TOP 30 Business management services in Los Altos, California
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Meyers Wealth Management
● ClosedMeyers Wealth Management is a leading finance institution located at 111 1st Street in Los Altos, California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their future. We offer personalized wealth management services, investment advice, and financial planning to individuals, families, and businesses. With a focus on long-term growth and risk management, Meyers Wealth Management is committed to providing top-notch financial solutions tailored to each client's unique needs. Contact us today to start planning for a secure financial future.
111 1st St, 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 -
Barbara Madden - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedBarbara Madden - Financial Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 164 Main Street, Los Altos, California, United States. Barbara Madden holds several certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating her expertise and commitment to providing top-notch financial advice and services. With a strong focus on asset management, retirement planning, estate planning, and investment opportunities, Barbara Madden is well-equipped to assist individuals, retirees, small business owners, and high net worth clients with their financial needs. Additionally, Barbara Madden is dedicated to ongoing education and training to stay current with the latest trends and best practices in the finance industry. Whether you are looking for assistance with portfolio management, wealth transfers, retirement planning, or any other financial need, Barbara Madden - Financial Advisor, Ameriprise Financial Services, LLC is here to help you achieve your financial goals.
164 Main St Unit 206, Los Altos, CA 94022, United States -
Varveris & Associates Tax Management Professionals
● ClosedVarveris & Associates Tax Management Professionals is a leading accounting and finance institution located at 4984 West El Camino Real in Los Altos, California, United States. With a team of experienced professionals, we specialize in providing expert tax management services to individuals and businesses. Our dedicated staff is committed to helping our clients navigate the complex world of taxes and finances, ensuring they receive the best possible outcomes. Whether you need assistance with tax planning, preparation, or compliance, Varveris & Associates is here to help. Contact us today to learn more about how we can assist you with your financial needs.
4984 W El Camino Real # 220, Los Altos, 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 -
Tabcon Services Inc
● OpenTabcon Services Inc is a trusted accounting and finance institution located at 4962 El Camino Real in Los Altos, California, United States. With a team of experienced professionals, we offer a wide range of services including tax preparation, bookkeeping, financial planning, and more. Our goal is to help individuals and businesses achieve their financial goals through personalized and efficient solutions. Contact us today to learn more about how Tabcon Services Inc can assist you with your accounting and finance needs.
4962 El Camino Real STE 107, Los Altos, CA 94022, 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 -
Tal Palo
● ClosedTal Palo is a cozy cafe located at 149 Main Street in Los Altos, California. This charming spot is known for its delicious food and welcoming atmosphere. Whether you're looking for a quick coffee and pastry or a leisurely meal with friends, Tal Palo has something for everyone. Stop by and enjoy a taste of California cuisine in a relaxed setting.
149 Main St, Los Altos, CA 94022, United States -
WaFd Bank
● ClosedWaFd Bank, located at 4546 El Camino Real in Los Altos, California, is your neighborhood bank that prioritizes personal relationships with customers. Our friendly bankers are dedicated to helping you achieve financial success within the community. Whether you're a business in the San Jose area or an individual seeking banking services, WaFd Bank offers a range of options to meet your needs. From free checking accounts to small business banking and commercial lending services, we are here to support you. Additionally, our online and mobile banking platforms provide convenient access to your accounts anytime, anywhere. As the Best-in-State Bank in Washington, Idaho, Oregon, and Nevada, WaFd Bank is committed to providing exceptional service. WaFd Bank is a DBA of Washington Federal Bank. Visit us today to experience the difference of a community-focused bank.
4546 El Camino Real Ste. A-10, Los Altos, CA 94022, United States -
Hughes Logistics LLC
● OpenHughes Logistics LLC is a reputable logistics company located at 41 Los Altos Road in Orinda, California, United States. With a strong focus on efficiency and customer satisfaction, Hughes Logistics LLC offers a wide range of services including transportation, warehousing, distribution, and supply chain management. Our team of experienced professionals is dedicated to providing top-notch logistics solutions tailored to meet the specific needs of our clients. Contact us today to learn more about how Hughes Logistics LLC can streamline your logistics operations and help your business thrive.
41 Los Altos Rd, Orinda, CA 94563, United States -
PiCircle LLC
● ClosedPiCircle LLC is a finance institution located at 14380 Debell Road, Los Altos Hills, California, United States. We specialize in providing financial services and solutions to individuals and businesses in the area. Our team of experts is dedicated to helping our clients achieve their financial goals and secure their future. Whether you need assistance with investments, retirement planning, or wealth management, PiCircle LLC is here to help. Contact us today to learn more about how we can assist you with your financial needs.
