Business planning and strategy in Martinez, CA
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Merrill Lynch Financial Advisor Brandon Martinez-Larragoiti
● OpenMerrill Lynch Financial Advisor Brandon Martinez-Larragoiti is a finance institution located at 3075A Hansen Way, Palo Alto, California, United States. They offer personalized financial planning services through Merrill Personal Wealth Analysis™, focusing on your goals and priorities to help you achieve what matters most to you. Their approach begins with a conversation to understand your aspirations and concerns, whether it's planning for retirement, saving for a home, or funding education. By utilizing the Investment Personality Assessment, they tailor their financial strategies to your individual preferences and goals.
3075A Hansen Way, Palo Alto, CA 94304, United States -
Treveri Capital LLC, Financial Advisor Jeff Martinez, CRPC
● OpenTreveri Capital LLC is a finance institution located at 9132 Valley Boulevard in Rosemead, California. Led by experienced Financial Advisor Jeff Martinez, CRPC, the team at Treveri Capital LLC offers expert financial advice and planning services to help clients achieve their financial goals. With a focus on personalized strategies and a commitment to excellence, Treveri Capital LLC is dedicated to providing top-notch financial guidance to individuals and businesses in the Rosemead area.
9132 Valley Blvd, Rosemead, CA 91770, United States -
Bank of America Private Client Advisor Zahira (Zyda) Martinez
● OpenBank of America Private Client Advisor Zahira (Zyda) Martinez is a Senior Vice President and Private Client Manager located at 500 Newport Center Drive in Newport Beach, California. With over two decades of financial experience, Zyda works with high-net-worth clients such as business owners, entrepreneurs, professionals, and retirees to provide customized financial strategies including investment management, trust and estate planning, credit and lending, and private philanthropy. Zyda values building deep relationships with her clients and strives to identify opportunities to make their financial lives less challenging. She believes in the team approach at Bank of America Private Bank and uses her extensive knowledge to help clients achieve their financial goals. In her free time, Zyda is actively involved in philanthropy and enjoys traveling, yoga, cooking, and spending time with her family. Tune in for insights on Mondays and Fridays at 2:00 PM EST. Bank of America Private Bank has a rich history of helping clients manage their wealth and achieve their financial objectives. They prioritize their clients' goals and provide disciplined financial strategies to navigate the complexities of the financial landscape. While investing involves risk, the team at Bank of America Private Bank is dedicated to providing innovative solutions to meet the evolving needs of their clients. Please note that by leaving the Bank of America Private Bank website, you may be directed to FINRA’S BrokerCheck. Consult with legal and tax advisors before making any financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity for all products or services offered.
500 Newport Center Dr, Newport Beach, CA 92660, United States -
Bank of America Private Client Advisor Esperanza Martinez
● OpenBank of America Private Client Advisor Esperanza Martinez is a prestigious finance institution located at 701 B Street in San Diego, California. As a private client advisor, Esperanza Martinez provides personalized financial services and guidance to high-net-worth individuals, families, and businesses. With a strong focus on building long-term relationships and tailoring strategies to meet the unique needs and goals of each client, this institution offers a high level of expertise and professionalism in wealth management, investment planning, and financial advisory services. Trustworthy and dedicated, Esperanza Martinez and the Bank of America Private Client Advisor team strive to help clients achieve their financial objectives and secure their financial future.
701 B St, San Diego, CA 92101, United States -
Ram Martinez - Financial Advisor, Ameriprise Financial Services, LLC
● OpenRam Martinez - Financial Advisor, Ameriprise Financial Services, LLC, located at 11001 River Run Boulevard in Bakersfield, California, is a finance institution that offers a range of services to help clients achieve their financial goals. With background and qualification information available on FINRA's BrokerCheck website, clients can trust in Ram Martinez's expertise. The institution provides a Client Relationship Summary Disclosure to give clients insight into the current market trends and potential investment opportunities. Risk tolerance is a key factor in determining the most suitable investment strategy for each client, and Ram Martinez can help assess this important aspect. By conducting securities business only with residents of properly registered states, Ameriprise Financial ensures compliance with regulations. Clients can expect a comprehensive overview of financial planning concepts during the initial consultation. While future financial results cannot be guaranteed, clients can trust in the expertise and dedication of Ram Martinez and the team at Ameriprise Financial. With a focus on privacy and security, clients can rest assured that their financial information is in safe hands. Whether referring friends or family members, clients can be confident that Ram Martinez will provide the same level of personalized service and attention to detail. With a commitment to helping clients achieve their financial goals, Ameriprise Financial Services, LLC is a trusted partner in financial planning.
11001 River Run Blvd Ste 100, Bakersfield, CA 93311, United States -
Martinez Corp. Taxes and Insurance
● ClosedMartinez Corp. Taxes and Insurance is a family-owned multi-service agency dedicated to personal and business financial needs. With 25 years of experience and exceptional customer service, we pride ourselves on being a trusted family business in the community. Located at 3569 Benton Street, Santa Clara, California, United States, we offer a wide range of services including tax preparation and resolution, insurance for cars, homes, and businesses, immigration processes, financial planning, entity creation, and accounting for starting a business. Our team of professionals is here to guide you towards making better financial decisions for you and your family. Whether you need help preparing your taxes remotely or in-person, we have the expertise to assist you. We also have access to the best rates in the area for insurance policies.
3569 Benton St #4404, Santa Clara, CA 95051, United States -
Martinez Tax Pros
● ClosedMartinez Tax Pros is a trusted accounting and finance institution located at 14717 Hawthorne Boulevard in Lawndale, California. Our team of experienced professionals is dedicated to providing top-notch tax preparation, financial planning, and bookkeeping services to individuals and businesses in the area. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and financial management. Whether you need assistance with filing your taxes or developing a comprehensive financial strategy, Martinez Tax Pros is here to help you achieve your goals. Contact us today to schedule a consultation and see how we can support your financial success.
14717 Hawthorne Blvd suite b, Lawndale, CA 90260, United States -
Martinez Business Services
● ClosedMartinez Business Services is a reputable accounting and finance institution located at 1299 North Towne Avenue in Pomona, California, United States. Our team of experienced professionals provides a wide range of financial services, including tax preparation, bookkeeping, payroll processing, and financial planning. We pride ourselves on delivering accurate and reliable financial solutions to individuals and businesses alike. With our commitment to excellence and personalized service, Martinez Business Services is your trusted partner for all your accounting and finance needs.
1299 N Towne Ave, Pomona, CA 91767, United States -
Nancy Neal
● OpenNancy Neal is a leading health institution located at 2530 Arnold Drive in Martinez, California, United States. With a focus on providing top-quality healthcare services to the community, Nancy Neal offers a wide range of medical treatments and programs to promote overall wellness and healing. The institution is staffed by a dedicated team of experienced healthcare professionals who are committed to providing personalized care and support to patients. Whether you are in need of routine medical care or specialized treatment, Nancy Neal is here to help you on your journey to better health.
2530 Arnold Dr # 300, Martinez, CA 945534359, United States -
Burke, Williams & Sorensen, LLP
● OpenWelcome 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.
2310 East Ponderosa Drive, Camarillo, California 93010, United States
- Financial consulting
- Financial advisor
- Tax advisor
- Tax consultant
- Tax preparation services
- Clinic
- Medical clinic
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- business planning and strategy in Santa Clara
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