Business and financial strategy in San Francisco, CA
142 results found
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TravelBank
● OpenTravelBank is a cutting-edge travel agency located at 611 Mission Street in San Francisco, California. Our innovative expense and travel management system syncs with any card, giving you control over spending while empowering employees to book within policy with 24/7 support. With real-time visibility into spend, automated approvals, and reduced errors, TravelBank makes managing expenses a breeze. Our platform allows you to sync any card, reconcile transactions, create virtual cards, and make smarter decisions with fully customizable reporting. At TravelBank, we are committed to sustainability and offer Carbon Emissions Data & Offsets for travelers booking flights through our web app. We also provide Hotel Grouping options for travelers using our Android app, allowing for refined hotel searches based on chain, brand level, and individual hotel preferences.
611 Mission St, San Francisco, CA 94105, United States -
Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth
● ClosedSimon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth is a finance and insurance agency located at 1550 Noriega Street in San Francisco, California. With 3 generations of excellence since 1982, the institution offers a unique leverage strategy for professionals looking to achieve family protection, wealth accumulation, and tax-efficient retirement income. Led by Investment Advisor Brandon Chew and Certified Insurance Counselor Simon Chew, the team helps clients navigate the uncertainties of retirement planning in an era of increased life expectancy and economic volatility. Whether you are nearing retirement or in the wealth accumulation stage of life, the institution provides guidance on converting savings into retirement income and utilizing financial tools for building and growing nest eggs. With a focus on comprehensive consulting services and a friendly, experienced team, Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth aims to be your lifelong partner in financial security. The institution is also affiliated with Covered California and offers services related to health benefits and insurance. Visit their website for more information and to explore their offerings.
1550 Noriega St Suite 100, San Francisco, CA 94122, United States -
Angela Frangieh - State Farm Insurance Agent
● ClosedAngela Frangieh - State Farm Insurance Agent is a dedicated insurance agency located at 120 West Campbell Avenue in Campbell, California. With a motto of "Big enough to serve you, small enough to know you," this agency prides itself on providing personalized financial and insurance strategies to the San Jose, CA area. Angela Frangieh, the agent, brings a unique perspective as an entrepreneur in Silicon Valley and holds a Bachelor of Science degree from the University of San Francisco. The agency offers a range of insurance services including Auto Insurance, Homeowner's Insurance, Renter's Insurance, Life Insurance, and Business Insurance. The bilingual staff is fluent in Spanish and is committed to helping customers in San Jose and surrounding areas. With prestigious awards and a focus on customer service, Angela Frangieh - State Farm Insurance Agent is a leading agency in the region. Call or visit their office today for a free quote and personalized assistance with all your insurance needs.
120 W Campbell Ave Ste A, Campbell, CA 95008, United States -
Pps Enterprise
● OpenPPS Enterprise is a leading institution located at 732 Cayuga Avenue in San Francisco, California. We specialize in providing top-notch business consulting services to help companies achieve their full potential and grow their businesses. Our team of experts offers a wide range of services including strategic planning, financial analysis, marketing strategies, and operational efficiency. With our proven track record of success, we have helped numerous businesses thrive in today's competitive market. Contact us today to see how PPS Enterprise can help take your business to the next level.
732 Cayuga Ave, San Francisco, CA 94112, United States -
SCORE
● ClosedSCORE is a finance institution located at 455 Market Street in San Francisco, California, United States. Whether you're a new entrepreneur with an innovative idea or a small business owner looking to expand, SCORE is here to assist you. Our mentors, who have experience as small business owners, are ready to support you every step of the way. Join our free webinar series to learn the secrets to success in selling on Amazon, from setting up your account to advanced growth strategies. We also offer SCOREBoard workshops where you can gain insights from experienced mentors in a personalized setting.
455 Market St Ste 600, San Francisco, CA 94105, United States -
Nopar & Associates
● ClosedNopar & Associates, located at 530 Lytton Avenue in Palo Alto, California, is a prominent institution offering legal services in business and real estate law. With over 35 years of experience, our team of skilled Silicon Valley business lawyers and real estate attorneys have served clients throughout the San Francisco Bay Area, including Palo Alto, Menlo Park, Woodside, Atherton, San Jose, Los Altos, Saratoga, Los Gatos, and beyond. Our firm has achieved an AV-Preeminent rating under Martindale-Hubbell's peer review system, showcasing our attorneys' high level of professional skill and integrity. Alan Nopar, our managing attorney, has been recognized as a Northern California Super Lawyer for multiple years, highlighting our commitment to excellence.
