Financial planning for small businesses in Santa Clara, CA
30 results found
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Stonecrest Financial
● ClosedStonecrest Financial is a reputable finance institution located at 4675 Stevens Creek Boulevard in Santa Clara, California. Specializing in providing a wide range of financial services, Stonecrest Financial offers tailored solutions to meet the unique needs of its clients. With a team of experienced professionals, the institution prides itself on delivering exceptional customer service and personalized financial advice. Whether you are looking for a loan, investment opportunities, or financial planning assistance, Stonecrest Financial is dedicated to helping you achieve your financial goals. Visit their office in Santa Clara to learn more about their services and how they can help you secure your financial future.
4675 Stevens Creek Blvd # 235, Santa Clara, CA 95051, United States -
SYNQMINE Tax Planning and CFO Services
● ClosedSynqmine 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.
1525 McCarthy Blvd Suite 1082, Milpitas, CA 95035, United States -
Daniel Chang - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedDaniel 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.
225 W Santa Clara St UNIT 1600, San Jose, CA 95113, United States -
James Motteler - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJames 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.
225 W Santa Clara St UNIT 1600, San Jose, CA 95113, United States -
Joe Guttadauro - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJoe 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.
225 W Santa Clara St UNIT 1600, San Jose, CA 95113, United States -
Jason Stefely - State Farm Insurance Agent
● ClosedWelcome to Jason Stefely - State Farm Insurance Agent located at 20395 Pacifica Drive, Cupertino, California. Our insurance agency is conveniently situated just south of Stevens Creek Blvd and east of DeAnza Blvd. As a State Farm agent since 2004, I am proud to serve the local communities of Cupertino, Mountain View, Sunnyvale, Los Altos, and beyond. At our agency, we have a team of highly skilled and motivated individuals who are dedicated to providing outstanding service and protecting what's important to our customers. We offer a range of insurance services including Auto Insurance, Homeowners Insurance, Renters Insurance, Motorcycle Insurance, Boat Insurance, Life Insurance, Small Business Insurance, and other Commercial lines of insurance. We also provide Financial Services to help you plan for the future.
20395 Pacifica Dr STE 108, Cupertino, CA 95014, United States -
Paul Nelson Insurance Services
● ClosedPaul 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.
730 Mission St #201, Santa Cruz, CA 95060, United States -
Farmers Insurance - Dan Lam
● ClosedFarmers Insurance - Dan Lam is an insurance agency located at 2445 Augustine Drive in Santa Clara, California. As a local Farmers® agent, Dan Lam helps customers identify the insurance coverage that best fits their needs. With expertise in auto, home, renters, business insurance, and more, Dan is dedicated to providing personalized and straightforward service to make customers smarter about insurance. Whether you need comprehensive coverage, collision coverage, deductibles, or medical payments, Dan can help you navigate the process of selecting the right insurance coverage for your needs and budget. With over 80 years of experience, Farmers® has a proven track record of providing reliable insurance products to protect your home in the event of a disaster.
2445 Augustine Dr Ofc 204, Santa Clara, CA 95054, United States -
Holly LaBarber - State Farm Insurance Agent
● ClosedLocated at 1262 East Hamilton Avenue in Campbell, California, Holly LaBarber - State Farm Insurance Agent is your go-to local insurance resource. As a small business owner in the Bay Area/Santa Clara County, we prioritize taking care of your insurance and financial needs. With over 50 years of combined industry experience, our dedicated team of professionals is committed to properly insuring what matters most to you. We offer a wide range of insurance products including auto, business specialty products, life and health insurance, and more. Our goal is to provide personalized service and ensure that you feel confident in your coverage. Whether you're a long-time resident or new to the area, we are here to help you with all your insurance needs. Our team includes experienced professionals like Laila, our exceptional Office Manager, and Claudia, our newest addition with expertise in life, auto, and health insurance. Together, we work hard to ensure that you receive top-notch administrative support and personalized service. We understand that insurance is not a one-size-fits-all plan, which is why we take the time to analyze your needs and goals in order to tailor the right coverage for you.
