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TOP 30 Financial consultation services in Union City, CA
100 results found
Search for local businesses, places and services near you
BMO
BMO, located at 33301 Alvarado-Niles Road in Union City, California, is a full-service bank offering a wide range of banking services, investments, and lending products for personal and commercial customers. As a member of FDIC, BMO Bank N.A. in the United States is committed to providing quality financial products while ensuring compliance with federal laws such as the USA Patriot Act. Customers opening accounts will be required to provide identification and verification information to prevent money laundering and terrorism financing. Please note that third-party websites linked to BMO may have different privacy and security policies. It is recommended to review these policies before proceeding. BMO Bank N.A. does not offer tax or legal advice, and customers are advised to consult with their own legal and tax advisors for personalized guidance.
Cathy Start - State Farm Insurance Agent
Cathy Start - State Farm Insurance Agent is a reputable insurance agency located at 33331 Alvarado-Niles Road in Union City, California. With over 30 years of experience as a State Farm Agent, Cathy Start is dedicated to serving all your financial and insurance needs. The institution has received numerous accolades and awards, including Legion of Honor Qualifier, Bronze Tablet Qualifier, Silver Scroll Qualifier, Golden Triangle Award, and Crystal Excellence Award. They are also a National Convention Qualifier. Conveniently located next to Bank of the West, Cathy Start - State Farm Insurance Agent offers services in both English and Tagalog. While auto online quoting is not available at this time, customers are encouraged to call, text, visit, or ask for an auto quote in person.
Yogi Chugh - State Farm Insurance Agent
Yogi Chugh - State Farm Insurance Agent is a local insurance agency located at 3650 Thornton Avenue, Fremont, California, United States. We are committed to providing personalized insurance coverage for auto, home, renters, life, and business insurance needs. As a State Farm Insurance Agent, we are dedicated to helping individuals and businesses with their insurance and financial services needs. We offer free insurance quotes for residents of Fremont, Newark, Union City, Hayward, Castro Valley, San Leandro, San Jose, San Francisco, and all over California. Our team is fluent in English, Hindi, Punjabi, Marathi, Gujarati, Spanish, and Tagalog to better serve our diverse community.
Farmers Insurance - Desiree Ortega
Farmers Insurance - Desiree Ortega is a local insurance agency located at 2940 Union Avenue in San Jose, California. As your Farmers Insurance agent, Desiree Ortega is dedicated to providing personalized solutions tailored to fit your needs. With over 11 years of experience in the insurance industry, Desiree can help you navigate the unique challenges of the California market. The McKenna Ortega Insurance Agency, a 4th generation Farmers Insurance Agency, treats clients like family and has been serving customers for over 50 years. Desiree Ortega offers a range of insurance options including auto, home, umbrella, commercial, and life insurance. By getting to know each client individually, Desiree is able to create customized plans that address specific needs and priorities. Whether you're looking for comprehensive coverage, collision coverage, or medical payments, Desiree can help you find the right insurance policy within your budget.
Liberty Tax
Liberty Tax is a finance institution located at 32619 Alvarado Boulevard in Union City, California, United States. We specialize in providing tax preparation services to individuals and businesses, ensuring that our clients receive accurate and timely assistance with their tax filing needs. Our experienced professionals are dedicated to helping you navigate the complex world of taxes and maximize your financial outcomes. Trust Liberty Tax to handle your tax preparation with precision and efficiency.
TAX CHAMPION INC.
Tax Champion Inc. is a leading accounting and finance institution located at 31080 Union City Boulevard in Union City, California, United States. Our team of experts specializes in tax preparation, bookkeeping, and financial planning services to help individuals and businesses navigate the complex world of taxes and finances. With years of experience and a commitment to excellence, Tax Champion Inc. is your trusted partner in achieving financial success. Contact us today to schedule a consultation and see how we can help you reach your financial goals.
Liberty Tax
Liberty Tax is a financial institution located at 33412 Alvarado-Niles Road in Union City, California, United States. Specializing in tax preparation services, Liberty Tax offers expert guidance and support to individuals and businesses looking to navigate the complex world of taxes. With a team of knowledgeable professionals, Liberty Tax is dedicated to helping clients maximize their tax returns and minimize their tax liabilities. Whether you need assistance with filing your taxes, understanding tax laws, or planning for the future, Liberty Tax is here to help.
