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TOP 30 Financial expertise in Castro Valley, CA
5 results found
A convenient service for searching for businesses, places and services
Merrill Investment & Retirement Financial Center
The Merrill Investment & Retirement Financial Center is located at 3067 Castro Valley Boulevard in Castro Valley, California. As a finance institution, we have the expertise, tools, and personalized advice to help you achieve your financial goals. Our Merrill Financial Solutions Advisors are available to meet with you in a way that works best for you, whether in person or virtually. At Merrill, we strive to provide information about products and services that may be of interest to you. Investing in securities involves risks, and our advisors can help you navigate these risks to help you make informed decisions. We offer a broad range of services, including brokerage, investment advisory, and financial planning.
Flex Tax and Consulting Group
Flex Tax and Consulting Group is a professional accounting and finance institution located at 2811 Castro Valley Boulevard, Castro Valley, California, United States. The team at Flex Tax provides excellent tax services, offering expertise in handling complex tax situations such as rental income, homeownership, stock sales, and more. Clients praise the proactive and insightful service provided by the knowledgeable staff, including Will, Sam, Ben, Alex, and others. The institution is known for its responsiveness, thoroughness, and attention to detail in preparing and filing taxes. Clients appreciate the ease of working with Flex Tax, as they handle everything from document collection to communication with the IRS. Whether it's a simple W2 form or a more complicated tax situation, Flex Tax is highly recommended for their professional and efficient services. Clients also value the consultation services offered by Flex Tax, which help them strategize and plan for future tax preparation. Overall, Flex Tax and Consulting Group is a trusted and reliable institution that provides top-notch tax services to individuals and businesses alike.
Progressive Asset Management Inc
Progressive Asset Management Inc is a finance institution located at 21977 Redwood Road in Castro Valley, California, United States. They specialize in providing personalized investment management services to help clients achieve their financial goals. With a focus on socially responsible investing, Progressive Asset Management Inc aims to align clients' values with their financial objectives. Their team of experienced professionals offers expert guidance and tailored solutions to help clients build and protect their wealth. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Progressive Asset Management Inc can provide the expertise and support you need to succeed.
Parneet Gandhi CPA
Parneet Gandhi CPA is a reputable accounting and finance institution located at 3719 Boulder Canyon Drive, Castro Valley, California, United States. With a team of experienced Certified Public Accountants, they offer a wide range of financial services such as tax preparation, bookkeeping, and financial planning. Their dedication to providing personalized and professional services has earned them a strong reputation in the industry. Whether you are an individual or a business looking for financial expertise, Parneet Gandhi CPA is the place to go for all your accounting needs.
Holmes Robert a CPA
Holmes Robert, a CPA, is a reputable accounting and finance institution located at 3461 Castro Valley Boulevard in Castro Valley, California, United States. With a team of experienced and knowledgeable certified public accountants, Holmes Robert offers a wide range of services including tax preparation, financial planning, auditing, and consulting. Clients can trust in the expertise and professionalism of the team at Holmes Robert to provide accurate and reliable financial solutions tailored to their individual needs. Whether you are an individual looking for tax assistance or a business in need of financial guidance, Holmes Robert is dedicated to helping you achieve your financial goals.
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