Financial services for businesses in San Jose, CA
475 results found
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Ami Shah CPA
● ClosedAmi Shah CPA is a reputable accounting and finance institution located at 2570 North First Street in San Jose, California, United States. With a team of experienced and skilled Certified Public Accountants, they provide a wide range of financial services including tax preparation, bookkeeping, and financial planning. Clients can trust Ami Shah CPA for accurate and reliable financial advice and assistance to help them achieve their financial goals.
2570 N First St St 200, San Jose, CA 95131, United States -
Ball Amanda J CPA
● ClosedBall Amanda J CPA is a reputable accounting and finance institution located at 1155 North First Street in San Jose, California, United States. With a team of experienced professionals led by Amanda J Ball, CPA, the institution offers a wide range of financial services to individuals and businesses. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Ball Amanda J CPA is dedicated to providing top-notch services tailored to meet your specific needs. Contact them today to schedule a consultation and take the first step towards achieving your financial goals.
1155 N First St UNIT 109, San Jose, CA 95112, United States -
B & J Check Cashing
● ClosedB & J Check Cashing is a trusted financial institution located at 2306 Almaden Road in San Jose, California, United States. We provide convenient and efficient check cashing services to help individuals access their funds quickly and easily. Our friendly staff is dedicated to providing excellent customer service and ensuring a smooth experience for all our clients. Whether you need to cash a paycheck, personal check, or business check, B & J Check Cashing is here to help. Visit us today to take care of all your financial needs.
2306 Almaden Rd #160, San Jose, CA 95125, United States -
Express Money Center
● ClosedExpress Money Center is a trusted financial institution located at 560 South Winchester Boulevard in San Jose, California. Our team of experienced professionals is dedicated to providing efficient and reliable financial services to our customers. Whether you need a payday loan, check cashing services, or money transfer assistance, we are here to help. Visit us today to experience our fast and convenient financial solutions.
560 S Winchester Blvd # 500, San Jose, CA 95128, United States -
California Loan Co. Inc
● ClosedCalifornia Loan Co. Inc is a trusted finance institution located at 530 West San Carlos Street in San Jose, California. As a well-established store offering a range of loan services, we provide quick and convenient financial solutions to meet our customers' needs. Our experienced team is dedicated to providing excellent customer service and helping individuals secure the funds they require. Whether you need a personal loan, auto loan, or payday advance, California Loan Co. Inc is here to help. Visit us today to learn more about our services and how we can assist you with your financial needs.
530 W San Carlos St, San Jose, CA 95126, United States -
California Check Cashing
● ClosedCalifornia Check Cashing is a finance institution located at 3826 Seven Trees Boulevard in San Jose, California. We provide convenient and reliable check cashing services for individuals and businesses. Our experienced staff is dedicated to helping customers quickly and efficiently cash their checks with competitive rates. Whether you need to cash a payroll, personal, or government-issued check, California Check Cashing is here to assist you. Visit us today for all your check cashing needs.
3826 Seven Trees Blvd #100, San Jose, CA 95111, United States -
PNB Remittance Centers, Inc
● ClosedPNB Remittance Centers, Inc is a finance institution located at 1983 Quimby Road in San Jose, California, United States. They specialize in providing remittance services for customers looking to send money internationally. With a reputation for reliability and efficiency, PNB Remittance Centers, Inc offers a secure and convenient way for individuals to transfer funds to their loved ones overseas. Their experienced staff are dedicated to providing excellent customer service and ensuring that transactions are processed quickly and accurately. Whether you need to send money for personal or business reasons, PNB Remittance Centers, Inc is a trusted choice for your financial needs.
1983 Quimby Rd, San Jose, CA 95122, United States -
Farmers Insurance - Teketel Mulugeta
● ClosedFarmers Insurance - Teketel Mulugeta is a trusted insurance agency located at 3550 Stevens Creek Boulevard, San Jose, California, United States. As your local Farmers® agent, Teketel Mulugeta helps customers identify the insurance coverage that best fits their needs. With years of experience, Teketel can guide you through the process of selecting the right coverage options, whether it's for Auto, Home, Life, renters, Flood, Earthquake, business insurance, and more. Whether you're looking for comprehensive coverage, collision coverage, deductibles, medical payments, or other insurance needs, Teketel is here to simplify the process and help you make informed decisions. With a focus on personalized service, Teketel is dedicated to making sure you understand your insurance options and can save money with available discounts.
