TOP 30 Best Customized accounting services in Santa Clara, California
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SYNQMINE Tax Planning and CFO Services
Synqmine Tax Planning and CFO Services is a top-rated accounting firm and tax consultancy located at 1525 McCarthy Boulevard in Milpitas, California. Our team of financial professionals is dedicated to helping businesses and individuals make accurate financial decisions promptly. We specialize in reducing liabilities and maximizing profits for our clients in Santa Clara County. At Synqmine, we offer a full range of tax planning and accounting services to help businesses raise capital, monitor cashflow, track expenses, reduce tax liability, and identify financial trends. Our goal is to improve our client's financial position as they expand and grow into the future.
Unchained Financial Services
Unchained Financial Services is a leading accounting and finance institution located at 410 East Santa Clara Street in San Jose, California, United States. With a team of skilled professionals, they offer a wide range of services including tax preparation, financial planning, and investment management. Their commitment to providing personalized solutions and excellent customer service sets them apart in the industry. Whether you are an individual or a business looking for expert financial advice, Unchained Financial Services is the trusted partner you need to achieve your financial goals.
Santa Clara County Federal Credit Union CITY CENTRE OFFICE (No Branch Services)
The Santa Clara County Federal Credit Union CITY CENTRE OFFICE is a convenient location for all your banking needs in the heart of San Jose, California. This branch specializes in ATM services and financial transactions, making it a go-to destination for quick and efficient banking. Located at 140 East San Fernando Street, this institution provides top-notch customer service and a range of financial products to meet your needs. Visit the Santa Clara County Federal Credit Union CITY CENTRE OFFICE for all your banking needs in the bustling city center.
Diaz-Christians Accountancy Corporation
Diaz-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.
D H Insurance Services Inc
D H Insurance Services Inc is a reputable insurance agency located at 2727 Walsh Avenue in Santa Clara, California. Our team of experienced professionals is dedicated to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we are here to help you find the right coverage at the best possible rates. With a commitment to excellent customer service and a strong reputation for reliability, D H Insurance Services Inc is your trusted partner in protecting what matters most to you. Contact us today to learn more about how we can help you with your insurance needs.
A3C Financial Services
A3C Financial Services is a reputable accounting and finance institution located at 1700 Wyatt Drive in Santa Clara, California, United States. With a team of experienced professionals, we provide a wide range of financial services including tax preparation, bookkeeping, budgeting, and financial planning. Our goal is to help individuals and businesses achieve their financial goals through personalized and reliable services. Contact us today to schedule a consultation and learn how we can assist you in managing your finances effectively.
James Park - Branch Manager, Ameriprise Financial Services, LLC
James Park is the Branch Manager at Ameriprise Financial Services, LLC located at 225 West Santa Clara Street, San Jose, California, United States. Ameriprise Financial has been recognized as one of Investor’s Business Daily’s Most Trusted Wealth Managers. James Park provides personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients have secure access to their investments and accounts from any device. Interested individuals can schedule a complimentary initial consultation to learn more about how James Park can help achieve financial goals. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. James Park may conduct securities business with residents of states where properly registered. Referrals are welcomed, and friends or family members can expect to hear from James Park soon. Privacy and security are a top priority at Ameriprise Financial Services, LLC.
Alexandra Anderson - State Farm Insurance Agent
Alexandra Anderson - State Farm Insurance Agent is a trusted insurance agency located at 1865 Winchester Boulevard, Campbell, California. With over 20 years of experience, we specialize in providing a wide range of insurance services including life insurance, health insurance, and income replacement insurance. Our dedicated team of professionals is committed to helping our customers secure a prosperous future by offering personalized insurance quotes for auto, home, renters, and condo insurance. We are proud to serve the communities of Santa Clara, Campbell, San Jose, Milpitas, Sunnyvale, Mountain View, Morgan Hill, Gilroy, and more. Our agency has received numerous awards for our outstanding customer service and commitment to excellence. Whether you are looking to bundle your insurance policies or need assistance with financial planning, we are here to help.
Coastal Chiropractic and Massage Therapy
Welcome to Coastal Chiropractic and Massage Therapy, where the beach lifestyle meets holistic health and wellness. Located at 700 East Santa Clara Street, Ventura, California, we’re your local haven for rejuvenation and healing. Our approach is far from the typical doctor’s office experience; we offer a relaxed and friendly environment where your appointment feels more like a rejuvenating hangout session with substantial health benefits. At Coastal Chiropractic, our mission is to restore our patients to full health through high-quality chiropractic care. We specialize in addressing a wide range of conditions, including low back pain, sciatica, migraines, and more. Our method involves taking before and after X-rays to meticulously track your progress, ensuring that you receive the most effective treatment tailored to your needs.
