Client focused financial planning in San Jose, California

The Law Offices of Berge & Berge LLP, located at 1101 South Winchester Boulevard in San Jose, California, offers expert legal services in estate planning. Specializing in creating functional and effective estate plans for clients in the South Bay Area, Berge & Berge combines experience with education to provide custom-tailored support for your needs. While currently not accepting new conservatorship or guardianship matters, the firm prioritizes flexibility and foresight in preparing for changes in health, family, financial situation, and the law. With a focus on prevention and control, the team helps clients maintain control over their assets, health care, personal care, and long-term care decisions.

Farmers Insurance - Roger Heighton is an insurance agency located at 980 David Road in Burlingame, California. Roger Heighton, a resident of northern California with over 35 years of experience in the insurance industry, is proud to serve the community of Burlingame and its surrounding areas. The agency focuses on addressing clients' insurance needs and finding solutions to their problems, with a strong emphasis on educating clients about their coverage options. Whether you are in San Mateo, Foster City, San Jose, San Francisco, or anywhere in the Bay Area, Farmers Insurance - Roger Heighton welcomes you to their office conveniently located near the Millbrae BART stop. They also offer virtual zoom meetings for clients with busy schedules. Roger Heighton has received multiple awards and accolades for his exceptional service, including the Farmers' Blue Vase Award and Topper's Clubs recognition. The agency provides a range of insurance services, including car insurance, home insurance, life insurance, renters insurance, business insurance, condo insurance, and financial planning. With a focus on personalized service and helping clients protect what matters most to them, Farmers Insurance - Roger Heighton is dedicated to providing peace of mind and security to their clients. Contact them today for a customized insurance plan tailored to your needs and budget.

Farmers Insurance - Desiree Ortega is a local insurance agency located at 2940 Union Avenue in San Jose, California. As your Farmers Insurance agent, Desiree Ortega is dedicated to providing personalized solutions tailored to fit your needs. With over 11 years of experience in the insurance industry, Desiree can help you navigate the unique challenges of the California market. The McKenna Ortega Insurance Agency, a 4th generation Farmers Insurance Agency, treats clients like family and has been serving customers for over 50 years. Desiree Ortega offers a range of insurance options including auto, home, umbrella, commercial, and life insurance. By getting to know each client individually, Desiree is able to create customized plans that address specific needs and priorities. Whether you're looking for comprehensive coverage, collision coverage, or medical payments, Desiree can help you find the right insurance policy within your budget.

Hieu Truong: Allstate Insurance is a reputable insurance agency located at 1625 Alum Rock Avenue in San Jose, California. Our dedicated team of insurance professionals is committed to providing personalized insurance coverage that meets the unique needs of each individual and family. We offer a wide range of insurance products, including auto, home, life, and business insurance, to ensure that our clients are protected in every aspect of their lives. With a focus on customer service and satisfaction, Hieu Truong: Allstate Insurance is your trusted partner in securing the financial future of you and your loved ones.

Prudential | Chiou-Pying Cheng | Life Insurance & Annuities is a finance and insurance agency located at 1731 Technology Drive in San Jose, California, United States. Specializing in life insurance and annuities, this institution offers a range of financial products and services to help individuals and families protect their futures. With a focus on providing personalized and tailored solutions, Prudential | Chiou-Pying Cheng is committed to helping clients achieve their financial goals and secure their financial well-being. Contact them today to learn more about their offerings and how they can assist you in planning for the future.

Strategy Law, LLP is a business and real estate law firm located in San Jose, California. Our experienced attorneys specialize in representing small to medium sized businesses, growth technology companies, financial institutions, and commercial real estate investors and developers. We believe in providing personalized, exceptional, and comprehensive legal advice tailored to each client's unique goals and needs. Our team takes a client-centered, holistic approach to providing legal services, focusing on business formation, protection of assets, risk mitigation, mergers/acquisitions, and more. We have deep roots in the Silicon Valley and Bay Area communities, with an extensive network of professionals to assist with various legal matters.

Fiesta Auto Insurance & Tax Service is a trusted finance and insurance agency located at 351 Willow Street in San Jose, California, United States. With a focus on providing reliable and affordable insurance options for auto, home, and business needs, as well as expert tax services, Fiesta Auto Insurance & Tax Service is dedicated to helping individuals and families protect their assets and plan for their financial future. Our knowledgeable staff is committed to providing personalized and professional service to each client, ensuring they receive the best coverage and tax solutions tailored to their specific needs. Visit us today to experience the peace of mind that comes with having a reliable partner in financial planning and protection.

