Financial planning for small business in Santa Clara, California

Farmers Insurance - Phan Le is an insurance agency located at 567 East Santa Clara Street in San Jose, California. As a local Farmers® agent, Phan Le helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance provides a range of insurance products including auto, home, renters, business, life, and umbrella insurance. Phan Le is committed to helping clients understand their coverage options and find cost-saving premiums. Whether you're looking for comprehensive car insurance, home insurance to protect your valuable possessions, or business insurance for your small business, Farmers Insurance - Phan Le can customize a plan to reduce your risk and protect your investment. Additionally, Farmers Financial Solutions, LLC offers financial planning services to help you reach your goals. Contact Phan Le today for personalized assistance with your insurance needs.

Victory Finance Inc is a reputable finance institution located at 2445 Augustine Drive in Santa Clara, California. We specialize in providing a wide range of financial services to our clients, including investment management, financial planning, and loan services. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or secure a loan, Victory Finance Inc is here to help. Contact us today to learn more about how we can assist you with your financial needs.

Farmers Insurance - Chong Pak is an insurance agency located at 3400 El Camino Real in Santa Clara, California. As a Farmers Insurance Agent, they offer a variety of insurance products underwritten by reputable insurers such as Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, and more. They provide services for auto, home, life, and business insurance, with a focus on meeting the unique needs of their clients. With a commitment to financial responsibility and customer satisfaction, Farmers Insurance - Chong Pak is a trusted choice for insurance in the Santa Clara area.

ERATE is a finance institution located at 4701 Patrick Henry Drive in Santa Clara, California, United States. When it comes to finding the best mortgage rate, ERATE understands that it's not just about the lowest interest rate available. They help clients select a home loan based on their financial goals, ownership duration, and credit history, offering adjustable rates for short-term stays and fixed rates for long-term stability. In addition to mortgage services, ERATE also offers information on refinancing, including the three common types of refinanced mortgages. They advise clients to stay informed and consider their financial goals when navigating the mortgage market, as rates can change unexpectedly.

Citi is a renowned financial institution located at 2500 Pruneridge Avenue in Santa Clara, California, United States. As a leading bank, Citi offers a wide range of financial services including personal banking, wealth management, investment banking, and corporate banking. With a strong presence in the global financial market, Citi is known for its innovative solutions, exceptional customer service, and commitment to helping individuals and businesses achieve their financial goals. Visit Citi at their Santa Clara branch to experience top-notch banking services and expert financial advice.

Farmers Insurance - Gregory Haupt is an insurance agency located at 4675 Stevens Creek Boulevard, Santa Clara, California, United States. At our institution, we give you the freedom to manage your business your way, whether you choose to build or buy an agency. Through our Retail or Protégé program, you will have the support of experienced professionals to guide you through the process. Be your own boss and maximize your personal income with residual income and quarterly bonus opportunities. Your hard work could qualify you for rewards and bonuses, including destination trips for Farmers Achievement Clubs. As a Farmers agency owner, you have the opportunity to grow a family legacy and establish generational wealth. With the right combination of skill and passion, you can enjoy unlimited income potential. Our team will help you build your legacy and become a valued community leader by supporting local schools, youth programs, sports teams, charity organizations, and more. With over 85 years of experience, the Farmers Insurance Group of Companies offers over 50 different products ranging from home and auto to business, life, and financial services. Join us and make a difference in people's lives while building wealth beyond yourself.

Lex Omni Law Office is a prestigious legal institution located at 1231 Franklin Mall in Santa Clara, California, United States. Our team of experienced attorneys is dedicated to providing top-notch legal services to our clients in various practice areas. Whether you need assistance with corporate law, family law, real estate law, or any other legal matter, our knowledgeable lawyers are here to help. With a commitment to excellence and a track record of success, Lex Omni Law Office is the go-to destination for all your legal needs. Contact us today to schedule a consultation and see how we can assist you with your legal issues.

Kruze Consulting is a leading institution located at 75 East Santa Clara Street in San Jose, California, specializing in accounting and finance services for startups. With expertise in bookkeeping, tax, FP&A, and more, Kruze offers outsourced CFO services to help manage growing startups. The institution also provides assistance with projections, budgets, and FP&A for seed venture funded companies, as well as guidance on tax credits, R&D tax credits, and venture debt fundraising. Kruze is known for its industry-specific expertise and has helped clients secure over $12 billion in seed and venture funding. Trusted by hundreds of companies, Kruze's team of CPAs and accountants offer strategic advice and financial reporting services to help startups navigate the complexities of fundraising and financial management. With a focus on DE C-Corps with seed and VC funding, Kruze is the go-to institution for startups looking to optimize their financial operations and prepare for successful exits.

