Shane & Associates Financial & Insurance Services, 111 Deerwood Rd, Ste 200, San Ramon, CA 94583, US

At MDB Group, we employ a fully integrated wealth management framework that provides a more complete view of your financial circumstances and planning issues. This approach aims to work towards more effective decisions since each component of your financial situation – your estate, investments, tax, retirement, and business circumstances, if applicable – is analyzed and evaluated. We then implement objective, comprehensive strategies specifically tailored to help address your financial goals. Our customized approach – understanding all aspects of your finances and implementing mutually agreed upon strategies – brings you confidence in helping to work towards your goals.

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