Financial planning services in Redwood City, CA
206 results found
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Morrissey Compton
● ClosedMorrissey Compton, located at 595 Price Avenue in Redwood City, California, is a health institution that offers testing, diagnosis, therapy, and support services for individuals of all ages. The institution specializes in psychoeducational evaluations, providing detailed assessments to help individuals understand their learning profiles and advocate for their needs. The team of specialists at Morrissey Compton, including clinical psychologists, educational specialists, and speech and language therapists, work together to develop effective treatment plans for each individual. In addition to evaluations, Morrissey Compton provides services such as consultations, educational therapy, executive function coaching, and comprehensive mental health support including individual therapy, family therapy, group therapy, parent coaching, and parent education. The institution also offers financial assistance through the Brentar Scholarship Fund for low-income and finance-hardship individuals seeking services.
595 Price Ave STE 100, Redwood City, CA 94063, United States -
Acw Managment Company
● OpenACW Management Company is a leading real estate agency located at 1735 East Bayshore Road in Redwood City, California. With a strong focus on providing top-notch property management services, ACW Management Company is dedicated to helping clients navigate the complex world of real estate. Whether you are looking to buy, sell, or rent a property, their team of experienced professionals is committed to delivering exceptional service and results. Contact ACW Management Company today to see how they can help you achieve your real estate goals.
1735 E Bayshore Rd #29a, Redwood City, CA 94063, United States -
Charlotte Russell - State Farm Insurance Agent
● ClosedCharlotte Russell - State Farm Insurance Agent is a local insurance agency located at 1391 Woodside Road in Redwood City, California. Serving the greater Bay Area, including Redwood City, Palo Alto, Menlo Park, and Mountain View, our team is dedicated to providing personalized insurance solutions for individuals and families. With over 15 years of experience in the industry, Charlotte Russell is committed to helping clients understand their unique insurance needs and find the right coverage to protect what matters most to them. At our office, you can get quotes for auto insurance, homeowners insurance, renters insurance, life insurance, commercial insurance, small business insurance, and financial services. We believe in giving back to the community and support local organizations such as Samaritan House, Street Life Ministries, and the La Honda Fire Brigade.
1391 Woodside Rd Ste 218, Redwood City, CA 94061, United States -
Steve Fiorentino - State Farm Insurance Agent
● ClosedSteve Fiorentino - State Farm Insurance Agent is a trusted insurance agency located at 734 Woodside Road in Redwood City, California. Our dedicated team is committed to serving the Bay Area community by providing personalized insurance and financial services. With over 35 years of experience, we specialize in Car, Life, Health, RV, Motorcycle Insurance, and more. Our team consists of licensed professionals who share our passion for protecting our neighbors with quality insurance coverage. We take pride in building lasting relationships with our clients in Redwood City, Woodside, Atherton, Portola Valley, San Carlos, Menlo Park, Mountain View, Daly City, Palo Alto, and San Mateo. Contact us today for a free insurance quote and let us help you plan for the future with confidence.
734 Woodside Rd, Redwood City, CA 94061, United States -
Vocality Community Credit Union
● ClosedVocality Community Credit Union, located at 757 Redwood Drive in Garberville, California, is a trusted institution offering ATM and finance services. We provide convenient links to third party websites for additional resources, but rest assured that your privacy and security are our top priorities. We are excited to announce that online loan applications, including home loans, are now available for a faster and easier process. It's never too early to educate your children about money, and we offer tips for millennials looking to buy a house. April is Financial Literacy Month, highlighting the importance of financial education. Our rates are competitive, with APR reflective as low as possible based on creditworthiness and loan term. Trust Vocality Community Credit Union for all your financial needs.
757 Redwood Dr, Garberville, CA 95542, United States -
Martinez & Walker
● ClosedMartinez & Walker is a reputable accounting and finance institution located at 2950 Middlefield Road in Redwood City, California, United States. With a team of experienced professionals, we provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Our commitment to excellence and personalized approach sets us apart from the competition, making us a trusted partner for individuals and businesses alike. Visit us today to see how we can help you achieve your financial goals.
