TOP 30 Best Comprehensive financial planning in San Jose, California
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Merrill Lynch Financial Advisor Justin R Pearce
occurring loss when investing in securities or other financial products. Clients should consider their investment objectives and risks carefully before investing. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets. Past performance is no guarantee of future results, and the value of investments and the income they generate can fluctuate. This information is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, clients should consult with a qualified tax advisor, CPA, financial planner or investment manager. At Merrill Lynch Financial Advisor Justin R Pearce, located in San Jose, California, our team of experienced professionals is dedicated to providing personalized financial advice and guidance tailored to your unique needs and goals. We believe in building strong relationships through teamwork and collaboration, and we have access to the global investment capabilities of Merrill and the banking convenience of Bank of America.
Merrill Lynch Financial Advisor Huan "Ruth" Lai
. Ruth Lai is a financial advisor at Merrill Lynch located at 560 South Winchester Boulevard in San Jose, California. Ruth specializes in working with High Net Worth individuals to help preserve and grow their assets through proactive planning and a disciplined investment process. She focuses on customized portfolio construction, tax minimization strategies, wealth transfer strategies, and philanthropic solutions. Ruth believes in understanding her clients' goals and needs beyond just finance and serves as a gateway to full balance sheet solutions available at Merrill and Bank of America banking services. Her team offers a wide range of services including wealth planning, corporate cash management, executive compensation planning, estate planning strategies, and more. Ruth is a Certified Financial Planner and Chartered Financial Consultant and is dedicated to helping clients achieve their financial goals. With a personalized approach and access to the resources of Merrill Lynch and Bank of America, Ruth works with clients to develop a financial plan tailored to their individual needs and priorities.
Angela Frangieh - State Farm Insurance Agent
Angela Frangieh - State Farm Insurance Agent is a dedicated insurance agency located at 120 West Campbell Avenue in Campbell, California. With a motto of "Big enough to serve you, small enough to know you," this agency prides itself on providing personalized financial and insurance strategies to the San Jose, CA area. Angela Frangieh, the agent, brings a unique perspective as an entrepreneur in Silicon Valley and holds a Bachelor of Science degree from the University of San Francisco. The agency offers a range of insurance services including Auto Insurance, Homeowner's Insurance, Renter's Insurance, Life Insurance, and Business Insurance. The bilingual staff is fluent in Spanish and is committed to helping customers in San Jose and surrounding areas. With prestigious awards and a focus on customer service, Angela Frangieh - State Farm Insurance Agent is a leading agency in the region. Call or visit their office today for a free quote and personalized assistance with all your insurance needs.
Mark Hicks Agency - Farmers Insurance Broker
The Mark Hicks Agency - Farmers Insurance Broker is a local insurance agency located at 6455 Almaden Expressway in San Jose, California. They specialize in helping customers find the insurance coverage that best suits their individual needs, whether it be for life, business, auto, home, home warranties, rental properties, and more. The agency is dedicated to building trust with their clients and growing with their families for generations to come. They strive to be seen as family by offering needs-based conversations to uncover true goals and help clients realize their dreams and aspirations. The agency offers comprehensive coverage options for cars, homes, renters, condos, and businesses, as well as life insurance policies. They also provide financial planning services and personal umbrella insurance policies for added protection. The agency represents various insurers under the Farmers Insurance Group and is committed to providing quality service and competitive rates. Contact the Mark Hicks Agency today for all your insurance needs.
Yogi Chugh - State Farm Insurance Agent
Yogi Chugh - State Farm Insurance Agent is a local insurance agency located at 3650 Thornton Avenue, Fremont, California, United States. We are committed to providing personalized insurance coverage for auto, home, renters, life, and business insurance needs. As a State Farm Insurance Agent, we are dedicated to helping individuals and businesses with their insurance and financial services needs. We offer free insurance quotes for residents of Fremont, Newark, Union City, Hayward, Castro Valley, San Leandro, San Jose, San Francisco, and all over California. Our team is fluent in English, Hindi, Punjabi, Marathi, Gujarati, Spanish, and Tagalog to better serve our diverse community.
