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TOP 30 Financial planning for small business owners in San Jose, CA
33 results found
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Falcon Wealth Planning
Falcon Wealth Planning, located in San Jose, California, is a finance institution that helps clients reach their financial goals with personalized and transparent Fiduciary Advice. The institution specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life’s transitions. With over 30 years of experience, Falcon Wealth Planning is dedicated to preparing creative solutions tailored specifically to each individual client. The institution focuses heavily on tax planning, serving everyday Americans and providing retirement planning, investment management, tax planning, financial planning, and estate planning services. Falcon Wealth Planning is registered as an investment advisor with the SEC and is a Fee-Only investment advisory, making them a "True" Fiduciary. The institution's values of trust and transparency are integral to providing comprehensive services to help clients achieve their financial goals. Whether you are a small business owner, planning for retirement, or simply looking to increase your wealth, Falcon Wealth Planning can help you navigate your financial future.
Derek Seo - Financial Advisor, Ameriprise Financial Services, LLC
Derek Seo is a Financial Advisor at Ameriprise Financial Services, LLC, located at 1 South Almaden Boulevard, San Jose, California, United States. Derek Seo holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications cover a wide range of financial planning topics including asset management, retirement planning, estate planning, investment strategies, risk management, and more. Derek Seo is dedicated to providing expert financial advice and assistance to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.
Chad Parker - Private Wealth Advisor, Ameriprise Financial Services, LLC
Chad Parker - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1905 The Alameda, San Jose, California, United States. Chad Parker holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, investment strategies, estate planning, retirement planning, and more. The institution offers services for individuals, retirees, small business owners, and high net worth clients. Chad Parker is dedicated to providing comprehensive financial planning and investment advice to help clients achieve their financial goals.
Joanne Cirocco - Private Wealth Advisor, Ameriprise Financial Services, LLC
Joanne Cirocco - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious financial institution located at 1 South Almaden Boulevard, San Jose, California, United States. Joanne Cirocco holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, showcasing her expertise in asset management, estate planning, retirement planning, and investment strategies. The institution offers a wide range of services tailored to the individual needs of clients, including specialized certifications in areas such as domestic partnership advising, estate planning, portfolio management, and behavioral financial advising. With a commitment to ethical practices and ongoing education, Joanne Cirocco provides comprehensive financial planning solutions for retirees, small business owners, high net worth clients, and individuals with specific needs such as military veterans and families with special needs children. Trust in Joanne Cirocco - Private Wealth Advisor for expert financial guidance and personalized wealth management strategies.
Daniel Chang - Private Wealth Advisor, Ameriprise Financial Services, LLC
Daniel Chang is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 225 West Santa Clara Street in San Jose, California, United States. Daniel holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and comprehensive financial planning, Daniel provides personalized wealth management solutions to individuals, retirees, small business owners, and high net worth clients. His commitment to ongoing education and training ensures that he stays up-to-date on the latest financial trends and strategies to help his clients achieve their financial goals. Whether you are looking for retirement planning advice, estate planning services, or investment management solutions, Daniel Chang is a trusted advisor who can help you navigate the complexities of wealth management.
Hathaway Financial LLC
Hathaway Financial LLC is a finance institution located at 6450 Almaden Expressway in San Jose, California, United States. Founded with a passion for helping people invest wisely, plan for the long term, and retire comfortably, Hathaway Financial is a fiduciary and fee-only Registered Investment Advisor. Unlike many financial advisors, Hathaway Financial does not receive kick-backs from funds or institutions where your money is invested. The institution offers comprehensive advice, planning, and no conflicts of interest. Hathaway Financial provides access to sophisticated software for tracking cash flows and investment analysis, without charging extra for financial planning. The institution builds diversified, tax-efficient portfolios for long-term success, using index funds from reputable firms like Schwab, Vanguard, and BlackRock. With a transparent fee structure and real-time consultation, Hathaway Financial ensures that its interests are aligned with yours.
James Motteler - Financial Advisor, Ameriprise Financial Services, LLC
James Motteler is a Financial Advisor at Ameriprise Financial Services, LLC, located at 225 West Santa Clara Street, San Jose, California, United States. James Motteler holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate James Motteler's expertise in asset management, retirement planning, estate planning, investment strategies, and more. James Motteler is dedicated to providing comprehensive financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.
Jason Styczynski - Private Wealth Advisor, Ameriprise Financial Services, LLC
Jason Styczynski - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 1 South Almaden Boulevard, San Jose, California, United States, offers a range of financial services to individuals, including asset management, retirement planning, estate planning, and investment strategies. Jason Styczynski holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in financial planning and wealth management. With a focus on ethical practices and comprehensive knowledge in asset management, Jason Styczynski helps clients make informed decisions to achieve their financial goals. Whether you are a retiree, small business owner, or high net worth individual, Jason Styczynski can provide personalized financial solutions tailored to your specific needs. Contact Jason Styczynski - Private Wealth Advisor, Ameriprise Financial Services, LLC for expert financial guidance and support.