2950 Middlefield Rd, Redwood City, CA 94063, United States -
Casamientos El Paraiso
● ClosedCasamientos El Paraiso is a finance institution located at 2607 Middlefield Road in Redwood City, California. We specialize in providing financial services for weddings and special events, helping couples make their dream day a reality. Our experienced team offers personalized guidance and support to ensure that your wedding planning process is stress-free and seamless. Trust Casamientos El Paraiso to help you navigate the financial aspects of your big day with ease and confidence.
2607 Middlefield Rd, Redwood City, CA 94063, United States -
Grech Legal
● ClosedGrech Legal is a reputable finance and legal institution located at 2000 Broadway in Redwood City, California. Our team of experienced lawyers specialize in a wide range of financial and legal services, including corporate law, real estate law, and estate planning. We are dedicated to providing our clients with personalized and professional legal advice to help them navigate complex financial matters. Trust Grech Legal to protect your interests and provide expert guidance in all your legal needs.
2000 Broadway #231, Redwood City, CA 94063, United States -
Farmers Insurance - Randall Cantua
● ClosedFarmers Insurance - Randall Cantua is a trusted insurance agency located at 778 Redwood Drive, Garberville, California, United States. As your local Farmers® agent in Garberville & Willits, Randall Cantua helps customers identify the insurance coverage that best fits their needs. Whether you're looking for auto, home, renters, business insurance, or more, Randall has the knowledge and experience to guide you through the process and help you make informed decisions about your coverage options. Randall Cantua can assist you with comprehensive coverage, collision coverage, deductibles, medical payments, and more. He can help you select the right car insurance coverage for your needs and budget, as well as provide information on insurance discounts that can help you save money.
778 Redwood Dr, Garberville, CA 95542, United States -
Biddle Law | Alexander M. Biddle Esq.
● ClosedBiddle Law, located at 1900 South Norfolk Street in San Mateo, California, is a trusted estate and probate law firm founded by attorney Alexander M. Biddle. With a focus on providing personalized and cost-effective legal services, Biddle Law aims to help clients in San Mateo County navigate complex estate planning matters with ease. As a dedicated and hard-working attorney, Alex Biddle is committed to offering top-notch customer service and building long-term relationships with his clients. Unlike other law firms that bill by the hour, Biddle Law primarily charges flat fees at competitive rates, ensuring transparency and certainty for clients. This approach allows clients to ask questions and seek guidance without worrying about additional costs.
1900 S Norfolk St #350, San Mateo, CA 94403, United States -
Law Offices of Ryan C. Wood, Inc.
● ClosedThe Law Offices of Ryan C. Wood, Inc. is a reputable finance and legal institution located at 611 Veterans Boulevard in Redwood City, California, United States. Specializing in various legal services, the team at this institution is dedicated to providing high-quality representation and personalized solutions for their clients. With a focus on financial law, the Law Offices of Ryan C. Wood, Inc. offers expert advice and guidance in navigating complex legal matters. Whether you are in need of assistance with estate planning, business law, or real estate transactions, you can trust in the expertise and professionalism of this esteemed institution.
611 Veterans Blvd, Redwood City, CA 94063, United States -
Farmers Insurance - Brian Hunsaker
● ClosedFarmers Insurance - Brian Hunsaker is a trusted insurance agency located at 8741 Old Redwood Highway in Windsor, California, United States. As a local Farmers® agent in Windsor, CA, Brian Hunsaker helps customers identify the insurance coverage that best fits their needs. With over 30 years of experience in the industry, Brian is knowledgeable and experienced in helping clients understand their coverage options, whether it's auto, home, renters, business insurance, and more. Keeping your coverage up to date is a priority, and Brian is dedicated to making the process straightforward and personalized to help make you smarter about insurance. Whether you need comprehensive coverage, collision coverage, deductibles, or medical payments, Brian can take the mystery out of selecting the right insurance coverage for your needs and budget.
