Business strategy in San Jose, CA
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Helen Masamori Agency
● OpenHelen Masamori Agency is an insurance agency located at 2 North 33rd Street, San Jose, California, United States. We specialize in providing customized insurance solutions for both individuals and businesses. Our comprehensive coverage is designed to protect your biggest investments and support your business every step of the way. At Helen Masamori Insurance Agency, we prioritize people over policies. Our mission is to offer personalized insurance solutions that provide peace of mind for your personal and business needs. With a legacy of trust and expertise, we are dedicated to protecting what matters most to you.
2 N 33rd St, San Jose, CA 95116, United States -
Heckman Financial & Insurance Services Inc-HFIS
● ClosedHeckman Financial & Insurance Services Inc-HFIS is a well-established institution located in San Jose, California. As a trusted accounting, finance, and insurance agency, we provide comprehensive financial solutions to individuals and businesses. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and protect their assets. Whether you need assistance with tax planning, investment strategies, or insurance coverage, HFIS is here to provide personalized service and expert guidance. Visit us at 333 West Santa Clara Street to learn more about how we can help you secure a stable financial future.
333 W Santa Clara St 6th Floor, San Jose, CA 95113, United States -
O'Donnell Financial Group
● ClosedLocated at 1101 Fifth Avenue in San Rafael, California, the O'Donnell Financial Group is a finance institution dedicated to helping clients navigate retirement planning with confidence. With offices in various locations across the Bay Area and California, including San Rafael, Walnut Creek, and San Jose, O'Donnell Financial Group offers personalized financial planning services to help individuals work towards their financial goals. Whether you need guidance on investing, mortgages, or insurance, the team at O'Donnell Financial Group is ready to assist. They offer a complimentary 90-minute consultation to help you get started on creating a custom financial plan. Additionally, they provide a risk assessment test to ensure that your investments are aligned with your unique risk score and years to retirement.
1101 Fifth Ave, San Rafael, CA 94901, United States -
New York Life Insurance - Tran Minh Thao
● ClosedNew York Life Insurance - Tran Minh Thao is an insurance agency located at 550 South Winchester Boulevard, San Jose, California, United States. They offer permanent policies with guaranteed death benefits and cash value growth, long-term coverage that is customizable to individual needs and budgets, and the ability to invest policy cash value in the market. The institution also provides support for everyday tasks, income replacement in case of sickness or injury, professionally managed investments, and guidance in creating investment strategies and estate plans. They offer insurance options for employees, executives, business owners, and individuals, as well as charitable giving and financial support for bereavement, education, and local initiatives. As a New York Life partner, Minh-Thao Thi Tran aims to help individuals become financial advisors and build successful practices with the support of a Fortune 100 company. The institution offers training, education, and benefits for financial professionals, with opportunities for personal and professional growth. New York Life is committed to diversity and equality in the workplace, providing flexibility and industry-leading tools for their team members.
550 S Winchester Blvd #405, San Jose, CA 95128, United States -
KOSHY P.GEORGE; CPA
● ClosedKOSHY P. GEORGE; CPA is a reputable accounting and finance institution located at 390 Spar Avenue in San Jose, California, United States. With a team of experienced and knowledgeable professionals, they offer a wide range of services including tax preparation, financial planning, and auditing. Clients can expect personalized attention and expert advice to help them achieve their financial goals. Whether you are an individual or a business owner, KOSHY P. GEORGE; CPA is dedicated to providing top-notch financial services to meet your needs.
390 Spar Ave, San Jose, CA 95117, United States -
SageView Advisory Group
● ClosedSageView Advisory Group is a finance institution located at 2060 The Alameda in San Jose, California, United States. With a team of experienced financial advisors, SageView offers comprehensive wealth management services to individuals, families, and businesses. From retirement planning to investment strategies, SageView is dedicated to helping clients achieve their financial goals and secure their financial future. Contact SageView Advisory Group today to schedule a consultation and start building a customized financial plan tailored to your needs.