Farmers Insurance - Jessie Navarro
Farmers Insurance - Jessie Navarro is an insurance agency located at 1426 Aviation Boulevard, Redondo Beach, California, United States. Our team of licensed agents has been serving the Manhattan, Hermosa, and Redondo beach cities for over 13 years. We specialize in custom insurance policies for various home types in the South Bay area, including townhomes, condos, HOA's, and single-family homes. As a sponsor of Redondo Union High school sports activities, we are dedicated to serving the community for many more years to come. We offer comprehensive coverage for auto insurance, home insurance, life insurance, renters insurance, business insurance, and condo insurance. Our goal is to provide personalized insurance solutions to meet your needs and budget. With over 80 years of experience, Farmers Insurance has a proven track record of protecting your most valuable possessions.
First U.S. Community CU
First U.S. Community Credit Union is a financial institution located at 2150 Watt Avenue in Sacramento, California. As a credit union, they provide a range of financial services including ATM access for members. With a focus on community and member satisfaction, First U.S. Community Credit Union strives to help individuals and families achieve their financial goals. Visit their branch in Sacramento to learn more about their services and how they can assist you with your financial needs.
Associated Professional Advisors
Associated Professional Advisors is a renowned institution located at 205 Union Avenue in Santa Maria, California, United States. Specializing in accounting and finance, our team of experienced professionals are dedicated to providing high-quality financial services and advice to individuals and businesses alike. With a commitment to excellence and a personalized approach, we strive to help our clients achieve their financial goals and secure their financial future. Visit us today to see how Associated Professional Advisors can help you with all your accounting and finance needs.
Farmers Insurance - Rachna Bhatnagar
Farmers Insurance - Rachna Bhatnagar is a reputable insurance agency located at 39899 Balentine Drive in Newark, California. With over 25 years of experience in California, Rachna Bhatnagar takes pride in serving the local community and surrounding areas. Specializing in home insurance, auto insurance, recreational coverage, business insurance, and life insurance, the agency is dedicated to putting the customer first and ensuring that each client is well taken care of. Whether you are located in Fremont, Union City, Dublin, Pleasanton, or anywhere in the greater Bay Area, Rachna Bhatnagar welcomes you to visit the conveniently located office. With a focus on building lasting relationships with customers, the agency offers comprehensive coverage options, competitive rates, and discounts to help you save money. Additionally, Rachna Bhatnagar provides personalized assistance in selecting the right insurance coverage for your needs and budget. Whether you need renters insurance, condo insurance, or personal umbrella insurance, the agency is committed to providing added protection for your assets and future earnings. For a solid financial plan and peace of mind, schedule an appointment with Rachna Bhatnagar today.
STN Inc
STN Inc, located at 4464 Willow Road in Pleasanton, California, is a leading institution that prioritizes information security in all aspects of its operations. Partnering with industry leaders in technology, STN offers reliable solutions across multiple time zones in Tier 3 and 4 data centers. Clients who have migrated to STN have been consistently impressed by the excellence and unparalleled hosting experience provided by the institution. With top-notch performance, unbeatable customer support, user-friendly interfaces, and strong security measures, STN has established itself as a trusted leader in hosting services.
O'Rourke & Associates
O'Rourke & Associates is a leading institution located at 395 Oyster Point Boulevard in South San Francisco, California, United States. Specializing in providing comprehensive, customized solutions for credit unions, O'Rourke & Associates focuses on putting people at the forefront of everything they do. Through a lens of inclusivity, they offer recruiting services to attract diverse, qualified talent, consulting to develop systems that advance people, and planning to keep talent engaged and rewarded. The team at O'Rourke & Associates leverages passion, dedication, and expertise to build a more inclusive credit union system, helping businesses confidently move forward. With glowing testimonials from satisfied clients, O'Rourke & Associates is known for delivering high-quality executive search services, leadership development, and employee engagement solutions.
