Financial protection for loved ones in San Jose, CA
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Potentia Wealth
● ClosedPotentia Wealth is a finance institution located at 1226 Lincoln Avenue in San Jose, California. Our team of family financial advisors is dedicated to helping you take care of yourself and your loved ones by providing expert insights and guidance. Watch our 2024 Full-Year Investment Outlook webinar featuring special guest Jack Manley of J.P. Morgan Asset Management. With a range of life experiences, our professionals are here to help you make progress towards your financial goals. Contact us at 408.288.7886 or ask@potentiawealth.com to take the next step. Advisory services are offered through Potentia RIA, LLC, an SEC-Registered Investment Advisor. We prioritize the protection of your data and privacy, in compliance with the California Consumer Privacy Act. Contact us for more information and personalized financial advice.
1226 Lincoln Ave #200, San Jose, CA 95125, United States -
Paige Fiduciary Services
● ClosedPaige Fiduciary Services, located at 2059 Camden Avenue in San Jose, California, is dedicated to helping those who are struggling to help themselves. With a focus on protecting and preparing loved ones for the challenges of aging, the institution offers expert guidance and support in estate planning, trust management, and probate administration. The team at Paige Fiduciary Services understands the unique challenges facing today's elderly population, including the prevalence of scams and financial exploitation. With a commitment to educating and empowering clients, they strive to provide personalized solutions that meet the individual needs of each family.
2059 Camden Ave #344, San Jose, CA 95124, United States -
Accountant Partners Small Business Accountant - Long Beach Location
● OpenWelcome to Accountant Partners Small Business Accountant - Long Beach Location, your trusted partner in accounting and finance, located on Park Avenue in the heart of Long Beach, California. Serving the vibrant community of Long Beach and its surrounding neighborhoods from Belmont Shore to Bixby Knolls and Alamitos Heights, we are dedicated to helping the area's 469,450 residents and 33,023 businesses thrive. At Accountant Partners, we specialize in minimizing your tax burden and maximizing your business profitability. With over 27 years of experience, we offer best-in-class tax minimization strategies, personalized advisory services, and technology-driven efficiency. Our proactive approach ensures that you save significantly on taxes, with potential savings ranging from $10,000 to over $1 million.
Park Avenue, Long Beach, California 90803, United States
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