8741 Old Redwood Hwy, Windsor, CA 95492, United States -
Nancy Shotts - State Farm Insurance Agent
● ClosedNancy Shotts - State Farm Insurance Agent is a reputable insurance agency located at 1318 Redwood Way, Petaluma, California. With over 30 years of experience in the industry, Nancy Shotts is the most experienced State Farm Agent in the local community. The agency offers personalized price plans for auto insurance, motorcycle insurance, home insurance, renters insurance, condo insurance, pet insurance, life insurance, farm ranch insurance, and business insurance. Nancy and her team are dedicated to providing excellent customer service and maximizing available discounts for their clients. Nancy Shotts is actively involved in the Petaluma community, having served as the past President of the Petaluma Chamber of Commerce and Rotary Club of Petaluma. She has also been on the Board of Directors for various local organizations, demonstrating her commitment to giving back to the community. The agency is equipped to assist clients in California and Oregon, offering a range of insurance products to meet their needs.
1318 Redwood Way Suite 100, Petaluma, CA 94954, United States -
Farmers Insurance - Mark Landis
● ClosedFarmers Insurance - Mark Landis is a trusted insurance agency located at 650 El Camino Real, Redwood City, California, United States. As a local Farmers® agent in Redwood City, CA, Mark Landis helps customers identify the insurance coverage that best fits their needs. Mark Landis offers personalized service to make customers smarter about insurance, with a focus on auto, home, renters, life insurance, business insurance, workers compensation, and more. With over 80 years of experience, Farmers Insurance provides comprehensive coverage options and competitive rates. Mark Landis also offers financial planning services to help customers reach their goals. Contact Mark Landis today for a personalized insurance quote and expert advice on protecting your assets and future earnings.
650 El Camino Real # R, Redwood City, CA 94063, United States -
Farmers Insurance - Rick Galvez
● ClosedFarmers Insurance - Rick Galvez is a local insurance agency located at 370 Convention Way, Redwood City, California, United States. As a long-time resident of California, Rick Galvez takes pride in serving the Redwood City community by helping customers identify the insurance coverage that best fits their needs. With over 20 years of experience in the insurance industry, Rick is knowledgeable and experienced in providing personalized guidance on various insurance options including auto, home, life, renters, and business insurance. Whether you are looking for comprehensive coverage, collision coverage, deductibles, or medical payments, Rick Galvez can simplify the process of selecting the right insurance coverage for your needs and budget. By offering online quotes and insurance discounts, he aims to help customers save money while ensuring they are adequately protected.
370 Convention Way Ste 205, Redwood City, CA 94063, United States -
Farmers Insurance - Christian Martinez Mairena
● ClosedFarmers Insurance - Christian Martinez Mairena is an insurance agency located at 615 Woodside Road, Redwood City, California, United States. As a local Farmers® agent in Redwood City, Christian Martinez Mairena is dedicated to helping customers identify the insurance coverage that best fits their needs. With over five years of experience, Christian is fluent in both English and Spanish, making it easier to assist a wider range of customers. Whether you need auto, home, renters, business insurance, or more, Christian is here to provide personalized and straightforward guidance. For those looking for car insurance, Christian can help simplify the process by explaining coverage options, deductibles, and discounts to help save money. Homeowners can also benefit from Farmers®'s 80 years of experience in providing insurance products, ensuring protection in the event of a disaster. Additionally, Christian offers life insurance, renters insurance, business insurance, and condo insurance to meet various needs.
615 Woodside Rd Ste E, Redwood City, CA 94061, United States -
Farmers Insurance - Ashley Brooks
● ClosedFarmers Insurance - Ashley Brooks is an insurance agency located at 1725 Woodside Road in Redwood City, California. As a local Farmers® agent, Ashley Brooks helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, or more, Ashley has the knowledge and experience to help you understand your options. You can contact Ashley for personalized assistance and answers to any insurance-related questions you may have. For auto insurance, Ashley can help you navigate through coverage options such as comprehensive, collision, deductibles, and medical payments. By getting an online quote, you can also learn about insurance discounts that may save you money.
