TOP 10 Financial decision making support in Los Altos, California
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Vali De Vries - State Farm Insurance Agent
● OpenVali De Vries - State Farm Insurance Agent is a trusted insurance agency located at 1777 North Bellflower Boulevard in Long Beach, California. Vali De Vries, the owner, has a strong connection to her community and a passion for helping others. Raised on Catalina Island, she brings a unique perspective to her work. With over 30 years of experience, Vali is dedicated to providing personalized service for Auto Insurance, Life Insurance, and more. Located in the Los Altos Medical Center Building, Vali's office is easily accessible and offers a welcoming environment for all clients. Alongside Vali, Rosalva, a seasoned insurance professional, provides valuable support and expertise. Together, they strive to ensure that all clients feel secure and informed about their insurance needs.
1777 N Bellflower Blvd #111, Long Beach, CA 90815, United States -
PWJohnson Wealth Management
● OpenPWJohnson Wealth Management, located at 2051 Grant Road in Los Altos, California, is a finance institution dedicated to providing personalized portfolios that avoid common investor pitfalls. With expertise in all areas of financial planning, PWJohnson offers comprehensive ongoing services to help clients manage their wealth and legacy. The institution offers the Willing Wisdom Index™, a free questionnaire that measures a family's performance in critical areas such as health care, taxes, litigation, communication, planning, and governance. The dynamic team at PWJohnson is committed to inspiring individuals, families, and communities to grow wealth and expand their lives, guiding them to peace of mind. Through their work with clients, financial professionals, and consumer education programs, the team delivers education, support, and tools to help people make intelligent financial decisions.
2051 Grant Rd, Los Altos, CA 94024, United States -
Jemstep
● OpenJemstep is a finance institution located at 5150 El Camino Real in Los Altos, California, United States. They specialize in providing personalized investment advice and portfolio management services to help individuals reach their financial goals. With a team of experienced financial advisors and cutting-edge technology, Jemstep offers tailored solutions to help clients navigate the complexities of investing and grow their wealth. Whether you are planning for retirement, saving for a major purchase, or looking to build a diversified investment portfolio, Jemstep can help you make informed decisions and optimize your financial future.
5150 El Camino Real, Los Altos, CA 94022, United States -
Accountant Partners Small Business Accountant - Long Beach Location
● OpenWelcome to Accountant Partners Small Business Accountant - Long Beach Location, your trusted partner in accounting and finance, located on Park Avenue in the heart of Long Beach, California. Serving the vibrant community of Long Beach and its surrounding neighborhoods from Belmont Shore to Bixby Knolls and Alamitos Heights, we are dedicated to helping the area's 469,450 residents and 33,023 businesses thrive. At Accountant Partners, we specialize in minimizing your tax burden and maximizing your business profitability. With over 27 years of experience, we offer best-in-class tax minimization strategies, personalized advisory services, and technology-driven efficiency. Our proactive approach ensures that you save significantly on taxes, with potential savings ranging from $10,000 to over $1 million.
Park Avenue, Long Beach, California 90803, United States
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