Joe Guttadauro - Financial Advisor, Ameriprise Financial Services, LLC
Joe Guttadauro is a financial advisor at Ameriprise Financial Services, LLC located at 225 West Santa Clara Street in San Jose, California. He holds multiple certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. Joe Guttadauro is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. He is committed to upholding a high standard of ethics and continuing education to ensure his clients receive the best possible financial guidance. Whether you are looking to plan for retirement, manage your investments, or navigate complex financial situations, Joe Guttadauro is here to help.
Paul Nelson Insurance Services
Paul Nelson Insurance Services is a locally owned full service insurance agency located at 730 Mission Street in Santa Cruz, California. We proudly serve the Santa Cruz and Bay Areas, including Santa Clara, San Jose, Monterey, and San Francisco Bay. As an independent agency, we have the ability to shop up to a dozen companies at once to find you the right policy at the lowest rate, giving you options and flexibility that no single insurance company can offer. Our services include small business insurance such as General Liability, Workers Comp, E&O, Commercial Auto, and Commercial Property insurance. We can help you compare coverage options so you know exactly what you are paying for while staying within your budget. We also offer Homeowner’s policies to protect you from financial loss and help you pay for repairs if there is damage to your home.
Auto International Insurance
Auto International Insurance Agency, located at 1745 Story Road in San Jose, California, is a trusted insurance agency specializing in Auto, Home, Motorcycle, and Commercial Insurance. Our dedicated team is committed to providing you with peace of mind by ensuring that you are properly covered. We work with you to create a comprehensive portfolio of policies tailored to your needs, so you can have confidence in your coverage. In honor of Financial Literacy Month, we emphasize the importance of financial literacy for small business owners. Budgeting basics are essential for managing finances and achieving profit goals effectively. We are here to help you understand the fundamentals of financial literacy and how they apply to your business.
Farmers Insurance - Shinobu Arisawa
Farmers Insurance - Shinobu Arisawa is an insurance agency located at 2695 Moorpark Avenue in San Jose, California. As a local Farmers® agent, Shinobu Arisawa helps customers identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, or business insurance, Shinobu has the knowledge and experience to help you understand your options. You can contact Shinobu by phone or email for personalized assistance. For auto insurance, Farmers Insurance can help you select the right coverage for your needs and budget, with discounts available to help you save money. For home insurance, Farmers has been providing coverage for over 80 years, ensuring your most valuable possession is protected in the event of a disaster.
New York Life Insurance Company - Alvin Barnett
New York Life Insurance Company - Alvin Barnett is a finance and insurance agency located at 1731 Technology Drive, San Jose, California, United States. They offer permanent life insurance policies with guaranteed death benefits and cash value that grows over time. 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 support for everyday tasks, income replacement in case of sickness or injury, and professionally managed investments with potential market gains. Additionally, New York Life offers guidance on creating investment strategies, setting up estate plans, and providing insurance options for employees, executives, and small business owners. They have a diverse and welcoming workplace culture and are committed to giving back to their communities through charitable giving and financial support for bereavement, education, and local initiatives. As a New York Life partner, you can become a financial advisor with the support of a Fortune 100 company and the opportunity to build your own practice.
Farmers Insurance - Desiree Ortega
Farmers Insurance - Desiree Ortega is a local insurance agency located at 2940 Union Avenue in San Jose, California. As your Farmers Insurance agent, Desiree Ortega is dedicated to providing personalized solutions tailored to fit your needs. With over 11 years of experience in the insurance industry, Desiree can help you navigate the unique challenges of the California market. The McKenna Ortega Insurance Agency, a 4th generation Farmers Insurance Agency, treats clients like family and has been serving customers for over 50 years. Desiree Ortega offers a range of insurance options including auto, home, umbrella, commercial, and life insurance. By getting to know each client individually, Desiree is able to create customized plans that address specific needs and priorities. Whether you're looking for comprehensive coverage, collision coverage, or medical payments, Desiree can help you find the right insurance policy within your budget.
Farmers Insurance - Gael Ruiz-Rodriguez
Farmers Insurance - Gael Ruiz-Rodriguez is a local insurance agency located at 1264 Lincoln Avenue, San Jose, California, United States. As your Farmers agent in San Jose, CA, Gael Ruiz-Rodriguez helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance offers a variety of insurance products including auto, home, renters, business, life, and more. Whether you need comprehensive coverage, collision coverage, or medical payments, Gael Ruiz-Rodriguez is here to help you understand your options and find the right insurance plan for your budget. Additionally, Farmers Insurance offers competitive rates with multi-line insurance discounts to help you save money. If you're a homeowner, renter, small business owner, or condo owner, Gael Ruiz-Rodriguez can help you customize an insurance package to protect your assets and investments. Farmers Insurance also offers personal umbrella insurance policies for added coverage above and beyond the liability limits of your auto or home insurance policies.
