The Independent Advisors in Pleasanton, CA is a dedicated financial advisory firm owned by Stephen Mantzouris. With over 20 years of experience, Stephen focuses on helping clients in the San Francisco Bay Area preserve their assets and plan for a secure retirement. He offers investment and insurance products and services, aiming to increase income, reduce taxes, and provide financial security without market risk or unnecessary fees. Stephen's goal is to safeguard his clients' dreams and hard-earned assets, and he takes pride in developing retirement strategies that help his clients feel confident about their future.
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