New 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.

The Law Firm of Patricia A. Boyes, located at 84 West Santa Clara Street in San Jose, California, offers a wide range of legal services to clients throughout the state. Specializing in areas such as real estate, estate planning, probate, business law, and personal injury claims, BoyesLegal, APC is known for providing trustworthy advice and informed advocacy to each client. In the realm of real estate law, the firm assists clients with buying or selling residential properties, resolving disputes, and navigating commercial real estate transactions. With a focus on protecting clients' interests and providing quality legal representation, BoyesLegal ensures that the process is as smooth and stress-free as possible.

Beacon 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.

Beacon 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.

Hendershott Wealth Management is a finance institution located at 2025 Gateway Place in San Jose, California, United States. Specializing in financial planning and investment management for high-net-worth women and couples, we offer fee-only fiduciary financial advisors and wealth managers who prioritize building a true financial partnership with our clients. Many women feel overwhelmed by finances and left out of wealth conversations, which is why we strive to provide a welcoming and inclusive environment for all clients. Our goal is to help you understand your financial options, maximize your investments, and prepare for all of life's milestones.

First Street Wealth Advisors is a leading finance institution located at 2635 North First Street in San Jose, California. Our team of experienced financial advisors provides personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to guide you every step of the way. With a focus on transparency, trust, and integrity, First Street Wealth Advisors is committed to helping you build and protect your wealth for a secure financial future. Contact us today to schedule a consultation.

Corinthian Wealth Management is a leading finance institution located at 1625 The Alameda in San Jose, California, United States. Our team of experienced financial experts is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. From investment planning to retirement strategies, we offer a comprehensive range of services tailored to meet the unique needs of each individual. Trust Corinthian Wealth Management to guide you towards a secure financial future.

Block Advisors is a trusted institution located at 4642 Meridian Avenue in San Jose, California, offering expert accounting and financial services. Our team of professionals is dedicated to providing personalized solutions to help individuals and businesses navigate complex financial landscapes. With a focus on tax planning, preparation, and advisory services, Block Advisors is committed to helping clients achieve their financial goals. Whether you need assistance with tax filings, financial planning, or investment strategies, our experienced advisors are here to help. Visit us today to see how we can support your financial success.

Cetera Wealth Partners is a branch of Cetera Advisor Networks LLC, a leading financial institution located at 31 East Julian Street in San Jose, California, United States. Specializing in wealth management and financial planning, Cetera Wealth Partners offers a wide range of services to help clients achieve their financial goals. With a team of experienced advisors and a commitment to personalized service, Cetera Wealth Partners is dedicated to helping individuals and families build and protect their wealth.

Impact Wealth Management, led by Alan K Williamson, ChFC, is a trusted financial institution located at 6120 Hellyer Avenue in San Jose, California. With a focus on providing personalized financial planning and investment solutions, Impact Wealth Management is dedicated to helping clients achieve their financial goals and secure their financial future. With a strong emphasis on integrity and professionalism, Alan K Williamson and his team work closely with each client to develop tailored strategies that align with their unique needs and aspirations. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Impact Wealth Management is committed to delivering expert guidance and exceptional service every step of the way.

BCG Consulting LLC is a leading management consulting firm located at 3031 Tisch Way in San Jose, California. With a focus on strategic planning, organizational development, and operational improvement, BCG Consulting LLC helps businesses achieve their goals and drive growth. Their team of experienced consultants offers tailored solutions to address the unique challenges faced by each client. Whether you are looking to streamline processes, expand into new markets, or optimize performance, BCG Consulting LLC can provide the expertise and support needed to succeed.

Mayer Moll & Associates is a reputable finance institution located at 4010 Moorpark Avenue in San Jose, California. With a strong focus on providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Mayer Moll & Associates is here to assist you every step of the way. Contact us today to schedule a consultation and start building a secure financial future.

Leavitt Laura is a reputable finance institution located at 1275 Winchester Boulevard in San Jose, California, United States. With a strong focus on providing top-notch financial services to its clients, Leavitt Laura is known for its expertise in investment management, financial planning, and wealth management. The institution is committed to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, Leavitt Laura is dedicated to providing you with the guidance and support you need to succeed.