14380 De Bell Rd, Los Altos Hills, CA 94022, 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 -
Kramer Radin, LLP
● ClosedKramer Radin, LLP is a well-established law firm located in Los Altos, California, specializing in estate planning, probate, trust administration, conservatorships, and estate management. With a team of experienced legal professionals, the firm offers guidance on a range of related issues such as gifting, charitable giving, business succession planning, elder abuse prevention, and dispute resolution. The firm's goal is to help clients plan and administer their estates wisely to protect assets, minimize legal and tax expenses, and ensure estate protection and continuity. Serving clients in Santa Clara and San Mateo Counties, including Palo Alto, Sunnyvale, Cupertino, and Silicon Valley, Kramer Radin, LLP is dedicated to providing comprehensive legal services in estate planning and related matters. Attorney Advertising. This website provides general information and does not constitute formal legal advice or establish a lawyer/client relationship.
280 2nd St #100, Los Altos, CA 94022, United States -
Eva Martin-Long - State Farm Insurance Agent
● Closedservices offered by Eva Martin-Long - State Farm Insurance Agent include auto insurance, home insurance, renters insurance, life insurance, health insurance, business insurance, and pet insurance. The agency is committed to helping customers manage risks, recover from unexpected events, and achieve their dreams. The experienced team at Eva Martin-Long's State Farm Agency is dedicated to providing personalized service and finding the best insurance solutions for each individual's needs. Located near Apple Campus in Cupertino, California, Eva Martin-Long's State Farm Agency is conveniently situated to serve customers in the Cupertino, Mountain View, Los Altos, San Jose, and Saratoga areas, as well as throughout California. Contact the agency today to learn more about how they can help protect you and your loved ones.
10011 N Foothill Blvd STE 111, Cupertino, CA 95014, United States -
Dwight Matthews - State Farm Insurance Agent
● ClosedDwight Matthews - State Farm Insurance Agent is a trusted insurance agency located at 1564 Miramonte Avenue in Los Altos, California. Situated at the Loyola corner near Fremont and Foothill expressway, we are dedicated to serving the insurance and financial needs of individuals and families in the area. With a focus on providing protection from the unexpected, we take pride in offering State Farm's financial stability to our clients. As an active member of the Los Altos Chamber of Commerce and Los Altos Rotary, we are deeply involved in the local community. Our team, led by Sheila and Chris, has extensive experience in the insurance industry and is committed to helping policyholders achieve their financial goals. With a focus on customer care, we have been serving the Los Altos community for 29 years.
1564 Miramonte Ave, Los Altos, CA 94024, United States -
Brush Hog Tree Care Inc.
● ClosedBrush Hog Tree Care Inc. is a reputable tree care institution located at 799 Main Street in Half Moon Bay, California, United States. With over 20 years of experience, our team specializes in providing effective and affordable fuel treatment methods to fit your budget. We offer a range of services including fuel reduction, tree removal, and poison oak removal. In addition, we are available 24/7 for emergency services to ensure the safety of your property and the surrounding community.
799 Main St Suite P, Half Moon Bay, CA 94019, United States -
First Republic Bank
● ClosedFirst Republic Bank, located at 400 South San Antonio Road in Los Altos, California, is a full-service institution offering a range of banking and financial services. With a focus on customization and exceptional service, our team is dedicated to providing responsive solutions to meet your needs. Deposit products and services are provided by JPMorgan Chase Bank, N.A., ensuring a secure and reliable banking experience. When it comes to investing, our experienced team at J.P. Morgan Wealth Management can help you navigate market risks and work towards achieving your financial goals. We offer a variety of investment products and services through J.P. Morgan Securities LLC, a registered broker-dealer and investment adviser. Trust and fiduciary services are also available through JPMorgan Chase Bank, N.A., providing comprehensive wealth management solutions.
400 S San Antonio Rd, Los Altos, CA 94022, United States -
Robert W Johnson & Associates
● OpenRobert W Johnson & Associates is a versatile institution located at 4984 West El Camino Real in Los Altos, California. Specializing in finance, general contracting, and legal services, this institution offers a wide range of expertise to meet the needs of individuals and businesses alike. Whether you are looking for financial advice, construction services, or legal representation, the experienced professionals at Robert W Johnson & Associates are dedicated to providing top-notch service and personalized solutions. Visit us today to see how we can help you achieve your goals and navigate any challenges you may face.
4984 W El Camino Real # 210, Los Altos, CA 94022, United States -
Charles Schwab
● ClosedCharles Schwab is a renowned financial institution located at 240 3rd Street in Los Altos, California, United States. With a strong reputation for providing top-notch financial services, Charles Schwab offers a wide range of investment options, retirement planning, wealth management, and banking services to individuals and businesses. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or simply manage your finances more effectively, Charles Schwab is a trusted partner that you can rely on.
240 3rd St #100, Los Altos, CA 94022, United States -
DiversiFi Capital
● ClosedDiversiFi Capital is a finance institution located at 1013 El Camino Real in Los Altos, California, United States. Specializing in investment and capital management, DiversiFi Capital offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, DiversiFi Capital is committed to providing personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or secure funding for your business, DiversiFi Capital is here to help you navigate the complex world of finance with confidence.
