Individualized approach in San Jose, California

Merrill Lynch Financial Advisor Graham John Bruce is a finance institution located at 560 South Winchester Boulevard, San Jose, California, United States. Supported by the global resources of Merrill, the team at this institution is dedicated to building strong client relationships based on trust and personalized service. Michael, a Financial Advisor at Merrill Lynch Wealth Management, focuses on developing and implementing globally diversified financial strategies customized for high-net-worth individuals, business owners, corporate executives, and technology professionals. With a background in economics and a Chartered Retirement Planning Counselor designation, Michael is committed to delivering exceptional service and always putting the interests of clients first. The institution offers personalized financial planning services to help clients pursue their goals while managing investment risk. With access to the investment insights of Merrill and banking solutions from Bank of America, the team at Merrill Lynch Financial Advisor Graham John Bruce works with clients to develop an approach designed to address their financial needs and goals. By getting to know clients personally and understanding their priorities, the team can create a financial approach that reflects their unique needs and helps them achieve their goals. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Graham John Bruce is committed to helping clients navigate the complexities of their financial lives and pursue their goals.

Merrill Lynch Financial Advisor Julie Marie Saso, located at 50 West San Fernando Street in San Jose, California, is a finance institution dedicated to building strong relationships with clients based on trust and collaboration. Their team of experienced financial advisors works with clients to identify and prioritize their goals, whether it be wealth transfer, customized financial approaches, or education planning. By utilizing the Investment Personality Assessment, they tailor financial strategies to meet individual needs and preferences. With access to the resources of Merrill and Bank of America, they develop personalized plans to help clients manage, grow, and preserve their wealth. The team's expertise and personalized service aim to help clients achieve their financial goals and navigate market changes. Through ongoing communication and adjustments, they strive to keep clients on track towards achieving what matters most to them. Merrill Lynch Wealth Management Advisors provide personalized investment strategies and comprehensive financial solutions to help clients pursue their goals and address their financial needs. With a focus on building a customized approach centered on clients' goals and priorities, the team at Merrill Lynch is committed to helping clients achieve their financial aspirations.

Merrill Lynch Financial Advisor Rosario M Oliveri is a finance institution located at 560 South Winchester Boulevard, San Jose, California, United States. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. Michael Oliveri, a Financial Advisor with Merrill Lynch since 2012, focuses on developing and implementing globally diversified financial strategies customized to meet the specific needs of high-net-worth individuals, business owners, corporate executives, and technology professionals. With a background in Business Management Economics and a Chartered Retirement Planning Counselor designation, Michael is committed to delivering exceptional service and always prioritizing the interests of his clients. The institution believes in understanding each client's goals and priorities to design and implement personalized plans to help manage investment risk and pursue financial goals. Through the Investment Personality Assessment and Merrill Personal Wealth Analysis™, Merrill Lynch aims to provide tailored financial approaches centered on individual goals and preferences. The institution offers comprehensive financial solutions supported by the global resources of Merrill and Bank of America. Whether planning for retirement, buying a home, or funding education, Merrill Lynch Wealth Management Advisors are dedicated to helping clients achieve their financial goals.

Merrill Lynch Financial Advisor Maureen M Fong, located at 560 South Winchester Boulevard in San Jose, California, is a highly experienced professional with over 35 years in the financial industry. Maureen is dedicated to providing clients with personalized financial and wealth management strategies tailored to their individual needs. She specializes in wealth accumulation, preservation, and transfer, with a focus on retirement income planning and wealth transfers to future generations. Maureen has been recognized on the Forbes "Best-in-State Wealth Advisors" list in 2022, as well as the Forbes "America's Top Women Wealth Advisors" list in 2020 and 2021. She holds the Certified Investment Management Analyst (CIMA®) and Certified Plan Fiduciary Advisor (CPFA) designations, showcasing her expertise in the field.

. Ruth Lai is a financial advisor at Merrill Lynch located at 560 South Winchester Boulevard in San Jose, California. Ruth specializes in working with High Net Worth individuals to help preserve and grow their assets through proactive planning and a disciplined investment process. She focuses on customized portfolio construction, tax minimization strategies, wealth transfer strategies, and philanthropic solutions. Ruth believes in understanding her clients' goals and needs beyond just finance and serves as a gateway to full balance sheet solutions available at Merrill and Bank of America banking services. Her team offers a wide range of services including wealth planning, corporate cash management, executive compensation planning, estate planning strategies, and more. Ruth is a Certified Financial Planner and Chartered Financial Consultant and is dedicated to helping clients achieve their financial goals. With a personalized approach and access to the resources of Merrill Lynch and Bank of America, Ruth works with clients to develop a financial plan tailored to their individual needs and priorities.

Buckingham Wealth Partners, located at 10 South Almaden Boulevard in San Jose, California, is a finance institution founded by four close friends with a promise to always do the right thing for their clients. With over 25 years of experience, Buckingham Wealth Partners has become one of the most distinctive organizations in financial services. Their team of advisors is dedicated to designing, building, and protecting financial lives, helping clients across the country achieve their financial dreams. What sets Buckingham Wealth Partners apart is their commitment to delivering unbiased, independent advice with a scientific approach to financial planning and investing. They have meticulously created an admired ecosystem within the financial services sector, making them a trusted and respected institution in the industry.

Martin Stavolone & Hughes is a reputable accounting and finance institution located at 1570 The Alameda in San Jose, California, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, and financial planning. Their commitment to excellence and personalized approach to client service sets them apart in the industry. Whether you are an individual or a business in need of financial guidance, Martin Stavolone & Hughes is dedicated to helping you achieve your financial goals.

