Financial advisor for professionals in Sunnyvale, California
21 results found
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cu financial partners
● OpenCU Financial Partners is a leading financial institution located at 640 West California Avenue in Sunnyvale, California. As a trusted provider of financial services, we specialize in offering a wide range of financial products and solutions to our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with loans and mortgages, CU Financial Partners is here to assist you every step of the way. Visit us today and let us help you secure your financial future.
640 W California Ave, Sunnyvale, CA 94086, United States -
World Financial Group Inc
● OpenWorld Financial Group Inc is a leading financial institution located at 1290 Oakmead Parkway in Sunnyvale, California. As a powerhouse in the finance industry, World Financial Group Inc offers a wide range of financial services and solutions to individuals and businesses. With a strong reputation for excellence and expertise, clients can trust World Financial Group Inc to provide personalized and comprehensive financial planning, investment strategies, and wealth management services. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Visit World Financial Group Inc today and take the first step towards financial success.
1290 Oakmead Pkwy #230, Sunnyvale, CA 94085, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a reputable finance institution located at 475 South Mathilda Avenue in Sunnyvale, California. As a part of the renowned Raymond James network, this branch offers a wide range of financial services to clients, including investment advice, wealth management, retirement planning, and more. With a team of experienced professionals, Raymond James Financial Services is dedicated to helping individuals and businesses achieve their financial goals. Visit their office in Sunnyvale for personalized financial guidance and expert support.
475 S Mathilda Ave, Sunnyvale, CA 94086, United States -
Edward Jones - Financial Advisor: James Rohn, CFP®
● OpenEdward Jones - Financial Advisor: James Rohn, CFP® is a reputable financial institution located in Sunnyvale, California, United States. Specializing in finance, James Rohn, a Certified Financial Planner, provides expert advice and personalized solutions to help clients achieve their financial goals. With a commitment to professionalism and integrity, Edward Jones offers a wide range of services including retirement planning, investment strategies, and wealth management. Trust James Rohn and the team at Edward Jones to provide sound financial guidance and support for a secure financial future.
440 N Wolfe Rd - Oakland, Room, Sunnyvale, CA 94085, United States -
Edward Jones - Financial Advisor: Shane Jacksteit, CFP®|CAP®|AAMS™|CRPC™
● ClosedEdward Jones - Financial Advisor: Shane Jacksteit, CFP®|CAP®|AAMS™|CRPC™ is a reputable financial institution located at 438 South Murphy Avenue, Sunnyvale, California, United States. With a team of highly qualified professionals, including Certified Financial Planners (CFP®), Chartered Advisor in Philanthropy (CAP®), Accredited Asset Management Specialists (AAMS™), and Chartered Retirement Planning Counselors (CRPC™), Edward Jones offers expert financial advice and services to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your assets, Shane Jacksteit and his team are dedicated to providing personalized solutions tailored to your individual needs. Trust Edward Jones for reliable and comprehensive financial guidance in Sunnyvale, California.
438 S Murphy Ave Suite 201, Sunnyvale, CA 94086, United States -
First Allied Securites Inc. - Sunnyvale
● OpenFirst Allied Securities Inc. in Sunnyvale, California is a finance institution located at 1294 Kifer Road. As a branch of Cetera Advisors, they offer a range of financial services including retirement planning, insurance, and investment options. You can learn more about your financial professional and Cetera Advisors by visiting FINRA’s BrokerCheck. Their services include a FlexInsured Account, Business Continuity Plan, and Advisory Services Disclosure. For more information, you can also access their Fee Schedule for Pershing Accounts and Order Routing Disclosure.
