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TOP 30 Financial consulting firm in Pleasanton, CA
15 results found
Search for local businesses, places and services near you
THE KURTA LAW FIRM, PC
The Kurta Law Firm, PC is a reputable institution located at 7041 Koll Center Parkway in Pleasanton, California, United States. Specializing in financial and family law, Mr. Kurta is a skilled attorney fluent in English, Ukrainian, and Russian. Known for his gentlemanly demeanor and scholarly approach, he offers informative consultations to help clients navigate legal challenges with confidence. Whether seeking debt resolution or guidance on personal matters, the firm provides cost-effective solutions and a clear path to a fresh start. Clients can expect dedicated and trustworthy representation, with a commitment to confidentiality and personalized service. Contact The Kurta Law Firm, PC for a consultation today.
Blackhawk Financial Group Inc
Blackhawk Financial Group Inc is a reputable finance institution located at 3825 Hopyard Road in Pleasanton, California, United States. With a strong emphasis on providing personalized financial solutions to individuals and businesses, Blackhawk Financial Group Inc offers a wide range of financial services including investment planning, retirement planning, wealth management, and estate planning. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Contact Blackhawk Financial Group Inc today to schedule a consultation and take the first step towards financial success.
Sierra Pacific Financial Advisors, LLC - Fee Only Financial Advisory Firm
Sierra Pacific Financial Advisors, LLC is a fee-only financial advisory firm located in Pleasanton, California. Our team of experienced financial advisors are dedicated to providing personalized and comprehensive financial planning services to help clients achieve their financial goals. We specialize in retirement planning, investment management, tax planning, and estate planning. At Sierra Pacific Financial Advisors, LLC, we prioritize transparency and always act in the best interest of our clients. Visit us at 7077 Koll Center Parkway to learn more about how we can help you secure your financial future.
Jackie McGinnis - Associate Financial Advisor, Ameriprise Financial Services, LLC
Jackie McGinnis is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 3825 Hopyard Road in Pleasanton, California. With a focus on helping clients achieve their financial goals, Jackie offers personalized financial planning and investment advice. As a part of Ameriprise Financial, a reputable financial services firm, clients can trust in Jackie's expertise and dedication to helping them secure their financial future. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Jackie McGinnis is committed to providing tailored financial solutions to meet your needs. Contact Jackie today to schedule a consultation and start planning for a better financial future.
Law Office of Thomas E. Sokat
The Law Office of Thomas E. Sokat is a compassionate and dedicated personal injury law firm located at 6200 Stoneridge Mall Road in Pleasanton, California. With an additional office in Danville, they specialize in providing strong advocacy for individuals who have been injured through no fault of their own. Attorney Thomas E. Sokat works tirelessly and tenaciously to ensure that his clients receive full compensation for their injuries. Whether you have been involved in a complicated auto accident, a case of product liability, or any other type of personal injury, Attorney Sokat is committed to fighting for justice on your behalf. With a contingency fee ranging from 25% to 33% of the gross recovery, the firm strives to provide high-quality legal representation at a reasonable cost.
Adero Partners
Adero Partners, located at 5000 Hopyard Road in Pleasanton, California, is a finance institution that specializes in catering to the needs of high-net-worth individuals and families. Inspired by the Latin phrase ‘I will be there,’ Adero Partners is dedicated to enhancing lives through thoughtful partnership. Named among America’s Top RIA Firms for 2023, Adero Partners offers a comprehensive suite of wealth management services including financial planning, strategic investing, tax & advanced planning, and family office services. Their proactive and evidence-based approach to investing aims to optimize risk-adjusted after-tax returns, with options for ESG and values-based investment strategies. Adero’s in-house tax team works closely with wealth advisors to provide an integrated tax, investment, and planning experience, while also offering legal, insurance, mortgage, and specialized services through outside partnerships. With Adero Family Office Services, they manage wealth like a business enterprise, providing financial oversight, portfolio management, planning, tax strategy, and reporting services. Sign up to receive insights on managing your wealth or start a conversation with Adero Partners to learn more about their tailored approach to wealth management.
Adero Partners
Adero Partners is a finance institution located at 5000 Hopyard Road in Pleasanton, California, United States. Inspired by the Latin phrase ‘I will be there,’ Adero Partners specializes in catering to the unique needs of high-net-worth individuals and families. Whether you are a technology professional with concentrated stock holdings, a start-up founder, or a highly compensated individual, Adero Partners can help you optimize your wealth and realize your possibilities. Named among America’s Top RIA Firms for 2023, Adero Partners offers a comprehensive suite of wealth management services including financial planning, strategic investing, tax & advanced planning, and family office services. Their proactive and thoughtful planning approach helps clients make important decisions with confidence, and they provide ongoing counsel on various financial planning topics.
