Advanced financial strategy in San Jose, CA
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Sun Financial Group
● OpenSun Financial Group is a leading finance institution located at 1590 Oakland Road in San Jose, California, United States. With a reputation for excellence in financial services, Sun Financial Group offers a wide range of solutions to meet the needs of individuals and businesses alike. From investment management to retirement planning, our team of experienced professionals is dedicated to helping our clients achieve their financial goals. Visit us today to see how Sun Financial Group can help you secure your financial future.
1590 Oakland Rd #110, San Jose, CA 95131, United States -
Advanced Retirement Solutions
● OpenAdvanced Retirement Solutions is a leading finance institution located at 2107 North First Street in San Jose, California, United States. Specializing in retirement planning and investment strategies, our team of experts is dedicated to helping individuals secure their financial future. With a focus on personalized solutions and unparalleled customer service, we strive to provide our clients with peace of mind and confidence in their retirement goals. Contact us today to learn more about how we can help you achieve your financial objectives.
2107 N First St, San Jose, CA 95131, United States -
Lesley Lemessurier - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenLesley Lemessurier, an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 1905 The Alameda, San Jose, California, is a highly qualified professional with multiple certifications and designations. Lesley holds the AAMS™ certification, demonstrating expertise in asset management and investment strategies. Additionally, Lesley is an ADPA™ Accredited Domestic Partnership Advisor™, specializing in wealth transfers, retirement planning, and end-of-life needs for domestic partners. With the AEP® designation from the National Association of Estate Planners & Councils, Lesley is well-versed in estate planning for various professionals. As an Accredited Investment Fiduciary® (AIF®), Lesley upholds high fiduciary standards and demonstrates comprehensive knowledge in this area. Lesley also holds the APMA™ designation, focusing on client assessment, risk/return, and modern portfolio theory. With the AWMA℠ certification, Lesley has advanced knowledge in asset management, retirement planning, and risk management for high net worth clients. Furthermore, Lesley is a Behavioral Financial Advisor, helping clients make better financial decisions through self-awareness and effective decision-making. Lesley is also a Chartered Advisor in Philanthropy® (CAP®), assisting clients in articulating and advancing their philanthropic aspirations. Additionally, Lesley holds the CAS® designation, specializing in fixed-rate and variable annuities. With the CASL® credential, Lesley is trained in issues impacting seniors and retirement planning. As a Certified Divorce Financial Analyst, Lesley specializes in the financial aspects of divorce.
1905 The Alameda, San Jose, CA 95126, United States -
Advanced Financial Network
● OpenAdvanced Financial Network is a leading institution specializing in accounting and finance services. Located at 3750 McKee Road in San Jose, California, this institution offers expertise in financial management, tax preparation, and investment strategies. With a team of experienced professionals, Advanced Financial Network provides personalized solutions to help clients achieve their financial goals. Whether you are an individual looking for tax assistance or a business in need of financial planning, this institution is dedicated to providing top-notch service and expertise.
3750 McKee Rd B, San Jose, CA 95127, United States -
C & S Income Tax and Bookkeeping
● OpenC & S Income Tax and Bookkeeping is a reputable institution located at 2680 South White Road in San Jose, California, United States. Specializing in accounting and finance, they offer Tax Preparation and Financial Services for both personal and business matters in a responsive and accurate manner. Their Payroll Services make it easy to pay employees quickly and efficiently, while their comprehensive bookkeeping and accounting services ensure that businesses operate at maximum potential. At CS Tax Service Group Inc, they are dedicated to assisting the community of San Jose with their tax return and planning needs, as well as offering additional services such as Bookkeeping, Payroll, and Notary services. With a focus on building strong client relationships, they provide close, personal attention and pride themselves on their years of advanced training, technical experience, and financial intelligence.
2680 S White Rd Ste 154, San Jose, CA 95148, United States -
Premier Tax Pro
● OpenPremier Tax Pro is a reputable accounting and finance institution located at 1272 Wentworth Way in San Jose, California. With a team of experienced professionals, we provide top-notch tax preparation and financial services to individuals and businesses in the area. Our goal is to help our clients maximize their financial potential and ensure compliance with all tax laws and regulations. Whether you need assistance with tax planning, bookkeeping, or financial consulting, Premier Tax Pro is here to help. Contact us today to schedule a consultation and see how we can assist you with all your accounting and financial needs.
1272 Wentworth Way, San Jose, CA 95121, United States -
Burke, Williams & Sorensen, LLP
● OpenWelcome to Burke, Williams & Sorensen, LLP, your trusted legal partner in Camarillo, California. Conveniently located at 2310 East Ponderosa Drive, we are a distinguished law firm specializing in a wide array of legal services, with a focus on California appellate litigation, writs, and appeals. Our team of experienced attorneys is dedicated to providing exceptional legal representation across various practice areas. We have a proven track record of success in complex cases, including securing jury verdicts in race and age discrimination claims, defending major corporations against employee lawsuits, and prevailing in cutting-edge CEQA challenges.
2310 East Ponderosa Drive, Camarillo, California 93010, United States -
Accountant Partners Small Business Accountant - Long Beach Location
● OpenWelcome to Accountant Partners Small Business Accountant - Long Beach Location, your trusted partner in accounting and finance, located on Park Avenue in the heart of Long Beach, California. Serving the vibrant community of Long Beach and its surrounding neighborhoods from Belmont Shore to Bixby Knolls and Alamitos Heights, we are dedicated to helping the area's 469,450 residents and 33,023 businesses thrive. At Accountant Partners, we specialize in minimizing your tax burden and maximizing your business profitability. With over 27 years of experience, we offer best-in-class tax minimization strategies, personalized advisory services, and technology-driven efficiency. Our proactive approach ensures that you save significantly on taxes, with potential savings ranging from $10,000 to over $1 million.
Park Avenue, Long Beach, California 90803, United States -
Sage Real Estate
● OpenWelcome to Sage Real Estate, located at 2734 East Broadway, Long Beach, California. As the highest-rated multifamily and commercial brokerage in Long Beach, we are proud to be ranked within the top 1.5% of real estate professionals nationwide. Our firm stands out as the only one specializing in fourplex apartment buildings in the area, dedicated to helping you create wealth and secure a stable retirement through strategic investments in multifamily properties. At Sage Real Estate, we believe in the power of diligent decision-making and the right team to make real estate investing a guaranteed path to wealth. Our recent success story with Ali Rafie, a young and ambitious investor, exemplifies this philosophy. Ali's journey from San Jose to Long Beach, culminating in his first investment property, showcases the potential of strategic thinking and seizing opportunities.
2734 East Broadway, Long Beach, California 90803, United States
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