3550 Stevens Creek Blvd UNIT 310, San Jose, CA 95117, United States -
New York Life Registered Representative/Agent
● ClosedNew York Life Registered Representative/Agent located at 550 South Winchester Boulevard in San Jose, California, is a finance and insurance agency offering a wide range of services to meet your financial needs. They provide permanent policies with guaranteed death benefits and cash value growth, long-term coverage customizable to your needs and budget, and the ability to invest policy cash value in the market. Their services include help with everyday tasks, income replacement due to illness or injury, professionally managed investments, and guidance on creating an investment strategy. They offer insurance for individuals, employees, executives, and business owners, as well as options to help small businesses thrive. With a focus on personalized solutions and customer support, New York Life aims to help clients protect their families and plan for their financial futures. Contact their Registered Representative & Insurance Agent, SON VAN LE, to learn more about their services and how they can help you achieve your financial goals.
550 S Winchester Blvd, San Jose, CA 95128, United States -
Farmers Insurance - Diem Pham
● ClosedFarmers Insurance - Diem Pham is an insurance agency located at 1900 Camden Avenue in San Jose, California. As a local Farmers® agent, Diem Pham helps customers identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, business insurance, or more, Diem Pham has the knowledge and experience to help you understand your options. With over 80 years of experience, Farmers® is a trusted insurer that will be there for you in the event of a disaster. Diem Pham can also help you with life insurance, renters insurance, condo insurance, and business insurance. Additionally, Farmers Insurance offers financial services to help you build a solid financial plan for the future. Contact Diem Pham today for personalized assistance with your insurance needs.
1900 Camden Ave, San Jose, CA 95124, United States -
Prudential Insurance Co
● ClosedPrudential Insurance Co is a reputable insurance agency located at 1731 Technology Drive in San Jose, California, United States. With a strong reputation for providing reliable and comprehensive insurance coverage, Prudential offers a wide range of insurance products and services to meet the needs of individuals and businesses alike. Their experienced team of insurance professionals is dedicated to helping clients find the right insurance solutions to protect their assets and secure their financial future. Whether you are looking for auto, home, life, health, or business insurance, Prudential Insurance Co is committed to providing personalized service and expert guidance to ensure peace of mind for all their clients.
1731 Technology Dr #600, San Jose, CA 95110, United States -
Farmers Insurance - Frank Pham
● ClosedFarmers Insurance - Frank Pham is an insurance agency located at 1804 McLaughlin Avenue, San Jose, California, United States. As a local Farmers® agent in San Jose, CA, Frank Pham helps customers identify the insurance coverage that best fits their needs. The process is personalized to make customers smarter about insurance, with a focus on auto, home, renters, business insurance, and more. Frank Pham has the knowledge and experience to help customers understand their coverage options and offers competitive rates with multi-line insurance discounts. Whether you need comprehensive coverage, collision coverage, deductibles, or medical payments, Frank Pham can help take the mystery out of selecting the right car insurance coverage for your needs and budget. He also offers home insurance to protect your most valuable possession, life insurance to provide financial support for your loved ones, renters insurance to protect your personal belongings, and business insurance to reduce risk and protect your investment.
1804 McLaughlin Ave, San Jose, CA 95122, United States -
Auto International Insurance
● OpenAuto International Insurance Agency, located at 1160 East William Street in San Jose, California, is a trusted insurance agency specializing in Auto, Home, Motorcycle, and Commercial Insurance. Our dedicated team is committed to providing you with peace of mind by ensuring that your assets are properly covered. We work closely with our clients to build a comprehensive portfolio of policies that meet their individual needs and provide them with confidence in their coverage. In addition to our insurance services, we also offer resources and information on financial literacy for small business owners. We believe that understanding the fundamentals of financial management is crucial for success, and we are here to help our clients navigate budgeting basics and other essential financial concepts.
1160 E William St, San Jose, CA 95116, United States -
Ms. Cynthia D Norton
● OpenMs. Cynthia D Norton is a reputable health institution located at 1040 Lincoln Avenue in San Jose, California, United States. With a focus on providing top-quality healthcare services, Ms. Cynthia D Norton offers a range of medical services to cater to the diverse needs of its patients. The institution is known for its experienced and dedicated healthcare professionals who are committed to delivering personalized care and ensuring the well-being of every individual who walks through their doors. Whether you are in need of routine check-ups, specialized treatments, or preventive care, Ms. Cynthia D Norton is dedicated to helping you achieve and maintain optimal health.