4546 B10, 1013 El Camino Real, Los Altos, CA 94022, United States -
Dempsey & Associates
● OpenDempsey & Associates is a reputable finance institution located at 111 Main Street in Los Altos, California, United States. With a team of experienced professionals, Dempsey & Associates provides a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Clients can expect personalized and comprehensive financial solutions tailored to their specific needs and goals. With a commitment to excellence and integrity, Dempsey & Associates strives to help clients achieve their financial objectives and secure their financial future.
111 Main St STE G, Los Altos, CA 94022, United States -
MDB Group
● ClosedMDB Group is a prestigious finance institution located at 4962 El Camino Real in Los Altos, California, United States. With a strong reputation for providing top-notch financial services, MDB Group offers a wide range of financial solutions to individuals and businesses alike. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, MDB Group's team of experienced professionals is dedicated to helping you achieve your financial goals. Visit MDB Group today and take the first step towards securing your financial future.
4962 El Camino Real STE 221, Los Altos, CA 94022, United States -
Merrill Lynch Financial Advisor Sameera Gupta
● ClosedMerrill Lynch Financial Advisor Sameera Gupta is a finance institution located at 3075A Hansen Way, Palo Alto, California, United States. Sameera Gupta has over 20 years of experience in the Financial Services industry, working with global organizations such as Wachovia/Wells Fargo, Visa Inc., and Western Union. She specializes in helping clients achieve their financial goals and simplifying the complexities of their financial lives. Sameera has a deep understanding of global financial and banking products due to her experience living and working on four different continents. She serves individuals, small businesses, and senior corporate executives with unique and complex financial situations. Sameera supports various NGOs and is actively involved in charitable organizations such as Minds Matter. She is fluent in Hindi and resides in Los Altos with her family. Sameera offers personalized wealth management services through Merrill Personal Wealth Analysis™, focusing on building strong client relationships based on trust and personalized service. Whether you are planning for retirement, funding your children's education, or passing your wealth to future generations, Sameera works with you to develop a customized approach to help you achieve your financial goals. She believes in simplifying the complexities of investing and providing transparency to help you reach your goals. Sameera is committed to helping you navigate the financial and economic landscapes to pursue your goals.
3075A Hansen Way, Palo Alto, CA 94304, United States -
Moon & Mandella
● ClosedMoon & Mandella is a reputable accounting and finance institution located in the heart of Los Altos, California. With a team of experienced professionals, we provide top-notch financial services to individuals and businesses alike. Our mission is to help our clients achieve their financial goals and secure their financial future. Whether you need assistance with tax preparation, financial planning, or investment management, our dedicated team is here to help. Visit us at 1 1st Street and let us guide you towards financial success.
1 1st St #10, Los Altos, CA 94022, United States -
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 -
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 -
Knight & Co
● ClosedKnight & Co is an accounting and finance institution located at 419 South San Antonio Road in Los Altos, California, United States. Established in 1954, our family firm has been dedicated to serving individuals and small businesses with their tax filings and accounting needs. Over the years, our clientele has expanded to include a wide range of entities and individuals, and our services have grown to encompass all types of tax and accounting engagements, as well as consulting for operations management and wealth management services. At Knight & Co, we pride ourselves on leveraging technology, common sense, and technical skill to help our clients save time and money. Our goal is to assist you in reaching your financial goals, whether it be through tax planning, accounting services, or wealth management. With our expertise and personalized approach, we strive to help you succeed in all your financial endeavors. Let Knight & Co be your trusted partner in achieving financial success.
419 S San Antonio Rd UNIT 213, Los Altos, CA 94022, United States -
Bushnell & Associates
● ClosedBushnell & Associates is a reputable accounting and finance institution located at 2055 Grant Road in Los Altos, California. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, Bushnell & Associates is dedicated to helping you achieve your financial goals and maximize your financial success. Their personalized approach and attention to detail sets them apart as a trusted partner in managing your finances.
2055 Grant Rd # 200, Los Altos, CA 94024, United States -
Smart Tax Express, Inc.
● ClosedSmart Tax Express, Inc. is a reputable accounting and finance institution located at 885 North San Antonio Road in Los Altos, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Their commitment to providing personalized and efficient services has made them a trusted partner for individuals and businesses alike. Whether you need help with filing your taxes or managing your finances, Smart Tax Express, Inc. is dedicated to helping you achieve your financial goals.
885 N San Antonio Rd, Los Altos, CA 94022, United States -
Blockhus & Associates
● ClosedBlockhus & Associates is a reputable accounting and finance institution located at 1 1st Street in Los Altos, 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 preparation, financial planning, and investment management. Clients can trust Blockhus & Associates to provide personalized and reliable financial solutions to help them achieve their goals.
1 1st St #11, Los Altos, CA 94022, United States
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