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Raymond J. Lucia Companies Inc
  (800) 644-1150      2033 Gateway Place #574 San Jose, CA 95110, San Jose, California 95110 Detail
Raymond J. Lucia Companies is a wealth management firm headquartered in San Diego with offices and meeting locations nationwide.

Wales Investments Inc
  (408) 944-9176      2055 Junction Ave., Suite 100 San Jose, CA 95131, San Jose, California 95131 Detail
Provides comprehensive fee-based wealth management services to individual clients, business owners and institutions.

Western Technology Investment
  104 La Mesa Drive, Suite 102 Portola Valley, CA 94028, San Jose, California Detail
A provider of debt and lease financing to venture capital backed Technology companies.