TOP 30 Best Business succession planning in Santa Clara, California
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Farmers Insurance - Leticia Da Conceicao
Farmers Insurance - Leticia Da Conceicao is an insurance agency located at 1624 Santa Clara Drive, Roseville, California, United States. If your business has grown since your last insurance review, it may be time to reassess your coverage to ensure it aligns with your success. Life insurance can provide financial support for your loved ones in the event of unforeseen circumstances. Whether you're welcoming a new baby or getting married, life insurance can offer a sense of security. As a Farmers® agency owner, you will have access to a wide range of insurance products and the support of a reputable brand. By supporting local community initiatives, you can make a positive impact and become a valued leader. With over 85 years of experience, Farmers Insurance Group of Companies® offers a variety of insurance and financial services. Contact Farmers Insurance - Leticia Da Conceicao today to discuss your insurance needs and explore your options.
Edelman Financial Engines
Edelman Financial Engines is a leading financial institution located at 3945 Freedom Circle in Santa Clara, California, United States. Specializing in finance, they offer a wide range of services to help individuals and businesses manage their wealth and achieve their financial goals. With a team of experienced professionals, Edelman Financial Engines provides personalized financial planning, investment management, retirement planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Edelman Financial Engines is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Kramer Radin, LLP
Kramer 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.
Boden Legal A P.C.
Boden Legal A P.C. is a reputable law firm located in Santa Clara, California, specializing in personal injury cases, immigration and naturalization petitions, labor certifications, and various work-related visas. With extensive experience in commercial transactions involving domestic and international businesses, mergers and acquisitions, partnership and corporate formations, probate, wills and trusts, and more, Boden Legal A P.C. is dedicated to providing ethical and professional legal representation tailored to each client's needs. Led by Ranvir, who has worked at renowned Bay Area law firms and as in-house Corporate Counsel to tech companies, the firm offers a one-on-one client approach and efficient service. Ranvir and his team have prepared hundreds of estate planning packages and prioritize client workload to meet urgent needs, such as during the COVID-19 pandemic.
Leadership Academy
The Leadership Academy, located at 3550 Flora Vista Avenue in Santa Clara, California, is a prestigious school dedicated to nurturing and developing the next generation of leaders. Our institution offers a comprehensive curriculum that emphasizes leadership skills, critical thinking, and problem-solving abilities. Students at the Leadership Academy are provided with opportunities to engage in real-world experiences, internships, and mentorship programs to prepare them for success in their future endeavors. Our dedicated faculty and staff are committed to providing a supportive and challenging academic environment where students can thrive and reach their full potential. Join us at the Leadership Academy and unlock your leadership potential today!
Phuong N Quach - Private Wealth Advisor, Ameriprise Financial Services, LLC
Phuong N Quach is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 3945 Freedom Circle in Santa Clara, California. With a focus on providing personalized financial planning and investment management services, Phuong N Quach helps clients achieve their financial goals and secure their financial future. With a commitment to excellence and a dedication to client satisfaction, Phuong N Quach is a trusted partner in managing wealth and building financial security.
Gomez Edwards Law Group, LLP
Gomez Edwards Law Group, LLP is a premier family law and estate planning firm located in Santa Clara, California. Led by top attorneys Natalie Gomez and Lauren Edwards, this firm is dedicated to changing lives for the better. Specializing in family law matters such as divorce, child custody, and prenuptial agreements, as well as estate planning services, Gomez Edwards Law Group is committed to championing their clients' cases with passion and prudence. With a focus on proactive, passionate, and proven legal representation, Gomez Edwards Law Group has successfully helped numerous individuals navigate complex legal situations. From virtual mediation options to preserving personal assets, the firm offers a range of services to meet their clients' needs.
NRI Tax Group
NRI Tax Group is a leading accounting and finance institution located at 5201 Great America Parkway in Santa Clara, California, United States. Specializing in tax services for non-resident Indians (NRI), the institution offers expert guidance and assistance in navigating the complex world of international tax laws and regulations. With a team of experienced professionals, NRI Tax Group is dedicated to providing personalized solutions to help individuals and businesses optimize their financial strategies and minimize tax liabilities. Whether you are a student, professional, or entrepreneur, NRI Tax Group is your trusted partner in achieving financial success.
The Law Offices of Mesirow & Fink
The Law Offices of Mesirow & Fink is a prestigious law firm located in the heart of San Jose, California. Specializing in various areas of law, our experienced attorneys provide expert legal counsel and representation to clients in need. With a commitment to excellence and a proven track record of success, our team at Mesirow & Fink is dedicated to advocating for our clients' best interests and achieving favorable outcomes in their cases. Whether you are facing a personal injury, criminal defense, or family law matter, you can trust in our firm to provide you with the highest level of legal support. Contact us today at 160 West Santa Clara Street for a consultation.
