Banking services near me in San Jose, California

The Merrill Investment & Retirement Financial Center is a finance institution located at 1058 East Brokaw Road in San Jose, California, United States. At Merrill, we have a team of experienced Financial Solutions Advisors ready to help you turn your ambitions into action. Whether you are planning for retirement, investing in securities, or seeking personalized advice, our advisors can assist you in pursuing your financial goals. We offer a range of services including brokerage, investment advisory, and financial planning. Banking products are provided by Bank of America, N.A. and affiliated banks. Merrill Lynch Life Agency Inc. is a licensed insurance agency and a subsidiary of BofA Corp. Contact us today to schedule a meeting with a Merrill Advisor and start planning for your financial future.

Rothstein Michaels Group - Morgan Stanley is a leading finance institution located at 225 West Santa Clara Street in San Jose, California, United States. Specializing in investment services, wealth management, and financial planning, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a strong commitment to excellence and personalized service, we strive to provide innovative solutions and expert guidance to individuals, families, and businesses. Trust Rothstein Michaels Group - Morgan Stanley to navigate the complexities of the financial world and secure a prosperous future for you and your loved ones.

occurring loss when investing in securities or other financial products. Clients should consider their investment objectives and risks carefully before investing. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets. Past performance is no guarantee of future results, and the value of investments and the income they generate can fluctuate. This information is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, clients should consult with a qualified tax advisor, CPA, financial planner or investment manager. At Merrill Lynch Financial Advisor Justin R Pearce, located in San Jose, California, our team of experienced professionals is dedicated to providing personalized financial advice and guidance tailored to your unique needs and goals. We believe in building strong relationships through teamwork and collaboration, and we have access to the global investment capabilities of Merrill and the banking convenience of Bank of America.

CC Repair is a trusted electronics repair shop located at 2646 Alum Rock Avenue in San Jose, California. Our skilled technicians specialize in repairing a wide range of consumer electronics, including smartphones, tablets, laptops, and more. With years of experience and a commitment to quality service, we strive to provide fast and reliable repairs to get your devices back up and running in no time. Visit us today for all your repair needs!

. Ruth Lai is a financial advisor at Merrill Lynch located at 560 South Winchester Boulevard in San Jose, California. Ruth specializes in working with High Net Worth individuals to help preserve and grow their assets through proactive planning and a disciplined investment process. She focuses on customized portfolio construction, tax minimization strategies, wealth transfer strategies, and philanthropic solutions. Ruth believes in understanding her clients' goals and needs beyond just finance and serves as a gateway to full balance sheet solutions available at Merrill and Bank of America banking services. Her team offers a wide range of services including wealth planning, corporate cash management, executive compensation planning, estate planning strategies, and more. Ruth is a Certified Financial Planner and Chartered Financial Consultant and is dedicated to helping clients achieve their financial goals. With a personalized approach and access to the resources of Merrill Lynch and Bank of America, Ruth works with clients to develop a financial plan tailored to their individual needs and priorities.

Brian T Franklin - Morgan Stanley is a finance institution located at 225 West Santa Clara Street in San Jose, California. As a branch of the renowned global financial services firm Morgan Stanley, Brian T Franklin offers a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced financial advisors, they provide personalized financial solutions to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Brian T Franklin - Morgan Stanley is dedicated to providing expert guidance and support.

Defense Tax Group is a top-tier institution located at 111 West Saint John Street, San Jose, California, United States. Specializing in accounting, finance, and legal services, Defense Tax Group offers free consultations with their expert tax relief settlement attorneys. With a focus on IRS tax issues such as tax levy, tax fraud, IRS audit defense, and tax settlements, Defense Tax Group is dedicated to helping individuals navigate their tax problems effectively. Their team of San Jose tax attorneys are highly trained and experienced in tax and financial law, ensuring that clients receive the best possible outcomes for their tax cases.

tempCFO Inc is a premier accounting and finance institution located at 60 South Market Street in San Jose, California. Our team of experienced professionals provides temporary CFO services to businesses in need of expert financial guidance. Whether you are a startup looking to establish financial stability or a growing company in need of strategic financial planning, tempCFO Inc is here to help. Our commitment to excellence and personalized service sets us apart as a trusted partner in your financial success. Contact us today to learn more about how tempCFO Inc can support your business goals.

MGO (Macias Gini & O'Connell LLP) is a leading accounting and finance institution located at 60 South Market Street in San Jose, California, United States. With a team of experienced professionals, MGO offers a wide range of financial services to help individuals and businesses manage their finances effectively. From tax planning and compliance to audit and assurance services, MGO is dedicated to providing top-notch financial solutions tailored to meet the unique needs of each client. Trust MGO to handle all your accounting and finance needs with precision and expertise.

Low Cost Legal Docs and Taxes is a reliable institution located at 2390 Lucretia Avenue in San Jose, California. We specialize in providing affordable legal document preparation services and expert tax assistance to individuals and businesses. Our experienced team is dedicated to helping our clients navigate complex legal and tax matters without breaking the bank. Whether you need assistance with filing taxes, creating legal documents, or resolving tax issues, we are here to provide efficient and cost-effective solutions. Visit us today to experience our top-notch services and personalized attention.