Corporate financial management services in Palo Alto, CA
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Merrill Lynch Financial Advisor Sameera Gupta
● ClosedMerrill Lynch Financial Advisor Sameera Gupta is a finance institution located at 3075A Hansen Way, Palo Alto, California, United States. Sameera Gupta has over 20 years of experience in the Financial Services industry, working with global organizations such as Wachovia/Wells Fargo, Visa Inc., and Western Union. She specializes in helping clients achieve their financial goals and simplifying the complexities of their financial lives. Sameera has a deep understanding of global financial and banking products due to her experience living and working on four different continents. She serves individuals, small businesses, and senior corporate executives with unique and complex financial situations. Sameera supports various NGOs and is actively involved in charitable organizations such as Minds Matter. She is fluent in Hindi and resides in Los Altos with her family. Sameera offers personalized wealth management services through Merrill Personal Wealth Analysis™, focusing on building strong client relationships based on trust and personalized service. Whether you are planning for retirement, funding your children's education, or passing your wealth to future generations, Sameera works with you to develop a customized approach to help you achieve your financial goals. She believes in simplifying the complexities of investing and providing transparency to help you reach your goals. Sameera is committed to helping you navigate the financial and economic landscapes to pursue your goals.
3075A Hansen Way, Palo Alto, CA 94304, United States -
Merrill Lynch Financial Advisor Weldon L Poole
● ClosedMerrill Lynch Financial Advisor Weldon L Poole is a finance institution located at 3075A Hansen Way, Palo Alto, California, United States. Merrill is proud of their advisors who have received recognition from financial industry publications or directly from Bank of America Corporation. The institution offers personalized financial planning services through the Merrill Personal Wealth Analysis™, tailored to individual goals and priorities. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. The institution believes in understanding clients' aspirations and encourages open communication to help them achieve their financial goals. With access to the investment insights of Merrill and banking solutions from Bank of America, the institution aims to develop customized approaches to address clients' financial needs. Weldon Poole is a Certified Financial Planner registered to do business in several states. The institution offers a range of financial services including investment advisory, financial planning, and more. Client Relationship Summary and additional information are available upon request.
3075A Hansen Way, Palo Alto, CA 94304, United States -
Merrill Lynch Financial Advisor Matt J Damelio
● ClosedMerrill Lynch Financial Advisor Matt J Damelio is a prestigious finance institution located at 3075A Hansen Way, Palo Alto, California, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team at Merrill Lynch is dedicated to providing exemplary client service, focusing on building strong client relationships based on trust and personalized service. The institution offers a range of services to help clients pursue their financial goals while managing investment risk. The advisors at Merrill Lynch work closely with clients to understand their priorities and create personalized financial plans to help them achieve their aspirations. With access to the global resources of Merrill and banking solutions from Bank of America, the team at Merrill Lynch is committed to helping clients address their financial needs. The institution offers personalized investment strategies and comprehensive financial solutions to help clients live their best financial life. Merrill Lynch Financial Advisor Matt J Damelio is dedicated to helping clients achieve their goals and navigate the complexities of their financial lives.
3075A Hansen Way, Palo Alto, CA 94304, United States -
Merrill Lynch Financial Advisor Lisa A Hughes
● ClosedMerrill Lynch Financial Advisor Lisa A Hughes is a reputable finance institution located at 3075A Hansen Way, Palo Alto, California, United States. The institution prides itself on its advisors who have been recognized by financial industry publications and Bank of America Corporation for their exceptional client service. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. With access to the global resources of Merrill, the team is made up of talented and experienced individuals who are committed to providing top-notch financial advice. The institution has received numerous accolades, including being featured in Forbes' "America's Top Wealth Management Teams High Net Worth" list and "Best-in-State Wealth Management Teams" list. Additionally, Merrill Lynch Financial Advisor Lisa A Hughes has been recognized as one of Forbes' "Best-in-State Wealth Advisors" and "America's Top Women Wealth Advisors." The institution's rankings are based on factors such as client retention, industry experience, credentials, compliance records, assets under management, and firm-generated revenue. Merrill Lynch Wealth Management does not provide legal, tax, or accounting advice and recommends consulting with legal and tax advisors before making any financial decisions.
