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TOP 30 Financial planning and management in Sunnyvale, CA
18 results found
Search for local businesses, places and services near you
SYNQMINE Tax Planning and CFO Services
Synqmine Tax Planning and CFO Services is a top-rated accounting firm and tax consultancy located at 1525 McCarthy Boulevard in Milpitas, California. Our team of financial professionals is dedicated to helping businesses and individuals make accurate financial decisions promptly. We specialize in reducing liabilities and maximizing profits for our clients in Santa Clara County. At Synqmine, we offer a full range of tax planning and accounting services to help businesses raise capital, monitor cashflow, track expenses, reduce tax liability, and identify financial trends. Our goal is to improve our client's financial position as they expand and grow into the future.
Vertex Wealth Management
Vertex Wealth Management is a finance institution located at 640 West California Avenue in Sunnyvale, California, United States. Our team is committed to helping you pursue competitive returns on your investments, and we offer a range of services to assist you in achieving your financial goals. In addition to personalized financial guidance, we also provide tax benefits for your retirement savings plan. Our Registered Representative, Mera Tawfik-Oshana, is dedicated to providing high quality professional service and guidance to our clients. Please feel free to explore our website for more information and watch our interesting videos. Vertex Wealth Management is a separate entity from LPL Financial, and we are here to help you make informed investment decisions.
World Financial Group Inc
World Financial Group Inc is a leading financial institution located at 1290 Oakmead Parkway in Sunnyvale, California. As a powerhouse in the finance industry, World Financial Group Inc offers a wide range of financial services and solutions to individuals and businesses. With a strong reputation for excellence and expertise, clients can trust World Financial Group Inc to provide personalized and comprehensive financial planning, investment strategies, and wealth management services. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Visit World Financial Group Inc today and take the first step towards financial success.
Raymond James Financial Services
Raymond James Financial Services is a reputable finance institution located at 475 South Mathilda Avenue in Sunnyvale, California. As a part of the renowned Raymond James network, this branch offers a wide range of financial services to clients, including investment advice, wealth management, retirement planning, and more. With a team of experienced professionals, Raymond James Financial Services is dedicated to helping individuals and businesses achieve their financial goals. Visit their office in Sunnyvale for personalized financial guidance and expert support.
Edward Jones - Financial Advisor: James Rohn, CFP®
Edward Jones - Financial Advisor: James Rohn, CFP® is a reputable financial institution located in Sunnyvale, California, United States. Specializing in finance, James Rohn, a Certified Financial Planner, provides expert advice and personalized solutions to help clients achieve their financial goals. With a commitment to professionalism and integrity, Edward Jones offers a wide range of services including retirement planning, investment strategies, and wealth management. Trust James Rohn and the team at Edward Jones to provide sound financial guidance and support for a secure financial future.
Edward Jones - Financial Advisor: Swanellie Paulin, CEPA®|AAMS™|CRPC™
Edward Jones - Financial Advisor Swanellie Paulin, CEPA®, AAMS™, CRPC™ is a reputable financial institution located at 1309 South Mary Avenue, Sunnyvale, California, United States. Specializing in comprehensive financial planning and investment management, Swanellie Paulin is a Certified Exit Planning Advisor (CEPA®), Accredited Asset Management Specialist (AAMS™), and Chartered Retirement Planning Counselor (CRPC™). With a strong commitment to helping clients achieve their financial goals, Swanellie Paulin provides personalized and tailored financial solutions to individuals, families, and businesses in the Sunnyvale area. Whether you are planning for retirement, saving for your children's education, or growing your wealth, Edward Jones - Financial Advisor Swanellie Paulin is dedicated to helping you secure a prosperous financial future.
Edward Jones - Financial Advisor: Shane Jacksteit, CFP®|CAP®|AAMS™|CRPC™
Edward Jones - Financial Advisor: Shane Jacksteit, CFP®|CAP®|AAMS™|CRPC™ is a reputable financial institution located at 438 South Murphy Avenue, Sunnyvale, California, United States. With a team of highly qualified professionals, including Certified Financial Planners (CFP®), Chartered Advisor in Philanthropy (CAP®), Accredited Asset Management Specialists (AAMS™), and Chartered Retirement Planning Counselors (CRPC™), Edward Jones offers expert financial advice and services to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your assets, Shane Jacksteit and his team are dedicated to providing personalized solutions tailored to your individual needs. Trust Edward Jones for reliable and comprehensive financial guidance in Sunnyvale, California.
JPL Financial Group
JPL Financial Group is a leading finance institution located at 830 Stewart Drive in Sunnyvale, California, United States. Our team of experienced professionals are dedicated to providing top-notch financial services to our clients, including investment management, financial planning, and wealth management. With a focus on personalized service and tailored solutions, we strive to help our clients achieve their financial goals and secure their financial future. Trust JPL Financial Group to guide you towards financial success.