Farmers Insurance - Eva Colon-Salcedo
Farmers Insurance - Eva Colon-Salcedo is an insurance agency located at 1769 Park Avenue, San Jose, California, United States. As a local Farmers® agent in San Jose, CA, Eva Colon-Salcedo helps customers identify the insurance coverage that best fits their needs. The process is personalized to make customers smarter about insurance, covering options such as auto, home, renters, and business insurance. Eva has the knowledge and experience to help customers better understand their coverage options. Customers can get started with an online quote and learn about insurance discounts to save money. Whether it's comprehensive coverage, collision coverage, deductibles, or medical payments, Eva can help take the mystery out of selecting the right car insurance coverage. For home insurance, Farmers® has been providing insurance products for over 80 years and offers competitive rates with multi-line insurance discounts. Customers can also review their life insurance policy to create a plan that provides financial support for their dependents.
Farmers Insurance - Gael Ruiz-Rodriguez
Farmers Insurance - Gael Ruiz-Rodriguez is a local insurance agency located at 1264 Lincoln Avenue, San Jose, California, United States. As your Farmers agent in San Jose, CA, Gael Ruiz-Rodriguez helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance offers a variety of insurance products including auto, home, renters, business, life, and more. Whether you need comprehensive coverage, collision coverage, or medical payments, Gael Ruiz-Rodriguez is here to help you understand your options and find the right insurance plan for your budget. Additionally, Farmers Insurance offers competitive rates with multi-line insurance discounts to help you save money. If you're a homeowner, renter, small business owner, or condo owner, Gael Ruiz-Rodriguez can help you customize an insurance package to protect your assets and investments. Farmers Insurance also offers personal umbrella insurance policies for added coverage above and beyond the liability limits of your auto or home insurance policies.
Strategy Law, LLP
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.
Today's Dentistry
Today's Dentistry, located at 1688 Willow Street in San Jose, California, is a top-tier institution dedicated to creating and maintaining healthy smiles that inspire confidence. As a trusted dentist in San Jose, we offer a full range of the latest and most advanced dental procedures designed to meet the needs of every member of your family. Our experienced team provides precise and gentle care in a comfortable and caring environment. Dr. Peter K. Lee, DDS, is a general and cosmetic dentist at Today's Dentistry, offering a wide range of dental services to men, women, and children of all ages in the Bay Area. With a focus on excellence and staying at the forefront of advances in dental technology, we provide the finest quality dental care to our patients.
Art Holland - State Farm Insurance Agent
Art Holland - State Farm Insurance Agent is a trusted insurance agency located at 5520 Almaden Expressway in San Jose, California. As a State Farm agent, Art Holland is dedicated to providing top-notch insurance services to the community. Whether you are looking for auto, home, life, or business insurance, Art Holland is here to help you find the perfect coverage for your needs. With a focus on personalized service and attention to detail, Art Holland - State Farm Insurance Agent is committed to helping you protect what matters most. Contact them today to learn more about their insurance offerings and how they can help you secure your future.
Aleene "Ace" Althouse - State Farm Insurance Agent
Aleene "Ace" Althouse - State Farm Insurance Agent is a well-established insurance agency located at 1215 Mission Street in Santa Cruz, California. While online auto quoting is not available, customers can call, text, or visit the office for a personalized insurance quote. Aleene Althouse and her team are dedicated to serving all financial and insurance needs of the Santa Cruz County area. Aleene Althouse has been a State Farm agent since 2003 and holds a B.S. from California State University, San Jose. She is actively involved in the community, being a member of the Santa Cruz Chamber of Commerce, Santa Cruz Rotary, and a foster family for Native Animal Rescue. Aleene is a licensed private pilot and a long-time resident of Santa Cruz, with a passion for animals and wildlife rehabilitation.
