- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- United Kingdom
- Italy
- Poland
- Australia
- Spain
- New Zealand
- France
- Germany
TOP 30 Financial advisory for corporations in San Jose, CA
11 results found
Search for local businesses, places and services near you
Merrill Lynch Financial Advisor Behrooz Ighani
Merrill Lynch Financial Advisor Behrooz Ighani, located at 560 South Winchester Boulevard, San Jose, California, is dedicated to helping you manage your wealth by creating a personalized financial strategy tailored to your goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Behrooz Ighani can assist you in pursuing your financial objectives through personalized wealth management strategies. By participating in the community and volunteering with local organizations, Behrooz Ighani upholds the Merrill tradition of serving the community. Through the Merrill Personal Wealth Analysis™, a personalized plan centered on your goals can be developed and implemented to help you achieve financial success. By understanding your priorities and goals, Behrooz Ighani can provide thoughtful advice and guidance to help you pursue what matters most to you. With a focus on building a strong relationship through conversation, Behrooz Ighani aims to help you stay on track to achieve your goals. By getting to know you personally, Behrooz Ighani can design a financial approach that reflects your unique needs and priorities. With access to the latest investment insights and strategies, Behrooz Ighani is committed to helping you live your best financial life. Investing involves risk, and Behrooz Ighani is registered to do business in several states, including CA, NV, TX, WA, and WY. Prior to making any financial decisions, it is recommended to consult with legal and tax advisors. Merrill Lynch offers a range of services, including brokerage, investment advisory, and financial planning. It is important to understand the differences between these services when selecting the right one for your financial needs. Merrill Lynch is a registered broker-dealer and investment adviser, and certain investment products are provided by affiliates of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a subsidiary of Bank of America Corporation. Trust, fiduciary, and insurance services are also available through Merrill Lynch. Let Behrooz Ighani help you navigate the complexities of your financial life and work towards achieving your goals.
Merrill Lynch Financial Advisor Huan "Ruth" Lai
. Ruth Lai is a financial advisor at Merrill Lynch located at 560 South Winchester Boulevard in San Jose, California. Ruth specializes in working with High Net Worth individuals to help preserve and grow their assets through proactive planning and a disciplined investment process. She focuses on customized portfolio construction, tax minimization strategies, wealth transfer strategies, and philanthropic solutions. Ruth believes in understanding her clients' goals and needs beyond just finance and serves as a gateway to full balance sheet solutions available at Merrill and Bank of America banking services. Her team offers a wide range of services including wealth planning, corporate cash management, executive compensation planning, estate planning strategies, and more. Ruth is a Certified Financial Planner and Chartered Financial Consultant and is dedicated to helping clients achieve their financial goals. With a personalized approach and access to the resources of Merrill Lynch and Bank of America, Ruth works with clients to develop a financial plan tailored to their individual needs and priorities.
PwC San José
PwC San José is a leading accounting and finance institution located at 488 South Almaden Boulevard in San Jose, California. As part of the global PricewaterhouseCoopers network, our team of professionals offers a wide range of services including auditing, tax consulting, and financial advisory. With a commitment to excellence and innovation, we strive to help our clients navigate the complexities of the financial world and achieve their business goals. Visit us at PwC San José for expert advice and solutions tailored to your specific needs.
Nopar & Associates
Nopar & Associates, located at 530 Lytton Avenue in Palo Alto, California, is a prominent institution offering legal services in business and real estate law. With over 35 years of experience, our team of skilled Silicon Valley business lawyers and real estate attorneys have served clients throughout the San Francisco Bay Area, including Palo Alto, Menlo Park, Woodside, Atherton, San Jose, Los Altos, Saratoga, Los Gatos, and beyond. Our firm has achieved an AV-Preeminent rating under Martindale-Hubbell's peer review system, showcasing our attorneys' high level of professional skill and integrity. Alan Nopar, our managing attorney, has been recognized as a Northern California Super Lawyer for multiple years, highlighting our commitment to excellence.
