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TOP 30 Customized investment portfolios in Fremont, CA
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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.
Peace of Mind Finance
Peace of Mind Finance, located in Fremont, California, is a finance institution dedicated to helping investors gain confidence with a personalized and holistic approach to their finances. Our team works closely with each client to provide a bespoke investment experience tailored to their individual needs and objectives. We believe that money is personal, and our goal is to help clients achieve their financial goals through disciplined and holistic planning. At Peace of Mind Finance, we partner with Simplicity Wealth to deliver institutional-level investing and sophisticated technologies that help minimize risk and maximize potential returns for our clients. By understanding each client's risk tolerance and financial goals, we design customized investment and tax strategies to grow and protect their wealth.
John Hancock Financial Network
John Hancock Financial Network, located at 42840 Christy Street, Fremont, California, United States, offers financial advisory services with a personal touch. With over 160 years of experience, we are committed to honesty and reliability, providing our customers with the best in life insurance and financial planning. Our innovative approach combines the tradition of a longstanding company with cutting-edge technology to transform the industry. We help partners build their life insurance businesses and protect their clients' most important assets. Members of John Hancock Vitality can access the Galleri test for multi-cancer early detection. Our Advisors can assist you in managing your financial needs and planning for a secure future. Retirement is a new beginning, and we can help you create an amazing plan for the future. Our personalized financial plans are tailored to your specific goals and needs. We offer a variety of products to add value to your policy. Partnering with Life Happens, we support students in easing the financial burden of college. The John Hancock Vitality Program offers rewards and discounts to policyholders, with some conditions applying. The Galleri test is available to eligible members and subsidized based on policy coverage. Please note that the Galleri test is not a diagnostic tool and should be used in conjunction with other cancer screening tests. Insurance products are issued by John Hancock Life Insurance Company. Contact us today to start planning for a secure financial future with John Hancock Financial Network.
Pacific Precious Metals
Pacific Precious Metals is a reputable institution located in Fremont, California, United States. As a finance and jewelry store, they specialize in providing a wide range of precious metals and jewelry items to meet the needs of their customers. With a prime location at 39111 Paseo Padre Parkway, Pacific Precious Metals offers a secure and convenient platform for individuals looking to invest in precious metals or purchase exquisite jewelry pieces. Their knowledgeable staff is dedicated to providing exceptional customer service and assisting clients with their financial and jewelry needs. Whether you are looking to diversify your investment portfolio or find the perfect piece of jewelry, Pacific Precious Metals is the go-to destination for all your finance and jewelry needs.
List of businesses, places and services in California
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