Alam One Stop Tax and Accounting Services is a reputable institution located at 3933 Baronet Court, San Jose, California, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch tax preparation, financial planning, bookkeeping, and consulting services to individuals and businesses alike. With a focus on accuracy, integrity, and personalized attention, we strive to help our clients achieve their financial goals and maximize their returns. Contact us today to learn more about how we can assist you with all your accounting and finance needs.

Werba Rubin Papier | WRP Wealth is a finance institution located at 1732 North First Street, San Jose, California, United States. Specializing in equity compensation and financial planning during an IPO, our team of experts offers evidence-based pre-IPO planning and strategic post-IPO guidance. We help executives and employees of pre-IPO companies navigate the complexities of stock options, restricted shares, and ESPPs while providing tax services, investment advice, and wealth management planning. Our commission-free, tax-advantaged strategic investing approach ensures that our clients' interests are always prioritized. With a focus on customized tax, investment, and wealth management planning for tech executives, WRP has been recognized in Forbes' list of Top Registered Investment Advisor (RIA) Firms and named to the Financial Times 300 list. Let us be your partner on the journey to achieving your financial goals.

Advanced Retirement Solutions is a leading finance institution located at 2107 North First Street in San Jose, California, United States. Specializing in retirement planning and investment strategies, our team of experts is dedicated to helping individuals secure their financial future. With a focus on personalized solutions and unparalleled customer service, we strive to provide our clients with peace of mind and confidence in their retirement goals. Contact us today to learn more about how we can help you achieve your financial objectives.

Sun Wealth Advisor is a reputable finance and insurance agency located at 5446 Thornwood Drive in San Jose, California, United States. Our experienced advisors are dedicated to helping clients achieve their financial goals and secure their future through personalized wealth management strategies. With a focus on providing top-notch financial planning and insurance services, Sun Wealth Advisor is committed to guiding individuals and families towards financial success and security. Contact us today to learn more about how we can help you build and protect your wealth.

Evergreen Wealth Advisory Group, LLC is a premier financial institution located at 101 Metro Drive in San Jose, California, United States. As a leading finance company, we offer a wide range of services to help our clients achieve their financial goals and secure their future. Our team of experienced professionals provides personalized financial planning, investment management, retirement planning, and wealth management services. With a commitment to excellence and a focus on building long-term relationships with our clients, Evergreen Wealth Advisory Group, LLC is dedicated to helping individuals and families navigate the complexities of the financial world with confidence and peace of mind.

Michael Glantz - Thrivent is a finance institution located at 2021 The Alameda in San Jose, California. As a branch of Thrivent, a reputable financial services organization, Michael Glantz offers a wide range of financial products and services to help individuals and families achieve their financial goals. With a focus on financial planning, investment management, and insurance solutions, Michael Glantz - Thrivent is dedicated to helping clients make sound financial decisions and secure their financial future. Visit us today to learn more about how we can help you reach your financial goals.

Matthew Mendoza is a finance institution located at 1999 South Bascom Avenue, Campbell, California, United States. We are dedicated to helping clients achieve their grandest visions through thoughtful financial planning. Our team is committed to meeting the dynamic needs of each client at every stage of wealth, providing solutions to unique challenges and offering an elevated level of service. Our office at 750 University Avenue Suite 240 in Los Gatos, CA, offers expert guidance to empower your decision-making, seamless financial management for your family and future, and a full suite of financial solutions through our network. We prioritize stability for today and the future of your family, and help you make intelligent investments in your community.

Santos Ruano is a reputable finance institution located at 1035 Minnesota Avenue in San Jose, California, United States. With a focus on providing top-notch financial services to individuals and businesses, Santos Ruano offers a wide range of financial solutions including investment management, wealth planning, and retirement planning. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit Santos Ruano today for expert financial advice and personalized service.

The Foreman-MacQuarrie Group at Morgan Stanley is a leading financial institution located at 225 West Santa Clara Street in San Jose, California. With a strong focus on providing personalized financial solutions, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, our experienced professionals are here to guide you every step of the way. Trust in The Foreman-MacQuarrie Group at Morgan Stanley for all your financial needs.

Wayne Cymrot - Morgan Stanley is a finance institution located at 225 West Santa Clara Street in San Jose, California, United States. With a focus on providing top-notch financial services, Wayne Cymrot - Morgan Stanley offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized and comprehensive financial advice to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Wayne Cymrot - Morgan Stanley is committed to helping you navigate the complexities of the financial world with confidence and clarity.