Jeff Sinfuego - State Farm Insurance Agent
Jeff Sinfuego - State Farm Insurance Agent is a reputable insurance agency located at 25175 Santa Clara Street in Hayward, California. Conveniently situated in Gateway Plaza next to Lucky's Supermarket, our team is dedicated to meeting all your financial and insurance needs. With over 10 years of experience as a State Farm agent, Jeff Sinfuego and his team offer personalized service and free insurance reviews in English, Spanish, Tagalog, and Chinese Mandarin. Whether you're in need of auto insurance, life insurance, or financial planning, our knowledgeable staff is here to assist you. We believe in the power of face-to-face interactions, but also offer virtual meetings for your convenience. Our office is easily accessible off of the 880/92 freeway with ample parking.
Citi
Citi is a renowned financial institution located at 2500 Pruneridge Avenue in Santa Clara, California, United States. As a leading bank, Citi offers a wide range of financial services including personal banking, wealth management, investment banking, and corporate banking. With a strong presence in the global financial market, Citi is known for its innovative solutions, exceptional customer service, and commitment to helping individuals and businesses achieve their financial goals. Visit Citi at their Santa Clara branch to experience top-notch banking services and expert financial advice.
Ferrari Ottoboni Caputo & Wunderling LLP
Ferrari Ottoboni Caputo & Wunderling LLP is a boutique law firm located at 333 West Santa Clara Street, San Jose, California, United States. Specializing in accounting, finance, and legal services, our legacy is built on providing top-notch representation for high-net-worth clients and growing companies. Our founding partner, esteemed mentor, has recently passed away, but our team of experienced attorneys continues to provide guidance to clients on various legal matters affecting their personal and professional lives. Whether it's estate planning, business law, real property issues, or customer complaints, our attorneys are here to help navigate through any legal challenges. During the holidays, many people choose to give money or assets to their loved ones, and our team can provide advice on the best ways to do so.
Hovav Tax
Hovav Tax is a reputable accounting and finance institution located at 4675 Stevens Creek Boulevard in Santa Clara, California, United States. Specializing in tax services, financial planning, and accounting solutions, Hovav Tax is dedicated to helping individuals and businesses navigate the complex world of taxes and finances. With a team of experienced professionals, they provide personalized and reliable services to meet the unique needs of each client. Whether you need assistance with tax preparation, bookkeeping, or financial consulting, Hovav Tax is committed to delivering top-notch expertise and customer service. Contact them today to schedule a consultation and take control of your financial future.
Montana Capital Car Title Loans
Montana Capital Car Title Loans is a finance institution located at 3170 El Camino Real in Santa Clara, California. Whether you apply online or by phone, we are here to help you get a fast and secure cash loan using your car title. Depending on the value of your car and your ability to repay, you could receive up to $50,000. Your money can be sent directly to your bank account, debit card, or picked up at a MoneyGram location. For our customers in Santa Clara, Sound Waves provides GPS installation and removal services. Located near the intersection with Calabazas Blvd, Sound Waves offers unmatched customer service for those working with Montana Capital Car Title Loans.
Mail Boxes Plus
Mail Boxes Plus is a finance institution located at 2532 Santa Clara Avenue in Alameda, California. We provide a range of financial services, including money transfers, currency exchange, and check cashing. Our experienced staff is dedicated to providing efficient and reliable service to our customers. Visit us today for all your financial needs.
Martinez Corp. Taxes and Insurance
Martinez Corp. Taxes and Insurance is a family-owned multi-service agency dedicated to personal and business financial needs. With 25 years of experience and exceptional customer service, we pride ourselves on being a trusted family business in the community. Located at 3569 Benton Street, Santa Clara, California, United States, we offer a wide range of services including tax preparation and resolution, insurance for cars, homes, and businesses, immigration processes, financial planning, entity creation, and accounting for starting a business. Our team of professionals is here to guide you towards making better financial decisions for you and your family. Whether you need help preparing your taxes remotely or in-person, we have the expertise to assist you. We also have access to the best rates in the area for insurance policies.
New York Life Insurance
New York Life Insurance is a reputable finance and insurance agency located at 550 South Winchester Boulevard in San Jose, California. With a long-standing history of providing reliable and customizable insurance solutions to individuals and families, New York Life Insurance is committed to helping clients protect their financial future. Their team of experienced agents offers a wide range of insurance products, including life, health, and retirement plans, tailored to meet the unique needs of each customer. Whether you are looking for coverage for yourself, your family, or your business, New York Life Insurance is dedicated to providing top-notch service and peace of mind.