Law Office of Tyler S. Hinz
The Law Office of Tyler S. Hinz is a reputable legal institution located at 2797 Park Avenue in Santa Clara, California. Specializing in various areas of law, including personal injury, criminal defense, and family law, attorney Tyler S. Hinz provides top-notch legal representation and guidance to clients in need. With a strong track record of successful cases and a commitment to serving the community, the Law Office of Tyler S. Hinz is dedicated to advocating for the rights and best interests of their clients. Contact them today for expert legal assistance.
Hann Law Firm
Hann 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.
First Tax & Financial
First Tax & Financial is a reputable accounting and finance institution located in the heart of San Jose, California. Our experienced professionals offer a wide range of services including tax preparation, financial planning, and bookkeeping to individuals and businesses. With a commitment to providing personalized and comprehensive solutions, we strive to help our clients achieve their financial goals. Visit us at 478 East Santa Clara Street for expert advice and reliable services.
BoyesLegal, APC
BoyesLegal, APC is a reputable law firm located at 84 West Santa Clara Street in San Jose, California, United States. Specializing in various legal services, including real estate, estate planning, probate, business law, and personal injury claims, our firm is known for providing trustworthy advice and informed advocacy to clients throughout California. Whether you need assistance with a real estate transaction, drafting a will, resolving a business dispute, or pursuing a personal injury claim, our experienced attorneys are here to help. Real estate transactions in California can be complex, but with the guidance of our skilled real estate attorneys, the process can be smooth and stress-free. From buying or selling a home to handling disputes with buyers, sellers, or contractors, we have the knowledge and expertise to protect your interests and ensure a successful outcome.
Lex Omni Law Office
Lex Omni Law Office is a prestigious legal institution located at 1231 Franklin Mall in Santa Clara, California, United States. Our team of experienced attorneys is dedicated to providing top-notch legal services to our clients in various practice areas. Whether you need assistance with corporate law, family law, real estate law, or any other legal matter, our knowledgeable lawyers are here to help. With a commitment to excellence and a track record of success, Lex Omni Law Office is the go-to destination for all your legal needs. Contact us today to schedule a consultation and see how we can assist you with your legal issues.
Pacific Wealth Advisors, LLC
Pacific Wealth Advisors, LLC is a leading finance institution located at 2391 The Alameda in Santa Clara, California, United States. Our team of experienced advisors provides personalized financial planning and investment management services to help clients achieve their wealth goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your investment portfolio, we are here to provide expert guidance and support every step of the way. Trust Pacific Wealth Advisors, LLC to help you secure a prosperous financial future.
marin law center greg brockbank
The Marin Law Center, run by Greg Brockbank, is a reputable legal institution located at 1000 4th Street in San Rafael, California. Specializing in various areas of law, the center offers expert legal counsel and representation to clients in need. With a track record of success and a commitment to upholding justice, the Marin Law Center is a trusted resource for individuals and businesses seeking professional legal services in the United States.
International eCommerce Assistance Services, Co.
International eCommerce Assistance Services, Co. is a leading store located in Santa Clara, California, United States. We specialize in providing comprehensive assistance and support for businesses looking to expand their online presence and reach a global audience through eCommerce. Our team of experts offers a wide range of services including website development, digital marketing, logistics management, and customer service support. With our assistance, businesses can navigate the complexities of international eCommerce and achieve success in the competitive online marketplace. Contact us today to learn more about how we can help your business thrive in the digital world.
Legacy Protection Specialists
Legacy Protection Specialists is a reputable insurance agency located at 4701 Patrick Henry Drive in Santa Clara, California. Our team of experts is dedicated to providing top-notch protection and peace of mind for our clients. With a focus on personalized service and tailored insurance solutions, we strive to safeguard the legacies of our clients and their loved ones. Whether you are looking for life insurance, retirement planning, or estate protection, Legacy Protection Specialists is here to help you navigate the complex world of insurance with ease. Contact us today to learn more about how we can help you secure your future.
Kruze Consulting
Kruze Consulting is a leading institution located at 75 East Santa Clara Street in San Jose, California, specializing in accounting and finance services for startups. With expertise in bookkeeping, tax, FP&A, and more, Kruze offers outsourced CFO services to help manage growing startups. The institution also provides assistance with projections, budgets, and FP&A for seed venture funded companies, as well as guidance on tax credits, R&D tax credits, and venture debt fundraising. Kruze is known for its industry-specific expertise and has helped clients secure over $12 billion in seed and venture funding. Trusted by hundreds of companies, Kruze's team of CPAs and accountants offer strategic advice and financial reporting services to help startups navigate the complexities of fundraising and financial management. With a focus on DE C-Corps with seed and VC funding, Kruze is the go-to institution for startups looking to optimize their financial operations and prepare for successful exits.
