TOP 10 Corporate financial planning in Santa Clara, CA
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Merrill Lynch Financial Advisor Ted Moorhead
● OpenMerrill Lynch Financial Advisor Ted Moorhead, located at 560 South Winchester Boulevard, San Jose, California, United States, is a trusted institution with 27 years of experience in finance. Ted specializes in working with both working and retired business professionals, as well as parents who never retire, to help plan for their future. His focus is on helping clients meet their short and long-term goals through thoughtful planning and wealth management strategies. Ted is a dedicated member of the community, serving on the boards of organizations such as the Morgan Autism Center and Bay Area Housing Corporation. He is also a member of the Santa Clara Rotary Club, Sierra Club, and San Jose Bicycle Club. Ted believes in the importance of building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. He offers personalized financial plans tailored to each client's goals and priorities, helping them navigate life's changes and achieve financial success. Ted invites individuals seeking a goals-based approach to financial planning to connect with him to address their needs and achieve their financial goals.
560 S Winchester Blvd, San Jose, CA 95128, United States -
Diaz-Christians Accountancy Corporation
● OpenDiaz-Christians Accountancy Corporation is a leading accounting and finance institution located at 1290 Scott Boulevard in Santa Clara, California. Our team of experienced professionals provides a wide range of services including tax preparation, financial planning, and auditing. With a commitment to excellence and customer satisfaction, we strive to help individuals and businesses achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
1290 Scott Blvd, Santa Clara, CA 95050, United States -
cabral | schoneman llp
● Opencabral | schoneman llp is a law firm located at 200 East Santa Clara Street in Ventura, California. Specializing in a wide range of legal services, including business law, estate planning, and civil litigation, the experienced attorneys at cabral | schoneman llp are dedicated to providing top-notch legal representation to their clients. With a focus on personalized attention and strategic legal solutions, this firm is committed to achieving the best possible outcomes for their clients. Whether you are a business owner in need of legal advice or an individual seeking assistance with estate planning, cabral | schoneman llp is here to help.
200 E Santa Clara St, Ventura, CA 93001, United States -
M D Sassi & Co
● OpenM D Sassi & Co is a reputable health institution located at 5201 Great America Parkway in Santa Clara, California, United States. Dedicated to providing top-notch healthcare services, M D Sassi & Co offers a wide range of medical services to cater to the needs of its patients. With a team of experienced and skilled healthcare professionals, the institution is committed to delivering high-quality care and ensuring the well-being of all its patients. Whether you are in need of routine check-ups, specialized treatments, or emergency care, M D Sassi & Co is here to help you maintain your health and wellness.
5201 Great America Pkwy #320, Santa Clara, CA 95054, United States -
Blakeley Group Inc
● OpenBlakeley Group Inc is a finance institution located at 2804 Mission College Boulevard in Santa Clara, California, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you with your financial needs.
2804 Mission College Blvd, Santa Clara, CA 95054, United States -
RC Blackwell's Tax Service
● ClosedRC Blackwell's Tax Service, located at 900 Lafayette Street in Santa Clara, California, is a reputable institution specializing in tax preparation and financial services. Our team of tax professionals, known as Authorized IRS e-file Providers, are experts in assisting individuals, small businesses, estates, trusts, corporations, and partnerships with their tax needs. In addition to tax preparation, we also offer bookeeping services, offer in compromise assistance, eFile services, and payment arrangements. As the Electronic Return Originator (ERO), we transmit tax return information directly to the IRS on behalf of our clients.
900 Lafayette St #705, Santa Clara, CA 95050, United States -
Hines Tax Preparation
● ClosedHines Tax Preparation is a professional accounting and finance institution located at 523 Santa Clara Avenue in Alameda, California. Our team of experienced professionals is dedicated to providing high-quality tax preparation services to individuals and businesses. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and maximize their financial well-being. Whether you need assistance with personal tax returns or corporate tax planning, Hines Tax Preparation is here to help. Contact us today to schedule an appointment.
523 Santa Clara Ave, Alameda, CA 94501, United States -
Eulau Michael C CPA
● OpenEulau Michael C CPA is a reputable accounting and finance institution located at 200 East Santa Clara Street in Ventura, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Clients can trust Eulau Michael C CPA to provide accurate and reliable financial advice to help them achieve their financial goals.
200 E Santa Clara St STE 200, Ventura, CA 93001, United States -
Jon A Christensen CPA
● ClosedJon A Christensen CPA is a reputable accounting and finance institution located at 2000 Santa Clara Avenue in Alameda, California, United States. With years of experience and expertise in the field, they offer a wide range of accounting services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or bookkeeping, their team of professionals is dedicated to providing top-notch service and ensuring your financial success. Trust Jon A Christensen CPA to handle all of your accounting needs with precision and care.
2000 Santa Clara Ave, Alameda, CA 94501, United States
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