Farmers Insurance - Veranette McKenzie is a local insurance agency located at 115 North 4th Street in San Jose, California. Serving areas such as Milpitas and Santa Clara, Veranette McKenzie helps customers identify the insurance coverage that best fits their needs. Whether you're looking for auto, home, renters, business, or life insurance, Veranette has the knowledge and experience to help you understand your options. With over 80 years of experience, Farmers Insurance offers comprehensive coverage and competitive rates. Protect your valuable possessions with a personalized insurance plan tailored to your unique needs. Contact Veranette McKenzie today for a quote and start building a secure financial future.

Wendy Sun CPA Accounting Office is a reputable accounting and finance institution located at 3140 De La Cruz Boulevard in Santa Clara, California, United States. With a team of experienced professionals, Wendy Sun CPA offers a wide range of accounting services including tax preparation, bookkeeping, financial planning, and more. Clients can trust in Wendy Sun's expertise and dedication to providing accurate and reliable financial solutions. Visit Wendy Sun CPA Accounting Office for all your accounting needs.

Family Law Divorce Attorney Shiva Moozoun is a reputable legal institution specializing in family law and divorce cases. Located at 661 Walsh Avenue in Santa Clara, California, United States, their team of experienced attorneys provides expert advice and representation to clients navigating the complexities of divorce proceedings. With a focus on accounting and finance, they offer comprehensive services to ensure their clients receive fair and just outcomes in their legal matters. Trust Family Law Divorce Attorney Shiva Moozoun for knowledgeable and compassionate legal support during challenging times.

Future Valuing Funding Inc. is a finance institution located at 701 East Santa Clara Street in Ventura, California, United States. We specialize in providing funding solutions for individuals and businesses looking to invest in their future. Our experienced team of financial experts is dedicated to helping our clients achieve their financial goals through personalized and innovative funding options. Whether you are looking to start a new business, expand your current operations, or simply secure your financial future, Future Valuing Funding Inc. is here to help you every step of the way. Contact us today to learn more about how we can help you succeed.

Gavilan College - Coyote Valley is a prestigious university located at 560 Bailey Avenue in Morgan Hill, California, United States. This institution offers a wide range of academic programs and resources to help students achieve their educational and career goals. With a focus on innovation and excellence, Gavilan College - Coyote Valley is committed to providing a supportive learning environment for students to thrive and succeed. Join us and become a part of our vibrant community of learners and leaders.

Farmers Insurance - Leticia Da Conceicao is an insurance agency located at 1624 Santa Clara Drive, Roseville, California, United States. If your business has grown since your last insurance review, it may be time to reassess your coverage to ensure it aligns with your success. Life insurance can provide financial support for your loved ones in the event of unforeseen circumstances. Whether you're welcoming a new baby or getting married, life insurance can offer a sense of security. As a Farmers® agency owner, you will have access to a wide range of insurance products and the support of a reputable brand. By supporting local community initiatives, you can make a positive impact and become a valued leader. With over 85 years of experience, Farmers Insurance Group of Companies® offers a variety of insurance and financial services. Contact Farmers Insurance - Leticia Da Conceicao today to discuss your insurance needs and explore your options.

Terra Law LLP is a prestigious law firm located in the heart of San Jose, California. Our team of experienced lawyers specializes in various areas of law, including business law, real estate law, and estate planning. With a commitment to providing top-notch legal services, we strive to achieve the best possible outcomes for our clients. Whether you are a business owner, a homeowner, or an individual seeking legal advice, Terra Law LLP is here to help. Contact us today to schedule a consultation at our office on 333 West Santa Clara Street.

The Law Firm of Patricia A. Boyes, located at 84 West Santa Clara Street in San Jose, California, offers a wide range of legal services to clients throughout the state. Specializing in areas such as real estate, estate planning, probate, business law, and personal injury claims, BoyesLegal, APC is known for providing trustworthy advice and informed advocacy to each client. In the realm of real estate law, the firm assists clients with buying or selling residential properties, resolving disputes, and navigating commercial real estate transactions. With a focus on protecting clients' interests and providing quality legal representation, BoyesLegal ensures that the process is as smooth and stress-free as possible.

BoyesLegal, APC is a reputable law firm located at 84 West Santa Clara Street in San Jose, California, United States. Specializing in various legal services, including real estate, estate planning, probate, business law, and personal injury claims, our firm is known for providing trustworthy advice and informed advocacy to clients throughout California. Whether you need assistance with a real estate transaction, drafting a will, resolving a business dispute, or pursuing a personal injury claim, our experienced attorneys are here to help. Real estate transactions in California can be complex, but with the guidance of our skilled real estate attorneys, the process can be smooth and stress-free. From buying or selling a home to handling disputes with buyers, sellers, or contractors, we have the knowledge and expertise to protect your interests and ensure a successful outcome.

cabral | schoneman llp is a law firm located at 200 East Santa Clara Street in Ventura, California. Specializing in a wide range of legal services, including business law, estate planning, and civil litigation, the experienced attorneys at cabral | schoneman llp are dedicated to providing top-notch legal representation to their clients. With a focus on personalized attention and strategic legal solutions, this firm is committed to achieving the best possible outcomes for their clients. Whether you are a business owner in need of legal advice or an individual seeking assistance with estate planning, cabral | schoneman llp is here to help.

