94523 |
|
92568xxxx1 |
car****@c****************.com |
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5 |
5 |
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| Index Gurus |
5350 Paso Del Rio Way, Concord, CA 94521 |
|
92535xxxx0 |
far**@i*********.com |
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5 |
51 |
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| U.S. Bank Branch |
709 Lincoln Rd W Safeway Vallejo, CA 94590 |
|
70755xxxx0 |
ale************@u*****.com |
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1 |
2 |
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| Edward Jones - Financial Advisor: Joe Trotter |
7 E Main St Ste E Edward Jones Winters, CA 95694 |
|
53079xxxx9 |
a.j*********@e**********.com |
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5 |
2 |
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90705 |
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105000 |
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| Edward Jones - Financial Advisor: Joseph Wilder |
1017 1st St Benicia, CA 94510 |
|
70774xxxx2 |
a.j*********@e**********.com |
5 |
1 |
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90705 |
4 |
105000 |
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| Sonoma Wealth Advisors |
539 Broadway Ste A Sonoma, CA 95476 |
|
70793xxxx4 |
ben@s*******************.com |
5 |
1 |
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640 |
15 |
664 |
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| Edward Jones |
1300 Oliver Rd Ste 195 Fairfield, CA 94534 |
|
70743xxxx0 |
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| Edward Jones - Financial Advisor: Dustin Donnell |
3329 N Texas St Ste 68 Fairfield, CA 94533 |
|
70742xxxx1 |
a.j*********@e**********.com |
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91099 |
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105000 |
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| First Command Financial Planning |
1300 Oliver Rd Ste 270 Fairfield, CA 94534 |
|
70744xxxx2 |
aan******@f***********.com |
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3.7 |
3 |
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7605 |
218 |
8000 |
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| Viets Stewart J Certified Financial Planner |
1700 Soscol Ave Napa, CA 94559 |
|
70725xxxx9 |
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| Circadian Insurance Brokers |
8440 Brentwood Blvd Ste H Brentwood, CA 94513 |
|
92541xxxx0 |
inf*@c***************.com |
5 |
31 |
5 |
3 |
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| La Buy Earline CPA |
207 G St Antioch, CA 94509 |
|
19257xxxxx0 |
ela*******@p******.net |
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4.3 |
11 |
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| Gordon and Butcher Law Firm |
171 Mayhew Way Ste 255 Pleasant Hill, CA 94523 |
|
92597xxxx9 |
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4 |
1 |
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| Kendall Financial Services |
1508 San Pablo Ave Pinole, CA 94564 |
|
51078xxxx1 |
ken****@k**.us |
5 |
3 |
4 |
8 |
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167 |
21 |
166 |
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| John R Cowles - Edward Jones |
1834 Soscol Ave Ste B Napa, CA 94559 |
|
70725xxxx9 |
a.j*********@e**********.com |
5 |
2 |
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90575 |
|
104000 |
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| Solano Wealth Management |
1300 Oliver Rd Ste 210 Fairfield, CA 94534 |
|
70743xxxx0 |
car***@s***********.com |
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5 |
1 |
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| Meyers Financial Services |
670 West Napa Street Suite C Sonoma, CA 95476 |
|
70793xxxx4 |
ari**@m**************.com |
|
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4.8 |
4 |
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188 |
|
190 |
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| Irina Rosti Insurance Agency |
Concord, CA 94518 |
|
92540xxxx8 |
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5 |
4 |
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| Richard P Kaiser |
2730 Lone Tree Way Antioch, CA 94509 |
|
92575xxxx1 |
bol**@t*****.com |
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4.3 |
6 |
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| Kathy Jabour |
190 S Orchard Ave Ste C220 Vacaville, CA 95688 |
|
70744xxxx5 |
|
5 |
1 |
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| Asset Preservation & Associated Insurance Services |
2150 Columbus Pkwy Benicia, CA 94510 |
|
70774xxxx0 |
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| Edward Jones - Financial Advisor: Todd S Gerber |
554 Broadway Sonoma, CA 95476 |
|
70793xxxx5 |
a.j*********@e**********.com |
5 |
1 |
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90521 |
|
104000 |
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| Morris and Associates |
1652 W Texas St Ste 129 Fairfield, CA 94533 |
|
70742xxxx0 |
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| Fairfield |
|
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|
ada*@c*******.com |
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| Bev Creech Bookkeeping & Tax Preparation |
2015 Redwood Rd Napa, CA 94558 |
|
70725xxxx5 |
|
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4.1 |
13 |
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| JK Harris & Company |
1652 West Texas St Suite 248 Fairfield, CA 94533 |
|
80089xxxx6 |
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| James W. Stockton, EA, CFP |
514 W 4th St Antioch, CA 94509 |
|
92575xxxx4 |
|
3.5 |
2 |
2.3 |
3 |
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| Dombrowski & Associates CPAs |
3731 Sunset Ln Ste 100 Antioch, CA 94509 |
|
19257xxxxx0 |
cat******@d*************.com |
|
|
4.1 |
15 |
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