1294 Kifer Rd STE 707, Sunnyvale, CA 94086, United States -
Catherine Chen - State Farm Insurance Agent
● ClosedCatherine Chen - State Farm Insurance Agent is a reputable insurance agency located at 20132 Stevens Creek Boulevard in Cupertino, California. Situated near the Apple campus, De Anza College, and Cupertino Main Street, our agency serves the community with a focus on personalized service and excellent customer care. As April is distracted driving awareness month, we encourage you to review your auto insurance liability coverage to ensure you and your family are adequately protected. With over two decades of experience, Catherine Chen brings a dedicated work ethic and a commitment to helping her neighbors in Cupertino and surrounding areas such as San Jose, Saratoga, Sunnyvale, and Los Gatos.
20132 Stevens Creek Blvd, Cupertino, CA 95014, United States -
Jacklyn Dinh - State Farm Insurance Agent
● ClosedJacklyn Dinh - State Farm Insurance Agent is located at 520 Lawrence Expressway, Sunnyvale, California, United States. This insurance agency offers a wide range of insurance services, including auto, home, health, and financial coverage. The team of licensed professionals at Jacklyn Dinh's State Farm Insurance Agency is dedicated to helping clients manage risks, recover from unexpected events, and save money. Jacklyn Dinh is licensed in Property and Casualty, Life and Health insurance in California, Arizona, and Oregon, and is committed to providing excellent service to customers. The office also offers assistance with billing and insurance questions, ensuring that clients receive quality service with a smile.
520 Lawrence Expy #309, Sunnyvale, CA 94085, United States -
Ravi Tax Preparation Services Inc
● ClosedRavi Tax Preparation Services Inc is a trusted accounting and finance institution located at 690 West Fremont Avenue in Sunnyvale, California, United States. With a team of experienced professionals, we provide comprehensive tax preparation services to individuals and businesses. Our goal is to ensure our clients receive accurate and timely financial guidance to help them navigate the complexities of tax laws and regulations. Whether you need assistance with filing your taxes or planning for your financial future, Ravi Tax Preparation Services Inc is here to help. Contact us today to schedule a consultation.
690 W Fremont Ave #12, Sunnyvale, CA 94087, United States -
Shelley Shukla - State Farm Insurance Agent
● ClosedShelley Shukla - State Farm Insurance Agent is a trusted insurance agency located at 1052 East El Camino Real in Sunnyvale, California. As Spring approaches and more people hit the road for breaks and vacations, it's essential to ensure you have the right Auto Insurance coverage. Our team is dedicated to making insurance easy and enjoyable for our customers, answering all your questions and providing personalized insurance plans for your family. We also offer emergency preparedness tips, advice for driving on rural roads, and information on annuities and life insurance to help you create a financial roadmap that meets your needs. Our office is committed to making a difference in the community and helping individuals protect themselves from the unexpected with State Farm's financial stability.
1052 E El Camino Real, Sunnyvale, CA 94087, United States -
SYNQMINE Tax Planning and CFO Services
● ClosedSynqmine 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.
1525 McCarthy Blvd Suite 1082, Milpitas, CA 95035, United States -
Vertex Wealth Management
● ClosedVertex Wealth Management is a finance institution located at 640 West California Avenue in Sunnyvale, California, United States. Our team is committed to helping you pursue competitive returns on your investments, and we offer a range of services to assist you in achieving your financial goals. In addition to personalized financial guidance, we also provide tax benefits for your retirement savings plan. Our Registered Representative, Mera Tawfik-Oshana, is dedicated to providing high quality professional service and guidance to our clients. Please feel free to explore our website for more information and watch our interesting videos. Vertex Wealth Management is a separate entity from LPL Financial, and we are here to help you make informed investment decisions.
640 W California Ave Suite 210, Sunnyvale, CA 94086, United States -
Securities America Inc
● OpenSecurities America Inc is a finance institution located at 705 Starbush Drive in Sunnyvale, California, United States. As a leading provider of investment services, Securities America Inc offers a wide range of financial products and services to help clients achieve their financial goals. With a team of experienced professionals, they provide personalized investment strategies and expert advice to help clients navigate the complex world of finance. Whether you are looking to build wealth, plan for retirement, or protect your assets, Securities America Inc is dedicated to helping you succeed.