Merrill Edge
Merrill Edge is a finance institution located at 31800 Alvarado Boulevard, Union City, California, United States. They offer online investing, trading, brokerage, and advice services. With Merrill Guided Investing, you can start investing with $0 in program fees for the first 6 months. It is important to note that investing in securities comes with risks, and there is always the potential of losing money. Merrill also provides a range of brokerage, investment advisory, and other financial services. Banking products are offered by Bank of America, N.A. and affiliated banks. Merrill Lynch Life Agency Inc. is a licensed insurance agency and a wholly owned subsidiary of BofA Corp. Additional information can be found in their Client Relationship Summary and Form CRS.
HDI Management Intelligence
HDI Management Intelligence is a leading institution located at 33170 Alvarado-Niles Road in Union City, California, United States. We specialize in providing cutting-edge management intelligence solutions for businesses of all sizes. Our team of experts offers a wide range of services including data analysis, strategic planning, and performance optimization. With a focus on innovation and efficiency, we help our clients achieve their goals and stay ahead in today's competitive business landscape. Contact us today to learn more about how HDI Management Intelligence can help your business succeed.
Douglas C. Finstrom
Douglas C. Finstrom is a reputable accounting and finance institution located at 523 Union Avenue in Campbell, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Clients can expect personalized attention and expert advice to help them achieve their financial goals. Whether you are an individual or a business owner, Douglas C. Finstrom is dedicated to providing top-notch financial solutions to meet your needs.
S J Kellerman & Associates: Kellerman Sheila J CPA
S J Kellerman & Associates: Kellerman Sheila J CPA is a trusted accounting and finance institution located at 38 Seascape Resort Drive, Aptos, California, United States. Sheila Joyce Kellerman CPA has been providing personalized financial guidance to individuals and businesses for years. The institution offers a wide range of services, from basic tax compliance to CFO engagements. Sheila's expertise and experience in business finance, accounting, taxation, and tax consulting make her a valuable partner for clients looking for financial support. With a Masters Degree in Taxation and a Bachelors Degree in Accounting, Sheila is a highly qualified professional in her field. She is an active member of the California Society of Certified Public Accountants and currently serves on the Board of Directors of Bay Federal Credit Union. Sheila believes in providing the appropriate level of service to new businesses and adjusting the level of sophistication as a business grows. Her experience in financial management has benefited numerous companies in the Monterey Bay area, Silicon Valley, and beyond. Contact S J Kellerman & Associates for expert financial guidance and support.
Blakeslee & Blakeslee Inc
Blakeslee & Blakeslee Inc is a leading finance institution located at 125 Union Avenue in Orcutt, California, United States. With a reputation for excellence and expertise in financial services, Blakeslee & Blakeslee Inc offers a wide range of financial solutions to meet the needs of individuals and businesses alike. From investment planning to wealth management, their team of experienced professionals is dedicated to helping clients achieve their financial goals. Visit Blakeslee & Blakeslee Inc today to learn more about their services and how they can help you secure your financial future.
Accountico, Inc
Accountico, Inc is a trusted accounting and finance institution located at 33476 Alvarado-Niles Road in Union City, California, United States. We treat each client’s business as if it were our own, ensuring their satisfaction is our top priority. Our team at Accountico Inc specializes in a range of services, including accounting, bookkeeping, tax services, payroll, business registration, and financial advising. With our expertise in multiple disciplines, we bring innovative solutions to help your company thrive and succeed in the long term. Whether you need assistance with funding for a new development initiative or guidance on business shareholdings, our experienced accountants and financial advisers are here to support you every step of the way.
ImpactAdvisor LLC
ImpactAdvisor LLC is a finance institution located at 2030 Union Street in San Francisco, California, United States. At ImpactAdvisor LLC, we offer personalized financial plans that integrate your goals, priorities, tax profile, and estate needs. Our investment choices are aligned with your long-term financial needs, and we handle rebalancing and short-term financial needs with tax efficiency towards your long-term goals. You have the option to choose a full-service advisor, our 100% digital offering, or both. Let ImpactAdvisor LLC help you achieve your financial goals and secure your financial future.
