TOP 30 Best Business funding in San Jose, California

Merrill Lynch Financial Advisor Rosario M Oliveri is a finance institution located at 560 South Winchester Boulevard, San Jose, California, United States. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. Michael Oliveri, a Financial Advisor with Merrill Lynch since 2012, focuses on developing and implementing globally diversified financial strategies customized to meet the specific needs of high-net-worth individuals, business owners, corporate executives, and technology professionals. With a background in Business Management Economics and a Chartered Retirement Planning Counselor designation, Michael is committed to delivering exceptional service and always prioritizing the interests of his clients. The institution believes in understanding each client's goals and priorities to design and implement personalized plans to help manage investment risk and pursue financial goals. Through the Investment Personality Assessment and Merrill Personal Wealth Analysis™, Merrill Lynch aims to provide tailored financial approaches centered on individual goals and preferences. The institution offers comprehensive financial solutions supported by the global resources of Merrill and Bank of America. Whether planning for retirement, buying a home, or funding education, Merrill Lynch Wealth Management Advisors are dedicated to helping clients achieve their financial goals.

Merrill Lynch Financial Advisor Maureen M Fong, located at 560 South Winchester Boulevard in San Jose, California, is a highly experienced professional with over 35 years in the financial industry. Maureen is dedicated to providing clients with personalized financial and wealth management strategies tailored to their individual needs. She specializes in wealth accumulation, preservation, and transfer, with a focus on retirement income planning and wealth transfers to future generations. Maureen has been recognized on the Forbes "Best-in-State Wealth Advisors" list in 2022, as well as the Forbes "America's Top Women Wealth Advisors" list in 2020 and 2021. She holds the Certified Investment Management Analyst (CIMA®) and Certified Plan Fiduciary Advisor (CPFA) designations, showcasing her expertise in the field.

Altum Partners, LLP is a leading accounting and finance firm located at 181 Metro Drive in San Jose, California, United States. With a team of experienced professionals, Altum Partners, LLP offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking to maximize your tax savings or a business in need of strategic financial advice, Altum Partners, LLP is dedicated to helping you achieve your goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.

ICare Americas Services is a finance institution located at 2857 Senter Road in San Jose, California, United States. We provide a wide range of financial services including loans, investments, and financial planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to start a business, buy a home, or save for retirement, ICare Americas Services is here to help you every step of the way. Contact us today to learn more about how we can assist you with your financial needs.

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.

Welcome 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.