Finance services in Los Altos, California
66 results found
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Barbara Madden - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedBarbara Madden - Financial Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 164 Main Street, Los Altos, California, United States. Barbara Madden holds several certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating her expertise and commitment to providing top-notch financial advice and services. With a strong focus on asset management, retirement planning, estate planning, and investment opportunities, Barbara Madden is well-equipped to assist individuals, retirees, small business owners, and high net worth clients with their financial needs. Additionally, Barbara Madden is dedicated to ongoing education and training to stay current with the latest trends and best practices in the finance industry. Whether you are looking for assistance with portfolio management, wealth transfers, retirement planning, or any other financial need, Barbara Madden - Financial Advisor, Ameriprise Financial Services, LLC is here to help you achieve your financial goals.
164 Main St Unit 206, Los Altos, CA 94022, United States -
Ester Ng - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedEster Ng is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 164 Main Street in Los Altos, California. With years of experience in the finance industry, Ester provides personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Ester is dedicated to providing expert guidance and support every step of the way. Contact Ester Ng today to schedule a consultation and take control of your financial future.
164 Main St Unit 206, Los Altos, CA 94022, United States -
Kiersten Ligeti & Patricia Karoubi Team - The Agency Los Altos
● OpenKiersten Ligeti & Patricia Karoubi Team - The Agency Los Altos is a premier finance and real estate agency located in Los Altos, California. With a prime location at 161 South San Antonio Road, this dynamic duo offers expert guidance and personalized service to clients looking to buy, sell, or invest in properties in the area. With a wealth of knowledge and experience in the local market, Kiersten Ligeti & Patricia Karoubi are dedicated to helping clients achieve their real estate goals. Whether you are a first-time homebuyer or a seasoned investor, The Agency Los Altos is committed to providing top-notch service and exceptional results.
161 S San Antonio Rd, Los Altos, CA 94022, United States -
Better Credit USA - Credit Repair Services
● ClosedBetter Credit USA is a leading finance institution located at 745 Distel Drive, Los Altos, California, United States. Our mission is to help individuals achieve the American Dream by improving their credit scores. With a focus on removing inaccurate, obsolete, or Fair Credit Reporting Act violations from credit reports, we work best for those with 10 or less negative items who need fast credit repair. Our team follows a simple 3-step process to improve credit scores, starting with a thorough review of TransUnion, Experian, Equifax, and Innovis reports. By joining our mailing list, clients can stay informed on the latest trends in credit repair and learn ways to build strong credit. At Better Credit USA, we are committed to providing the best results possible for each client and setting the industry standard for reputable credit repair agencies. Be credit strong with Better Credit USA!
745 Distel Dr # 118, Los Altos, CA 94022, United States -
Hordin's Income Tax Services
● OpenHordin's Income Tax Services is a reputable accounting and finance institution located at 164 Main Street in Los Altos, California, United States. With a team of experienced professionals, we offer a wide range of tax services to individuals and businesses, ensuring accurate and timely filing. Our dedicated staff is committed to providing personalized attention and expert advice to help our clients navigate the complexities of tax laws and regulations. Trust Hordin's Income Tax Services for all your tax needs and experience peace of mind knowing your finances are in good hands.
164 Main St, Los Altos, CA 94022, United States -
Tax Planning, Estate Planning, Accounting Bookkeeping Services Quickbooks
● OpenOur institution specializes in providing expert tax planning, estate planning, and accounting bookkeeping services using Quickbooks software. Located at 329 South San Antonio Road in Los Altos, California, our team of professionals is dedicated to helping individuals and businesses navigate the complexities of financial management. Whether you need assistance with tax strategies, estate planning, or maintaining accurate financial records, we are here to help you achieve your financial goals. Contact us today to schedule a consultation and learn how we can assist you in managing your finances effectively and efficiently.
329 S San Antonio Rd, Los Altos, CA 94022, United States -
Tabcon Services Inc
● OpenTabcon Services Inc is a trusted accounting and finance institution located at 4962 El Camino Real in Los Altos, California, United States. With a team of experienced professionals, we offer a wide range of services including tax preparation, bookkeeping, financial planning, and more. Our goal is to help individuals and businesses achieve their financial goals through personalized and efficient solutions. Contact us today to learn more about how Tabcon Services Inc can assist you with your accounting and finance needs.