CEFCU
CEFCU, located at 3607 El Camino Real in Santa Clara, California, is a trusted financial institution offering a wide range of banking services. With a convenient location near the intersection of El Camino Real and Lawrence Expressway, CEFCU is easily accessible to residents and businesses in the area. The institution is managed by Cortney Robinson, with Anahi Castellanos serving as the Assistant Manager. Customers can expect personalized service and competitive financial products at CEFCU.
U.S. Bank Branch
The U.S. Bank Branch located at 2730 Homestead Road in Santa Clara, California is a trusted financial institution serving the community with a wide range of banking services. As a branch of one of the largest banks in the United States, customers can expect excellent customer service, competitive rates, and convenient banking options. Whether you need a checking account, savings account, loans, or investment services, the U.S. Bank Branch is committed to helping you achieve your financial goals. Visit us today to experience the difference of banking with U.S. Bank.
Golden 1 Credit Union - Roseville
Golden 1 Credit Union in Roseville is a trusted financial institution located at 1701 Santa Clara Drive in Roseville, California. As a member of this credit union, you have access to a wide range of financial services including banking, loans, and ATMs. With a focus on providing excellent customer service and competitive rates, Golden 1 Credit Union is dedicated to helping you achieve your financial goals. Visit their branch in Roseville today to learn more about how they can assist you with your banking and finance needs.
Umpqua Bank
Umpqua Bank, located at 225 West Santa Clara Street in San Jose, California, is a financial institution dedicated to building economic vitality in the communities it serves. Whether you're looking for personal banking services, business solutions, or private banking options, Umpqua is committed to prioritizing people and their financial needs. At Umpqua Bank, we offer a range of financial products and services for businesses of all sizes. From checking and savings accounts to loans and credit cards, our team of experts is here to help tailor solutions to meet your specific needs. We also provide financing options such as lines of credit, SBA loans, real estate loans, and equipment financing, along with additional services like cash management to streamline your banking experience.
Bank of America Financial Center
The Bank of America Financial Center at 2905 Stevens Creek Boulevard in Santa Clara, California, is a leading financial institution offering a wide range of banking and finance services to individuals, businesses, and organizations. With a strong presence in the United States, Bank of America is known for its innovative financial products, convenient banking solutions, and exceptional customer service. Whether you need assistance with personal banking, wealth management, or business financing, the experienced professionals at this financial center are dedicated to helping you achieve your financial goals. Visit the Bank of America Financial Center in Santa Clara today for all your banking and financial needs.
Bank of America (with Drive-thru ATM)
Bank of America is a renowned financial institution located at 2900 El Camino Real in Santa Clara, California. With a convenient drive-thru ATM service, customers can easily access their banking needs without having to leave their vehicles. Whether you need to withdraw cash, deposit checks, or manage your accounts, Bank of America offers a range of services to meet your financial needs. Visit us today and experience the convenience and security of banking with one of the largest banks in the United States.
Jacaranda Insurance Inc
Jacaranda Insurance Inc is a reputable insurance agency located at 100 North Winchester Boulevard in Santa Clara, California, United States. With a commitment to providing top-notch insurance services to its clients, Jacaranda Insurance Inc offers a wide range of insurance products including auto, home, life, and business insurance. Their team of experienced agents are dedicated to helping customers find the best coverage options tailored to their specific needs. Whether you are looking to protect your assets or secure your family's financial future, Jacaranda Insurance Inc is here to guide you every step of the way. Visit their office today and experience peace of mind knowing that you are in good hands with Jacaranda Insurance Inc.
Misawa/St. Claire- Group - Morgan Stanley
Misawa/St. Claire Group - Morgan Stanley is a prestigious finance institution located at 225 West Santa Clara Street in San Jose, California, United States. As a part of the renowned Morgan Stanley brand, this institution offers a wide range of financial services and expertise to clients in the San Jose area. With a focus on providing personalized solutions and top-notch customer service, Misawa/St. Claire Group - Morgan Stanley is a trusted partner for individuals and businesses looking to achieve their financial goals.
H Lee Associates.Inc.
H Lee Associates, Inc. is a reputable finance institution located at 2906 El Camino Real in Santa Clara, California, United States. With a strong focus on providing top-notch financial services to its clients, H Lee Associates, Inc. offers a wide range of financial solutions tailored to meet the unique needs of individuals and businesses. The institution is known for its experienced team of professionals who are dedicated to delivering excellent customer service and sound financial advice. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, H Lee Associates, Inc. is committed to helping you achieve your financial goals.
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