The 30 Best Financial consultant services in Santa Clara, California

Couture & Nguyen Income Tax & Business Services is a reputable accounting and finance institution located at 1825 Pruneridge Avenue in Santa Clara, California. With a team of experienced professionals, they specialize in providing comprehensive income tax preparation and business services to individuals and small businesses. Whether you need assistance with tax planning, bookkeeping, or financial consulting, Couture & Nguyen is dedicated to helping clients navigate the complexities of the financial world with expert guidance and personalized solutions. Trustworthy, efficient, and client-focused, Couture & Nguyen is committed to delivering top-notch services to meet all your accounting and financial needs.

Super Tax Services is a trusted institution located at 737 Kiely Boulevard in Santa Clara, California. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch tax preparation, bookkeeping, and financial planning solutions to individuals and businesses. With a commitment to accuracy, efficiency, and personalized attention, we strive to help our clients navigate the complexities of tax laws and financial management. Whether you need assistance with tax filing or strategic financial planning, Super Tax Services is here to help you achieve your financial goals.

First Tax & Financial is a reputable accounting and finance institution located in the heart of San Jose, California. Our experienced professionals offer a wide range of services including tax preparation, financial planning, and bookkeeping to individuals and businesses. With a commitment to providing personalized and comprehensive solutions, we strive to help our clients achieve their financial goals. Visit us at 478 East Santa Clara Street for expert advice and reliable services.

Unchained Financial Services is a leading accounting and finance institution located at 410 East Santa Clara Street in San Jose, California, United States. With a team of skilled professionals, they offer a wide range of services including tax preparation, financial planning, and investment management. Their commitment to providing personalized solutions and excellent customer service sets them apart in the industry. Whether you are an individual or a business looking for expert financial advice, Unchained Financial Services is the trusted partner you need to achieve your financial goals.

Mia Services is a reputable finance institution located at 1364 East Santa Clara Street in San Jose, California, United States. We offer a wide range of financial services to individuals and businesses, including loans, investments, and financial planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit Mia Services today to learn more about how we can assist you with your financial needs.

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.

KMJ Accounting Services is a reputable accounting and finance institution located at 701 East Santa Clara Street in Ventura, California. With a team of experienced professionals, we provide a wide range of accounting services to individuals and businesses in the area. Our expertise includes tax preparation, bookkeeping, financial planning, and more. Whether you need help with managing your personal finances or growing your business, KMJ Accounting Services is here to assist you every step of the way. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.

JLZ Business Services, Inc. is a reputable accounting and finance institution located at 830 East Santa Clara Street in Ventura, California, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need assistance with tax preparation, bookkeeping, or financial planning, JLZ Business Services, Inc. is committed to helping you achieve your financial goals. Their dedication to excellence and personalized approach sets them apart as a trusted partner in managing your financial affairs.

U.S. Bancorp Investments - Financial Advisors in Alameda is a trusted financial institution located at 2424 Santa Clara Avenue in Alameda, California. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies. Whether you are planning for retirement, saving for college, or looking to grow your wealth, our advisors are here to provide expert guidance and support. With a commitment to excellence and a focus on building long-term relationships, U.S. Bancorp Investments is the premier choice for individuals seeking sound financial advice in the Alameda area.

Julie La - State Farm Insurance Agent is a family-run insurance agency located at 1005 MacArthur Boulevard in San Leandro, California. Conveniently situated right off of Hwy 580 at the corner of Dutton and MacArthur, the agency offers plenty of free street parking for clients. As spring approaches, it's the perfect time to dust off and clean out your old files - including your financial and insurance coverage. Julie La and her team are dedicated to helping clients in Alameda, San Francisco, San Mateo, Santa Clara, and Contra Costa counties, as well as throughout California, review and update their insurance plans to ensure they have the right coverage for their needs. As a UC Berkeley graduate with a background in Economics, Julie La understands the insurance needs of the community she serves. She offers personalized and convenient service, including video calls for virtual meetings to discuss insurance options. Julie is also a registered representative who can provide insight on risk management, retirement planning, and insurance coverage. Through State Farm Alliances, the agency can assist with pet insurance, consumer loans, and banking information.

