Expert financial consulting in Union City, CA
34 results found
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Union Financial Services
● ClosedUnion Financial Services is a reputable institution located at 1103 West 23rd Street in Los Angeles, California. Specializing in accounting and finance, our team of experts is dedicated to providing top-notch financial services to individuals and businesses alike. With a commitment to excellence and professionalism, we strive to help our clients achieve their financial goals and secure their financial future. Whether you need assistance with tax preparation, investment planning, or financial consulting, Union Financial Services is here to help. Visit us today to experience the difference our expertise can make in your financial well-being.
1103 W 23rd St, Los Angeles, CA 90007, United States -
Jamie Myers -Travis Credit Union - NMLS #312309
● ClosedJamie Myers -Travis Credit Union is a finance institution located at One Travis Way in Vacaville, California, United States. With NMLS #312309, they offer a range of financial services to individuals and businesses, including loans, savings accounts, and more. Their team of professionals is dedicated to helping clients achieve their financial goals and providing personalized solutions to meet their needs. Visit Jamie Myers -Travis Credit Union today for all your financial needs.
One Travis Way, Vacaville, CA 95687, United States -
Pacific Service Credit Union
● ClosedPacific Service Credit Union is a trusted financial institution located at 2800 Kitty Hawk Road in Livermore, California. As a member-owned credit union, we are committed to providing top-notch financial services to our community. Whether you need to access our convenient ATMs or consult with our expert finance team, Pacific Service Credit Union is here to help you achieve your financial goals. Join us today and experience the difference of personalized service and competitive rates that set us apart from traditional banks.
2800 Kitty Hawk Rd, Livermore, CA 94551, United States -
Turnkey Financial Solutions
● ClosedTurnkey Financial Solutions is a leading finance institution located at 33170 Alvarado-Niles Road in Union City, California. Our dedicated team of financial experts provides a wide range of services to help individuals and businesses achieve their financial goals. From investment management to retirement planning, we offer comprehensive solutions tailored to meet our clients' needs. With a commitment to excellence and personalized service, Turnkey Financial Solutions is the trusted partner you need for all your financial needs.
33170 Alvarado-Niles Rd #1659, Union City, CA 94587, United States -
Union Financial Partners Inc
● ClosedUnion Financial Partners Inc is a leading finance institution located at 2001 Union Street in San Francisco, California, United States. With a team of experienced financial experts, we provide a wide range of financial services to individuals, businesses, and organizations. Whether you need assistance with investments, retirement planning, insurance, or wealth management, our dedicated team is here to help you achieve your financial goals. Trust Union Financial Partners Inc to provide you with personalized financial solutions tailored to your specific needs.
2001 Union St, San Francisco, CA 94123, United States -
Fairway Financial Consulting
● OpenFairway Financial Consulting is a leading finance institution located at 2525 Trailside Way in Union City, California, United States. Our team of experienced financial experts provides personalized and strategic financial advice to help individuals and businesses achieve their financial goals. From investment planning to retirement savings, we offer a wide range of services to meet our clients' needs. Trust Fairway Financial Consulting to guide you on the path to financial success.
2525 Trailside Way, Union City, CA 94587, United States -
Union Retirement Solutions
● OpenUnion Retirement Solutions is a finance institution located at 6101 Bollinger Canyon Road in San Ramon, California, United States. Our dedicated team, led by Jeff, is committed to helping individuals and families achieve their ideal retirements. We offer a range of services including retirement income planning, wealth management, and informational workshops to assist you in reaching your retirement goals. Our mission is to provide thoughtful guidance and support as you prepare for this new chapter in your life. Whether you are looking to create a retirement strategy using insurance products or learn more about maximizing your retirement income, we are here to help. Attend one of our workshops or webinars to gain valuable insights and prepare for the future.
6101 Bollinger Canyon Rd Suite 309, San Ramon, CA 94583, United States -
Pro Financial Practice LLC
● ClosedPro Financial Practice LLC is a leading accounting and finance institution located at 31905 Alvarado Boulevard in Union City, California, United States. Our team of expert professionals provides a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and more. With years of experience and a commitment to excellence, we strive to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Pro Financial Practice LLC can help you manage your finances effectively.
31905 Alvarado Blvd, Union City, CA 94587, United States -
Compass Consulting
● OpenCompass Consulting is a consulting company located at 1700 Aviara Parkway in Carlsbad, California. Specializing in providing financial advice platforms for banks and credit unions, Compass Consulting utilizes decades of industry experience to help institutions increase profitability, improve client/member retention and satisfaction, enhance overall client/member experience, boost employee retention and satisfaction, and improve performance and collaboration across lines of business. With a focus on leveling the playing field for regional banks and credit unions to excel in wealth management and financial planning, Compass Consulting's team of experts deliver strategies, assist in implementing solutions, and ensure exceptional results. In a changing wealth management landscape where regional banks and credit unions have seen significant growth, Compass Consulting helps institutions capitalize on their competitive advantages over larger banks and firms.