4962 El Camino Real STE 107, Los Altos, CA 94022, United States -
ampm
● OpenAMPM is a one-stop shop located at 988 North San Antonio Road in Los Altos, California. This institution is a combination of an ATM, convenience store, finance center, food market, and retail store all rolled into one. Whether you need to grab a quick snack, fill up your gas tank, withdraw cash, or pick up household essentials, AMPM has got you covered. With a wide range of products and services available, AMPM is the perfect place to meet all your daily needs in one convenient location.
988 N San Antonio Rd, Los Altos, CA 94022, United States -
PostalAnnex+
● ClosedPostalAnnex is a one-stop shop for all your mailing and shipping needs located at 2310 Homestead Road in Los Altos, California. In addition to offering a wide range of shipping services, including FedEx, UPS, and USPS, they also provide packaging supplies and mailbox rentals. As a finance and store institution, PostalAnnex also offers notary services, copying and printing, and faxing. Whether you need to send a package, ship a gift, or print important documents, PostalAnnex has you covered with their convenient location and exceptional customer service.
2310 Homestead Rd # C1, Los Altos, CA 94024, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a renowned finance and insurance agency located at 745 Distel Drive in Los Altos, California, United States. With a strong reputation for providing top-notch financial planning and insurance services, Northwestern Mutual is dedicated to helping clients achieve their financial goals and secure their futures. The institution offers a wide range of financial products and services, including life insurance, retirement planning, investment management, and more. With a team of experienced and knowledgeable professionals, Northwestern Mutual is committed to providing personalized solutions tailored to each client's unique needs and objectives. Whether you're looking to protect your family's financial future or grow your wealth, Northwestern Mutual is a trusted partner you can rely on.
745 Distel Dr Ste 104, Los Altos, CA 94022, United States -
Heritage Bank of Commerce
● ClosedHeritage Bank of Commerce is a trusted financial institution located at 419 South San Antonio Road in Los Altos, California, United States. Offering a range of banking and finance services, including ATMs, Heritage Bank of Commerce is dedicated to providing innovative solutions to help businesses overcome challenges and achieve their goals. With a team of experienced bankers and a focus on high-touch service, Heritage Bank of Commerce is committed to building strong relationships with clients. The institution has been recognized for its outstanding performance and community support, making it a valuable partner for businesses and non-profit organizations alike. With a legacy of investing in the next generation of leaders and a commitment to community growth, Heritage Bank of Commerce is a reliable and supportive financial partner for all your banking needs.
419 S San Antonio Rd, Los Altos, CA 94022, United States -
Lynch Notary Public
● OpenLynch Notary Public is a trusted finance institution located at 217 Covington Road in Los Altos, California, United States. Our experienced notary public professionals provide a range of services to assist with legal documentation, including notarization of important documents such as contracts, deeds, and affidavits. We are dedicated to providing efficient and reliable services to our valued clients, ensuring that all documents are properly executed and legally binding. Trust Lynch Notary Public for all your notarization needs.
217 Covington Rd, Los Altos, CA 94024, United States -
The UPS Store
● ClosedThe UPS Store located at 650 Fremont Avenue in Los Altos, California, is a one-stop shop for all your shipping, printing, and business needs. Whether you need to send a package, print documents, or purchase office supplies, The UPS Store has you covered. With friendly and knowledgeable staff ready to assist you, you can trust The UPS Store to provide efficient and reliable service. Visit us today for all your finance and store needs!
650 Fremont Ave Ste B, Los Altos, CA 94024, United States -
PiCircle LLC
● ClosedPiCircle LLC is a finance institution located at 14380 Debell Road, Los Altos Hills, California, United States. We specialize in providing financial services and solutions to individuals and businesses in the area. Our team of experts is dedicated to helping our clients achieve their financial goals and secure their future. Whether you need assistance with investments, retirement planning, or wealth management, PiCircle LLC is here to help. Contact us today to learn more about how we can assist you with your financial needs.
14380 De Bell Rd, Los Altos Hills, CA 94022, United States -
The Law Offices of John P. McDonnell
● ClosedThe Law Offices of John P. McDonnell is a prestigious institution located at 40 Main Street in Los Altos, California, United States. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to providing top-notch representation and guidance to our clients. With a strong track record of success, we strive to deliver exceptional results and personalized attention to each and every case. Trust in the expertise and dedication of The Law Offices of John P. McDonnell for all your legal and financial needs.