Farmers Insurance - Dan Lam is an insurance agency located at 2445 Augustine Drive in Santa Clara, California. As a local Farmers® agent, Dan Lam helps customers identify the insurance coverage that best fits their needs. With expertise in auto, home, renters, business insurance, and more, Dan is dedicated to providing personalized and straightforward service to make customers smarter about insurance. Whether you need comprehensive coverage, collision coverage, deductibles, or medical payments, Dan can help you navigate the process of selecting the right insurance coverage for your needs and budget. With over 80 years of experience, Farmers® has a proven track record of providing reliable insurance products to protect your home in the event of a disaster.

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.

Farmers Insurance - Richard So is an insurance agency located at 1572 Los Padres Boulevard, Santa Clara, California, United States. As a local Farmers® agent in Santa Clara, CA, Richard So helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers® offers a range of insurance products including auto, home, renters, business, life, and more. Richard So can help you understand your coverage options and provide personalized assistance to make you smarter about insurance. Whether you need comprehensive coverage, collision coverage, medical payments, or other types of insurance, Richard So is here to help. Contact Richard So today for a personalized insurance quote and learn about available discounts to help you save money. Protect your valuable possessions with Farmers Insurance and Financial Services, and create a solid financial plan for a secure future. Get in touch with Richard So to discuss your insurance needs and start building a customized insurance package to protect your assets and investments. Trust Farmers Insurance - Richard So for reliable insurance coverage tailored to your unique needs.

Golden State Lawyers, APC is a reputable institution located at 333 West Santa Clara Street, San Jose, California, United States. Specializing in personal injury cases, the lawyers at Golden State Lawyers are dedicated to fighting for justice on behalf of their clients. With over 40 years of experience, they have successfully represented individuals who have suffered injuries or damages due to the negligence of others. The team at Golden State Lawyers is known for providing personalized service and achieving excellent results for their clients. If you have been injured due to someone else's negligence, the experienced attorneys at Golden State Lawyers can help you navigate the legal process and seek the compensation you deserve. They understand the emotional, physical, and financial toll that injuries can take on individuals and their families, and are committed to helping you recover rightful compensation for all your losses.

The Mlnarik Law Group, Inc. is a reputable institution located at 2930 Bowers Avenue in Santa Clara, California, United States. Specializing in accounting, finance, and legal services, the firm is known for providing expert advice and representation to clients in need of professional guidance in various legal and financial matters. With a team of experienced lawyers and financial experts, The Mlnarik Law Group, Inc. is dedicated to delivering top-notch services and achieving positive outcomes for their clients.

Kim & Rosado LLP is a prestigious accounting, finance, and legal firm located in the heart of San Jose, California. With a prime location at 111 North Market Street, our team of dedicated professionals is committed to providing top-notch services to our clients. Whether you need assistance with tax planning, financial consulting, or legal advice, our experienced team at Kim & Rosado LLP is here to help. Trust us to handle all of your accounting, finance, and legal needs with precision and expertise.

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.

Paul Middleton - State Farm Insurance Agent is an established insurance agency located at 1468 South De Anza Boulevard in San Jose, California. Conveniently situated near Saratoga and Cupertino, just one block south of Hwy 85 on De Anza Blvd, this agency specializes in providing auto insurance coverage to ensure your peace of mind while on the road. With a dedicated team of experienced professionals, including Lucy who has managed the office for 25 years, Pamela with 28 years of insurance experience, and Peter who has been in the industry for 21 years, you can trust that you are in good hands. At Paul Middleton - State Farm Insurance Agent, customer service is a top priority. The team is committed to helping you navigate the complexities of insurance, whether you need auto, home, renter's, or life insurance. With over 150 years of combined experience in the insurance industry, this agency is one of the most experienced State Farm offices in the San Jose region. They are available 24/7 to assist you with personalized insurance solutions in both English and Spanish.