Ball Amanda J CPA
Ball Amanda J CPA is a reputable accounting and finance institution located at 1155 North First Street in San Jose, California, United States. With a team of experienced professionals led by Amanda J Ball, CPA, the institution offers a wide range of financial services to individuals and businesses. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Ball Amanda J CPA is dedicated to providing top-notch services tailored to meet your specific needs. Contact them today to schedule a consultation and take the first step towards achieving your financial goals.
Merrill Edge
Merrill Edge is a finance institution located at 2650 Berryessa Road, San Jose, California, United States. They offer online investing, trading, brokerage, and advice services. Get started with Merrill Guided Investing and pay $0 in program fees for 6 months. They provide a broad range of brokerage, investment advisory, and financial planning services. Investing in securities involves risks, and there is always the potential of losing money. Market price returns and Net Asset Value (NAV) returns are based on specific criteria. Expense Ratio information is provided for funds with less than 10 years of history. Banking products are provided by Bank of America, N.A. and affiliated banks. Merrill Lynch Life Agency Inc. is a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation. Additional information is available in their Client Relationship Summary.
Merrill Edge
Merrill Edge is a finance institution located at 1707 E Capitol Expressway in San Jose, California, United States. We have a team of Merrill Financial Solutions Advisors ready to help you turn your ambitions into action. Whether you're planning for your future or looking to invest, our personalized advice and guidance can help you achieve your goals. You can search for an advisor by name or our parent company, Merrill Lynch. Please note that by leaving Merrill Edge, you will be redirected to FINRA's BrokerCheck website. We strive to provide you with information about products and services that may be of interest to you. Investing in securities comes with risks, so it's important to be aware of potential losses. Our services include brokerage, investment advisory, financial planning, and more. Banking products are provided by Bank of America, N.A. and its affiliated banks. Merrill Lynch Life Agency Inc. is a licensed insurance agency and a subsidiary of Bank of America Corporation. For more information, please review our Client Relationship Summary.
Morgan / Chapman Group
The Morgan/Chapman Group is a leading finance institution located at 99 South Almaden Boulevard in San Jose, California, United States. With a strong reputation for excellence in financial services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, the Morgan/Chapman Group is here to provide personalized solutions tailored to your specific needs. Visit us today to learn more about how we can help you secure your financial future.
Commercial RE Appraisal & Business Valuation
Commercial RE Appraisal & Business Valuation, located at 2033 Gateway Place in San Jose, California, is a finance institution led by expert David Hahn, CVA, ASA, MAFF, CCIM, CM&AA, MBA. Specializing in various fields such as Business Financial Valuation, Financial Forensics, and Renewable Energy Valuation, the institution offers solutions for Attorneys, CPA's, Financial Advisory Groups, Governments, Lending Institutions, Corporations, Individuals, and more. With certifications in Business Valuation, Merger & Acquisition Advisory, Commercial Investment, and Financial Forensics, David Hahn provides a wide range of services including Commercial Real Estate Appraisal, Cost Recovery Studies, and M&A Advisory. Alpha Appraisal Consulting Group (AACG) offers Valuations, Business Valuation, Company Valuation, and various other services throughout the United States.
Potentia Tax
Potentia Tax, located at 1226 Lincoln Avenue in San Jose, California, is a finance institution dedicated to providing tailored tax solutions for individuals and businesses with a net worth of $2 million or more. Our team of CPA’s, tax preparers, and financial professionals work holistically to minimize tax implications and optimize financial landscapes through strategic tax planning. We specialize in crafting personalized tax plans that go beyond compliance to maximize asset growth and minimize liabilities. Our services include comprehensive tax planning for high-net-worth individuals, alternative minimum tax planning, multistate tax planning, estate and trust planning, and strategic tax planning for businesses.
Pacific Coast Accounting
Pacific Coast Accounting is a leading institution located at 1172 Murphy Avenue in San Jose, California, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch financial solutions for individuals and businesses alike. With a strong focus on accuracy, efficiency, and client satisfaction, Pacific Coast Accounting is committed to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with all your accounting and finance needs.
List of local businesses, places and services in California
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos