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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
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| 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
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| Practice Sales |
Western Practice Sales
John M. Cahill
Ed P. Cahill
Jon B. Noble
(800) 641-4179
www.westernpracticesales.com
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| 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
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| Mortgage Brokers |
Wymac Capital, Inc
Matt Wiley
3478 Buskirk Avenue, Suite 260
Pleasant Hill, CA 94523
(925) 937-4300
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| 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
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| 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.
IRS CIRCULAR 230 DISCLOSURE: To ensure compliance with the requirements imposed by the I.R.S., we inform you that any tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.
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