3075A Hansen Way, Palo Alto, CA 94304, United States -
Merrill Lynch Financial Advisor Sean Layton
● ClosedMerrill Lynch Financial Advisor Sean Layton is a prestigious finance institution located at 3075A Hansen Way, Palo Alto, California, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. Their team is dedicated to providing exemplary client service and building strong relationships based on trust and personalized service. With the support of Merrill's global resources, their experienced individuals strive to meet the financial needs of their clients. The institution has been featured in various Forbes and Financial Times rankings, showcasing their commitment to excellence in wealth management. Clients can trust Merrill Lynch Financial Advisor Sean Layton for expert financial advice and personalized service tailored to their individual needs.
3075A Hansen Way, Palo Alto, CA 94304, United States -
Merrill Lynch Financial Advisor Cory R Goligoski
● ClosedMerrill Lynch Financial Advisor Cory R Goligoski is a finance institution located at 3075A Hansen Way, Palo Alto, California, United States. The institution is proud of its advisors who have received recognition from financial industry publications or directly from Bank of America Corporation. The advisors are known for providing exemplary client service and setting the standard in the industry. The team at Merrill Lynch is supported by global resources and is dedicated to building strong client relationships based on trust and personalized service. The advisors focus on understanding the client's family, goals, and priorities to create a personalized financial plan that helps them pursue their financial goals while managing investment risks. The institution offers a range of services, including wealth management, personalized financial planning, and investment strategies. The advisors at Merrill Lynch are committed to helping clients achieve their goals and stay on track, regardless of market fluctuations. They provide the latest investment insights, tips, and strategies to help clients live their best financial life. Merrill Lynch Financial Advisor Cory R Goligoski is dedicated to putting the client first and providing a one-on-one relationship with a personalized investment approach.
3075A Hansen Way, Palo Alto, CA 94304, United States -
Jade Fiducial Palo Alto
● ClosedJade Fiducial Palo Alto is a trusted advisor and back-office service provider for businesses, located at 2225 East Bayshore Road, Palo Alto, California. Situated in the heart of Silicon Valley, our services include financial management, tax planning, payroll processing, and periodic business reviews. Our team of experts is dedicated to helping your business make informed decisions and operate efficiently. With deep knowledge in business performance, we manage all tax returns, formulate tax credit claims, and provide year-round guidance on minimizing tax liability. We also offer individual tax planning and optimization, as well as insight on personal tax situations and retirement planning.
2225 E Bayshore Rd Suite 200, Palo Alto, CA 94303, United States -
Nopar & Associates
● ClosedNopar & Associates, located at 530 Lytton Avenue in Palo Alto, California, is a prominent institution offering legal services in business and real estate law. With over 35 years of experience, our team of skilled Silicon Valley business lawyers and real estate attorneys have served clients throughout the San Francisco Bay Area, including Palo Alto, Menlo Park, Woodside, Atherton, San Jose, Los Altos, Saratoga, Los Gatos, and beyond. Our firm has achieved an AV-Preeminent rating under Martindale-Hubbell's peer review system, showcasing our attorneys' high level of professional skill and integrity. Alan Nopar, our managing attorney, has been recognized as a Northern California Super Lawyer for multiple years, highlighting our commitment to excellence.
530 Lytton Ave # 200, Palo Alto, CA 94301, United States -
Jones Day
● ClosedJones Day is a renowned law firm located in Palo Alto, California, specializing in strategic transactional, corporate, intellectual property, and litigation services for clients in the technology and life sciences industries. With a global network of lawyers, our Silicon Valley office helps clients navigate the complexities of the global marketplace, providing expert legal counsel and innovative solutions. Located at 1755 Embarcadero Road, Jones Day is the go-to institution for clients seeking top-tier legal representation.
