Business financial strategy in Los Altos, CA
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Merrill Lynch Financial Advisor Richard McHugh
● OpenMerrill Lynch Financial Advisor Richard McHugh is located at 3075 Hansen Way in Palo Alto, California, United States. Rich McHugh is a Senior Vice President, Private Wealth Advisor, and Portfolio Manager at Merrill Private Wealth Management. He works with leaders in business, members of accomplished families, and successful individuals to help them navigate the complexities of wealth through the advice and capabilities of Merrill Private Wealth Management's world-class infrastructure. Rich and his team provide highly personalized experiences by servicing a limited number of families. With extensive experience in traditional and alternative investments, portfolio management, short-term cash management, financing, and estate planning strategies, Rich begins each relationship by gaining a thorough understanding of his clients' backgrounds, financial pictures, goals, and expectations. Prior to joining Merrill, Rich worked at J.P. Morgan Private Bank in various offices across the United States. He holds a B.A. in Political Science and Government from Purdue University and a M.S. in Finance from DePaul University. Rich resides in Los Altos, CA, and enjoys art, golf, skiing, and travel in his free time. Merrill Lynch Wealth Management focuses on building strong client relationships based on trust and personalized service, with a focus on the unique priorities and goals of each individual client. Clients can expect personalized investment strategies and comprehensive financial solutions tailored to their needs and objectives.
3075 Hansen Way, Palo Alto, CA 94304, 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 -
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 -
Bradford L Elman, CLU
● OpenBradford L Elman, CLU is a reputable finance institution located at 745 Distel Drive in Los Altos, California, United States. Specializing in providing financial services and solutions, Bradford L Elman, CLU is led by experienced professionals who hold the Chartered Life Underwriter (CLU) designation. With a commitment to helping clients achieve their financial goals, this institution offers personalized financial planning, insurance, and investment strategies. Trust Bradford L Elman, CLU for expert advice and guidance in navigating the complex world of finance.
Business Center, 745 Distel Dr, Los Altos, CA 94022, United States -
Knight Asset Management
● OpenKnight Asset Management is a finance institution located in Mission Viejo, California, United States. At Knight Asset Management, we offer personalized wealth management strategies and objective financial planning advice tailored to the goals and visions of our clients. With over 25 years of experience, Cheri Knight provides competent and values-based advice to individuals and business owners, helping them achieve financial security and realize their dreams. Our services include securities and advisory services through The Strategic Financial Alliance, Inc. (SFA), of which Cheri Knight is a Registered Representative and an Investment Advisor Representative. We are dedicated to providing exceptional client service, proactive communication, and helping our clients pass along a legacy to others. Visit our website to watch interesting videos and use helpful calculators. Welcome to Knight Asset Management, where your financial goals become our top priority.
27401 Los Altos #300, Mission Viejo, CA 92691, United States -
LCG Consulting
● OpenLCG Consulting is a leading institution located at 4962 West El Camino Real in Los Altos, California, United States. Specializing in providing expert consulting services in the fields of business strategy, marketing, and operations, LCG Consulting is dedicated to helping businesses achieve their goals and drive success. With a team of experienced consultants and a proven track record of delivering results, LCG Consulting is a trusted partner for companies looking to optimize their performance and maximize their potential. Contact LCG Consulting today to learn more about how they can help your business thrive.
4962 W El Camino Real # 112, Los Altos, CA 94022, United States -
Lesti Structured Settlements
● OpenLesti Structured Settlements is a finance institution located at 745 Distel Drive in Los Altos, California, United States. Specializing in structured settlements, they offer expert financial advice and services to help individuals and businesses manage their assets and plan for the future. With a team of experienced professionals, Lesti Structured Settlements is committed to providing personalized solutions and innovative strategies to help clients achieve their financial goals.
745 Distel Dr Suite 129, Los Altos, CA 94022, United States -
Tax Office of Robert H. Scher
● ClosedThe Tax Office of Robert H. Scher is a reputable finance institution located at 1440 Villa Drive in Los Altos, California, United States. Specializing in tax services, this institution is dedicated to providing expert advice and assistance to individuals and businesses in navigating the complexities of tax laws and regulations. With a focus on accuracy and efficiency, the Tax Office of Robert H. Scher aims to help clients maximize their financial benefits and minimize their tax liabilities. Trustworthy and reliable, this institution is committed to delivering top-notch service to its clients.
1440 Villa Dr, Los Altos, CA 94024, United States -
Mc Crone & Co
● OpenMc Crone & Co is a reputable accounting and finance institution located at 419 South San Antonio Road in Los Altos, California. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. From tax preparation to financial planning, Mc Crone & Co is dedicated to helping their clients achieve their financial goals. Whether you need assistance with bookkeeping or investment strategies, this institution is committed to providing top-notch service and expertise.
419 S San Antonio Rd ste 214, Los Altos, CA 94022, United States -
Lloyd Frank B
● ClosedLloyd Frank B is a reputable accounting and finance institution located at 12824 Brendel Drive in Los Altos Hills, California. With a strong focus on providing top-notch financial services, our team of experts is dedicated to helping individuals and businesses navigate the complexities of accounting and finance. Whether you need assistance with tax preparation, financial planning, or investment strategies, Lloyd Frank B is here to guide you every step of the way. Trust us to provide you with the knowledge and expertise needed to achieve your financial goals.
12824 Brendel Dr, Los Altos Hills, CA 94022, United States -
Tax Planning, Estate Planning, Accounting Bookkeeping Services Quickbooks
● OpenOur institution specializes in providing expert tax planning, estate planning, and accounting bookkeeping services using Quickbooks software. Located at 329 South San Antonio Road in Los Altos, California, our team of professionals is dedicated to helping individuals and businesses navigate the complexities of financial management. Whether you need assistance with tax strategies, estate planning, or maintaining accurate financial records, we are here to help you achieve your financial goals. Contact us today to schedule a consultation and learn how we can assist you in managing your finances effectively and efficiently.
329 S San Antonio Rd, Los Altos, CA 94022, United States -
Kambe & Mahan
● OpenKambe & Mahan is a reputable accounting and finance institution located at 340 2nd Street in Los Altos, California, United States. With a team of experienced professionals, they provide expert financial services to individuals and businesses in the area. From tax preparation to financial planning, Kambe & Mahan is dedicated to helping their clients achieve their financial goals. Contact them today to learn more about how they can assist you with your accounting and finance needs.
340 2nd St #6, Los Altos, CA 94022, United States
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