Altum Partners, LLP is a leading accounting and finance firm located at 181 Metro Drive in San Jose, California, United States. With a team of experienced professionals, Altum Partners, LLP offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking to maximize your tax savings or a business in need of strategic financial advice, Altum Partners, LLP is dedicated to helping you achieve your goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.

Morgan Lev Financial Corp is a reputable accounting and finance institution located at 4000 Moorpark Avenue in San Jose, California, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses, including tax preparation, financial planning, and investment advice. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for all financial needs.

K & H Income Tax is a reputable accounting and finance institution located at 2050 Concourse Drive in San Jose, California. With a team of experienced professionals, we specialize in providing comprehensive income tax services to individuals and businesses in the area. Our goal is to help our clients navigate the complex world of taxes and finances, ensuring they receive the maximum return possible. Whether you need assistance with tax preparation, planning, or filing, K & H Income Tax is here to help. Visit us today to experience our top-notch services and personalized approach to financial management.

Tax America is a reputable accounting and finance institution located at 119 South King Road in San Jose, California. With a team of experienced professionals, Tax America specializes in providing expert tax preparation services, financial planning, and accounting solutions for individuals and businesses alike. Whether you need assistance with tax filing, bookkeeping, or investment strategies, Tax America is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and experience the difference our personalized approach can make in managing your finances effectively.

Robert D Mirolo is a reputable accounting and finance institution located at 1671 Queens Crossing Drive in San Jose, California, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses, including tax preparation, financial planning, and consulting. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for all your financial needs.

PRIMUS TAX INC. is a reputable accounting and finance institution located at 2003 Tully Road, San Jose, California, United States. With a team of experienced professionals, PRIMUS TAX INC. provides a wide range of services including tax preparation, financial planning, and accounting solutions for individuals and businesses. Their commitment to excellence and personalized approach sets them apart, making them a trusted partner for all financial needs. Contact PRIMUS TAX INC. today for expert advice and reliable financial services.

Budget Books & Tax is a finance institution located at 1885 The Alameda in San Jose, California. Our team of experts is dedicated to helping individuals and businesses manage their finances effectively. From bookkeeping services to tax preparation, we offer a wide range of services to meet your financial needs. With our professional guidance and personalized approach, you can trust Budget Books & Tax to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can assist you with your financial needs.

Monreal & Associates is a reputable accounting and finance institution located at 715 North First Street in San Jose, California, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and bookkeeping. Their commitment to excellence and personalized approach sets them apart from other firms, making them a trusted partner for individuals and businesses seeking expert financial guidance.

SingerLewak, LLP is a leading accounting and finance institution located at 160 West Santa Clara Street in San Jose, California, United States. With a team of highly skilled professionals, SingerLewak, LLP offers a wide range of services including auditing, tax planning, financial consulting, and more. Their commitment to excellence and personalized approach to client service sets them apart as a trusted partner for businesses and individuals seeking expert financial guidance.

Global Mobility Tax is a leading institution in the field of accounting and finance, located at 1602 The Alameda, San Jose, California, United States. Whether you work for a large company with over 100 employees, are a business in the early stages of setting up processes, or an individual working internationally in need of tax support, we are here to help. Our team of experts offers tailored services to meet your specific needs, with a proactive approach to ensure long-term success. As your tax partner, we have an expansive international reach through our network of trusted partners. We integrate seamlessly into your team, assisting with the relocation process and providing high-touch service every step of the way. Our responsive team ensures that any complex situations are solved efficiently, with clear communication of solutions to your team.

Welcome to Vo Dong MD, your trusted healthcare provider in San Jose, CA. Conveniently located at 1855 Alum Rock Ave # A1, our practice is dedicated to offering comprehensive medical care with a personalized touch. Dr. Vo Dong and our experienced team are committed to ensuring the health and well-being of our patients through a range of services tailored to meet individual needs. Whether you are seeking routine check-ups, preventive care, or management of chronic conditions, we prioritize your health with compassion and expertise. At Vo Dong MD, we strive to create a welcoming environment where you feel heard and supported on your journey to optimal health. Schedule an appointment today and experience the quality care you deserve.

Welcome to the practice of Dr. Mohsen Jamei, where your health and well-being are our top priorities. Conveniently located at 15301 South San Jose Avenue in Compton, California, Dr. Jamei is dedicated to providing comprehensive and compassionate medical care to the community. With a focus on personalized treatment plans and preventative care, Dr. Jamei and his experienced team strive to ensure each patient receives the highest standard of healthcare tailored to their individual needs. Our practice offers a wide range of medical services, from routine check-ups and health screenings to managing chronic conditions and providing expert medical advice. We are committed to fostering a welcoming and supportive environment where patients feel comfortable and confident in their care.

Welcome to Glenn Lopez Health Services, your trusted healthcare provider located at 15301 South San Jose Avenue, Compton, California. At Glenn Lopez, we are dedicated to offering comprehensive medical care tailored to meet the needs of our diverse community. Our experienced and compassionate team of healthcare professionals is committed to ensuring that you receive the highest quality of care in a comfortable and welcoming environment. We specialize in a wide range of health services, from routine check-ups and preventive care to the management of chronic conditions and specialized treatments. Our patient-centered approach ensures that each individual receives personalized attention and care plans that address their unique health needs.

Welcome to Burke, Williams & Sorensen, LLP, your trusted legal partner in Camarillo, California. Conveniently located at 2310 East Ponderosa Drive, we are a distinguished law firm specializing in a wide array of legal services, with a focus on California appellate litigation, writs, and appeals. Our team of experienced attorneys is dedicated to providing exceptional legal representation across various practice areas. We have a proven track record of success in complex cases, including securing jury verdicts in race and age discrimination claims, defending major corporations against employee lawsuits, and prevailing in cutting-edge CEQA challenges.