Financial planning for entrepreneurs in San Jose, CA
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Silicon Valley SBDC at San Jose State University
● OpenThe Silicon Valley SBDC at San Jose State University is a valuable resource for entrepreneurs looking to turn their business ideas into reality. Located at 210 North 4th Street in San Jose, California, our expert advisors provide confidential and free guidance on a variety of business needs, from access to capital to marketing strategies. Whether you are just starting out or looking to expand your business, our team can help you navigate the challenges of the market and plan for success. Our online trainings and workshops offer practical advice and real-world information to help you grow your business. Visit our calendar to see upcoming events and read inspiring stories from other SBDC clients who have achieved success. As part of the Northern California Small Business Development Center program, we are dedicated to supporting small businesses in the Silicon Valley area.
210 N 4th St, San Jose, CA 95112, United States -
Lesley Lemessurier - Associate Financial Advisor, Ameriprise Financial Services, LLC
● ClosedLesley Lemessurier, an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 1905 The Alameda, San Jose, California, is a highly qualified professional with multiple certifications and designations. Lesley holds the AAMS™ certification, demonstrating expertise in asset management and investment strategies. Additionally, Lesley is an ADPA™ Accredited Domestic Partnership Advisor™, specializing in wealth transfers, retirement planning, and end-of-life needs for domestic partners. With the AEP® designation from the National Association of Estate Planners & Councils, Lesley is well-versed in estate planning for various professionals. As an Accredited Investment Fiduciary® (AIF®), Lesley upholds high fiduciary standards and demonstrates comprehensive knowledge in this area. Lesley also holds the APMA™ designation, focusing on client assessment, risk/return, and modern portfolio theory. With the AWMA℠ certification, Lesley has advanced knowledge in asset management, retirement planning, and risk management for high net worth clients. Furthermore, Lesley is a Behavioral Financial Advisor, helping clients make better financial decisions through self-awareness and effective decision-making. Lesley is also a Chartered Advisor in Philanthropy® (CAP®), assisting clients in articulating and advancing their philanthropic aspirations. Additionally, Lesley holds the CAS® designation, specializing in fixed-rate and variable annuities. With the CASL® credential, Lesley is trained in issues impacting seniors and retirement planning. As a Certified Divorce Financial Analyst, Lesley specializes in the financial aspects of divorce.
1905 The Alameda, San Jose, CA 95126, United States -
Angela Frangieh - State Farm Insurance Agent
● ClosedAngela Frangieh - State Farm Insurance Agent is a dedicated insurance agency located at 120 West Campbell Avenue in Campbell, California. With a motto of "Big enough to serve you, small enough to know you," this agency prides itself on providing personalized financial and insurance strategies to the San Jose, CA area. Angela Frangieh, the agent, brings a unique perspective as an entrepreneur in Silicon Valley and holds a Bachelor of Science degree from the University of San Francisco. The agency offers a range of insurance services including Auto Insurance, Homeowner's Insurance, Renter's Insurance, Life Insurance, and Business Insurance. The bilingual staff is fluent in Spanish and is committed to helping customers in San Jose and surrounding areas. With prestigious awards and a focus on customer service, Angela Frangieh - State Farm Insurance Agent is a leading agency in the region. Call or visit their office today for a free quote and personalized assistance with all your insurance needs.
120 W Campbell Ave Ste A, Campbell, CA 95008, United States -
E & D Bookkeeping & Tax Services
● OpenE & D Bookkeeping & Tax Services is a reputable accounting and finance institution located at 72 George Street in San Jose, California, United States. With years of experience in the industry, our team of experts is dedicated to providing top-notch bookkeeping and tax services to individuals and businesses alike. Whether you need help with managing your finances or filing your taxes, we are here to assist you every step of the way. Trust E & D Bookkeeping & Tax Services to handle all your accounting needs with professionalism and expertise.
72 George St, San Jose, CA 95110, United States -
Silicon Valley Tax Coach
● ClosedSilicon Valley Tax Coach is a finance institution located at 2021 The Alameda in San Jose, California, United States. Our team of expert tax coaches specializes in providing personalized tax planning and consulting services to individuals and businesses in the Silicon Valley area. With our in-depth knowledge of tax laws and regulations, we help our clients maximize their tax savings and minimize their liabilities. Whether you are looking to optimize your tax strategy, reduce your tax burden, or plan for future financial goals, Silicon Valley Tax Coach is here to help you navigate the complex world of taxes with confidence and ease. Contact us today to schedule a consultation and take the first step towards achieving your financial objectives.
2021 The Alameda STE 280, San Jose, CA 95126, United States -
Tax Help Office
● ClosedTax Help Office is a trusted institution located at 115 North 4th Street in San Jose, California, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch assistance with tax-related matters. Whether you need help with filing your taxes, maximizing deductions, or understanding complex financial regulations, Tax Help Office is here to guide you every step of the way. Our goal is to ensure that you receive the best possible outcome when it comes to your financial responsibilities. Visit us today and let us help you navigate the world of taxes with ease and confidence.
115 N 4th St #106, San Jose, CA 95112, United States -
Familia Tax & Bookkeeping
● ClosedFamilia Tax & Bookkeeping is a top-notch accounting and finance institution located at 2114 Senter Road in San Jose, California. Our expert team is ready to assist you with all your tax and bookkeeping needs. Whether you need help with tax planning, bookkeeping, notary services, or digital marketing strategies, we have you covered. When you visit Familia Tax & Bookkeeping, be sure to bring your W-2 forms, Social Security cards, and IDs for yourself and any dependents. Homeowners should also bring their 1098 form and personal expenses for optimal tax savings. Our personalized tax planning services are designed to help you maximize your savings while staying compliant with tax laws.
2114 Senter Rd STE 2, San Jose, CA 95112, United States -
Pacific Coast Accounting
● ClosedPacific Coast Accounting is a leading institution located at 1172 Murphy Avenue in San Jose, California, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch financial solutions for individuals and businesses alike. With a strong focus on accuracy, efficiency, and client satisfaction, Pacific Coast Accounting is committed to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with all your accounting and finance needs.
1172 Murphy Ave, San Jose, CA 95131, United States
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