1725 Woodside Rd Ste E, Redwood City, CA 94061, United States -
Farmers Insurance - Andrew Ambro
● ClosedFarmers Insurance - Andrew Ambro is a trusted insurance agency located at 20630 Redwood Road in Castro Valley, California. Serving the San Francisco Bay Area for over 15 years, Andrew Ambro takes pride in providing personalized insurance packages for clients in Castro Valley, Hayward, Pleasanton, Dublin, San Lorenzo, and surrounding areas. Whether you need earthquake, home, business, auto, or life insurance, Andrew and his team are dedicated to simplifying the insurance process and finding the right coverage for you. With a focus on accessibility and personalized service, clients can reach out via text, email, or chat for any insurance needs. The agency is conveniently located across from Safeway and next to Wells Fargo, making it easy for clients to stop by for a consultation. In addition to offering comprehensive coverage for cars, homes, renters, condos, and businesses, Farmers Insurance also provides financial planning services to help clients secure a stable future. With a range of insurance products underwritten by reputable insurers, clients can trust Farmers Insurance - Andrew Ambro to protect their assets and provide peace of mind. Contact Andrew Ambro today for expert advice on your insurance needs.
20630 Redwood Rd, Castro Valley, CA 94546, United States -
Tax & Accounting
● OpenTax & Accounting is a reputable institution located at 8465 Old Redwood Highway in Windsor, California, United States. Our team of experienced professionals is dedicated to providing top-notch tax preparation and accounting services to individuals and businesses alike. With a focus on accuracy and efficiency, we strive to help our clients navigate the complex world of taxes and finances with ease. Whether you need assistance with tax planning, bookkeeping, payroll services, or any other accounting needs, our experts are here to help. Trust Tax & Accounting to handle all your financial needs with precision and care.
8465 Old Redwood Hwy, Windsor, CA 95492, United States -
Friedlander Cherwon Capper
● ClosedFriedlander Cherwon Capper is a boutique CPA firm located in Marin County, California. Our dedicated partners are committed to providing each client with a personalized and unique experience. With years of advanced training, ongoing education, cutting-edge technology, and strong business relationships, we stand out from chain financial planning firms. Our range of services includes tax planning and compliance for corporations, individuals, and partnerships, audits, business consulting, and more. We specialize in offering tailored advice to closely-held businesses, affluent individuals and families, trusts, and estates. We advocate proactively and creatively for our clients' financial and tax well-being, collaborating with their team of professionals because we genuinely care about their success.
7200 Redwood Blvd Suite 400, Novato, CA 94945, United States -
Wells Fargo Bank
● ClosedWells Fargo Bank is a leading financial institution located at 1500 Woodside Road in Redwood City, California, United States. As a full-service bank, Wells Fargo offers a wide range of banking and financial services, including checking and savings accounts, loans, mortgages, investment services, and more. With convenient ATM locations and online banking options, Wells Fargo provides customers with easy access to their money and financial resources. Trusted for their reliable customer service and commitment to financial security, Wells Fargo Bank is a top choice for individuals and businesses alike.
1500 Woodside Rd, Redwood City, CA 94061, United States -
James B Wassermann, CPA
● OpenJames B Wassermann, CPA is a highly reputable accounting and finance institution located at 501 Seaport Court in Redwood City, California. With a team of experienced and knowledgeable Certified Public Accountants, this institution provides top-quality financial services to individuals and businesses in the area. From tax preparation and planning to financial consulting and auditing, James B Wassermann, CPA offers a wide range of services to meet the diverse needs of their clients. Trustworthy, reliable, and dedicated to client satisfaction, this institution is a go-to choice for all your accounting and finance needs in the Redwood City area.
501 Seaport Ct #103a, Redwood City, CA 94063, United States -
La Nueva Distribuidora
● ClosedLa Nueva Distribuidora is a finance institution located at 415 Lathrop Street in Redwood City, California, United States. We specialize in providing a wide range of financial services to individuals and businesses, including loans, investments, and financial planning. Our experienced team is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you manage your finances effectively.
415 Lathrop St, Redwood City, CA 94063, United States -
The Baner Law Firm
● ClosedThe Baner Law Firm, located at 855 Jefferson Avenue in Redwood City, California, is a trusted institution specializing in estate planning, business law, and financial matters. Whether you need assistance with creating a comprehensive estate plan, setting up a revocable living trust, drafting a will, or establishing a durable power of attorney, our experienced team is here to help. We can also provide guidance on forming a separate business to protect your assets and personal liability. Our firm offers a range of services, from simple wills to complex irrevocable trusts with foreign beneficiaries. We understand the importance of thorough planning and can tailor our services to meet your specific needs. Additionally, our knowledgeable team can provide valuable insights on various business-related questions and legal matters.