530 Lytton Ave # 200, Palo Alto, CA 94301, United States -
Office of Economic & Workforce Development
● ClosedThe Office of Economic & Workforce Development is a local government office located at 1 Van Ness Avenue in San Francisco, California, United States. This institution is dedicated to promoting economic growth and development in the community, as well as providing resources and support for workforce training and development initiatives. The office works to create opportunities for businesses to thrive and for individuals to secure meaningful employment, ultimately contributing to the overall prosperity and well-being of the city. Whether you are a job seeker looking for assistance or a business owner seeking support, the Office of Economic & Workforce Development is here to help you succeed.
1 Van Ness Ave, San Francisco, CA 94103, United States -
Pacific Community Ventures
● ClosedPacific Community Ventures (PCV) is a finance institution located at 51 Federal Street in San Francisco, California, United States. The institution focuses on investing in underestimated people and places by listening to and co-creating with community power builders. The Oakland Fund Playbook serves as a guide for investing in these communities, highlighting strategies such as Capital Structuring, Community Engagement & Trust-Based Outreach, and Data-Driven Impact Optimization. PCV celebrates its 25th Anniversary by honoring small businesses and promoting racial equality. The institution offers small business loans, Pro Bono Business Advising, and the Good Jobs Innovation Lab to support entrepreneurs in creating equitable jobs in their communities. The impact report showcases the success stories of business owners who have benefited from PCV's support.
51 Federal St #100, San Francisco, CA 94107, United States -
White Oak Global Advisors
● OpenWhite Oak Global Advisors is a leading finance institution located at 3 Embarcadero Center in San Francisco, California, United States. With a focus on providing innovative financial solutions to clients worldwide, White Oak Global Advisors offers a range of investment strategies and services to help clients achieve their financial goals. The institution prides itself on its commitment to excellence, integrity, and personalized service, making it a trusted partner for individuals and businesses seeking expert financial guidance.
3 Embarcadero Ctr #550, San Francisco, CA 94111, United States -
Scrubbed
● OpenScrubbed is a renowned accounting and finance institution located in the vibrant city of San Francisco, California, United States. With a team of experienced professionals, Scrubbed offers top-notch financial services to clients ranging from individuals to large corporations. Their expertise in financial analysis, bookkeeping, and tax planning makes them a trusted partner for all your accounting needs. Whether you are looking to streamline your financial processes or seeking expert advice on investment strategies, Scrubbed is dedicated to helping you achieve your financial goals. Visit their office in San Francisco today to experience their exceptional service firsthand.
One Sansome Street, Suite 3500, PMB 6006, San Francisco, CA 94104, United States -
PAF
● OpenPAF, located at 1755 Laguna Street in San Francisco, California, is a leading health institution dedicated to providing top-notch medical care and support services to patients in need. With a team of highly skilled healthcare professionals and state-of-the-art facilities, PAF offers a wide range of medical services, from preventive care to specialized treatments. Patients can expect personalized care and compassionate support throughout their journey to better health. Visit PAF today and experience excellence in healthcare.
1755 Laguna St, San Francisco, CA 94115, United States -
William Gustafson
● OpenWilliam Gustafson is a renowned doctor located at 505 Parnassus Avenue in San Francisco, California. Specializing in health and wellness, Dr. Gustafson offers top-quality medical care to patients in the local community. With a focus on personalized treatment plans and compassionate care, the institution is dedicated to helping individuals achieve optimal health and well-being. Whether you are in need of routine check-ups, medical consultations, or specialized treatments, William Gustafson is committed to providing the highest level of care to all patients.
505 Parnassus Ave, San Francisco, CA 94143, United States -
MARIFE ROSANNA S. TOLENTINO
● OpenMARIFE ROSANNA S. TOLENTINO is a reputable healthcare institution located at 1200 El Camino Real in South San Francisco, California. Dr. Tolentino is a dedicated and experienced doctor who provides quality and compassionate healthcare services to her patients. With a focus on promoting overall wellness and disease prevention, the institution offers a wide range of medical services to address the healthcare needs of individuals and families. Patients can trust in the expertise and professionalism of Dr. Tolentino and her team to provide personalized and comprehensive care.
1200 El Camino Real, South San Francisco, CA 94080, United States -
ELENOR MACGREGOR
● OpenElenor MacGregor is a reputable health institution located at 2 Embarcadero Center in San Francisco, California. Specializing in providing top-quality medical care, Elenor MacGregor is known for its experienced doctors and staff who are dedicated to ensuring the well-being of their patients. Whether you are in need of routine check-ups or more specialized medical treatments, Elenor MacGregor offers a wide range of services to cater to your specific healthcare needs. Visit Elenor MacGregor for personalized and compassionate care in a welcoming environment.