Farmers Insurance - Jason Schram
Farmers Insurance - Jason Schram is an insurance agency located at 2033 Gateway Place in San Jose, California. As a local Farmers® agent, Jason Schram helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, or business insurance, Jason provides personalized and straightforward service to make sure you understand your coverage options. With over 80 years of experience, Farmers® offers competitive rates and multi-line insurance discounts to help you save money. Jason Schram can help you navigate the complexities of selecting the right insurance coverage for your car, home, life, renters, business, or condo. By reviewing your insurance policies regularly, you can create a financial plan to protect your assets and provide support for your loved ones. Farmers Insurance also offers Personal Umbrella insurance policies for added coverage above and beyond your existing policies.
Farmers Insurance - Monica Rodriguez
Farmers Insurance - Monica Rodriguez is a trusted insurance agency located at 1648 Alum Rock Avenue in San Jose, California. As a local Farmers® agent, Monica Rodriguez helps customers find the insurance coverage that best suits their needs. With over 80 years of experience, Farmers® offers a range of insurance products including auto, home, renters, business insurance, and more. Whether you need comprehensive coverage, collision coverage, or are unsure where to begin, Monica can help you navigate the insurance process and make informed decisions. She can provide personalized assistance to help you understand your coverage options and find the right insurance plan within your budget.
Farmers Insurance - Ali Danesh
Farmers Insurance - Ali Danesh is an insurance agency located at 4606 Meridian Avenue in San Jose, California. As a local Farmers® agent, Ali Danesh helps customers identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, business, or life insurance, Ali Danesh has the knowledge and experience to help you understand your options. With over 80 years of experience, Farmers® is a trusted insurance provider that will be there for you in the event of a disaster. If you're looking for comprehensive coverage, collision coverage, or need help understanding deductibles and medical payments, Ali Danesh can help make the process straightforward and personalized. You can also inquire about renters insurance, condo insurance, and personal umbrella insurance for added protection above and beyond your existing policies.
Farmers Insurance - Santos Aranda
Farmers Insurance - Santos Aranda is an insurance agency located at 2695 Moorpark Avenue, San Jose, California, United States. As your local Farmers® agent in San Jose, CA, Santos Aranda and his staff are dedicated to helping customers identify the insurance coverage that best fits their needs. They offer personalized assistance to make customers smarter about insurance, whether it's for auto, home, renters, business insurance, and more. Santos Aranda has the knowledge and experience to help customers understand their coverage options and find the right insurance solutions for their needs and budget. The agency offers comprehensive coverage options for auto insurance, ensuring that customers have the right protection in case of accidents or other incidents. They also provide home insurance to safeguard customers' valuable possessions and provide financial support in the event of a disaster. Additionally, Santos Aranda offers life insurance policies to help customers plan for the future and protect their loved ones.
Farmers Insurance - Marleny Martinez
Farmers Insurance - Marleny Martinez is a trusted insurance agency located at 1897 Alum Rock Avenue, San Jose, California, United States. As your local Farmers® agent, Marleny Martinez is dedicated to helping customers find the insurance coverage that best suits their needs. Whether it's auto, home, renters, or business insurance, Marleny has the knowledge and experience to guide you through the process and ensure you understand your options. With over 80 years of experience, Farmers® has a solid reputation for providing reliable insurance products. From protecting your home in case of a disaster to ensuring your loved ones are financially supported through life insurance, Marleny can help you create a plan that meets your specific needs.
Farmers Insurance - Anh Vu
Farmers Insurance - Anh Vu is an insurance agency located at 3005 Silver Creek Road, San Jose, California, United States. As a local Farmers® agent in San Jose, CA, Anh Vu helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance provides coverage options for auto, home, renters, business insurance, and more. Anh Vu can also assist with life insurance policies to help provide financial support for loved ones. Additionally, Farmers Insurance offers competitive rates with multi-line insurance discounts for home and auto insurance. For small business owners, Farmers Insurance can customize a business insurance package to reduce risk and protect investments. Anh Vu is also experienced in helping clients build solid financial plans for a secure future. Contact Anh Vu for personalized insurance solutions and financial planning.