40 Main St, Los Altos, CA 94022, United States -
Al Ward - State Farm Insurance Agent
● ClosedAl Ward - State Farm Insurance Agent is an insurance agency located at 4546 El Camino Real, Los Altos, California, United States. At Al Ward, you can customize a coverage plan to protect your family, belongings, and finances. From safe driving rewards to bundling options, Al Ward can help you create a solution that fits your needs. They offer auto insurance options in Los Altos, CA, including coverage for new drivers, business travelers, and more. State Farm is the largest auto insurance provider in the U.S., so you can trust their expertise. Al Ward also offers homeowners insurance to protect your largest investment from unexpected events. Additionally, they provide renters insurance, personal articles policies, and business insurance options. Life insurance and health insurance policies are also available to help secure your future and protect your well-being. Contact Al Ward for a personalized quote and find the right insurance products for you.
4546 El Camino Real b4, Los Altos, CA 94022, United States -
Loan Till Payday Online
● OpenLoan Till Payday Online is a finance institution located at 203 Main Street, Los Altos, California, United States. Our secure online form takes just a few minutes to complete, connecting you with financial service providers who may be able to assist with your financial needs. We do not engage in lender-related activities, but rather provide administrative services free of charge. By submitting your information, you authorize us to conduct a credit check and share your information with our network of lenders. Loans offered have an APR of 35.99% and below, with repayment plans ranging from 12 to 30 months. Lenders are required to disclose all fees and rate information, ensuring transparency in the loan process. Please note that tribal lenders may have higher rates and fees, so it is important to carefully review and understand the terms of any loan offer.
203 Main St, Los Altos, CA 94022, United States -
Robert W Johnson & Associates
● OpenRobert W Johnson & Associates is a versatile institution located at 4984 West El Camino Real in Los Altos, California. Specializing in finance, general contracting, and legal services, this institution offers a wide range of expertise to meet the needs of individuals and businesses alike. Whether you are looking for financial advice, construction services, or legal representation, the experienced professionals at Robert W Johnson & Associates are dedicated to providing top-notch service and personalized solutions. Visit us today to see how we can help you achieve your goals and navigate any challenges you may face.
4984 W El Camino Real # 210, Los Altos, CA 94022, United States -
Gates Pass Advisors - Financial planning - Financial Advisors - Financial Planner
● ClosedGates Pass Advisors is a financial institution located at 280 2nd Street in Los Altos, California, United States. Specializing in financial planning and advising, the team at Gates Pass is dedicated to helping families, particularly women, navigate the complexities of today's financial landscape. Led by K. Esther Szabo, CFP® and CeFT®, and Erik Schei, CFA and CeFT®, Gates Pass offers a unique approach to financial planning that focuses on the individual needs and goals of each client. Unlike traditional brokerage houses, Gates Pass takes a holistic approach to financial planning, encompassing both financial planning and investment management. As fiduciary advisors, they prioritize the best interests of their clients and offer a wide range of investment solutions tailored to each client's specific needs.
280 2nd St # 280, Los Altos, CA 94022, United States -
Charles Schwab
● ClosedCharles Schwab is a renowned financial institution located at 240 3rd Street in Los Altos, California, United States. With a strong reputation for providing top-notch financial services, Charles Schwab offers a wide range of investment options, retirement planning, wealth management, and banking services to individuals and businesses. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or simply manage your finances more effectively, Charles Schwab is a trusted partner that you can rely on.
240 3rd St #100, Los Altos, CA 94022, United States -
DiversiFi Capital
● ClosedDiversiFi Capital is a finance institution located at 1013 El Camino Real in Los Altos, California, United States. Specializing in investment and capital management, DiversiFi Capital offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, DiversiFi Capital is committed to providing personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or secure funding for your business, DiversiFi Capital is here to help you navigate the complex world of finance with confidence.
4546 B10, 1013 El Camino Real, Los Altos, CA 94022, United States -
Family CFO, Inc.
● OpenFamily CFO, Inc. is a finance institution located at 4966 El Camino Real in Los Altos, California, United States. As a trusted financial advisor, we provide personalized financial management services to individuals and families, helping them navigate complex financial decisions and achieve their long-term goals. Our team of experienced professionals offers comprehensive financial planning, investment management, tax planning, and estate planning services to ensure that our clients' financial well-being is secure. With a focus on building long-lasting relationships and providing top-notch customer service, Family CFO, Inc. is dedicated to helping our clients achieve financial success and peace of mind.