855 Jefferson Ave #234, Redwood City, CA 94063, United States -
Meyer Law Group LLP
● OpenMeyer Law Group LLP is a reputable finance and legal institution based in San Rafael, California. With a focus on providing expert legal services in areas such as finance, business law, and estate planning, the firm is dedicated to helping clients navigate complex legal issues with confidence. Located at 4050 Redwood Highway, Meyer Law Group LLP is known for its professionalism, expertise, and commitment to delivering exceptional results for their clients. Whether you are in need of financial guidance or legal representation, Meyer Law Group LLP is here to help.
4050 Redwood Hwy, San Rafael, CA 94903, United States -
Farmers Insurance - Jason Hsu
● ClosedFarmers Insurance - Jason Hsu is an insurance agency located at 13881 Redwood Avenue, Chino, California, United States. Whether you need comprehensive coverage, collision coverage, deductibles, medical payments, home insurance, life insurance, renters insurance, business insurance, condo insurance, or personal umbrella insurance, Jason Hsu is here to help. With over 80 years of experience, Farmers Insurance offers competitive rates and multi-line insurance discounts. You can also get a financial plan tailored to your needs with Farmers Insurance and Financial Services. Contact Jason Hsu today for a quote and start protecting what matters most to you.
13881 Redwood Ave, Chino, CA 91710, United States -
Marblestone Insurance
● OpenMarblestone Insurance, located at 555 Veterans Boulevard in Redwood City, California, is dedicated to helping individuals and businesses build their financial futures with a focus on long-term care needs. The institution's financial professionals regularly attend industry training and certification programs to stay up-to-date on the latest changes in the long-term care industry. Karen, a member of the Marblestone Insurance team, specializes in long-term care planning and is committed to educating clients on important changes in the industry. Alan, the Director of Operations, joined Marblestone Insurance after his father was diagnosed with Alzheimer's disease, realizing the emotional and financial challenges of long-term care situations.
555 Veterans Blvd, Redwood City, CA 94063, United States -
Kerwin Associates
● OpenKerwin Associates is a reputable institution located at 1733 Woodside Road in Redwood City, California, United States. Specializing in providing top-notch financial services and consulting, Kerwin Associates is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial world. With a team of experienced professionals, Kerwin Associates offers personalized solutions tailored to meet the unique needs of each client. Whether you are seeking investment advice, retirement planning, or wealth management services, Kerwin Associates is committed to delivering exceptional service and expertise to help you succeed.
1733 Woodside Rd, Redwood City, CA 94061, United States -
Loan Till Payday Online
● OpenLoan Till Payday Online is a finance institution located at 1500 El Camino Real, Redwood City, California, United States. With just a few minutes to complete a secure online form, individuals facing financial difficulties can seek professional advice and explore alternative options. The website utilizes Site Visit Recordation Technology to connect users with financial service providers who can assist with their needs. This administrative service is offered free of charge, with lenders paying a fee to connect with consumers. Customers may have the option to be connected to tribal lending enterprises, subject to tribal and federal laws. By submitting information through the website, users authorize credit checks and agree to terms set by lenders. Loans offered have an APR of 35.99% and below, with repayment plans ranging from 12 to 30 months. Lenders are required to disclose all fees and rate information, ensuring transparency in the loan process. Loan Till Payday Online acts as a bridge between consumers and financial service providers, offering assistance in times of financial need.
1500 El Camino Real, Redwood City, CA 94061, United States -
Andrew K Malmanis, CPA
● OpenAndrew K Malmanis, CPA is a reputable accounting and finance institution located at 8461 East Road in Redwood Valley, California, United States. With a focus on providing top-notch financial services, Andrew K Malmanis, CPA offers a wide range of accounting solutions to individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients navigate the complexities of financial management, tax planning, and more. Trust Andrew K Malmanis, CPA to provide expert guidance and support for all your accounting and finance needs.
8461 East Rd, Redwood Valley, CA 95470, United States
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