Catherine Chen - State Farm Insurance Agent
Catherine Chen - State Farm Insurance Agent is a reputable insurance agency located at 20132 Stevens Creek Boulevard in Cupertino, California. Situated near the Apple campus, De Anza College, and Cupertino Main Street, our agency serves the community with a focus on personalized service and excellent customer care. As April is distracted driving awareness month, we encourage you to review your auto insurance liability coverage to ensure you and your family are adequately protected. With over two decades of experience, Catherine Chen brings a dedicated work ethic and a commitment to helping her neighbors in Cupertino and surrounding areas such as San Jose, Saratoga, Sunnyvale, and Los Gatos.
New York Life Insurance Company
New York Life Insurance Company, located at 333 West El Camino Real, Sunnyvale, California, is an insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. They also provide coverage for everyday tasks, income replacement in case of sickness or injury, professionally managed investments, and guidance for estate planning. With over 12,000 agents nationwide, New York Life offers best-in-class products and solutions to help grow your financial security and peace of mind. They have been in the industry for over 175 years, upholding values of diversity, responsibility, and service. Their mission is to make the world a better place through responsible investing, community engagement, and charitable giving.
MaxReal
MaxReal is a finance and real estate agency located at 1288 Kifer Road in Sunnyvale, California, United States. Our website offers the best real estate search for homes, condos, land, and foreclosure properties. Updated every 15 minutes from the official Realtor’s database, it is the only site you will ever need for your real estate search. You can save searches, receive daily email alerts, and access market reports. Our Interactive Map Search allows you to view properties on a map or refine your search by drawing boundaries around the desired area. Whether you are curious about your neighborhood or looking for a new home, our custom market reports can provide you with valuable information. From spacious layouts to convenient locations, we offer a variety of properties in Silicon Valley and beyond. Don't miss out on the opportunity to find your dream home with MaxReal!
Paul Middleton - State Farm Insurance Agent
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.
Shelley Shukla - State Farm Insurance Agent
Shelley Shukla - State Farm Insurance Agent is a trusted insurance agency located at 1052 East El Camino Real in Sunnyvale, California. As Spring approaches and more people hit the road for breaks and vacations, it's essential to ensure you have the right Auto Insurance coverage. Our team is dedicated to making insurance easy and enjoyable for our customers, answering all your questions and providing personalized insurance plans for your family. We also offer emergency preparedness tips, advice for driving on rural roads, and information on annuities and life insurance to help you create a financial roadmap that meets your needs. Our office is committed to making a difference in the community and helping individuals protect themselves from the unexpected with State Farm's financial stability.
Affine Finance
Affine Finance is a leading financial institution located at 1250 Oakmead Parkway in Sunnyvale, California, United States. Specializing in finance, our team of experts provides a wide range of services including investment management, financial planning, and wealth management. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how Affine Finance can help you reach your financial aspirations.
Wei-Ping Sun
Wei-Ping Sun is a reputable finance institution located at 917 East Arques Avenue in Sunnyvale, California, United States. With a strong focus on providing top-notch financial services to its clients, Wei-Ping Sun is dedicated to helping individuals and businesses achieve their financial goals. The institution boasts a team of experienced professionals who are committed to delivering personalized and comprehensive financial solutions. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Wei-Ping Sun is the go-to institution for all your financial needs.
Venkata Tax Services
Venkata Tax Services is a reputable accounting and finance institution located at 1159 Sonora Court, Sunnyvale, California, United States. With a team of experienced professionals, they offer a wide range of services to help individuals and businesses with their tax and financial needs. From tax preparation to financial planning, Venkata Tax Services is dedicated to providing top-notch service and expert advice to their clients. Whether you're looking for assistance with your personal taxes or need help managing your business finances, Venkata Tax Services is here to help you navigate the complex world of accounting and finance.
E & A Accounting Services
E & A Accounting Services is a reputable accounting and finance institution located at 211 East Maude Avenue in Sunnyvale, California, United States. With a team of experienced professionals, we offer a wide range of accounting services to individuals and businesses in the area. From bookkeeping and tax preparation to financial planning and consulting, we strive to provide our clients with accurate and reliable financial solutions. Whether you are looking to streamline your business finances or need help with personal tax planning, E & A Accounting Services is here to help you achieve your financial goals.
Priest Stream & Donnelly
Priest Stream & Donnelly is a reputable accounting and finance institution located at 1228 Alderwood Avenue in Sunnyvale, California, United States. With a team of experienced professionals, they provide top-notch financial services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or investment advice, Priest Stream & Donnelly has the expertise to meet your needs. Trustworthy, reliable, and dedicated to their clients' success, this institution is a go-to for all your accounting and finance needs.
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List of local businesses, places and services in California
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