TOP 30 Finance institute consulting in Santa Clara, California

167 results found

Victory Finance Inc is a reputable finance institution located at 2445 Augustine Drive in Santa Clara, California. We specialize in providing a wide range of financial services to our clients, including investment management, financial planning, and loan services. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or secure a loan, Victory Finance Inc is here to help. Contact us today to learn more about how we can assist you with your financial needs.

Kruze Consulting is a leading institution located at 75 East Santa Clara Street in San Jose, California, specializing in accounting and finance services for startups. With expertise in bookkeeping, tax, FP&A, and more, Kruze offers outsourced CFO services to help manage growing startups. The institution also provides assistance with projections, budgets, and FP&A for seed venture funded companies, as well as guidance on tax credits, R&D tax credits, and venture debt fundraising. Kruze is known for its industry-specific expertise and has helped clients secure over $12 billion in seed and venture funding. Trusted by hundreds of companies, Kruze's team of CPAs and accountants offer strategic advice and financial reporting services to help startups navigate the complexities of fundraising and financial management. With a focus on DE C-Corps with seed and VC funding, Kruze is the go-to institution for startups looking to optimize their financial operations and prepare for successful exits.

Sooter Consulting Inc. is a professional accounting and finance institution located in Santa Clara, California. We specialize in helping business owners understand their financial reports and make strategic decisions to grow their businesses with confidence. Our team takes an educated and objective look at your books, providing a true understanding of where your business stands today and acting as a partner to help you reach your goals for tomorrow. Let us help you gain clarity and tell a proud story with the bottom line of your business. We work with small to mid-sized businesses to implement efficiencies, save time, and achieve growth objectives. Contact Sooter Consulting Inc. to discuss how we can support your financial success.

Cambier Consulting, CFO Ventura - CFO For Hire is a leading accounting and finance institution located at 790 East Santa Clara Street, Ventura, California, United States. With a team of highly skilled professionals, we provide expert financial consulting services to businesses in need of temporary or part-time CFO assistance. Our tailored solutions help companies navigate complex financial challenges and achieve their strategic goals. Trust Cambier Consulting, CFO Ventura to deliver top-notch financial expertise and support for your business.

Santa Clara Income Tax is a reputable accounting and finance institution located at 1190 East Santa Clara Street in San Jose, California. Our team of experienced professionals specializes in providing tax preparation services, financial planning, and consulting to individuals and businesses. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complexities of income tax laws and maximize their financial well-being. Trust Santa Clara Income Tax for all your accounting and finance needs.

CompuTax Services Santa Clara is a trusted institution located at 1765 Scott Boulevard in Santa Clara, California. Specializing in accounting, finance, and insurance services, our experienced team is dedicated to providing top-notch financial solutions to individuals and businesses in the Santa Clara area. From tax preparation to financial planning, our comprehensive services are designed to help our clients achieve their financial goals. Visit us today to experience personalized and professional financial assistance.

Tax Assistance Group - Santa Clara is a reputable institution specializing in accounting, finance, and legal services related to tax issues. Located at 5201 Great America Parkway in Santa Clara, California, United States, our team of experts are dedicated to helping individuals and businesses navigate through tax problems. If you are facing a tax debt problem, our experienced consultants are here to provide efficient solutions and alleviate your stress. Whether you are self-employed or need assistance with tax relief and collection work, our team is ready to assist you every step of the way.

ATS Tax Santa Clara is a reputable finance institution located at 2797 Park Avenue in Santa Clara, California, United States. Specializing in tax services, ATS Tax Santa Clara offers expert advice and assistance to individuals and businesses in navigating the complex world of taxation. With a team of experienced professionals, ATS Tax Santa Clara is dedicated to providing top-notch service and helping clients achieve their financial goals.

The Books Plus offers small business bookkeeping services for Santa Clara County. Located at 1560 Cielo Vista Lane in Gilroy, California, this institution specializes in accounting and finance services tailored to meet the needs of local businesses. With a focus on accuracy and efficiency, The Books Plus is dedicated to helping small businesses in Santa Clara County maintain their financial records and make informed decisions for long-term success.

Chugh, LLP is a leading institution located at 1600 Duane Avenue, Santa Clara, California, United States. Specializing in accounting, finance, and legal services, we provide expert guidance on a wide range of business and immigration matters. Our team of over 200 professionals is dedicated to helping both international corporate clients and individuals navigate the complexities of the US legal system. From entity formation to IP protection, divorce proceedings to trade agreements, our diverse legal practice areas cover all aspects of business and personal law. With offices in 10 US locations and 8 international offices, Chugh, LLP is well-equipped to assist clients both domestically and abroad. Our commitment to exceptional service, professionalism, and continuous learning sets us apart from other law firms. Contact us today for cutting-edge insights and personalized assistance with your legal needs.

