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TOP 30 Credit management for businesses in Palo Alto, CA
3 results found
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Jade Fiducial Palo Alto
Jade 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.
Navan
Navan is a travel agency located at 3045 Park Boulevard, Palo Alto, California, United States. Discover Navan's end-to-end solution trusted by thousands of customers worldwide. Their global comprehensive solution for travel and expense management helps you save money with discounted travel rates, compliance with your travel policy, and increased employee productivity. Monitor your expenses in real-time and prevent bookings outside of policy with integrated control options on corporate credit cards. Navan offers a highly positive user experience for both travelers and admins with innovative technology and top-notch support. Employees can easily book and manage travel, while the finance department maintains control over all expenses. Give your employees a simple option to pay for business travel expenses and keep track of all spending. Take advantage of automation for expense management with Navan cards or streamlined reimbursement processes. Navan rewards employees for lowering travel costs within the company, creating a win-win situation. Experience top-notch customer service and innovative technology on one platform for business travelers, finance teams, travel managers, and HR departments. Promote your company's growth and simplify travel and expense management with Navan. Benefit from automation and reduce travel costs in your organization. Utilize a complete solution for travel and expenses that convinces all employees.
Bank of America Private Client Advisor Linh Nguyen
Bank of America Private Client Advisor Linh Nguyen is a Senior Vice President and Private Client Advisor located in Palo Alto, California. Linh and her team of subject matter specialists work with high-net-worth individuals and families to optimize and manage their wealth. They take a personalized approach, listening to your unique needs before crafting a financial strategy to advance your goals, legacy objectives, and plan for future generations. Your dedicated team can include a Wealth Strategist, Portfolio Manager, Trust Officer, and other specialists tailored to your situation. With a focus on integrity and transparency, they serve as your fiduciary to meet your financial objectives. Their comprehensive wealth planning approach includes investment management, trust, estate and tax planning, philanthropic strategies, customized credit, and other financial needs. They offer distinctive investment insights and strategies, with access to extensive resources from the Bank of America enterprise. Linh holds a Bachelor of Science in psychology and a Master’s in Business Administration. She is actively involved in community organizations and enjoys long walks, gardening, and staying informed on business, investment, and social matters. Bank of America Private Bank has a long history of helping clients manage significant wealth, with a commitment to making your goals a priority. They provide disciplined financial strategies and bridge generations to anticipate and respond to evolving markets. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice. Investing involves risk, and past performance does not guarantee future results. Consult your legal and tax advisors before making any financial decisions.
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