SDMI Financial is an independent firm based in Fremont, CA, specializing in medical benefits, 401K design, and investment advisory for small to medium-sized companies in the greater Bay Area. With years of experience, they offer valuable planning strategies and services for individuals and businesses, aiming to put their clients in the best place year after year.
What sets SDMI Financial apart is not only the wide range of insurance and financial products they offer, but also their commitment to professional integrity, client satisfaction, professionalism, and community involvement. Their shared set of values guides their business practices, ensuring openness, honesty, and high ethical standards in everything they do.
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