1040 Lincoln Ave, San Jose, CA 95125, United States -
government
● OpenThe government institution located at 891 South Third Street in San Jose, California, United States, is a primary school dedicated to providing quality education to students in the community. With a focus on academic excellence and a supportive learning environment, this school aims to prepare students for future success. Students at this institution have access to a variety of resources and opportunities to help them reach their full potential. The dedicated staff and faculty work tirelessly to ensure that each student receives a well-rounded education that will serve them well in their future endeavors.
891 S Third St apt 5, San Jose, CA 95112, 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 -
Copenbarger & Copenbarger LLP
● ClosedCopenbarger & Copenbarger LLP is a renowned accounting, finance, and legal institution located at 1250 Aviation Avenue in San Jose, California, United States. With a team of experienced professionals, they provide expert services in tax planning, financial consulting, estate planning, and legal representation. Their dedication to excellence and commitment to client satisfaction have earned them a reputation as a trusted partner for individuals and businesses seeking sound financial and legal advice.
1250 Aviation Ave #260, San Jose, CA 95110, 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 -
Beacon Pointe Advisors
● OpenBeacon Pointe Advisors is a finance institution located at 900 East Hamilton Avenue in Campbell, California, United States. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in the San Jose, CA, and San Francisco Bay Area. Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation, working with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners in the Bay Area focus on full-service financial planning and research-driven investments. With a fiduciary responsibility to clients, Beacon Pointe's allWEALTH® approach addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, values-based investing, life transition support, financial planning for business owners, and multi-generational family wealth and legacy planning.
900 E Hamilton Ave #120, Campbell, CA 95008, United States -
CAPTRUST
● ClosedCAPTRUST is a finance institution located at 2010 Crow Canyon Place in San Ramon, California. Our San Ramon-based office specializes in providing solutions for endowments, foundations, and individuals seeking wealth management services in the San Francisco Bay Area. Whether you need help with wealth planning, portfolio management, family governance, philanthropic strategies, or other financial services, our team of experienced financial advisors is here to assist you. As an industry leader, we are proud to bring our national footprint to California, serving clients in San Francisco, San Jose, Oakland, and surrounding areas. Our commitment to strong ethical values ensures that we provide unbiased, fiduciary services that our clients can trust. Our team of financial advisors is dedicated to sharing best practices, market insights, and financial planning strategies with every client.
2010 Crow Canyon Pl #210, San Ramon, CA 94583, United States -
Beacon Pointe Advisors
● OpenBeacon Pointe Advisors is a finance institution located at 50 West San Fernando Street in San Jose, California. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe works with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners in San Jose focus on full-service financial planning and research-driven investments. Their holistic allWEALTH® approach addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, and more. They also provide life transition support for divorcées and widows, financial planning for business owners, and multi-generational family wealth and legacy planning.
50 W San Fernando St Suite 405, San Jose, CA 95113, United States -
Falcon Wealth Planning
● ClosedFalcon Wealth Planning, located in San Jose, California, is a finance institution that helps clients reach their financial goals with personalized and transparent Fiduciary Advice. The institution specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life’s transitions. With over 30 years of experience, Falcon Wealth Planning is dedicated to preparing creative solutions tailored specifically to each individual client. The institution focuses heavily on tax planning, serving everyday Americans and providing retirement planning, investment management, tax planning, financial planning, and estate planning services. Falcon Wealth Planning is registered as an investment advisor with the SEC and is a Fee-Only investment advisory, making them a "True" Fiduciary. The institution's values of trust and transparency are integral to providing comprehensive services to help clients achieve their financial goals. Whether you are a small business owner, planning for retirement, or simply looking to increase your wealth, Falcon Wealth Planning can help you navigate your financial future.
2570 N First St Suite 200, San Jose, CA 95131, United States -
Sevimli Capital
● OpenSevimli Capital is a reputable finance institution located at 1055 East Brokaw Road in San Jose, California, United States. Specializing in a wide range of financial services, Sevimli Capital is dedicated to providing personalized solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Sevimli Capital offers expert advice and tailored financial strategies to meet the unique needs of each client. Whether you are looking to invest, save for the future, or secure a loan, Sevimli Capital is committed to delivering top-notch service and support to help you succeed financially.
