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TOP 30 Business funding planning in Morgan Hill, CA
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Mi Ocampo Financials, LLC
Mi Ocampo Financials, LLC is a full-service financial and consulting firm located at 15790 Monterey Street, Morgan Hill, California. Founded in 2020 by President Luis Rodriguez, we specialize in helping small businesses achieve financial stability and success. Our team of experts offers services such as bookkeeping, payroll processing, obtaining capital, and tax code understanding. With over 10 years of combined experience, our IT team can assist with developing creative and operational plans for your business. Our dedicated staff, including Victor Lopez, Ivan Koretskyy, Sarah Hernandez, Lupita Ayala, Karen Segovia, and Vladimir Zhelikhovski, work tirelessly to ensure your financial needs are met. Whether you're looking to grow your investments, plan for retirement, or set up college funds, our financial consultants are here to help you achieve your goals. At Mi Ocampo Financials, we believe that those who fail to plan are simply planning to fail, and we are here to help you succeed.
Buckingham Strategic Wealth
Buckingham Strategic Wealth, located at 17190 Monterey Street in Morgan Hill, California, is a finance institution that believes in the importance of choosing the right advisor for your financial needs. They take the time to truly understand their clients in order to create a holistic wealth plan that aligns with their values and goals. With a collaborative approach and experienced advisors, Buckingham Strategic Wealth aims to provide clarity and insight to help clients achieve their financial objectives, whether it be building wealth, planning for retirement, funding education, establishing a family legacy, or maximizing business investments. As advocates and fiduciaries, they are dedicated to developing prudent strategies that are in the best interest of their clients. To learn more about becoming a Buckingham client, you can download their "Experience Is Everything" brochure. Additionally, they provide valuable insights on navigating the complexities of elections and understanding restricted stock units (RSUs) for maximizing financial benefits. Buckingham Strategic Wealth understands that your values drive every decision in life, and they are committed to incorporating these values into your personalized financial plan.
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