1262 E Hamilton Ave #1c, Campbell, CA 95008, United States -
Farmers Insurance Group of Co
● ClosedFarmers Insurance Group of Co is an insurance agency located at 432 East Santa Clara Street, San Jose, California, United States. They work with specific insurers such as Farmers Insurance Exchange, Fire Insurance Exchange, and Mid-Century Insurance Company, among others, to provide a variety of insurance products including home, auto, and life insurance. Their home office is in Los Angeles, CA, and they offer securities through Farmers Financial Solutions, LLC. Each insurer has financial responsibility for its own insurance products, and not all products and discounts may be available in every state. Contact an agent for more information on the insurance options available through Farmers Insurance Group of Co.
432 E Santa Clara St, San Jose, CA 95113, United States -
Farmers Insurance - Alina Voronenko
● ClosedFarmers Insurance - Alina Voronenko is an insurance agency located at 1624 Santa Clara Drive, Roseville, California, United States. As your local Farmers® agent in Roseville, CA, Alina Voronenko helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers® offers a variety of insurance products including auto, home, renters, business insurance, and more. Alina can help you understand your coverage options and provide personalized assistance to make you smarter about insurance. Whether you're looking for comprehensive coverage, collision coverage, or medical payments, Alina can guide you through the process and help you save money with insurance discounts. Protect your most valuable possessions with Farmers® insurance products, including home insurance, renters insurance, life insurance, and condo insurance. Alina can help you create a financial plan to provide support for your loved ones in case of unexpected events. Additionally, Farmers® offers business insurance for small businesses to reduce risk and protect investments.
1624 Santa Clara Dr, Roseville, CA 95661, United States -
Farmers Insurance - Richard So
● ClosedFarmers Insurance - Richard So is an insurance agency located at 1572 Los Padres Boulevard, Santa Clara, California, United States. As a local Farmers® agent in Santa Clara, CA, Richard So helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers® offers a range of insurance products including auto, home, renters, business, life, and more. Richard So can help you understand your coverage options and provide personalized assistance to make you smarter about insurance. Whether you need comprehensive coverage, collision coverage, medical payments, or other types of insurance, Richard So is here to help. Contact Richard So today for a personalized insurance quote and learn about available discounts to help you save money. Protect your valuable possessions with Farmers Insurance and Financial Services, and create a solid financial plan for a secure future. Get in touch with Richard So to discuss your insurance needs and start building a customized insurance package to protect your assets and investments. Trust Farmers Insurance - Richard So for reliable insurance coverage tailored to your unique needs.
1572 Los Padres Blvd Ste 201, Santa Clara, CA 95050, United States -
Farmers Insurance - Ling Shan
● ClosedFarmers Insurance - Ling Shan is an insurance agency located at 3390 De La Cruz Boulevard, Santa Clara, California, United States. As a local Farmers® agent in the Bay Area with 18 years of experience in San Jose, Ling Shan helps customers identify insurance coverage that best fits their needs. With a background as a preschool teacher in San Jose and Milpitas, Ling Shan is dedicated to providing coverage for families in the community for their wellbeing and the protection of their children. Ling Shan offers personalized assistance in understanding coverage options such as auto, home, life, renters, and business insurance. Customers can receive online insurance quotes and explore discounts to save money. Farmers Insurance has over 80 years of experience in providing insurance products, ensuring that customers receive reliable coverage in the event of disasters. Ling Shan also assists in reviewing life insurance policies and offers protection for personal belongings through renters, condo, and umbrella insurance. For small businesses, Ling Shan can customize insurance packages to reduce risk and protect investments. Customers can schedule appointments to discuss financial planning and reach their goals with Farmers Insurance and Financial Services. Securities are offered through Farmers Financial Solutions, LLC, with each insurer having sole financial responsibility for its own insurance products. Contact Ling Shan at the provided address for personalized insurance solutions.