Dhaliwal Law Group, Inc. is a renowned institution located at 2005 De La Cruz Boulevard in Santa Clara, California, United States. Specializing in accounting, finance, and legal services, we offer a free one-hour consultation to assess and discuss your unique case. Our experienced attorneys have assisted numerous families and businesses with legal matters such as immigration, bankruptcy, criminal defense, and business law. Our expertise lies in tax law, including handling audits from the IRS, State Franchise Tax Board, State Board of Equalization, and CA Employment Development Department. Additionally, we specialize in business formation services, including the establishment of corporations, non-profits, and LLCs.

The Kaiser Permanente Hospital Main Lobby is a welcoming and modern healthcare facility located at 700 Lawrence Expressway in Santa Clara, California. As a leading health institution, Kaiser Permanente offers a wide range of medical services and amenities to patients and visitors. The main lobby serves as the central hub of the hospital, providing a comfortable and convenient space for individuals to check in, receive information, and access various departments. With a focus on patient-centered care and state-of-the-art technology, Kaiser Permanente Hospital Main Lobby is dedicated to providing high-quality healthcare services to the community.

Sono Bello in San Jose, located at 5201 Great America Parkway in Santa Clara, California, is a specialized institution focusing on body contouring procedures. With a commitment to offering exceptional results at affordable prices, Sono Bello is dedicated to helping individuals achieve their desired body transformations within their budget. The institution offers financing options to make these procedures accessible to everyone. Sono Bello's advanced micro-laser lipo procedure is known for delivering incredible results at a reasonable price. Their unique AbEX™ technique combines excess skin removal with micro-laser liposuction, resulting in maximum fat removal and beautifully sculpted outcomes.

Tseng Law Firm is a trusted institution located at 1808 Santa Clara Avenue, Alameda, California, United States. Specializing in estate planning, our dedicated team is committed to guiding you through the process of securing your essential planning needs. We provide personalized counseling and education to address all your unique concerns and ensure that you, your loved ones, and your property are protected both during your lifetime and afterwards. During our complimentary initial consultation, we will discuss your specific estate planning goals and objectives, helping you understand the available planning options and costs involved. If you decide to proceed, we will work with you to design a customized estate plan that fits your individual needs and situation. At the signing meeting, we will review and execute your estate plan documents, ensuring that they are organized in an estate planning portfolio for your convenience.

The Law Office of Jeremy F. Peck & Monterey Peninsula Bankruptcy is a trusted institution located at 110 Webster Street in Monterey, California, United States. Specializing in finance and legal services, we proudly serve the Central Coast and greater Bay Area. Whether you are considering Chapter 7 or Chapter 13 bankruptcy, our experienced attorney, Jeremy F. Peck, is here to provide quality, individualized representation to individuals and small businesses in Monterey, Santa Cruz, San Benito, Santa Clara, San Francisco, and Alameda Counties since 2009. Chapter 7 bankruptcy, also known as “straight” or “liquidation” bankruptcy, offers a quick way to eliminate unsecured debts such as credit card and medical debt. On the other hand, Chapter 13 bankruptcy focuses on reorganizing your debts to make them more manageable over time. Despite common misconceptions, bankruptcy may not necessarily harm your credit score, especially if it has already been affected by other financial issues.

Heckman Financial & Insurance Services Inc-HFIS is a well-established institution located in San Jose, California. As a trusted accounting, finance, and insurance agency, we provide comprehensive financial solutions to individuals and businesses. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and protect their assets. Whether you need assistance with tax planning, investment strategies, or insurance coverage, HFIS is here to provide personalized service and expert guidance. Visit us at 333 West Santa Clara Street to learn more about how we can help you secure a stable financial future.

Sunbelt Business Advisors, Greater Bay Area is a leading finance institution located at 1400 Coleman Avenue in Santa Clara, California, United States. Our team of experienced professionals specializes in helping businesses in the Greater Bay Area navigate complex financial transactions, mergers, acquisitions, and sales. With a commitment to providing personalized and strategic financial solutions, we strive to help businesses thrive and succeed in today's competitive market. Contact us today to learn how Sunbelt Business Advisors can help you achieve your financial goals.

Fugate Business Solutions is a reputable accounting and finance institution located at 5201 Great America Parkway in Santa Clara, California, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. From tax preparation and bookkeeping to financial planning and consulting, Fugate Business Solutions is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial management.

Pinnacle Group Financial Services is a leading financial institution located at 2224 East Santa Clara Avenue in Santa Ana, California, United States. Specializing in finance, Pinnacle Group offers a wide range of services including investment management, financial planning, retirement planning, and wealth management. With a team of experienced professionals, Pinnacle Group is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you reach your financial aspirations.