1700 Aviara Pkwy #131176, Carlsbad, CA 92013, United States -
Mission Fed Credit Union - Raymond James
● OpenMission Fed Credit Union - Raymond James is a trusted financial institution located at 1500 East Valley Parkway in Escondido, California. As a credit union, they offer a wide range of financial services including savings accounts, loans, and investment opportunities. Their partnership with Raymond James allows them to provide expert financial advice and personalized investment strategies to help their members achieve their financial goals. With a commitment to customer service and community involvement, Mission Fed Credit Union - Raymond James is a reliable choice for all your financial needs in the Escondido area.
1500 E Valley Pkwy UNIT B, Escondido, CA 92027, United States -
Jonathan Stoft, Financial Advisor - Commonwealth Central Credit Union
● ClosedJonathan Stoft, Financial Advisor at Commonwealth Central Credit Union, is a trusted and experienced professional located in San Jose, California. With a focus on providing personalized financial advice and guidance, Jonathan helps clients navigate the complexities of their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to invest wisely, Jonathan Stoft is dedicated to helping you achieve financial success. Visit him at 3075 Union Avenue for expert financial advice tailored to your unique needs.
3075 Union Ave, San Jose, CA 95124, United States -
Mike Kenison - SAFE Financial Services - Wealth Advisor
● ClosedMike Kenison - SAFE Financial Services - Wealth Advisor is a finance institution located at 6190 Stanford Ranch Road, Rocklin, California, United States. They offer a range of financial services including savings solutions, business banking accounts, loans, and investment planning. Their team of professional experts are dedicated to putting members first and helping them achieve their financial goals. Additionally, they provide grants and scholarships, as well as financial health services for employees. With a focus on community and member satisfaction, SAFE Credit Union is committed to supporting individuals and families on their financial journey. Join today to experience the benefits of being a part of one of the best credit unions in California.
6190 Stanford Ranch Rd, Rocklin, CA 95765, United States -
Steve Raymond - SAFE Credit Union - Financial Planning
● ClosedSteve Raymond - SAFE Credit Union - Financial Planning is a finance institution located at 2901 K Street, Sacramento, California, United States. We prioritize our members over shareholders, offering a range of financial services to help you achieve your goals. From savings solutions to business banking accounts, our team of experts is here to assist you every step of the way. Our webinars and financial health services can empower your future and improve your financial well-being. As a member of SAFE Credit Union, you'll not only have access to top-notch financial services but also a sense of belonging and community. Join us today and experience the benefits of being part of one of the best credit unions in California.
2901 K St #100, Sacramento, CA 95816, United States -
UNION INCOME TAX & SERVICES
● ClosedUNION INCOME TAX & SERVICES is a finance institution located at 2617 Santa Ana Street in South Gate, California, United States. We specialize in providing expert tax preparation services and financial advice to individuals and businesses. Our team of professionals is dedicated to helping our clients navigate the complexities of the tax system and maximize their financial well-being. Whether you need help with filing your taxes, planning for the future, or managing your finances, UNION INCOME TAX & SERVICES is here to assist you every step of the way. Visit us today to experience our personalized and reliable financial services.
2617 Santa Ana St, South Gate, CA 90280, United States -
Navy Federal Credit Union
● ClosedWelcome to Navy Federal Credit Union, your trusted financial partner located at 535 West Channel Islands Boulevard, Port Hueneme, California 93041, United States. As a leading institution in the ATM, bank, and finance sectors, we are dedicated to serving the military community and their families with unmatched financial services and support. Our state-of-the-art Digital Investor platform allows you to start investing in as little as 10 minutes using automated or self-directed tools. For those seeking personalized guidance, our expert financial advisors are ready to help you develop an investment strategy tailored to your individual needs and preferences. Embrace the ever-changing landscape of investing with confidence using our seven tried and true strategies.
535 West Channel Islands Boulevard, Port Hueneme, California 93041, United States -
Navy Federal Credit Union
● ClosedWelcome to Navy Federal Credit Union, conveniently located at 5360 Rosecrans Avenue, Hawthorne, California 90250. As a trusted provider in the ATM, banking, and finance sector, we are committed to serving the unique needs of our members, especially those in the military community and their families. At Navy Federal, we believe that "the only constant in life is change," particularly when it comes to investing. That's why we offer a range of tools and resources to help you navigate your financial journey with confidence. In as little as 10 minutes, you can start investing with our Digital Investor’s automated or self-directed options. For those seeking personalized guidance, our expert financial advisors are ready to help you develop an investing strategy tailored to your goals.