4966 El Camino Real STE 227, Los Altos, CA 94022, United States -
Dempsey & Associates
● OpenDempsey & Associates is a reputable finance institution located at 111 Main Street in Los Altos, California, United States. With a team of experienced professionals, Dempsey & Associates provides a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Clients can expect personalized and comprehensive financial solutions tailored to their specific needs and goals. With a commitment to excellence and integrity, Dempsey & Associates strives to help clients achieve their financial objectives and secure their financial future.
111 Main St STE G, Los Altos, CA 94022, United States -
Bradford L Elman, CLU
● OpenBradford L Elman, CLU is a reputable finance institution located at 745 Distel Drive in Los Altos, California, United States. Specializing in providing financial services and solutions, Bradford L Elman, CLU is led by experienced professionals who hold the Chartered Life Underwriter (CLU) designation. With a commitment to helping clients achieve their financial goals, this institution offers personalized financial planning, insurance, and investment strategies. Trust Bradford L Elman, CLU for expert advice and guidance in navigating the complex world of finance.
Business Center, 745 Distel Dr, Los Altos, CA 94022, United States -
Meyers Wealth Management
● ClosedMeyers Wealth Management is a leading finance institution located at 111 1st Street in Los Altos, California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their future. We offer personalized wealth management services, investment advice, and financial planning to individuals, families, and businesses. With a focus on long-term growth and risk management, Meyers Wealth Management is committed to providing top-notch financial solutions tailored to each client's unique needs. Contact us today to start planning for a secure financial future.
111 1st St, Los Altos, CA 94022, United States -
Flywheel Private Wealth
● ClosedFlywheel Private Wealth is a premier financial institution located at 4 Main Street in the bustling city of Los Altos, California, United States. Our team of experienced professionals is dedicated to providing personalized wealth management services to high-net-worth individuals and families. With a focus on long-term financial planning and investment strategies, we strive to help our clients achieve their financial goals and secure their financial future. Trust Flywheel Private Wealth to be your partner in navigating the complex world of finance and wealth management.
4 Main St Suite 240, Los Altos, CA 94022, United States -
California Equity Group
● OpenCalifornia Equity Group is a leading finance institution located in the heart of Los Altos, California. Our team of experienced professionals are dedicated to providing exceptional financial services to our clients, helping them achieve their investment goals and secure their financial future. Whether you are looking to invest in stocks, bonds, real estate, or other financial instruments, our experts are here to guide you every step of the way. Visit us at 111 1st Street to learn more about how California Equity Group can help you make the most of your money.
111 1st St, Los Altos, CA 94022, United States -
Johnson Lyman Wealth Advisors
● ClosedJohnson Lyman Wealth Advisors is a premier finance institution located at 4966 El Camino Real in Los Altos, California, United States. With a team of experienced financial advisors, they provide personalized wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or create a comprehensive financial strategy, Johnson Lyman Wealth Advisors offers expert guidance and support every step of the way. Trustworthy, reliable, and committed to client success, Johnson Lyman Wealth Advisors is dedicated to helping individuals and families build and preserve their wealth for the long term.
4966 El Camino Real Suite 109, Los Altos, CA 94022, United States -
MDB Group
● ClosedMDB Group is a prestigious finance institution located at 4962 El Camino Real in Los Altos, California, United States. With a strong reputation for providing top-notch financial services, MDB Group offers a wide range of financial solutions to individuals and businesses alike. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, MDB Group's team of experienced professionals is dedicated to helping you achieve your financial goals. Visit MDB Group today and take the first step towards securing your financial future.
4962 El Camino Real STE 221, Los Altos, CA 94022, United States -
Oakhurst Financial
● ClosedOakhurst Financial is a trusted institution located at 1059 Fremont Avenue in Los Altos, California, specialized in accounting and finance. Our team of experts is dedicated to helping you make informed decisions about your 401(k) investments and investment portfolio. As fiduciaries, we prioritize your best interests and provide personalized investment management services for those who prefer professional guidance. We offer integrated financial services designed to help you achieve financial success, whether you're saving for a home, college tuition, or retirement. Our federally-licensed preparers can assist with tax preparation, planning, and representation in IRS or California FTB audits. At Oakhurst Financial, we do not receive commissions for recommending specific actions, ensuring unbiased advice tailored to your unique financial goals.
1059 Fremont Ave, Los Altos, CA 94024, United States
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