2 Embarcadero Ctr, San Francisco, CA 94111, United States -
Activate Marketing Services, LLC
● ClosedActivate Marketing Services, LLC is a leading institution located at 100 Montgomery Street in San Francisco, California, United States. Specializing in delivering better-converting demand generation to B2B tech marketers, Activate stands out for its focus and expertise in engaging buyers in the tech industry. With years of experience and a deep understanding of B2B tech buyers' needs and pain points, Activate provides unique insights and strategies to help clients build pipelines that lead to sales. In today's fast-paced world of B2B marketing, staying ahead of the competition is crucial. High-performing B2B marketing teams are leveraging the latest trends and innovative strategies to surge ahead in the tech marketing race. Activate helps clients stay current with cutting-edge AI technologies that promise to scale target account identification, mine actionable insights, and accelerate revenue growth.
100 Montgomery St STE 1650, San Francisco, CA 94104, United States -
Strategy& (Formerly Booz & Company)
● OpenStrategy& (Formerly Booz & Company) is a leading management consulting firm located at 4 Embarcadero Center, San Francisco, California, United States. Our mission is to help companies transform their operations and invest in growth in today's challenging business environment. With our extensive industry experience and collaboration with PwC, we provide end-to-end digital solutions to solve complex business challenges. We believe that a company's success in the market depends on a coherent strategy that aligns external positioning and internal capabilities. Our services include assisting clients in achieving their strategic goals, capturing value, and driving growth through transformative deals. We work with companies like the family-led technology firm to offer intelligent mobility solutions for modern traffic challenges.
4 Embarcadero Ctr STE 2350, San Francisco, CA 94111, United States -
Ernst & Young
● ClosedErnst & Young (EY) is a globally recognized institution located at 560 Mission Street, San Francisco, California, United States. Specializing in accounting and finance services, EY offers a range of solutions to help companies ensure privacy, transparency, and accountability in their operations, particularly as they implement AI technologies. With a focus on unlocking value in M&A transactions, promoting climate sustainability, and utilizing AI to drive business transformation, EY is at the forefront of innovation in the industry. The institution also provides insights on health equity, LGBTQ workplace inclusion, infrastructure modernization, and strategic investments in digital health.
560 Mission St #1600, San Francisco, CA 94105, United States -
Monroe Wealth Management
● ClosedMonroe Wealth Management is a leading finance institution located at 1160 Battery Street in San Francisco, California. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide expert guidance and support. At Monroe Wealth Management, we prioritize our clients' financial well-being and strive to deliver exceptional service with integrity and professionalism. Contact us today to learn more about how we can help you secure a prosperous financial future.
1160 Battery St suite 100, San Francisco, CA 94111, United States -
Catherine Cheung, A Professional Corp
● OpenCatherine Cheung, A Professional Corp is a reputable law firm located in San Francisco, California. Our team of experienced attorneys specializes in various areas of law, including business law, real estate law, and estate planning. We are dedicated to providing high-quality legal services to our clients, helping them navigate complex legal issues with ease. With a commitment to professionalism and integrity, Catherine Cheung, A Professional Corp is your trusted partner in legal matters. Visit us at 1315 23rd Avenue, San Francisco, California to learn more about how we can assist you.
1315 23rd Ave, San Francisco, CA 94122, United States -
Pursestrings
● ClosedPursestrings is a financial institution located at 2647 21st Avenue in San Francisco, California. We specialize in providing personalized financial services to our clients, helping them manage their budgets, investments, and savings effectively. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with budgeting, retirement planning, or investment strategies, Pursestrings is here to help. Contact us today to schedule a consultation and take control of your finances.
2647 21st Ave, San Francisco, CA 94116, United States -
Finvisor
● OpenFinvisor is a leading financial advisory firm located at 5 Lucerne Street in San Francisco, California. Our team of experienced professionals is dedicated to providing expert financial advice and guidance to individuals, businesses, and organizations. Whether you are looking to plan for retirement, invest in the stock market, or manage your company's finances, Finvisor is here to help. With a focus on personalized service and tailored solutions, we strive to help our clients achieve their financial goals and secure their financial future. Visit us today at our San Francisco office to learn more about how Finvisor can help you navigate the complexities of the financial world.
5 Lucerne St, San Francisco, CA 94103, United States -
Leung, Louie, Ip & Co. LLP
● ClosedLeung, Louie, Ip & Co. LLP is a reputable accounting and finance institution located at 2515 Ocean Avenue in San Francisco, California, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Their expertise includes tax planning, auditing, financial consulting, and more. Clients can trust Leung, Louie, Ip & Co. LLP for accurate and reliable financial advice and support.