5360 Rosecrans Avenue, Hawthorne, California 90250, United States -
Yogi Chugh - State Farm Insurance Agent
● ClosedYogi Chugh - State Farm Insurance Agent is a local insurance agency located at 3650 Thornton Avenue, Fremont, California, United States. We are committed to providing personalized insurance coverage for auto, home, renters, life, and business insurance needs. As a State Farm Insurance Agent, we are dedicated to helping individuals and businesses with their insurance and financial services needs. We offer free insurance quotes for residents of Fremont, Newark, Union City, Hayward, Castro Valley, San Leandro, San Jose, San Francisco, and all over California. Our team is fluent in English, Hindi, Punjabi, Marathi, Gujarati, Spanish, and Tagalog to better serve our diverse community.
3650 Thornton Ave, Fremont, CA 94536, United States -
TAX CHAMPION INC.
● ClosedTax Champion Inc. is a leading accounting and finance institution located at 31080 Union City Boulevard in Union City, California, United States. Our team of experts specializes in tax preparation, bookkeeping, and financial planning services to help individuals and businesses navigate the complex world of taxes and finances. With years of experience and a commitment to excellence, Tax Champion Inc. is your trusted partner in achieving financial success. Contact us today to schedule a consultation and see how we can help you reach your financial goals.
31080 Union City Blvd #102, Union City, CA 94587, United States -
Liberty Tax
● ClosedLiberty Tax is a financial institution located at 33412 Alvarado-Niles Road in Union City, California, United States. Specializing in tax preparation services, Liberty Tax offers expert guidance and support to individuals and businesses looking to navigate the complex world of taxes. With a team of knowledgeable professionals, Liberty Tax is dedicated to helping clients maximize their tax returns and minimize their tax liabilities. Whether you need assistance with filing your taxes, understanding tax laws, or planning for the future, Liberty Tax is here to help.
33412 Alvarado-Niles Rd, Union City, CA 94587, United States -
Farmers Insurance - Jessie Navarro
● ClosedFarmers Insurance - Jessie Navarro is an insurance agency located at 1426 Aviation Boulevard, Redondo Beach, California, United States. Our team of licensed agents has been serving the Manhattan, Hermosa, and Redondo beach cities for over 13 years. We specialize in custom insurance policies for various home types in the South Bay area, including townhomes, condos, HOA's, and single-family homes. As a sponsor of Redondo Union High school sports activities, we are dedicated to serving the community for many more years to come. We offer comprehensive coverage for auto insurance, home insurance, life insurance, renters insurance, business insurance, and condo insurance. Our goal is to provide personalized insurance solutions to meet your needs and budget. With over 80 years of experience, Farmers Insurance has a proven track record of protecting your most valuable possessions.
1426 Aviation Blvd #201, Redondo Beach, CA 90278, United States -
Farmers Insurance - Rachna Bhatnagar
● ClosedFarmers Insurance - Rachna Bhatnagar is a reputable insurance agency located at 39899 Balentine Drive in Newark, California. With over 25 years of experience in California, Rachna Bhatnagar takes pride in serving the local community and surrounding areas. Specializing in home insurance, auto insurance, recreational coverage, business insurance, and life insurance, the agency is dedicated to putting the customer first and ensuring that each client is well taken care of. Whether you are located in Fremont, Union City, Dublin, Pleasanton, or anywhere in the greater Bay Area, Rachna Bhatnagar welcomes you to visit the conveniently located office. With a focus on building lasting relationships with customers, the agency offers comprehensive coverage options, competitive rates, and discounts to help you save money. Additionally, Rachna Bhatnagar provides personalized assistance in selecting the right insurance coverage for your needs and budget. Whether you need renters insurance, condo insurance, or personal umbrella insurance, the agency is committed to providing added protection for your assets and future earnings. For a solid financial plan and peace of mind, schedule an appointment with Rachna Bhatnagar today.
39899 Balentine Dr #230, Newark, CA 94560, United States -
O'Rourke & Associates
● ClosedO'Rourke & Associates is a leading institution located at 395 Oyster Point Boulevard in South San Francisco, California, United States. Specializing in providing comprehensive, customized solutions for credit unions, O'Rourke & Associates focuses on putting people at the forefront of everything they do. Through a lens of inclusivity, they offer recruiting services to attract diverse, qualified talent, consulting to develop systems that advance people, and planning to keep talent engaged and rewarded. The team at O'Rourke & Associates leverages passion, dedication, and expertise to build a more inclusive credit union system, helping businesses confidently move forward. With glowing testimonials from satisfied clients, O'Rourke & Associates is known for delivering high-quality executive search services, leadership development, and employee engagement solutions.