Devlin Real Estate School
Devlin Real Estate School is a premier institution located at 2520 Mission College Boulevard in Santa Clara, California. With a reputation for excellence in real estate education, our school offers comprehensive courses and training programs designed to prepare students for successful careers in the real estate industry. Our experienced faculty and staff are dedicated to providing the highest quality education and support to our students, ensuring they have the knowledge and skills needed to excel in the competitive real estate market. Whether you are just starting out in the industry or looking to advance your career, Devlin Real Estate School is the perfect place to achieve your goals. Join us and take the first step towards a rewarding career in real estate.
Paul Law Group, A Professional Corporation
Paul Law Group, A Professional Corporation, located at 3235 Kifer Road in Santa Clara, California, is a true Silicon Valley law practice dedicated to commitment, intelligence, and focus. With a track record of integrity, the firm prioritizes addressing clients' legal needs while building sustainable frameworks for lasting success. By understanding the importance of long-term strategies and community impact, the team at Paul Law Group strives to provide effective counsel that improves systems and promotes overall success. Substance, functionality, and elegance are at the core of their approach, making them a trusted partner for companies seeking meaningful legal solutions.
Sutton Law Firm
Sutton Law Firm is a reputable legal institution located at 900 Lafayette Street in Santa Clara, California. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. With a track record of success and a commitment to excellence, Sutton Law Firm is a trusted choice for those seeking expert legal representation in the United States. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.
Study Area
Study Area is a prestigious university located in the vibrant city of Santa Clara, California, United States. Our institution is dedicated to providing an exceptional education in a wide range of fields, including business, technology, and the arts. With state-of-the-art facilities and a diverse and talented faculty, students at Study Area have the opportunity to engage in innovative research, immersive learning experiences, and hands-on projects. Our commitment to academic excellence and personal growth ensures that our graduates are well-equipped to succeed in their chosen careers and make a positive impact on the world. Come join us at Study Area and unlock your full potential.
Rhema Law Group, P.C.
Rhema Law Group, P.C. is a reputable law firm located at 5201 Great America Parkway in Santa Clara, California. Our team of experienced lawyers is dedicated to providing high-quality legal services in various areas of law, including business law, real estate law, and estate planning. We pride ourselves on our strong commitment to our clients and our ability to deliver successful outcomes. Contact us today for expert legal representation and personalized service.
Jasen B. Nielsen, Esq
Jasen B. Nielsen, Esq is a prestigious law firm located at 701 East Santa Clara Street in Ventura, California. Specializing in a wide range of legal services, including litigation, estate planning, and business law, our team of experienced attorneys is dedicated to providing top-notch legal representation to our clients. With a commitment to excellence and a track record of success, Jasen B. Nielsen, Esq is the go-to choice for individuals and businesses in need of expert legal counsel. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
SOPH Consulting
SOPH Consulting is a leading consulting firm located at 25125 Santa Clara Street in Hayward, California. Our team of experienced consultants provides expert advice and solutions to help businesses achieve their goals and overcome challenges. We offer a wide range of services, including strategic planning, financial analysis, marketing strategies, and more. With a commitment to excellence and a track record of success, SOPH Consulting is the trusted partner for companies looking to grow and thrive in today's competitive market. Contact us today to learn more about how we can help your business succeed.
The 225 Group - Morgan Stanley
The 225 Group - Morgan Stanley is a prestigious finance institution located at 225 West Santa Clara Street in San Jose, California, United States. With a strong reputation for excellence in financial services, The 225 Group - Morgan Stanley offers a wide range of investment and wealth management solutions to clients. Their team of experienced professionals is dedicated to providing top-notch financial advice and personalized strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, The 225 Group - Morgan Stanley is committed to helping you navigate the complexities of the financial world with confidence and expertise.
Rogers Investment Advisors LLC
Rogers Investment Advisors LLC is a finance institution located at 2975 Bowers Avenue in Santa Clara, California, United States. Our team of experienced advisors is dedicated to helping our clients achieve their financial goals through personalized investment strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, we are here to provide expert guidance and support every step of the way. Trust Rogers Investment Advisors LLC to help you secure your financial future.
NOW CFO
NOW CFO is a full-service consulting firm located at 101 West Santa Clara Street in San Jose, California, specializing in accounting and finance. Our team of financial experts is dedicated to helping businesses achieve their financial goals, from strategy planning to implementation. With offices throughout the United States, NOW CFO offers outsourced accounting services on a fractional, part-time, or as-needed basis. Our customizable service packages ensure that your organization receives the financial and accounting support it needs within your budget. From payroll fraud detection to financial process improvement, NOW CFO provides comprehensive financial solutions tailored to your business. Contact us for a FREE consultation to learn more about how NOW CFO can help your organization succeed and grow.
The Cymrot Group - Morgan Stanley
The Cymrot Group - Morgan Stanley is a finance institution located at 225 West Santa Clara Street in San Jose, California, United States. As part of the prestigious Morgan Stanley network, The Cymrot Group offers a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, they provide personalized solutions to help clients achieve their financial goals and secure their financial future. Whether you are an individual investor, business owner, or institution, The Cymrot Group - Morgan Stanley is dedicated to providing top-tier financial services and expertise.
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