TOP 30 Financial services near me in San Jose, California

1235 results found

Welcome 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.

Welcome to WaFd Bank, your trusted neighborhood financial partner, conveniently located at 2041 Rosecrans Avenue, El Segundo, California 90245. At WaFd Bank, we pride ourselves on offering a personalized banking experience where our dedicated bankers know your name and are committed to helping you achieve financial success within the community. Whether you're a thriving business in the San Jose area or an individual seeking reliable banking services, we offer a wide range of solutions tailored to your needs. Explore our diverse offerings, including California free checking accounts, small business banking, and commercial lending services. Our commitment to your convenience extends beyond the branch, with a seamless online and mobile banking platform that allows you to manage your finances anytime, anywhere, from your computer, tablet, or smartphone.

Welcome to WaFd Bank, your neighborhood banking partner located at 5348 2nd Street, Long Beach, California 90803. At WaFd Bank, we pride ourselves on being more than just a bank; we are a part of your community. Our dedicated bankers are committed to knowing your name and helping you achieve financial success right here in Long Beach. Whether you're a business in the San Jose area or an individual seeking financial services to secure your future, WaFd Bank is here to assist you. We offer a wide range of services, from California free checking accounts to small business banking and commercial lending solutions, tailored to meet your banking needs.

Welcome to Albers Real Estate, where expertise meets excellence in the heart of Monterey, California. Located at 1340 Munras Avenue, we are proud to be recognized as the top-producing multi-family brokerage on the Central Coast. Led by esteemed broker Hap Albers, our agency has successfully sold 2,216 apartment units across 195 apartment complexes, showcasing our unparalleled experience and dedication in the real estate industry. At Albers Real Estate, we understand the importance of experience and knowledge in making informed investment decisions. Our team is committed to providing comprehensive services that include investor vetting and pre-qualification, ensuring that sellers connect with qualified buyers. With our deep market knowledge, we offer insights into rental levels, trends, and financial analysis, alongside strategic marketing to identify and attract the right investors.

Welcome to U.S. Bank – Wealth Management Banker: Thuy Diep, your trusted partner in financial planning and wealth management located in the heart of San Jose, California. Situated at 2875 The Villages Parkway, our office is dedicated to providing personalized financial services tailored to meet your unique needs and goals. Thuy Diep, a seasoned Wealth Management Banker, brings a wealth of experience and a client-focused approach to help you navigate the complexities of financial planning. Whether you're looking to grow your investments, plan for retirement, or secure your family's financial future, Thuy offers expert guidance and innovative solutions to help you achieve your financial objectives.