1755 Embarcadero Rd, Palo Alto, CA 94303, United States -
The NMA Group - Morgan Stanley
● OpenThe NMA Group - Morgan Stanley is a finance institution located at 1400 Page Mill Road in Palo Alto, California, United States. As part of the prestigious Morgan Stanley network, The NMA Group offers a wide range of financial services including investment banking, wealth management, and asset management. With a team of experienced professionals, The NMA Group is dedicated to providing top-notch financial advice and services to its clients. Whether you are an individual investor or a corporate entity, The NMA Group - Morgan Stanley is committed to helping you achieve your financial goals.
1400 Page Mill Rd, Palo Alto, CA 94304, United States -
Merrill Lynch Private Wealth Advisor Annie M Etchegoyhen
● OpenMerrill Lynch Private Wealth Advisor Annie M Etchegoyhen is a finance institution located at 3075A Hansen Way, Palo Alto, California, United States. With a focus on providing industry-leading research and expert analysis, the institution aims to help clients keep their priorities front and center. The private wealth advisors at Merrill Private Wealth Management are rigorously trained to meet specialized needs with personalized service based on trust. They work with individuals, families, business owners, and executives to create strategies designed to achieve their financial goals. Clients have access to services and resources typically reserved for large institutions, with a focus on a goals-based wealth management approach. The institution prioritizes the client's best interests, offering personalized financial strategies to meet evolving needs. Merrill Lynch Private Wealth Advisor Annie M Etchegoyhen combines the personalized attention of a smaller firm with the insights of a global financial institution to create tailored financial strategies. They are dedicated to helping clients pursue their goals and prepare for the future, with a focus on simplifying personal and business finances. With a limited number of clients, the institution provides a powerful and personal experience for those with substantial means. Trust, fiduciary, and investment management services are provided by Bank of America, N.A., a wholly owned subsidiary of Bank of America Corporation. Clients can access the latest investment insights, tips, and strategies to help them achieve their financial goals. It's important to note that investing involves risk, and clients should consult their legal and/or tax advisors before making financial decisions. Additional information about the institution's services and differences between brokerage and investment advisory services is available through Merrill financial advisors.
3075A Hansen Way, Palo Alto, CA 94304, United States -
Robert W Baird & Co
● ClosedRobert W. Baird & Co is a finance institution located at 1661 Page Mill Road in Palo Alto, California, United States. Known for their time-tested processes in managing fixed income and equity funds, they focus on controlling risk and delivering performance. Their venture capital and private equity teams specialize in investing in B2B technology and services companies. The institution has been consistently recognized as a best workplace, attracting talented individuals who ensure the quality and continuity of their services. With expertise in the industrial equipment market and key public companies, Baird offers financial advice and services including Private Wealth Management, Asset Management, Global Investment Banking, Capital Markets, and Private Equity. Their experienced teams prioritize performance, risk management, and exemplary client service. They also provide objective bond market research and specialized services such as loan evaluation and securitized product analysis.
1661 Page Mill Rd, Palo Alto, CA 94304, United States -
USAIndiaCFO
● ClosedUSAIndiaCFO is a leading financial institution located at 3000 El Camino Real, Palo Alto, California, United States. Specializing in accounting, finance, and local government services, we offer a wide range of financial solutions for individuals and corporations in both India and the USA. Our services include cross-border tax optimization, corporate requirements such as GST and compliance filing, entity structuring, licensing, and more. With a team of experienced professionals from diverse backgrounds, we provide efficient financial solutions tailored to meet the unique needs of our clients. Whether you are a high net-worth individual, a retail investor, or a corporation looking to expand globally, USAIndiaCFO has the expertise to help you achieve your financial goals.
3000 El Camino Real Building 4, Suite 200, Palo Alto, CA 94306, United States
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