Jeff Sinfuego - State Farm Insurance Agent is a reputable insurance agency located at 25175 Santa Clara Street in Hayward, California. Conveniently situated in Gateway Plaza next to Lucky's Supermarket, our team is dedicated to meeting all your financial and insurance needs. With over 10 years of experience as a State Farm agent, Jeff Sinfuego and his team offer personalized service and free insurance reviews in English, Spanish, Tagalog, and Chinese Mandarin. Whether you're in need of auto insurance, life insurance, or financial planning, our knowledgeable staff is here to assist you. We believe in the power of face-to-face interactions, but also offer virtual meetings for your convenience. Our office is easily accessible off of the 880/92 freeway with ample parking.

Farmers Insurance - Jessica Lim is an insurance agency located at 3044 Scott Boulevard, Santa Clara, California, United States. Jessica Lim has been helping customers identify the best insurance coverage since 1989. Whether you need auto, home, renters, business, or life insurance, Jessica can provide personalized and straightforward assistance to help you make informed decisions. She can help you navigate options such as comprehensive coverage, deductibles, and more. Farmers Insurance has been a trusted provider for over 80 years, offering competitive rates and multi-line insurance discounts. Whether you need coverage for your home, rental property, small business, or condo, Jessica can help customize a plan to suit your needs. Additionally, she offers financial planning services through Farmers Insurance and Financial Services to help you secure a stable future. For added protection, Jessica can also assist with Personal Umbrella insurance policies. Contact Jessica Lim at Farmers Insurance for a consultation and to explore your insurance options.

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.

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.

Margarita Nicol - State Farm Insurance Agent is a trusted insurance agency located at 2121 41st Avenue, Capitola, California. While online auto quoting is not available at this time, customers can call, text, or visit the office for an auto quote. The team at Margarita Nicol State Farm is dedicated to serving all financial and insurance needs, with a focus on Auto, Motorcycle, ATV, Life Insurance, and Med Supplement. The office proudly serves Santa Cruz, San Benito, Santa Clara, and Monterey Counties. Margarita Nicol, the State Farm agent, has over 30 years of experience in the insurance industry and is dedicated to helping customers protect what matters most. She provides services such as Car Insurance, Motorcycle and ATV Insurance, Life Insurance, and Med Supplement. Customers can reach out for a personalized Auto Insurance Quote.

Lex Omni Law Office is a prestigious legal institution located at 1231 Franklin Mall in Santa Clara, California, United States. Our team of experienced attorneys is dedicated to providing top-notch legal services to our clients in various practice areas. Whether you need assistance with corporate law, family law, real estate law, or any other legal matter, our knowledgeable lawyers are here to help. With a commitment to excellence and a track record of success, Lex Omni Law Office is the go-to destination for all your legal needs. Contact us today to schedule a consultation and see how we can assist you with your legal issues.

Slaughter, Reagan & Cole, LLP is a renowned law firm located at 625 East Santa Clara Street, Ventura, California, United States. Specializing in litigation and business law, our experienced attorneys provide personalized legal services to individuals and businesses in Ventura County. With a reputation as one of the top law firms in the area, we offer transparent and comprehensive case assessments to ensure the best results for our clients without unnecessary time or cost. Our team of lawyers, with over 130 years of combined experience, is dedicated to resolving disputes, seizing opportunities, and mitigating risks for our clients. We use technology for case analysis and trial presentation, and focus on alternative dispute resolution whenever possible. Whether you need assistance with business formation, insurance litigation, personal injury litigation, real estate disputes, or other legal matters, our firm is here to provide the counsel and guidance you need. We are committed to supporting our local community and strive to expedite and maximize results for our clients. Contact us today for a free case evaluation and let us help you navigate the legal process with efficiency and expertise.

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.

Terra Law LLP is a prestigious law firm located in the heart of San Jose, California. Our team of experienced lawyers specializes in various areas of law, including business law, real estate law, and estate planning. With a commitment to providing top-notch legal services, we strive to achieve the best possible outcomes for our clients. Whether you are a business owner, a homeowner, or an individual seeking legal advice, Terra Law LLP is here to help. Contact us today to schedule a consultation at our office on 333 West Santa Clara Street.