1055 E Brokaw Rd #30, San Jose, CA 95131, United States -
Misawa/St. Claire- Group - Morgan Stanley
● OpenMisawa/St. Claire Group - Morgan Stanley is a prestigious finance institution located at 225 West Santa Clara Street in San Jose, California, United States. As a part of the renowned Morgan Stanley brand, this institution offers a wide range of financial services and expertise to clients in the San Jose area. With a focus on providing personalized solutions and top-notch customer service, Misawa/St. Claire Group - Morgan Stanley is a trusted partner for individuals and businesses looking to achieve their financial goals.
225 W Santa Clara St Suite 900, San Jose, CA 95113, United States -
Quang T. Phan, CFP - Raymond James
● OpenQuang T. Phan, CFP - Raymond James is a reputable financial institution located at 150 Almaden Avenue in San Jose, California. As a Certified Financial Planner, Quang T. Phan offers comprehensive financial planning services to individuals and businesses. With the backing of Raymond James, a leading investment firm, clients can expect expert advice and personalized solutions to help them achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Quang T. Phan, CFP - Raymond James is dedicated to providing top-notch financial services with integrity and professionalism.
150 Almaden Ave Suite # 1375, San Jose, CA 95113, United States -
David Henderson
● ClosedDavid Henderson is a reputable finance institution located at 5444 Thornwood Drive in San Jose, California, United States. With a strong commitment to providing top-notch financial services, David Henderson offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, the experienced professionals at David Henderson are dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can assist you in securing a stable financial future.
5444 Thornwood Dr, San Jose, CA 95123, United States -
Kyrish CPA Inc.
● ClosedKyrish CPA Inc. is a reputable accounting and finance institution located at 3390 Todd Way in San Jose, California. With a team of experienced Certified Public Accountants, Kyrish CPA Inc. offers a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. The institution is known for its commitment to providing personalized and professional services to individuals and businesses alike. Whether you need assistance with tax planning or financial analysis, Kyrish CPA Inc. is here to help you achieve your financial goals.
3390 Todd Way, San Jose, CA 95124, United States -
Artesian Wealth Solutions
● ClosedArtesian Wealth Solutions is a finance institution located in San Jose, California. Since 1992, we have been dedicated to helping individuals, families, and businesses achieve their financial goals. Our team is committed to providing clear and concise recommendations that are easy to implement at every stage of life. Our name, Artesian Wealth Solutions, reflects our belief that income streams are vital to a sound financial plan, much like water is to life. We strive to be the driving force that provides you with the sustenance for your prosperous future. Our founder, Anna Jacobs, and her team will work with you to develop a customized financial program that suits your vision and objectives. With a focus on family, health, happiness, and security, we are here to guide you every step of the way. Securities and advisory services are offered through LPL Financial, a registered investment advisor. Our team is here to help you achieve your financial needs and goals with honesty, integrity, and trust. Contact us today to learn more about how we can assist you in securing your financial future.
5446 Thornwood Dr Suite 101, San Jose, CA 95123, United States -
FIG Capital
● OpenFIG Capital is a reputable finance institution located at 1091 Lincoln Avenue in San Jose, California. With a strong presence in the United States, FIG Capital offers a wide range of financial services to meet the needs of individuals and businesses alike. From investment opportunities to wealth management, FIG Capital is dedicated to helping clients achieve their financial goals. Their team of experienced professionals provides personalized solutions and expert advice to ensure the success of their clients. Visit FIG Capital today to explore the possibilities for your financial future.
1091 Lincoln Ave, San Jose, CA 95125, United States -
NOW CFO
● ClosedNOW CFO is a full-service consulting firm located at 101 West Santa Clara Street in San Jose, California, specializing in accounting and finance. Our team of financial experts is dedicated to helping businesses achieve their financial goals, from strategy planning to implementation. With offices throughout the United States, NOW CFO offers outsourced accounting services on a fractional, part-time, or as-needed basis. Our customizable service packages ensure that your organization receives the financial and accounting support it needs within your budget. From payroll fraud detection to financial process improvement, NOW CFO provides comprehensive financial solutions tailored to your business. Contact us for a FREE consultation to learn more about how NOW CFO can help your organization succeed and grow.
101 W Santa Clara St, San Jose, CA 95113, United States
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