2060 The Alameda, San Jose, CA 95126, United States -
Bank of America Financial Center
● ClosedThe Bank of America Financial Center located at 99 South 4th Street in San Jose, California, is a leading bank and financial institution in the United States. Offering a wide range of banking and financial services, this center is committed to helping individuals and businesses achieve their financial goals. With a team of knowledgeable professionals and cutting-edge technology, Bank of America provides customers with the tools and resources they need to manage their finances effectively. Whether you're looking to open a checking account, apply for a loan, or invest in the stock market, the Bank of America Financial Center is here to assist you every step of the way. Visit us today to experience the exceptional service and expertise that sets us apart from the rest.
99 S 4th St, San Jose, CA 95112, United States -
Block Advisors
● ClosedBlock Advisors is a trusted institution located at 6467 Almaden Expressway in San Jose, California, United States. Specializing in accounting and finance services, our team of experts is dedicated to helping individuals and businesses navigate the complexities of tax preparation, financial planning, and more. With a commitment to personalized service and attention to detail, Block Advisors is the go-to destination for all your financial needs. Whether you're looking for assistance with tax filing, retirement planning, or investment strategies, our experienced professionals are here to provide expert guidance every step of the way. Visit us today to see how Block Advisors can help you achieve your financial goals.
6467 Almaden Expy Ste 30, San Jose, CA 95120, United States -
ACE Empower Academy
● ClosedACE Empower Academy is a school located at 625 South Sunset Avenue in San Jose, California, United States. The institution is dedicated to helping low-income students of color from San Jose's poorest neighborhoods break the cycle of failure and achieve academic success. With a student body that is 92% low-income, 50% English learners, 93% first-generation college students, and 20% students with Special Needs, ACE focuses on providing support and guidance to those who need it the most. Through personalized attention and a commitment to academic excellence, ACE empowers its students to believe in themselves and strive for a better future. The institution has seen many success stories, with alumni like Manuel Martinez, who went on to pursue a college education and dreams of becoming a teacher to motivate and inspire others. Students at ACE have overcome challenges and obstacles to achieve their academic goals, with many now attending colleges and universities across the country.
625 S Sunset Ave, San Jose, CA 95116, United States -
O'Donnell Financial Group
● OpenO'Donnell Financial Group, located at 1535 North Main Street in Walnut Creek, California, is a finance institution dedicated to helping individuals make sense of retirement and achieve their financial goals. With offices in the Bay Area and throughout California, including San Rafael, Walnut Creek, and San Jose, O'Donnell Financial Group offers comprehensive financial planning, investment advice, mortgage assistance, and insurance guidance. Their team of O'Donnell Financial Master Elite Advisors is ready to work with you to create a custom plan tailored to your needs. They offer a complimentary 90-minute consultation with no obligation, as well as a risk assessment test to ensure your investments are aligned with your unique risk score and retirement timeline.
1535 N Main St # 200, Walnut Creek, CA 94596, United States -
Ball Amanda J CPA
● ClosedBall Amanda J CPA is a reputable accounting and finance institution located at 1155 North First Street in San Jose, California, United States. With a team of experienced professionals led by Amanda J Ball, CPA, the institution offers a wide range of financial services to individuals and businesses. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Ball Amanda J CPA is dedicated to providing top-notch services tailored to meet your specific needs. Contact them today to schedule a consultation and take the first step towards achieving your financial goals.
1155 N First St UNIT 109, San Jose, CA 95112, United States -
Birdsong Legal Counsel
● ClosedBirdsong Legal Counsel is a reputable law firm located in the heart of San Jose, California. Our team of experienced lawyers specialize in various areas of law including family law, estate planning, and business law. We are dedicated to providing top-notch legal services to our clients, helping them navigate through complex legal matters with ease. Whether you are in need of legal advice, representation in court, or assistance with drafting legal documents, our team is here to help. Visit us at 2 North Market Street to discuss your legal needs with our knowledgeable attorneys.
2 N Market St, San Jose, CA 95113, United States -
Omni Law P.C.
