TOP 10 Financial self help in San Jose, CA
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Self-Help Federal Credit Union
Self-Help Federal Credit Union, located at 1080 South White Road in San Jose, California, is a financial institution that aims to provide access to banking services for working families and communities that have historically faced financial barriers. With over $2 billion in assets and serving more than 100,000 members in 38 branches across California, Illinois, Washington, and Wisconsin, Self-Help Federal is one of the fastest-growing community development financial institutions in the country. As part of the Self-Help family of nonprofit organizations, their mission is to create and protect ownership and economic opportunity for all. For over 43 years, the national Center for Community Self-Help and its affiliates have provided over $11 billion in financing to help individuals buy homes, start businesses, and strengthen community resources. For more information, visit www.self-helpfcu.org and www.self-help.org.
Merrill Lynch Financial Advisor John R Kettmann
Merrill Lynch Financial Advisor John R Kettmann is located at 560 South Winchester Boulevard in San Jose, California. John Kettmann is a Senior Financial Advisor and Managing Director with over 20 years of experience in the finance industry. He specializes in retirement benefits consulting and offers a range of investment options for clients, including traditional fund lineups and self-directed investments. John and his team provide personalized financial planning services tailored to each client's individual needs and goals. They work closely with clients to create a comprehensive wealth management strategy that encompasses investments, tax planning, and retirement assets. With access to the resources of Merrill Lynch Wealth Management and Bank of America, John is dedicated to helping clients achieve their financial objectives and secure their financial future. Contact Merrill Lynch Financial Advisor John R Kettmann for personalized financial advice and wealth management services.
Lesley Lemessurier - Associate Financial Advisor, Ameriprise Financial Services, LLC
Lesley Lemessurier, an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 1905 The Alameda, San Jose, California, is a highly qualified professional with multiple certifications and designations. Lesley holds the AAMS™ certification, demonstrating expertise in asset management and investment strategies. Additionally, Lesley is an ADPA™ Accredited Domestic Partnership Advisor™, specializing in wealth transfers, retirement planning, and end-of-life needs for domestic partners. With the AEP® designation from the National Association of Estate Planners & Councils, Lesley is well-versed in estate planning for various professionals. As an Accredited Investment Fiduciary® (AIF®), Lesley upholds high fiduciary standards and demonstrates comprehensive knowledge in this area. Lesley also holds the APMA™ designation, focusing on client assessment, risk/return, and modern portfolio theory. With the AWMA℠ certification, Lesley has advanced knowledge in asset management, retirement planning, and risk management for high net worth clients. Furthermore, Lesley is a Behavioral Financial Advisor, helping clients make better financial decisions through self-awareness and effective decision-making. Lesley is also a Chartered Advisor in Philanthropy® (CAP®), assisting clients in articulating and advancing their philanthropic aspirations. Additionally, Lesley holds the CAS® designation, specializing in fixed-rate and variable annuities. With the CASL® credential, Lesley is trained in issues impacting seniors and retirement planning. As a Certified Divorce Financial Analyst, Lesley specializes in the financial aspects of divorce.
Tax Help Office
Tax Help Office is a trusted institution located at 115 North 4th Street in San Jose, California, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch assistance with tax-related matters. Whether you need help with filing your taxes, maximizing deductions, or understanding complex financial regulations, Tax Help Office is here to guide you every step of the way. Our goal is to ensure that you receive the best possible outcome when it comes to your financial responsibilities. Visit us today and let us help you navigate the world of taxes with ease and confidence.
Silicon Valley Tax Coach
Silicon Valley Tax Coach is a finance institution located at 2021 The Alameda in San Jose, California, United States. Our team of expert tax coaches specializes in providing personalized tax planning and consulting services to individuals and businesses in the Silicon Valley area. With our in-depth knowledge of tax laws and regulations, we help our clients maximize their tax savings and minimize their liabilities. Whether you are looking to optimize your tax strategy, reduce your tax burden, or plan for future financial goals, Silicon Valley Tax Coach is here to help you navigate the complex world of taxes with confidence and ease. Contact us today to schedule a consultation and take the first step towards achieving your financial objectives.
Lilo's Tax Service
Lilo's Tax Service is a trusted accounting and finance institution located at 653 Giano Avenue in South San Jose Hills, California, United States. With years of experience in the industry, our team of professionals is dedicated to providing top-notch tax services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Trust Lilo's Tax Service to help you navigate the complex world of taxes and finances with ease and confidence.
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