3390 De La Cruz Blvd Ste F2, Santa Clara, CA 95054, United States -
Alexandra Anderson - State Farm Insurance Agent
● ClosedAlexandra Anderson - State Farm Insurance Agent is an insurance agency located at 980 El Camino Real in Santa Clara, California. Situated at the corner of El Camino Real & Lafayette, across from Jack-n-the-Box, on the 3rd floor. March is the perfect time to review your auto insurance coverage, especially with spring break approaching. Our dedicated team is committed to helping customers build a more promising future by providing the necessary tools and resources for financial security. We offer a range of insurance services including life, health, and income replacement insurance, with a focus on explaining the benefits of each plan. By bundling your auto, home, condo, or renters insurance with State Farm, you can start saving today. Serving Santa Clara County since 2004, we are a Good Neighbor Agency catering to Santa Clara, Campbell, San Jose, Milpitas, Sunnyvale, and more. Our professional and licensed staff offers personalized insurance quotes and small business protection. Alexandra's agency has received numerous awards over the years for outstanding service. Our team is genuine, hardworking, and personable, dedicated to providing exceptional service to our customers. Whether you need car insurance, home insurance, life insurance, or more, our bilingual team is here to assist you. Contact us today for a one-of-a-kind insurance experience.
980 El Camino Real #350, Santa Clara, CA 95050, United States -
Farmers Insurance - Jessica Lim
● ClosedFarmers Insurance - Jessica Lim is an insurance agency located at 3044 Scott Boulevard, Santa Clara, California, United States. Jessica Lim has been helping customers identify the best insurance coverage since 1989. Whether you need auto, home, renters, business, or life insurance, Jessica can provide personalized and straightforward assistance to help you make informed decisions. She can help you navigate options such as comprehensive coverage, deductibles, and more. Farmers Insurance has been a trusted provider for over 80 years, offering competitive rates and multi-line insurance discounts. Whether you need coverage for your home, rental property, small business, or condo, Jessica can help customize a plan to suit your needs. Additionally, she offers financial planning services through Farmers Insurance and Financial Services to help you secure a stable future. For added protection, Jessica can also assist with Personal Umbrella insurance policies. Contact Jessica Lim at Farmers Insurance for a consultation and to explore your insurance options.
3044 Scott Blvd, Santa Clara, CA 95054, United States -
Rachel Bhan - State Farm Insurance Agent
● ClosedRachel Bhan - State Farm Insurance Agent is an insurance agency located at 1625 North Capitol Avenue in San Jose, California, United States. As April is Distracted Driving Awareness Month, the institution emphasizes the importance of checking auto insurance liability coverage to ensure proper protection for you and your family. With 24 years of experience serving the communities of San Jose, Milpitas, Fremont, Union City, and Santa Clara, Rachel Bhan is dedicated to providing exceptional service and personalized care. The agency offers insurance and financial services in English, Spanish, and Hindi, catering to a diverse clientele. Beyond insurance, Rachel Bhan is actively involved in supporting the community, particularly immigrant families, by providing essential services and resources. The agency's commitment to giving back extends to various charitable initiatives, including building a preschool and working with homeless shelters. Whether you need auto insurance, home insurance, life insurance, small business insurance, or renters insurance, Rachel Bhan and her licensed team are ready to assist you.
1625 N Capitol Ave, San Jose, CA 95132, United States -
Farmers Insurance - Phan Le
● ClosedFarmers 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.
567 E Santa Clara St, San Jose, CA 95112, United States -
Victory Finance Inc
● ClosedVictory 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.
2445 Augustine Dr #150, Santa Clara, CA 95054, United States -
Wendy Sun CPA Accounting Office
● ClosedWendy 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.
3140 De La Cruz Blvd, Santa Clara, CA 95054, United States -
Law Firm of Patricia A. Boyes
● ClosedThe 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.
84 W Santa Clara St # 490, San Jose, CA 95113, United States -
BoyesLegal, APC
● ClosedBoyesLegal, 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.
84 W Santa Clara St # 490, San Jose, CA 95113, United States -
cabral | schoneman llp
● Opencabral | 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.
200 E Santa Clara St, Ventura, CA 93001, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 3959 Rivermark Plaza in Santa Clara, California. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and small business accounting. Whether you are an individual looking for assistance with your taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and reliable solutions. Visit us today to learn more about how we can help you achieve your financial goals.