● ClosedOmni Law P.C. is a leading law firm located at 99 South Almaden Boulevard in San Jose, California. Our team of experienced lawyers is dedicated to providing high-quality legal services to clients in need of professional representation. Specializing in a wide range of practice areas, including personal injury, family law, and criminal defense, we are committed to achieving the best possible outcomes for our clients. Whether you are facing a legal dispute or need guidance on complex legal matters, Omni Law P.C. is here to help. Contact us today to schedule a consultation and learn more about how we can assist you with your legal needs.
99 S Almaden Blvd #600, San Jose, CA 95113, United States -
Kohler Legacy Law Group
● OpenKohler Legacy Law Group is a trusted institution located in downtown Los Altos, California, United States. Our office is conveniently situated on the corner of Whitney Street and Third Street, just across from the 76 gas station and Comerica Bank. With underground parking accessible from Third Street and street parking available on Whitney Street, visiting us is easy and convenient. At Kohler Legacy Law Group, we specialize in estate planning and trust and estate administration services. Our mission is to help you create a personalized estate plan that reflects your unique legacy, ensuring that your wishes are carried out for generations to come. Whether you are located in Silicon Valley or the surrounding areas such as Los Altos Hills, Palo Alto, Saratoga, San Jose, Menlo Park, Redwood City, or San Mateo, we are here to assist you every step of the way.
300 3rd St, Los Altos, CA 94022, United States -
Khushvinder Singh, Financial Professional - New York Life
● OpenKhushvinder Singh, Financial Professional at New York Life, is a trusted and experienced finance and insurance agency located at 1731 Technology Drive in San Jose, California. With a commitment to providing top-notch financial services and insurance products, Khushvinder Singh helps clients secure their financial future and protect their assets. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Khushvinder Singh is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and start building a solid financial plan for your future.
1731 Technology Dr Suite 400, San Jose, CA 95110, United States -
New York Life Registered Representative/Agent
● ClosedNew York Life Registered Representative/Agent located at 550 South Winchester Boulevard in San Jose, California, is a finance and insurance agency offering a wide range of services to meet your financial needs. They provide permanent policies with guaranteed death benefits and cash value growth, long-term coverage customizable to your needs and budget, and the ability to invest policy cash value in the market. Their services include help with everyday tasks, income replacement due to illness or injury, professionally managed investments, and guidance on creating an investment strategy. They offer insurance for individuals, employees, executives, and business owners, as well as options to help small businesses thrive. With a focus on personalized solutions and customer support, New York Life aims to help clients protect their families and plan for their financial futures. Contact their Registered Representative & Insurance Agent, SON VAN LE, to learn more about their services and how they can help you achieve your financial goals.
550 S Winchester Blvd, San Jose, CA 95128, United States -
Preete Bhanot
● OpenPreete Bhanot is a reputable health institution located at 225 North Jackson Avenue in San Jose, California, United States. Specializing in providing top-notch medical care and services, this institution is led by experienced doctors and healthcare professionals dedicated to improving the health and well-being of their patients. With a focus on personalized care and cutting-edge medical treatments, Preete Bhanot is committed to delivering high-quality healthcare in a comfortable and welcoming environment. Whether you are in need of routine check-ups, specialized treatments, or emergency care, you can trust Preete Bhanot to provide the expert care you deserve.
225 N Jackson Ave, San Jose, CA 95116, United States -
Hann Law Firm
● ClosedHann Law Firm, located at 84 West Santa Clara Street in San Jose, California, is a reputable law firm that delivers exceptional results with legal expertise, strategic thinking, and a passion for justice. Specializing in personal injury, family law, criminal defense, business law, and civil litigation, our team of experienced attorneys is committed to providing personalized attention and tailored legal strategies to meet the unique needs of each client. Whether you are facing a personal injury claim, a family law matter, or a business dispute, our skilled lawyers are dedicated to achieving the best possible outcome for your case. Trust Hann Law Firm as your legal partner and let us guide you through any legal challenge you may encounter. With a proven track record of success and a client-centered approach, Hann Law Firm is your trusted advocate for all your legal needs in San Jose and the surrounding areas. Contact us today to experience exceptional legal services with Hann Law Firm.