705 Starbush Dr, Sunnyvale, CA 94086, United States -
ASAM LLP
● ClosedASAM LLP is a reputable accounting and finance institution located at 848 Stewart Drive in Sunnyvale, California, United States. With a team of experienced professionals, ASAM LLP offers a wide range of financial services to individuals and businesses. From tax preparation to financial planning, ASAM LLP is dedicated to helping clients achieve their financial goals. With a commitment to excellence and customer satisfaction, ASAM LLP is a trusted partner for all your accounting and finance needs.
848 Stewart Dr Ste 101, Sunnyvale, CA 94085, United States -
H&R Block
● ClosedH&R Block is a well-known accounting and finance institution located at 717 East El Camino Real in Sunnyvale, California, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking for assistance with your personal finances or a business in need of expert accounting services, H&R Block is dedicated to helping you achieve your financial goals. Visit their office in Sunnyvale today to get started on your path to financial success.
717 E El Camino Real, Sunnyvale, CA 94087, United States -
Jessie Tax Services
● ClosedJessie Tax Services is a reputable accounting and finance institution located at 1491 South Wolfe Road in Sunnyvale, California, United States. With a team of experienced professionals, we provide a wide range of tax services to individuals and businesses. Our goal is to help our clients navigate the complexities of the tax system and maximize their financial opportunities. Trust Jessie Tax Services for all your accounting and finance needs.
1491 S Wolfe Rd, Sunnyvale, CA 94087, United States -
Lam Steven C
● ClosedLam Steven C is a reputable accounting and finance institution located at 341 Cobalt Way in Sunnyvale, California, United States. With a team of experienced professionals, Lam Steven C offers a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or investment strategies, Lam Steven C is dedicated to providing top-notch services tailored to meet your specific needs. Trustworthy and reliable, Lam Steven C is the go-to institution for all your accounting and finance needs in Sunnyvale.
341 Cobalt Way # 203, Sunnyvale, CA 94085, United States -
Rong Fu CPA
● ClosedRong Fu CPA is a reputable accounting and finance institution located at 1698 South Wolfe Road in Sunnyvale, California, United States. With a team of experienced professionals, Rong Fu CPA offers a wide range of services including tax preparation, financial planning, auditing, and consulting. Their commitment to excellence and customer satisfaction sets them apart as a trusted partner for individuals and businesses alike. Contact Rong Fu CPA today for all your accounting and finance needs.
1698 S Wolfe Rd Ste 116, Sunnyvale, CA 94087, United States -
Nino J Cefalu & Co Inc
● ClosedNino J Cefalu & Co Inc is a reputable accounting and finance institution located at 1307 South Mary Avenue in Sunnyvale, California. With a strong focus on providing top-notch financial services, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with tax preparation, auditing, or financial planning, we are here to provide you with personalized and professional services. Trust Nino J Cefalu & Co Inc for all your accounting and finance needs in the Sunnyvale area.
1307 S Mary Ave # 105, Sunnyvale, CA 94087, United States -
Taylor Tax Service
● ClosedTaylor Tax Service is a reputable finance institution located at 415 North Mary Avenue in Sunnyvale, California. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses in the area. Whether you need help with tax preparation, planning, or consulting, we are here to assist you every step of the way. Trust Taylor Tax Service for all your financial needs.
415 N Mary Ave #103, Sunnyvale, CA 94085, United States -
Donnelly Accountancy Corporation
● ClosedDonnelly Accountancy Corporation is a leading accounting and finance institution located at 510 East Maude Avenue in Sunnyvale, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and audit assistance. Their expertise and dedication to client satisfaction make them a trusted partner for individuals and businesses alike. Visit Donnelly Accountancy Corporation for all your accounting and finance needs.
510 E Maude Ave, Sunnyvale, CA 94085, United States
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