2515 Ocean Ave, San Francisco, CA 94132, United States -
The McGee Team - Morgan Stanley
● OpenThe McGee Team at Morgan Stanley is a renowned financial institution located at 555 California Street in San Francisco, California, United States. With a team of experienced professionals, they provide a wide range of financial services including wealth management, investment strategies, retirement planning, and more. Their personalized approach and commitment to excellence make them a trusted partner for individuals and businesses seeking to achieve their financial goals.
555 California St 14th Fl, San Francisco, CA 94104, United States -
Cerity Partners
● ClosedCerity Partners is a leading financial institution located at 345 California Street in the heart of San Francisco, California. As a trusted partner in finance, Cerity Partners offers a wide range of services including wealth management, investment advisory, and financial planning. With a team of experienced professionals and a commitment to personalized service, Cerity Partners is dedicated to helping clients achieve their financial goals and secure their financial future.
345 California St STE 1100, San Francisco, CA 94104, United States -
Hart Marx Advisors
● OpenHart Marx Advisors is a reputable financial institution located at 2175 Francisco Boulevard East in San Rafael, California. Our team of experienced advisors provides expert financial guidance and investment strategies to help clients achieve their financial goals. With a focus on personalized service and a commitment to excellence, Hart Marx Advisors is dedicated to helping individuals and businesses build and protect their wealth for the long term. Contact us today to learn more about our comprehensive financial services.
2175 Francisco Blvd E, San Rafael, CA 94901, United States -
AXA Advisors, LLC: Michael Dooher
● OpenAXA Advisors, LLC: Michael Dooher is a reputable finance institution located at 275 Battery Street in San Francisco, California, United States. Specializing in financial advisory services, AXA Advisors, LLC offers expert guidance and personalized solutions to help clients achieve their financial goals. With Michael Dooher at the helm, the institution provides top-notch financial planning, investment strategies, and insurance products to individuals and businesses. Trust AXA Advisors, LLC: Michael Dooher to provide a comprehensive approach to financial success.
275 Battery St # 700, San Francisco, CA 94111, United States -
Loretta Strong - Raymond James
● OpenLoretta Strong - Raymond James is a prestigious finance institution located at 75 Broadway in San Francisco, California, United States. With a strong reputation for excellence and expertise in financial services, Loretta Strong - Raymond James offers a wide range of investment and wealth management solutions to clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking for retirement planning, investment strategies, or estate planning, Loretta Strong - Raymond James is committed to providing personalized and comprehensive financial guidance. Visit their office in San Francisco to learn more about how they can help you reach your financial objectives.
75 Broadway #202, San Francisco, CA 94111, United States -
iTAD Solutions
● ClosediTAD Solutions is a leading finance institution located at 340 Harbor Way in South San Francisco, California, United States. We specialize in providing innovative financial solutions to individuals and businesses, helping them achieve their financial goals. Our team of experienced professionals is dedicated to delivering top-quality services and personalized advice to our clients. Whether you need assistance with investment strategies, retirement planning, or wealth management, iTAD Solutions is here to help you navigate the complex world of finance with confidence. Visit us today and let us help you secure a brighter financial future.
340 Harbor Way, South San Francisco, CA 94080, United States -
J.P. Scanlon - Morgan Stanley
● OpenJ.P. Scanlon - Morgan Stanley is a prestigious finance institution located at 555 California Street in San Francisco, California, United States. With a strong reputation for providing top-notch financial services, J.P. Scanlon - Morgan Stanley offers a wide range of investment and wealth management solutions to clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, J.P. Scanlon - Morgan Stanley is committed to delivering exceptional service and results.
555 California St 35th Floor, San Francisco, CA 94104, United States -
Accordion Partners
● ClosedAccordion Partners is a finance institution located at 625 Market Street in San Francisco, California, United States. We specialize in serving private equity-backed finance functions at all stages of the investment lifecycle, helping businesses measure, manage, and scale their operations. Our team comes from diverse backgrounds in finance, bringing both operational expertise and analytical skills to our work. Unlike traditional consultants, we become integrated members of your team, utilizing the latest technologies and smart strategies to drive success. We offer a flexible model that can adapt to your evolving needs, providing cross-functional teams that can scale up or down as required. With a focus on passion, positivity, and a progressive culture, we strive to make working with us a pleasant and rewarding experience. Our unique range of engagements attracts some of the industry's best talent, and we are always looking for new additions to our team. Since 2009, we have been dedicated to finding better ways to work in finance and unlock value in private equity-backed companies, combining deep technical financial skills with big picture thinking and flawless execution. Join us at Accordion Partners and be a part of our innovative approach to finance.
625 Market St 3rd Floor, San Francisco, CA 94105, United States
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