84 W Santa Clara St Suite 790, San Jose, CA 95113, United States -
Foran Glennon Palandech Ponzi & Rudloff PC
● ClosedForan Glennon Palandech Ponzi & Rudloff PC is a prestigious law firm located at 1741 Technology Drive in San Jose, California. With a team of experienced attorneys, the firm specializes in a wide range of legal services including corporate law, litigation, real estate, and intellectual property. Known for their dedication to providing top-notch legal representation, Foran Glennon Palandech Ponzi & Rudloff PC is a trusted choice for clients seeking expert counsel in the Silicon Valley area.
1741 Technology Dr #250, San Jose, CA 95110, United States -
Aabed Meer
● OpenAabed Meer is a renowned health institution located at 52 Skytop Street in San Jose, California, United States. With a commitment to providing top-quality healthcare services, Aabed Meer offers a wide range of medical treatments and services to cater to the diverse needs of its patients. From preventive care to specialized treatments, the dedicated team of healthcare professionals at Aabed Meer strives to ensure the well-being and health of all individuals who walk through its doors. Experience exceptional care and personalized attention at Aabed Meer, where your health is their top priority.
52 Skytop St Suite 10, San Jose, CA 95134, United States -
ROOPA KYATHANAHALLY SIDDABASAPPA
● OpenROOPA KYATHANAHALLY SIDDABASAPPA is a reputable health institution located at 250 Hospital Parkway in San Jose, California, United States. Specializing in providing top-quality medical care and services, this institution is led by a team of dedicated doctors and healthcare professionals. Patients can expect personalized and compassionate care at ROOPA KYATHANAHALLY SIDDABASAPPA, ensuring their health and well-being is always a top priority.
250 Hospital Pkwy, San Jose, CA 951191103, United States -
Michael Quach
● OpenMichael Quach is a reputable health institution located at 1340 Tully Road in San Jose, California, United States. Specializing in providing top-notch medical care, Dr. Michael Quach and his team offer a wide range of services to their patients. With a focus on preventative care and personalized treatment plans, patients can expect to receive comprehensive and compassionate care at this esteemed institution. Whether you are in need of routine check-ups, specialized treatments, or ongoing care, Michael Quach is dedicated to helping you achieve and maintain optimal health.
1340 Tully Rd #304, San Jose, CA 95122, United States -
Deloitte
● ClosedDeloitte, located at 225 West Santa Clara Street in San Jose, California, is a leading institution in the fields of accounting and finance. With a focus on front-office transformation, Deloitte helps businesses gain a competitive advantage in their industry. The institution offers training and mentorship programs to help individuals succeed in their careers. Deloitte is proud to employ over 3,000 veterans, recognizing their valuable experience and contributions to the workplace. By joining Deloitte's Talent Network, individuals can explore career resources and potential job opportunities. With a team of over 80,000 professionals in the United States, Deloitte is dedicated to serving clients and solving their toughest problems. The institution's culture is one of inclusion, collaboration, high performance, and opportunity, providing professionals with the chance to make a difference on business-critical projects. Deloitte is a part of a global network of member firms, each operating independently to provide top-notch services to clients. Visit www.deloitte.com/about to learn more about Deloitte's global network.
225 W Santa Clara St #600, San Jose, CA 95113, United States -
Wellspring Consulting Group
● OpenWellspring Consulting Group is a renowned finance and insurance agency located at 2635 North First Street in San Jose, California, United States. With a team of experienced professionals, they provide expert financial consulting and insurance services to individuals and businesses alike. From investment strategies to risk management solutions, Wellspring Consulting Group is dedicated to helping their clients achieve their financial goals and secure their future. Visit their office in San Jose today to learn more about their comprehensive services.