Farmers Insurance - Desiree Ortega
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.
Paramount Tax & Accounting Silicon Valley Central
Paramount Tax & Accounting Silicon Valley Central is a reputable institution located at 1088 Branham Lane, in San Jose, California. Specializing in accounting and finance services, we offer professional tax preparation, audit defense, and financial advice to individuals and businesses in San Jose and Campbell, CA. Our team of licensed tax professionals is dedicated to providing exceptional service, tailored to meet the unique needs of each client. We pride ourselves on our professionalism, extensive experience, and commitment to excellence. With a collaborative approach and personalized attention, we strive to deliver outstanding results and top-level service to our clients. Our comprehensive range of services includes tax planning, financial statement preparation, and assistance with tax audits, all aimed at helping our clients achieve financial success and peace of mind.
Cost-U-Less Insurance
Cost-U-Less Insurance is a reputable health insurance agency located at 1915 Alum Rock Avenue in San Jose, California. We are dedicated to providing affordable and comprehensive insurance coverage to our clients. Our experienced agents are committed to helping you find the best insurance plan that fits your needs and budget. Whether you are looking for individual, family, or group health insurance, Cost-U-Less Insurance is here to assist you every step of the way. Contact us today to learn more about our services and how we can help you protect your health and financial well-being.
Farmers Insurance - Ulises Gomez
Farmers Insurance - Ulises Gomez is a trusted insurance agency located at 835 Blossom Hill Road in San Jose, California. As a local Farmers agent, Ulises Gomez helps customers identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, business insurance, or more, Ulises Gomez has the knowledge and experience to guide you through the process. With over 80 years of experience, Farmers Insurance provides comprehensive coverage and competitive rates. Ulises Gomez can help you create a personalized insurance plan to protect your assets and future earnings. Contact Farmers Insurance - Ulises Gomez today for a quote and start securing your financial future.
Farmers Insurance - Genaro Garza
Farmers Insurance - Genaro Garza is a trusted insurance agency located at 3535 Ross Avenue in San Jose, California, United States. As a local Farmers® agent, Genaro Garza helps customers find insurance coverage that best suits their needs. With years of experience, Genaro can assist you in understanding your options for auto, home, renters, business insurance, and more. By offering personalized service, he aims to make you more informed about insurance, ensuring you make the right choices for your coverage. Whether you are looking for comprehensive coverage, collision coverage, deductibles, or medical payments, Genaro can simplify the process for you. Protecting your most valuable possessions, such as your home, is crucial. Farmers® has been providing insurance products for over 80 years, offering competitive rates and multi-line insurance discounts. In the event of a disaster, such as a fire, Farmers Insurance will be there to support you. Genaro can provide you with a home insurance quote to safeguard your home and belongings.
KOSHY P.GEORGE; CPA
KOSHY 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.
Liberty Tax
Liberty Tax is a finance institution located at 1918 Alum Rock Avenue in San Jose, California. With a commitment to providing top-notch tax preparation services, Liberty Tax is dedicated to helping individuals and businesses navigate the complexities of the tax system. Their knowledgeable staff are experienced in handling a variety of tax situations and are ready to assist clients with their financial needs. Whether you're looking for assistance with tax planning, filing, or audit support, Liberty Tax is here to help you achieve financial peace of mind.
Al Sanchez Bookkeeping & Income Tax Services
Al Sanchez Bookkeeping & Income Tax Services is a trusted institution located at 31 South Jackson Avenue in San Jose, California. Specializing in accounting and finance, our offices offer tax preparation and bookkeeping services with over 37 years of professional experience. With three convenient locations, we are dedicated to assisting with personal and business needs. As Immigration Consultants, we can assist with filling out immigration forms and handling various legal documents such as birth certificates, divorce certificates, and marriage certificates. Since 1987, we have been serving the Bay Area community and have a team of experienced professionals ready to help students, renters, homeowners, businesses, and corporations. Trust Al Sanchez Bookkeeping & Income Tax Services for all your financial needs.