Wendy Sun CPA Accounting Office is a reputable accounting and finance institution located at 3140 De La Cruz Boulevard in Santa Clara, California, United States. With a team of experienced professionals, Wendy Sun CPA offers a wide range of accounting services including tax preparation, bookkeeping, financial planning, and more. Clients can trust in Wendy Sun's expertise and dedication to providing accurate and reliable financial solutions. Visit Wendy Sun CPA Accounting Office for all your accounting needs.

The Law Office of Michael F Rodriguez is a reputable legal institution located at 701 East Santa Clara Street in Ventura, California, United States. Specializing in accounting, finance, and legal services, our team of experienced lawyers is dedicated to providing top-notch representation and guidance to our clients. Whether you are facing a complex financial issue or in need of legal counsel, our office is committed to delivering expert advice and solutions tailored to your specific needs. Contact us today to schedule a consultation and discover how we can assist you with your legal and financial matters.

M 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.

Deloitte, located at 225 West Santa Clara Street in San Jose, California, is a leading institution in the fields of accounting and finance. With a focus on front-office transformation, Deloitte helps businesses gain a competitive advantage in their industry. The institution offers training and mentorship programs to help individuals succeed in their careers. Deloitte is proud to employ over 3,000 veterans, recognizing their valuable experience and contributions to the workplace. By joining Deloitte's Talent Network, individuals can explore career resources and potential job opportunities. With a team of over 80,000 professionals in the United States, Deloitte is dedicated to serving clients and solving their toughest problems. The institution's culture is one of inclusion, collaboration, high performance, and opportunity, providing professionals with the chance to make a difference on business-critical projects. Deloitte is a part of a global network of member firms, each operating independently to provide top-notch services to clients. Visit www.deloitte.com/about to learn more about Deloitte's global network.

Approve My Score is a finance institution located at 25125 Santa Clara Street in Hayward, California, United States. We specialize in providing financial solutions to help individuals improve their credit scores and secure loans. Our team of experts works closely with clients to analyze their credit history and develop personalized strategies to increase their creditworthiness. Whether you're looking to apply for a mortgage, car loan, or credit card, Approve My Score is here to help you achieve your financial goals. Visit us today to start the journey towards a brighter financial future.

Morgan Stanley Financial Advisors is a prestigious finance institution located at 225 West Santa Clara Street in San Jose, California, United States. With a team of experienced financial advisors, they provide comprehensive wealth management services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your assets, Morgan Stanley Financial Advisors offers personalized solutions tailored to your individual needs. Trust in their expertise and dedication to help secure your financial future.

Merrill Edge Financial Solutions, located at 2900 El Camino Real in Santa Clara, California, is a finance institution offering online investing, trading, brokerage, and advice services. With Merrill Guided Investing, clients can start investing with $0 in program fees for the first 6 months. The institution provides a wide range of brokerage, investment advisory, and other financial services. It is important to note that investing in securities carries risks, and there is always the potential to lose money. Merrill Edge also offers banking products through Bank of America, N.A. and its affiliated banks. Additionally, Merrill Lynch Life Agency Inc., a licensed insurance agency, is a wholly owned subsidiary of BofA Corp. For more information, clients can refer to the Client Relationship Summary and Form CRS available on the institution's website.

Edelman Financial Engines is a leading financial institution located at 3945 Freedom Circle in Santa Clara, California, United States. Specializing in finance, they offer a wide range of services to help individuals and businesses manage their wealth and achieve their financial goals. With a team of experienced professionals, Edelman Financial Engines provides personalized financial planning, investment management, retirement planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Edelman Financial Engines is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Ken Prodger CFP®,ChFC®,ChSNC®, AIF® is a prestigious finance institution located at 4633 Old Ironsides Drive, Santa Clara, California, United States. With a team of highly qualified professionals holding various certifications such as CFP®, ChFC®, ChSNC®, and AIF®, this institution offers expert financial planning and investment services to individuals and businesses alike. Whether you are looking to secure your financial future, plan for retirement, or grow your wealth, Ken Prodger and his team are dedicated to providing personalized solutions tailored to your specific needs and goals. Trust in their expertise and experience to help you achieve financial success and peace of mind.

JR Financial & Insurance Services is a reputable finance institution located at 2005 De La Cruz Boulevard in Santa Clara, California. With a strong focus on providing top-notch financial and insurance services, our experienced team is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for assistance with investments, retirement planning, insurance coverage, or any other financial needs, our experts are here to provide personalized guidance and support. Visit us today and let us help you secure a stable financial future.

Davis Financial Management is a leading finance institution located at 1395 Franklin Street in Santa Clara, California, United States. Our team of experienced financial experts are dedicated to providing top-notch financial services to individuals and businesses. Whether you need assistance with investment management, retirement planning, or wealth management, our professionals are here to help you achieve your financial goals. With a focus on personalized service and tailored financial solutions, Davis Financial Management is committed to helping our clients build and protect their wealth for the long term. Contact us today to schedule a consultation and see how we can help you secure a brighter financial future.