Mirador Capital Partners
Mirador Capital Partners is a finance institution located in Pleasanton, California, United States. Our team is dedicated to making our clients' lives more Profitable, Simple, and Fun. With over 30 years of experience, we have a proven track record of delivering on this promise. Our advisors have a personal stake in our firm's strategies, ensuring that we are always aligned with our clients' best interests. Unlike traditional firms, we do not charge commissions, so our clients only pay for our expert advice. Through rigorous research and evaluation, we provide recommendations to our Investment Committee to help our clients succeed in all market conditions. Contact us at our Pleasanton or Larkspur locations to learn more about how we can help you achieve your financial goals.
Saunders Accountancy Corporation
Saunders Accountancy Corporation is a leading accounting and finance institution located at 5776 Stoneridge Mall Road in Pleasanton, California, United States. With a team of experienced professionals, they provide a wide range of accounting services to individuals and businesses. From tax preparation to financial planning, Saunders Accountancy Corporation is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart from other accounting firms in the area.
Deloitte
Deloitte, located at 6200 Stoneridge Mall Road in Pleasanton, California, is a leading institution in the fields of accounting and finance. With a focus on front-office transformation, Deloitte helps businesses gain a competitive edge and navigate the ever-changing landscape of the industry. The institution offers training and mentorship programs to help individuals excel in their careers and make a real impact. Deloitte is proud to employ over 3,000 veterans, recognizing their valuable experience and contribution to the workplace. By joining Deloitte's Talent Network, individuals can access career resources and explore job opportunities within the organization. With a team of over 80,000 professionals in the United States, Deloitte is committed to serving clients and solving their toughest challenges. The institution's inclusive and collaborative culture fosters high performance and provides opportunities for personal and professional growth. Deloitte is a part of Deloitte Touche Tohmatsu Limited, a global network of member firms that operate independently. Learn more about Deloitte and its services at www.deloitte.com/about.
KPAnalytics Inc
KPAnalytics Inc is a cutting-edge analytics firm located in Pleasanton, California. Our team of experts specializes in providing data-driven solutions to help businesses make informed decisions and drive growth. With a focus on innovation and technology, we offer a wide range of services including predictive analytics, data visualization, and machine learning. Our mission is to empower our clients with the tools and insights they need to thrive in today's competitive market. Visit us on West Las Positas Boulevard to learn more about how KPAnalytics Inc can help your business succeed.
Sensiba LLP
Sensiba LLP is a leading accounting and finance firm located at 5960 Inglewood Drive in Pleasanton, California, United States. With a strong reputation for providing top-notch financial services, Sensiba LLP serves a wide range of clients including individuals, businesses, and local government offices. Their team of experienced professionals offers a comprehensive suite of accounting services, tax planning, and financial consulting to help clients achieve their financial goals. Whether you are looking for personal financial advice or need assistance with complex business accounting, Sensiba LLP is dedicated to providing exceptional service and expertise.
Megan McManus, CPA
Megan McManus, CPA is a reputable accounting and finance institution located at 4133 Mohr Avenue in Pleasanton, California, United States. With a team of experienced professionals, they offer a wide range of services such as tax preparation, financial planning, and business consulting. Their commitment to providing personalized and high-quality service sets them apart from other firms in the industry. Whether you are an individual in need of tax assistance or a business looking to improve your financial strategies, Megan McManus, CPA is dedicated to helping you achieve your financial goals.
Karlsson & Lane
Karlsson & Lane is a reputable accounting and finance institution located at 4725 First Street in Pleasanton, California. As an east bay accounting firm, we pride ourselves on offering expert knowledge and exceptional service to clients in the greater bay area. Our services include audit and assurance, tax planning and compliance, and consulting for closely held businesses and nonprofit organizations. With a focus on providing personalized attention and expertise, our team of CPAs ensures that clients receive the highest level of service for their financial needs. Whether you require tax compliance services or assistance with financial records, Karlsson & Lane is dedicated to helping your business thrive.
Turner Accounting & Technology Group (TATG-LLC)
Turner Accounting & Technology Group LLC (TATG LLC) is a leading provider of accounting and technology solutions based in the San Francisco Bay area, with additional offices in Los Angeles, Pleasanton, and Emeryville. Our team of experienced professionals offers tailored services such as accounting, bookkeeping, training, and implementing efficient accounting systems to creative clients nationwide. At TATG LLC, we specialize in Enterprise Resource Planning (ERP) systems, which streamline and automate various business functions to ensure seamless coordination across different departments. Our experts guide clients through the entire ERP journey, from understanding business requirements to selecting and implementing the best-suited system.
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