3959 Rivermark Plaza Ste 1, Santa Clara, CA 95054, United States -
RC Blackwell's Tax Service
● ClosedRC Blackwell's Tax Service, located at 900 Lafayette Street in Santa Clara, California, is a reputable institution specializing in tax preparation and financial services. Our team of tax professionals, known as Authorized IRS e-file Providers, are experts in assisting individuals, small businesses, estates, trusts, corporations, and partnerships with their tax needs. In addition to tax preparation, we also offer bookeeping services, offer in compromise assistance, eFile services, and payment arrangements. As the Electronic Return Originator (ERO), we transmit tax return information directly to the IRS on behalf of our clients.
900 Lafayette St #705, Santa Clara, CA 95050, United States -
Hines Tax Preparation
● ClosedHines Tax Preparation is a professional accounting and finance institution located at 523 Santa Clara Avenue in Alameda, California. Our team of experienced professionals is dedicated to providing high-quality tax preparation services to individuals and businesses. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and maximize their financial well-being. Whether you need assistance with personal tax returns or corporate tax planning, Hines Tax Preparation is here to help. Contact us today to schedule an appointment.
523 Santa Clara Ave, Alameda, CA 94501, United States -
Naresh Arora MS Taxation
● ClosedNaresh Arora MS Taxation is a renowned institution located at 2350 Mission College Boulevard, Santa Clara, California, United States. Specializing in accounting and finance, the institution has been serving local and multi-national companies in Silicon Valley and beyond since 1988. Clients trust Naresh Arora MS Taxation for a wide range of services including Start-up consulting, Business taxation, Employee stock option pricing, Financial statements assurance, Transaction advisory, and Individual tax compliance and planning. The institution's expertise extends to tasks such as financial statement compilation, financial forecasting, equity and debt structuring guidance, stock option pricing, merger and acquisition due diligence support, and more.
2350 Mission College Blvd # 1160, Santa Clara, CA 95054, United States -
Eulau Michael C CPA
● OpenEulau Michael C CPA is a reputable accounting and finance institution located at 200 East Santa Clara Street in Ventura, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Clients can trust Eulau Michael C CPA to provide accurate and reliable financial advice to help them achieve their financial goals.
200 E Santa Clara St STE 200, Ventura, CA 93001, United States -
Mozzetti Inc
● OpenMozzetti Inc is a reputable accounting and finance institution located at 3350 Scott Boulevard in Santa Clara, California, United States. With a team of experienced professionals, Mozzetti Inc provides a wide range of financial services including tax preparation, bookkeeping, auditing, and financial planning. Clients can trust Mozzetti Inc for accurate and reliable financial advice tailored to their individual needs. Whether you are a small business owner or an individual looking to manage your finances, Mozzetti Inc is committed to helping you achieve your financial goals.
3350 Scott Blvd # B-24, Santa Clara, CA 95054, United States -
Nasif, Hicks, Harris & Co., LLP
● ClosedWelcome to Nasif, Hicks, Harris & Co., LLP, your trusted partner in accounting and finance solutions. Located in the heart of Ventura, California, at 200 East Santa Clara Street, we are committed to providing exceptional financial services to individuals and businesses in our community and beyond. With decades of experience in the industry, our team of dedicated professionals offers a comprehensive range of services, including tax planning and preparation, auditing, bookkeeping, and financial consulting. We pride ourselves on our personalized approach, ensuring that each client receives tailored advice and strategies to meet their unique financial goals.
200 East Santa Clara Street, Ventura, California 93001, United States -
Diane Molnar, Realtor
● ClosedWelcome to Diane Molnar, Realtor - Your Trusted Partner in Santa Cruz Real Estate Located at 1041 41st Avenue, Santa Cruz, California 95062, Diane Molnar is your dedicated real estate professional, committed to providing exceptional service and expertise in the vibrant coastal community of Santa Cruz and beyond. With a passion for helping clients embrace the idyllic charm of this beautiful region, Diane combines over 30 years of experience with a personalized approach to real estate.
1041 41st Avenue, Santa Cruz, California 95062, United States
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