Uri Financial is a financial services firm based in Santa Clara, CA, specializing in providing personalized financial solutions to individuals and businesses. With a focus on strategic planning and wealth management, the company offers a range of services tailored to meet the unique needs of each client.
Utilizing a client-centric approach, Uri Financial aims to help clients achieve their financial goals through thoughtful guidance and expert advice. Whether it's retirement planning, investment management, or estate planning, the firm is dedicated to helping clients navigate the complexities of the financial landscape with confidence and clarity.
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