Farmers Insurance - John Murphy
Farmers Insurance - John Murphy is an insurance agency located at 2280 Lincoln Avenue in San Jose, California. John Murphy is the proud owner of this agency, situated in the Willow Glen area of San Jose. He helps customers find the insurance coverage that best suits their needs, offering products such as Auto, Home, Life, Renters, Business, Motorcycle, Recreational, and Farmers Financial Solutions. Whether you need comprehensive coverage, collision coverage, or assistance with deductibles and medical payments, John Murphy is there to guide you through the process. With over 80 years of experience, Farmers Insurance provides reliable coverage for your home, personal belongings, and small business. John Murphy can also help you create a solid financial plan for the future. Contact him today for personalized assistance with your insurance needs.
Farmers Insurance - Harry Nguyen
Farmers Insurance - Harry Nguyen is a local insurance agency located at 1221 Story Road in San Jose, California, United States. As your Farmers agent, Harry Nguyen helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance offers a range of insurance products including auto, home, renters, business, and life insurance. Whether you're looking for comprehensive coverage, collision coverage, or medical payments, Harry Nguyen can help guide you through the process and provide personalized assistance. If you're a homeowner, Farmers Insurance can provide competitive rates and multi-line insurance discounts to protect your most valuable possession. Renters insurance is also available to safeguard your personal belongings in case of a disaster. For small business owners, Farmers Insurance offers customizable business insurance packages to reduce risk and protect your investment.
Farmers Insurance - Angie Arnesto-Ricalde
Farmers Insurance - Angie Arnesto-Ricalde is an insurance agency located at 996 Minnesota Avenue in San Jose, California. As a local Farmers® agent, Angie Arnesto-Ricalde helps customers identify insurance coverage that best fits their needs. Whether you need auto, home, renters, business insurance, or even life insurance, Angie has the knowledge and experience to assist you in understanding your options. She is dedicated to making the insurance process straightforward and personalized to make you smarter about insurance. If you have questions about comprehensive coverage, collision coverage, deductibles, medical payments, or where to begin with your insurance needs, Angie is here to help. She can assist you with selecting the right car insurance coverage and provide you with an online auto insurance quote.
Farmers Insurance - Teketel Mulugeta
Farmers Insurance - Teketel Mulugeta is a trusted insurance agency located at 3550 Stevens Creek Boulevard, San Jose, California, United States. As your local Farmers® agent, Teketel Mulugeta helps customers identify the insurance coverage that best fits their needs. With years of experience, Teketel can guide you through the process of selecting the right coverage options, whether it's for Auto, Home, Life, renters, Flood, Earthquake, business insurance, and more. Whether you're looking for comprehensive coverage, collision coverage, deductibles, medical payments, or other insurance needs, Teketel is here to simplify the process and help you make informed decisions. With a focus on personalized service, Teketel is dedicated to making sure you understand your insurance options and can save money with available discounts.
New York Life Registered Representative/Agent
New York Life Registered Representative/Agent located at 550 South Winchester Boulevard in San Jose, California, is a finance and insurance agency offering a wide range of services to meet your financial needs. They provide permanent policies with guaranteed death benefits and cash value growth, long-term coverage customizable to your needs and budget, and the ability to invest policy cash value in the market. Their services include help with everyday tasks, income replacement due to illness or injury, professionally managed investments, and guidance on creating an investment strategy. They offer insurance for individuals, employees, executives, and business owners, as well as options to help small businesses thrive. With a focus on personalized solutions and customer support, New York Life aims to help clients protect their families and plan for their financial futures. Contact their Registered Representative & Insurance Agent, SON VAN LE, to learn more about their services and how they can help you achieve your financial goals.
Auto International Insurance
Auto International Insurance Agency, located at 1160 East William Street in San Jose, California, is a trusted insurance agency specializing in Auto, Home, Motorcycle, and Commercial Insurance. Our dedicated team is committed to providing you with peace of mind by ensuring that your assets are properly covered. We work closely with our clients to build a comprehensive portfolio of policies that meet their individual needs and provide them with confidence in their coverage. In addition to our insurance services, we also offer resources and information on financial literacy for small business owners. We believe that understanding the fundamentals of financial management is crucial for success, and we are here to help our clients navigate budgeting basics and other essential financial concepts.
Law Firm of Patricia A. Boyes
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
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.
TOWER ACCOUNTING
Tower Accounting, located at 3435 Blue Mountain Drive in San Jose, California, is a trusted institution specializing in accounting and finance services. With years of experience, our team provides personalized financial guidance to individuals and businesses in the local community. From basic tax management to in-depth services like audits and financial planning, Tower Accounting is dedicated to helping clients achieve financial success. Our mission is to empower small business owners to understand the financial strength of their companies. By analyzing profit and loss statements and balance sheets, we assist in making strategic decisions to enhance business growth. We prioritize building long-term client relationships, ensuring the integrity of financial records, and developing strategies to tackle the challenges of business planning and execution.
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