Farmers Insurance Group of Co
Farmers Insurance Group of Co is an insurance agency located at 432 East Santa Clara Street, San Jose, California, United States. They work with specific insurers such as Farmers Insurance Exchange, Fire Insurance Exchange, and Mid-Century Insurance Company, among others, to provide a variety of insurance products including home, auto, and life insurance. Their home office is in Los Angeles, CA, and they offer securities through Farmers Financial Solutions, LLC. Each insurer has financial responsibility for its own insurance products, and not all products and discounts may be available in every state. Contact an agent for more information on the insurance options available through Farmers Insurance Group of Co.
Farmers Insurance - Steve Heald
Farmers Insurance - Steve Heald is a trusted insurance agency located at 6806 Fallsbrook Court, Granite Bay, California, United States. With over 30 years of experience, Steve Heald has been providing insurance services to clients in San Jose and Granite Bay since 1989. As a local Farmers® agent, Steve helps customers identify the insurance coverage that best fits their needs, whether it's auto, home, renters, business insurance, and more. Steve is dedicated to making the insurance process straightforward and personalized to help clients make informed decisions. Whether you're looking for comprehensive coverage, collision coverage, deductibles, or medical payments, Steve Heald can help you navigate the complexities of insurance and find the right coverage for your budget. With competitive rates and multi-line insurance discounts, Farmers Insurance offers peace of mind for your most valuable possessions, including your home, car, and personal belongings.
HealthMarkets Insurance - Scott Zhang
HealthMarkets Insurance - Scott Zhang is a reputable health insurance agency located in San Jose, California. With a commitment to providing personalized and comprehensive insurance solutions, Scott Zhang and his team strive to help individuals and families find the best coverage options that meet their unique needs and budget. Whether you are looking for health, dental, vision, or Medicare insurance, HealthMarkets Insurance is dedicated to guiding you through the process and ensuring you have the protection you deserve. Visit us at 543 West Capitol Expressway to learn more about how we can help you secure your health and financial future.
Rogers Benefit Group Inc
Rogers Benefit Group Inc is a leading insurance agency located at 6155 Almaden Expressway in San Jose, California. With a commitment to providing personalized and comprehensive insurance solutions, our team of experienced agents works tirelessly to help clients protect their assets and achieve peace of mind. Whether you are in need of health, life, or disability insurance, we are dedicated to finding the right coverage for you and your loved ones. Contact us today to learn more about our services and how we can help you secure your future.
Farmers Insurance - Dereck Caso
Farmers Insurance - Dereck Caso is an insurance agency located at 4990 Speak Lane, San Jose, California, United States. As your local Farmers® agent near the Robertsville Car Wash in San Jose, CA, Dereck Caso is dedicated to educating customers on insurance and finding the coverage that best fits their lifestyle. With over 17 years of experience with Farmers, Dereck will travel to you to help you understand your coverage options, whether it's auto, home, renters, life, business insurance, and more. The agency offers comprehensive coverage, collision coverage, deductibles, medical payments, and more. They also provide personalized service to make customers more educated and confident about insurance. In addition to offering auto, home, renters, life, business, and condo insurance, Farmers Insurance - Dereck Caso also provides personal umbrella insurance policies for added protection above and beyond the liability limits of auto or home insurance. They can help customers create a solid financial plan to reach their goals and secure a stable future.
C & S Income Tax and Bookkeeping
C & S Income Tax and Bookkeeping is a reputable institution located at 2680 South White Road in San Jose, California, United States. Specializing in accounting and finance, they offer Tax Preparation and Financial Services for both personal and business matters in a responsive and accurate manner. Their Payroll Services make it easy to pay employees quickly and efficiently, while their comprehensive bookkeeping and accounting services ensure that businesses operate at maximum potential. At CS Tax Service Group Inc, they are dedicated to assisting the community of San Jose with their tax return and planning needs, as well as offering additional services such as Bookkeeping, Payroll, and Notary services. With a focus on building strong client relationships, they provide close, personal attention and pride themselves on their years of advanced training, technical experience, and financial intelligence.