Patriot Tax Professional
Patriot Tax Professional is a trusted institution located at 32145 Alvarado-Niles Road in Union City, California. Specializing in accounting and finance services, our team of experienced professionals are dedicated to providing top-notch tax preparation, financial planning, and consulting services to individuals and businesses alike. With a commitment to excellence and personalized attention, Patriot Tax Professional is your go-to destination for all your accounting and financial needs. Contact us today to schedule a consultation and let us help you achieve your financial goals.
Associated Professional: Larsen Adam
Associated Professional: Larsen Adam is a reputable accounting and finance institution located at 205 Union Avenue in Santa Maria, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business owner, Associated Professional: Larsen Adam can help you navigate the complexities of the financial world and achieve your goals. Their dedication to providing top-notch services and personalized attention sets them apart from other firms in the area. Contact them today to schedule a consultation and see how they can assist you with your financial needs.
Jutta Reichert Associates
Jutta Reichert Associates is a reputable accounting and finance institution located at 2250 Union Street in San Francisco, California, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Jutta Reichert Associates is committed to helping their clients achieve their financial goals. Contact them today to learn more about how they can assist you with your accounting and finance needs.
Tax Pro Works
Tax Pro Works is a leading accounting and finance institution located at 31905 Alvarado Boulevard in Union City, California, United States. Our team of experienced professionals is dedicated to providing top-notch tax preparation, accounting, and financial services to individuals and businesses. With a commitment to excellence and personalized attention, Tax Pro Works is your go-to destination for all your financial needs. Contact us today to schedule a consultation and let us help you achieve your financial goals.
H&R Block
H&R Block is a renowned accounting and finance institution located at 1716 Decoto Road in Union City, California, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, financial planning, and accounting assistance. Whether you are an individual or a business owner, H&R Block is committed to providing expert guidance and support to help you achieve your financial goals. Visit us today to experience the superior service and expertise that sets H&R Block apart from the rest.
Russell & Co
Russell & Co is a reputable accounting and finance institution located at 542 Union Street in Red Bluff, California, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can trust Russell & Co to provide accurate and reliable financial advice to help them achieve their goals. Whether you are an individual or a business owner, Russell & Co is dedicated to helping you navigate the complexities of the financial world with ease.
Business Tax Incentives
Business Tax Incentives is a leading institution located at 1542 Union Street in San Francisco, California, United States. Specializing in accounting and finance, this institution offers expert guidance and assistance to businesses seeking to maximize their tax benefits. With a team of experienced professionals, Business Tax Incentives helps clients navigate the complex world of tax incentives and credits, ensuring they are able to take full advantage of all available opportunities to save money and optimize their financial strategies. Contact Business Tax Incentives today to learn how they can help your business thrive.
Kelly Valerie
Kelly Valerie is a renowned accounting and finance institution located at 1440 Union Street in the bustling city of San Francisco, California, United States. With a strong reputation for excellence and expertise in the field, Kelly Valerie offers top-notch financial services to individuals and businesses alike. Their team of experienced professionals provides comprehensive accounting solutions, financial planning, and investment strategies tailored to meet the unique needs of each client. Whether you are looking to manage your personal finances or grow your business, Kelly Valerie is dedicated to helping you achieve your financial goals with precision and care.
Tax Offices
The Tax Offices located at 3761 Smith Street in Union City, California, is a reputable institution specializing in accounting and finance services. Our team of experienced professionals is dedicated to providing top-notch tax preparation, financial planning, and consulting services to individuals and businesses alike. With a focus on accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and regulations, ensuring compliance and maximizing financial outcomes. Whether you need assistance with tax filing, bookkeeping, or financial management, our knowledgeable staff is here to help. Visit us today to experience the difference our personalized and reliable services can make for your financial success.
SiempreTax+
SiempreTax is a reputable accounting and finance institution located at 30065 Industrial Parkway Southwest in Union City, California, United States. Our dedicated team of professionals is committed to providing top-notch financial services to individuals and businesses in the area. From tax preparation and planning to bookkeeping and financial consulting, we offer a wide range of services to meet our clients' needs. Visit us today and let us help you achieve your financial goals.
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