SOPH Consulting is a leading consulting firm located at 25125 Santa Clara Street in Hayward, California. Our team of experienced consultants provides expert advice and solutions to help businesses achieve their goals and overcome challenges. We offer a wide range of services, including strategic planning, financial analysis, marketing strategies, and more. With a commitment to excellence and a track record of success, SOPH Consulting is the trusted partner for companies looking to grow and thrive in today's competitive market. Contact us today to learn more about how we can help your business succeed.

The 225 Group - Morgan Stanley is a prestigious finance institution located at 225 West Santa Clara Street in San Jose, California, United States. With a strong reputation for excellence in financial services, The 225 Group - Morgan Stanley offers a wide range of investment and wealth management solutions to clients. Their team of experienced professionals is dedicated to providing top-notch financial advice and personalized strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, The 225 Group - Morgan Stanley is committed to helping you navigate the complexities of the financial world with confidence and expertise.

Outforce LLC is a leading finance institution located at 2445 Augustine Drive in Santa Clara, California, United States. Specializing in providing top-notch financial services, Outforce LLC is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Outforce LLC is a trusted partner for all your financial needs.

Dan-Min Wang is a prestigious finance institution located at 3375 Scott Boulevard in Santa Clara, California, United States. With a reputation for excellence and expertise in the field of finance, Dan-Min Wang offers a wide range of services to meet the financial needs of individuals and businesses alike. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, the experienced professionals at Dan-Min Wang are dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can help you secure your financial future.

Albert Law is a reputable finance institution located at 3375 Scott Boulevard in Santa Clara, California, United States. Specializing in various aspects of finance, including investments, banking, and legal services, Albert Law is dedicated to providing top-notch financial solutions to individuals and businesses alike. With a team of experienced professionals and a commitment to excellence, Albert Law is a trusted partner for all your financial needs.

Sooter Consulting Inc. is a professional accounting and finance institution located in Santa Clara, California. We specialize in helping business owners understand their financial reports and make strategic decisions to grow their businesses with confidence. Our team takes an educated and objective look at your books, providing a true understanding of where your business stands today and acting as a partner to help you reach your goals for tomorrow. Let us help you gain clarity and tell a proud story with the bottom line of your business. We work with small to mid-sized businesses to implement efficiencies, save time, and achieve growth objectives. Contact Sooter Consulting Inc. to discuss how we can support your financial success.

Ash Varikkat, CPA is a reputable accounting and finance institution located at 2620 Augustine Drive in Santa Clara, California, United States. With a strong focus on providing high-quality services to individuals and businesses, Ash Varikkat, CPA offers a wide range of financial solutions including tax preparation, auditing, and financial planning. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and navigate complex financial matters with ease. Whether you are looking for personal accounting services or assistance with business finances, Ash Varikkat, CPA is committed to delivering excellent results and personalized attention to each client.

NOW CFO is a full-service consulting firm located at 101 West Santa Clara Street in San Jose, California, specializing in accounting and finance. Our team of financial experts is dedicated to helping businesses achieve their financial goals, from strategy planning to implementation. With offices throughout the United States, NOW CFO offers outsourced accounting services on a fractional, part-time, or as-needed basis. Our customizable service packages ensure that your organization receives the financial and accounting support it needs within your budget. From payroll fraud detection to financial process improvement, NOW CFO provides comprehensive financial solutions tailored to your business. Contact us for a FREE consultation to learn more about how NOW CFO can help your organization succeed and grow.

Bhatia & Co Inc. is a reputable accounting and finance institution located at 5201 Great America Parkway in Santa Clara, California, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, financial planning, and more. Clients can trust Bhatia & Co Inc. for their expertise in managing financial matters and ensuring compliance with regulations. Their dedication to excellence and client satisfaction sets them apart as a trusted partner in financial success.

sFoundation Inc. is a leading institution located at 4500 Great America Parkway in Santa Clara, California. Specializing in accounting and finance, sFoundation Inc. offers top-notch services and expertise to help individuals and businesses manage their financial needs effectively. With a team of experienced professionals, sFoundation Inc. is dedicated to providing exceptional solutions and guidance to clients in the United States.

Pacific Wealth Advisors, LLC is a leading finance institution located at 2391 The Alameda in Santa Clara, California, United States. Our team of experienced advisors provides personalized financial planning and investment management services to help clients achieve their wealth goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your investment portfolio, we are here to provide expert guidance and support every step of the way. Trust Pacific Wealth Advisors, LLC to help you secure a prosperous financial future.

IRS Auditing is a professional institution located at 2118 Walsh Avenue in Santa Clara, California, United States. Our team of experienced auditors specializes in providing thorough and accurate audits for individuals and businesses to ensure compliance with IRS regulations. We strive to provide exceptional service and peace of mind to our clients by offering comprehensive auditing services tailored to their specific needs. Trust IRS Auditing to handle your financial matters with precision and expertise.