Financial planning for small businesses in Napa, California
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William J Hjerpe - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWilliam J Hjerpe is a financial advisor at Ameriprise Financial Services, LLC located at 1766 3rd Street, Napa, California, United States. William holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. He is also a Certified Divorce Financial Analyst and a Certified Kingdom Advisor, offering specialized services to clients with diverse financial needs. With a commitment to ethical practices and ongoing education, William provides comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Contact William J Hjerpe for personalized financial advice tailored to your unique financial goals and needs.
1766 3rd St ste a, Napa, CA 94559, United States -
Check In Catering
● ClosedWelcome to Check In Catering, the premier catering service located at 100 Massimo Cir, Santa Rosa, CA 95404. With over 25 years of experience, we specialize in creating the "ULTIMATE DINING EXPERIENCE" for all your corporate, wedding, and social events. Our passion for food shines through in every dish we serve, offering a diverse range of cuisines including American, Italian, Chinese, Indian, Mexican, and Mediterranean. At Check In Catering, we pride ourselves on delivering exceptional service and top-quality products in a clean, comfortable, and friendly environment. We cater events from 50 to 500 guests, ensuring a memorable experience tailored to your needs and budget. Our award-winning team is dedicated to personalizing each event, bringing innovative ideas and a unique style inspired by our global culinary experiences.
100 Massimo Cir, Santa Rosa, CA 95404, United States -
Wells Fargo Bank
● ClosedWells Fargo Bank is a reputable financial institution located at 3255 Jefferson Street in Napa, California. As a well-known bank, Wells Fargo offers a wide range of financial services, including personal and business banking, loans, investments, and insurance. With its convenient location and reliable ATM services, Wells Fargo is a trusted partner for all your financial needs in the Napa area.
3255 Jefferson St, Napa, CA 94558, United States -
Tax Office & Associates
● ClosedTax Office & Associates is a full-service virtual retail tax company located at 755 Baywood Drive in Petaluma, California. Our team, led by George W. Ross, J.D., E.A., specializes in tax planning, preparation, and resolution, as well as bookkeeping and notary public services. We pride ourselves on making taxes easy for our clients because we understand that it's your hard-earned money. In addition to English, we also offer services in Spanish. Whether you need help with bookkeeping, business formation, EIN application, loan signing, or acknowledgment jurat, Tax Office & Associates is here to assist you. Contact us at 800-734-1981 or 707-285-7105 for all your accounting and finance needs in Sonoma, Napa, Marin, and beyond.
755 Baywood Dr 2nd Floor, Petaluma, CA 94954, United States -
Katie Chase - State Farm Insurance Agent
● ClosedKatie Chase - State Farm Insurance Agent is a trusted insurance agency located at 772 West Napa Street in Sonoma, California. Our dedicated team is committed to assisting California residents with their insurance needs, with a focus on Sonoma, Napa, and Marin Counties. We also serve customers in neighboring states such as Oregon, Nevada, and Arizona. Katie Chase, with over a decade of experience with State Farm, leads our team with a focus on providing exceptional service to our customers. We offer a range of insurance services including Auto insurance, Motorcycle insurance, Trailer insurance, Boat insurance, Motor home insurance, Life insurance, and more. Our team is passionate about protecting your assets and ensuring the financial well-being of individuals and small businesses. We also provide assistance with estate planning and financial services.
772 W Napa St, Sonoma, CA 95476, United States -
Mellissa Lopez - State Farm Insurance Agent
● ClosedMellissa Lopez - State Farm Insurance Agent is a reputable insurance agency located at 3152 Jefferson Street in Napa, California, United States. With a focus on insuring your love and protecting your future, Mellissa Lopez and her team offer a wide range of insurance services including homeowners, renters, auto, life, and business insurance, as well as financial services like banking. Their dedicated professionals are fluent in English and Spanish, providing caring and reliable assistance to help you manage risks and plan for the future. Mellissa Lopez, with a multicultural mindset, welcomes customers from all backgrounds and enjoys spending time with her family in her free time. The agency also offers valuable tips on grilling safety, drunk driving prevention, protecting small business property, budgeting during the holidays, and more. For all your insurance needs, contact Mellissa Lopez - State Farm Insurance Agent today.
3152 Jefferson St, Napa, CA 94558, United States -
Maria Zuniga - State Farm Insurance Agent
● ClosedMaria Zuniga - State Farm Insurance Agent is located at 145 Plaza Drive in Vallejo, California. Our office is conveniently situated across from Panera Bread, between Ulta and Marshalls. Hello from Maria Zuniga and her team! As we welcome the month of March and look forward to spring, we also prepare for allergy season. In February, we recognized Life Insurance Awareness Month, emphasizing the importance of protecting our loved ones. Whether you need to secure life insurance or review your current policy, now is the perfect time to assess your coverage and ensure the well-being of your family. We offer both virtual and in-person appointments for your convenience. Remember, it's never too late to prioritize life insurance.
145 Plaza Dr #207, Vallejo, CA 94591, United States -
Vintners Accounting Services
● ClosedVintners Accounting Services is a leading accounting and finance institution located at 605 Trancas Street in the heart of Napa, California. Our team of experienced professionals specializes in providing tailored financial solutions for vintners and wineries in the region. With a focus on accuracy and efficiency, we offer a range of services including bookkeeping, tax preparation, financial analysis, and consulting. Trust Vintners Accounting Services to help you navigate the complex financial landscape of the wine industry and achieve your business goals.
605 Trancas St B, Napa, CA 94558, United States -
Earthwise Energy
● ClosedWelcome to Earthwise Energy, your trusted partner for tailored solar and battery backup solutions in the Bay Area. Located at 1501A San Anselmo Avenue, San Anselmo, California, we specialize in creating custom solar and energy storage systems that ensure your home or business remains powered, even during grid outages. In an era where power outages are becoming the norm, Earthwise Energy offers peace of mind with personalized solar and energy storage systems. Our data-driven, holistic approach ensures that every system is designed, constructed, and interconnected to meet your unique needs, helping you save on electricity costs while maintaining a reliable power supply.
1501A San Anselmo Avenue, San Anselmo, California 94960, United States
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- financial planning for small businesses in Petaluma
- financial planning for small businesses in San Anselmo
- financial planning for small businesses in Santa Rosa
- financial planning for small businesses in Sonoma
- financial planning for small businesses in Vallejo
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