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Banking & Lending
  • Bank of America - Practice Solutions
       Brad Beck
       744-7 Lakemont Place
       San Ramon, CA 94582
       (800) 214-6087
       Healthcare Practice Financing (Equipment, Start-Up, Acquisition, Equity loans)

  • Scott Valley Bank
       Bob Kouba
       1500 N. California Blvd
       Walnut Creek, CA 94596
       (925) 944-2210 x 212

  • Mechanics Bank
       Sterling R. Burnett
       1999 Harrison Street Suite 810
       Oakland, CA 94612
       (510) 251-6116

  • Central Valley Community Bank
       Bill Ray
       2339 Gold Meadow Way #100
       Gold River, CA 95670
       (916) 859-2550
       (916) 764-0945

  • Insurance
  • The Magbitang Financial Group
       Emma Magbitang
       3201 Danville Blvd Suite 240
       Alamo, CA 94507
       Personal & Business Insurance, Practice Transitions
       emagbitang@ft.newyorklife.com
       www.MagbitangFinancialGroup.com
       (925) 552-7152

  • Hardisty Financial Services
       Steve Hardisty
       John Hardisty
       2175 N. California Blvd Suite 405
       Walnut Creek CA 94596
       Insurance for Healthcare Professionals

  • Pilcher Insurance Agency
       John Pilcher
       PO Box 1110
       3805 Taylor Road, Suite 2
       Loomis CA 95650
       916 660-1670

  • Practice Sales
  • Western Practice Sales
       John M. Cahill
       Ed P. Cahill
       Jon B. Noble
       (800) 641-4179
       www.westernpracticesales.com
  • Investing & Finance
  • Safeguard
       Paul Saad
       2999 Oak Road, Suite 120
       Walnut Creek, CA 94597
       (925) 627-1800
       paulsaad@safeguardfinancial.com
       www.safeguardfinancial.com
       Specializing in Wealth Mangagement for Healthcare Professionals

  • Strategic Financial
       Jay Brown
       999 Fifth Avenue, Suite 570
       San Rafael, CA 94901
       (415) 258-1776
       jbrown@StratFinan.com
       www.StratFinan.com

  • Merrill Lynch Wealth Management
       Neda Milunovich, CRPC
       1435 River Park Dr. #100
       Sacramento, CA 95815
       (916) 648-6217 - Direct
       (800) 937-0791 - Toll Free
       neda.milunovich@ml.com
       http://fa.ml.com/neda.milunovich

  • Morgan Stanley Smith Barney
       Jennifer Fisher, Shawn Henley
       6160 Stoneridge Mall Road, Suite 150
       Pleasanton, CA 94588
       (800) 755-6650
       Jennifer.Fisher@morganstanleysmithbarney.com
       Shawn.Henley@morganstanleysmithbarney.com
       http://www.morganstanley.com

  • David J. Eisenhauer, CPA
       Northwestern Mutual Financial Network
       6150 Stoneridge Mall Road, Suite 340
       Pleasanton, CA 94588

  • Pacific Advisors
       Wes Brinkman
       (925) 370-2400

  • Mortgage Brokers
  • Wymac Capital, Inc
       Matt Wiley
       3478 Buskirk Avenue, Suite 260
       Pleasant Hill, CA 94523
       (925) 937-4300

  • Retirement Plans
  • Safeguard
       Paul Saad
       2999 Oak Road, Suite 120
       Walnut Creek, CA 94597
       (925) 627-1800
       paulsaad@safeguardfinancial.com
       www.safeguardfinancial.com
       Specializing in Wealth Mangagement for Healthcare Professionals

  • Legal
  • David Nearon, Jr.
       1212 Rossmoor Parkway
       Walnut Creek, CA 94595
       (925) 933-6764
       Specializing in Estate Planning

  • Dental Counsel, P.C.
       Bishop Ranch 3
       2603 Camino Ramon 2nd Floor
       San Ramon, CA 94583
       (925) 242-2511
       www.dentalcounsel.com
       Specializing in Business Formation, Practice Transition, and Estate Planning

  • Thomas W. Cain
       1700 North Broadway, Suite 440
       Walnut Creek, CA 94596
       (925) 937-4070
       Buy/Sell Agreements, Business Incorporation, Business Litigation, Estate Planning & Litigation

  • David Bromley
       1801 Oakland Blvd, #230
       Walnut Creek, CA 94596
       (925) 280-0625
       Specializing in Estate Planning

  • Kirsten Howe
       1615 Bonanza Street, Suite 324
       Walnut Creek, CA 94596
       (925) 943-2740
       Specializing in Estate Planning and Administration
       www.kirstenesq.com
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    All contents copyright © 2008, 2009, 2010, 2011, 2012 Mark Halversen, CPA. All rights reserved. Any information provided on this website is of a general nature for educational purposes only and is not intended to be legal or tax advice. This information may not have been updated to reflect subsequent changes in the law, if any. Your particular facts and circumstances, and changes in the law, must be considered when applying U.S. and state tax law. You should always consult with a competent tax professional licensed in your state with respect to your particular situation.

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