Cheasty, Cheasty & Malek
Cheasty, Cheasty & Malek is a reputable law firm located on Solano Avenue in Berkeley, California. In addition to serving clients in Albany, San Jose, and the Bay Area, our experienced personal injury lawyers are dedicated to helping individuals who have been injured due to the negligence of others. With a deep understanding of California personal injury law, our attorneys have successfully represented numerous clients and secured millions of dollars in compensation on their behalf. At Cheasty, Cheasty & Malek, we believe that you should not have to bear the financial burden of your injury alone. Our team of legal professionals is committed to providing you with strong representation and guiding you through every step of the legal process. We will work tirelessly to ensure that you receive the fair and full compensation you deserve for your injuries.
Paul Middleton - State Farm Insurance Agent
Paul Middleton - State Farm Insurance Agent is an established insurance agency located at 1468 South De Anza Boulevard in San Jose, California. Conveniently situated near Saratoga and Cupertino, just one block south of Hwy 85 on De Anza Blvd, this agency specializes in providing auto insurance coverage to ensure your peace of mind while on the road. With a dedicated team of experienced professionals, including Lucy who has managed the office for 25 years, Pamela with 28 years of insurance experience, and Peter who has been in the industry for 21 years, you can trust that you are in good hands. At Paul Middleton - State Farm Insurance Agent, customer service is a top priority. The team is committed to helping you navigate the complexities of insurance, whether you need auto, home, renter's, or life insurance. With over 150 years of combined experience in the insurance industry, this agency is one of the most experienced State Farm offices in the San Jose region. They are available 24/7 to assist you with personalized insurance solutions in both English and Spanish.
Farmers Insurance - Elnaz Omrani
Farmers Insurance - Elnaz Omrani is an insurance agency located at 2695 Moorpark Avenue in San Jose, California. As a local Farmers® agent in San Jose, Elnaz Omrani helps customers identify insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance offers a variety of coverage options including auto, home, renters, business insurance, and more. Elnaz Omrani can help you understand your coverage options and provide personalized assistance to make you smarter about insurance. Whether you need comprehensive coverage, collision coverage, or are looking to protect your home or business, Elnaz Omrani can help. Contact Farmers Insurance - Elnaz Omrani today to get started on creating a solid financial plan to protect your assets and future earnings.
Farmers Insurance - Mary Barnard
Located at 2190 Stokes Street in San Jose, California, Farmers Insurance - Mary Barnard is your local insurance agency with a strong community focus. With a combined 120 years of insurance expertise, the team at Mary Barnard Insurance Agency is dedicated to helping you make important coverage decisions. Mary Barnard, a Bay Area native with over 40 years of experience, is committed to providing personalized and cost-effective insurance solutions. Specializing in business insurance, the agency also offers auto, home, life, and other insurance policies. Conveniently located near the Ebay campus and Campbell, the agency is ready to assist you in understanding your coverage options. Whether you need car insurance, home insurance, life insurance, renters insurance, or business insurance, the knowledgeable team at Farmers Insurance - Mary Barnard is here to help. Contact them today for a personalized insurance quote and to discuss your financial goals.
American General Life
American General Life is a renowned insurance agency located at 2001 Gateway Place in San Jose, California. With a strong reputation for providing reliable and comprehensive insurance solutions, American General Life offers a wide range of insurance products to meet the diverse needs of its clients. Whether you are looking for life insurance, health insurance, or retirement planning services, the experienced team at American General Life is dedicated to helping you find the right coverage to protect yourself and your loved ones. Trust in American General Life for all your insurance needs.
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