395 Oyster Point Blvd #405, South San Francisco, CA 94080, United States -
HDI Management Intelligence
● OpenHDI Management Intelligence is a leading institution located at 33170 Alvarado-Niles Road in Union City, California, United States. We specialize in providing cutting-edge management intelligence solutions for businesses of all sizes. Our team of experts offers a wide range of services including data analysis, strategic planning, and performance optimization. With a focus on innovation and efficiency, we help our clients achieve their goals and stay ahead in today's competitive business landscape. Contact us today to learn more about how HDI Management Intelligence can help your business succeed.
33170 Alvarado-Niles Rd, Union City, CA 94587, United States -
Bay Tax Services
● ClosedBay Tax Services is a reputable finance institution located at 32665 Brenda Way in Union City, California, United States. We specialize in providing expert tax services to individuals and businesses, helping our clients navigate the complexities of tax laws and maximize their financial returns. Our team of experienced professionals is dedicated to delivering personalized and efficient service to meet the unique needs of each client. Whether you need assistance with tax preparation, planning, or resolution, Bay Tax Services is committed to helping you achieve your financial goals.
32665 Brenda Way, Union City, CA 94587, United States -
Douglas C. Finstrom
● OpenDouglas C. Finstrom is a reputable accounting and finance institution located at 523 Union Avenue in Campbell, 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 expect personalized attention and expert advice to help them achieve their financial goals. Whether you are an individual or a business owner, Douglas C. Finstrom is dedicated to providing top-notch financial solutions to meet your needs.
523 Union Ave, Campbell, CA 95008, United States -
S J Kellerman & Associates: Kellerman Sheila J CPA
● ClosedS J Kellerman & Associates: Kellerman Sheila J CPA is a trusted accounting and finance institution located at 38 Seascape Resort Drive, Aptos, California, United States. Sheila Joyce Kellerman CPA has been providing personalized financial guidance to individuals and businesses for years. The institution offers a wide range of services, from basic tax compliance to CFO engagements. Sheila's expertise and experience in business finance, accounting, taxation, and tax consulting make her a valuable partner for clients looking for financial support. With a Masters Degree in Taxation and a Bachelors Degree in Accounting, Sheila is a highly qualified professional in her field. She is an active member of the California Society of Certified Public Accountants and currently serves on the Board of Directors of Bay Federal Credit Union. Sheila believes in providing the appropriate level of service to new businesses and adjusting the level of sophistication as a business grows. Her experience in financial management has benefited numerous companies in the Monterey Bay area, Silicon Valley, and beyond. Contact S J Kellerman & Associates for expert financial guidance and support.
38 Seascape Resort Dr, Aptos, CA 95003, United States -
Accountico, Inc
● ClosedAccountico, Inc is a trusted accounting and finance institution located at 33476 Alvarado-Niles Road in Union City, California, United States. We treat each client’s business as if it were our own, ensuring their satisfaction is our top priority. Our team at Accountico Inc specializes in a range of services, including accounting, bookkeeping, tax services, payroll, business registration, and financial advising. With our expertise in multiple disciplines, we bring innovative solutions to help your company thrive and succeed in the long term. Whether you need assistance with funding for a new development initiative or guidance on business shareholdings, our experienced accountants and financial advisers are here to support you every step of the way.
33476 Alvarado-Niles Rd Ste A007, Union City, CA 94587, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 1716 Decoto Road in Union City, California, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, financial planning, and accounting assistance. Whether you are an individual or a business owner, H&R Block is committed to providing expert guidance and support to help you achieve your financial goals. Visit us today to experience the superior service and expertise that sets H&R Block apart from the rest.
1716 Decoto Rd, Union City, CA 94587, United States -
Business Tax Incentives
● OpenBusiness Tax Incentives is a leading institution located at 1542 Union Street in San Francisco, California, United States. Specializing in accounting and finance, this institution offers expert guidance and assistance to businesses seeking to maximize their tax benefits. With a team of experienced professionals, Business Tax Incentives helps clients navigate the complex world of tax incentives and credits, ensuring they are able to take full advantage of all available opportunities to save money and optimize their financial strategies. Contact Business Tax Incentives today to learn how they can help your business thrive.
1542 Union St, San Francisco, CA 94123, United States -
NAKA TAX & INSURANCE SERVICES LLC
● ClosedNAKA Tax & Insurance Services LLC is a finance institution located at 31824 Alvarado Boulevard in Union City, California, United States. We specialize in providing expert tax and insurance services to individuals and businesses in the area. Our team of professionals is dedicated to helping our clients navigate the complexities of tax laws and insurance policies to ensure they are properly protected and in compliance with regulations. Whether you need assistance with tax preparation, filing, or insurance coverage, NAKA Tax & Insurance Services LLC is here to help. Contact us today to schedule a consultation and learn more about how we can assist you with your financial needs.
31824 Alvarado Blvd, Union City, CA 94587, United States
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