2635 N First St #201, San Jose, CA 95134, United States -
Merrill Lynch Financial Advisor Behrooz Ighani
● ClosedMerrill Lynch Financial Advisor Behrooz Ighani, located at 560 South Winchester Boulevard, San Jose, California, is dedicated to helping you manage your wealth by creating a personalized financial strategy tailored to your goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Behrooz Ighani can assist you in pursuing your financial objectives through personalized wealth management strategies. By participating in the community and volunteering with local organizations, Behrooz Ighani upholds the Merrill tradition of serving the community. Through the Merrill Personal Wealth Analysis™, a personalized plan centered on your goals can be developed and implemented to help you achieve financial success. By understanding your priorities and goals, Behrooz Ighani can provide thoughtful advice and guidance to help you pursue what matters most to you. With a focus on building a strong relationship through conversation, Behrooz Ighani aims to help you stay on track to achieve your goals. By getting to know you personally, Behrooz Ighani can design a financial approach that reflects your unique needs and priorities. With access to the latest investment insights and strategies, Behrooz Ighani is committed to helping you live your best financial life. Investing involves risk, and Behrooz Ighani is registered to do business in several states, including CA, NV, TX, WA, and WY. Prior to making any financial decisions, it is recommended to consult with legal and tax advisors. Merrill Lynch offers a range of services, including brokerage, investment advisory, and financial planning. It is important to understand the differences between these services when selecting the right one for your financial needs. Merrill Lynch is a registered broker-dealer and investment adviser, and certain investment products are provided by affiliates of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a subsidiary of Bank of America Corporation. Trust, fiduciary, and insurance services are also available through Merrill Lynch. Let Behrooz Ighani help you navigate the complexities of your financial life and work towards achieving your goals.
560 S Winchester Blvd, San Jose, CA 95128, United States -
Beacon Pointe Advisors
● OpenBeacon Pointe Advisors is a finance institution located at 900 East Hamilton Avenue in Campbell, California, United States. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in the San Jose, CA, and San Francisco Bay Area. Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation, working with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners in the Bay Area focus on full-service financial planning and research-driven investments. With a fiduciary responsibility to clients, Beacon Pointe's allWEALTH® approach addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, values-based investing, life transition support, financial planning for business owners, and multi-generational family wealth and legacy planning.
900 E Hamilton Ave #120, Campbell, CA 95008, United States -
Compt Financial Consulting LLC
● ClosedCompt Financial Consulting LLC is a premier accounting and finance institution located at 177 Park Avenue in San Jose, California, United States. Our team of experienced professionals provides top-notch financial consulting services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment strategies, we are here to assist you every step of the way. Trust Compt Financial Consulting LLC for all your accounting and finance needs.
177 Park Ave, San Jose, CA 95113, United States -
CAPTRUST
● ClosedCAPTRUST is a finance institution located at 2010 Crow Canyon Place in San Ramon, California. Our San Ramon-based office specializes in providing solutions for endowments, foundations, and individuals seeking wealth management services in the San Francisco Bay Area. Whether you need help with wealth planning, portfolio management, family governance, philanthropic strategies, or other financial services, our team of experienced financial advisors is here to assist you. As an industry leader, we are proud to bring our national footprint to California, serving clients in San Francisco, San Jose, Oakland, and surrounding areas. Our commitment to strong ethical values ensures that we provide unbiased, fiduciary services that our clients can trust. Our team of financial advisors is dedicated to sharing best practices, market insights, and financial planning strategies with every client.
2010 Crow Canyon Pl #210, San Ramon, CA 94583, United States -
Beacon Pointe Advisors
● OpenBeacon Pointe Advisors is a finance institution located at 50 West San Fernando Street in San Jose, California. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe works with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners in San Jose focus on full-service financial planning and research-driven investments. Their holistic allWEALTH® approach addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, and more. They also provide life transition support for divorcées and widows, financial planning for business owners, and multi-generational family wealth and legacy planning.
50 W San Fernando St Suite 405, San Jose, CA 95113, United States -
Sevimli Capital
● OpenSevimli Capital is a reputable finance institution located at 1055 East Brokaw Road in San Jose, California, United States. Specializing in a wide range of financial services, Sevimli Capital is dedicated to providing personalized solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Sevimli Capital offers expert advice and tailored financial strategies to meet the unique needs of each client. Whether you are looking to invest, save for the future, or secure a loan, Sevimli Capital is committed to delivering top-notch service and support to help you succeed financially.
1055 E Brokaw Rd #30, San Jose, CA 95131, United States
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