Innovative financial solutions in San Jose, California

Rothstein Michaels Group - Morgan Stanley is a leading finance institution located at 225 West Santa Clara Street in San Jose, California, United States. Specializing in investment services, wealth management, and financial planning, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a strong commitment to excellence and personalized service, we strive to provide innovative solutions and expert guidance to individuals, families, and businesses. Trust Rothstein Michaels Group - Morgan Stanley to navigate the complexities of the financial world and secure a prosperous future for you and your loved ones.

Grant Thornton LLP is a leading accounting and finance institution located at 10 South Almaden Boulevard in San Jose, California, United States. With a strong reputation for providing high-quality services to clients, Grant Thornton LLP offers a wide range of financial and advisory services to help businesses thrive and grow. Their team of experienced professionals are dedicated to delivering innovative solutions and personalized advice to meet the unique needs of each client. Whether you are looking for assistance with tax planning, auditing, or financial consulting, Grant Thornton LLP is committed to helping you achieve your financial goals.

JM Associates is a reputable accounting and finance institution located at 1648 Alum Rock Avenue in the bustling city of San Jose, California, United States. Our team of experienced professionals provides a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, and financial planning. With a commitment to excellence and personalized service, JM Associates is dedicated to helping our clients achieve their financial goals. Contact us today to schedule a consultation and see how we can assist you with your financial needs.

Sally White & Associates, Inc. is a reputable institution located at 4595 Cherry Avenue in San Jose, California, United States. Specializing in providing top-notch consulting services, they offer a wide range of expertise in various industries. With a team of experienced professionals, Sally White & Associates, Inc. is committed to delivering high-quality solutions and innovative strategies to help clients achieve their goals. Whether you are looking for business consulting, marketing services, or financial advice, this institution is dedicated to providing personalized and tailored solutions to meet your specific needs. Visit Sally White & Associates, Inc. today and discover how they can help you succeed.

Marcum LLP is a leading accounting and finance institution located in San Jose, California. With a commitment to excellence and innovation, Marcum LLP provides a wide range of services to help clients navigate the complexities of financial management. Their team of experienced professionals offers expert advice and personalized solutions to meet the unique needs of each client. Whether you are a small business owner or a large corporation, Marcum LLP is dedicated to helping you achieve your financial goals. Visit their office at 2033 Gateway Place to learn more about their services and how they can help you succeed.

BDO, located at 300 Park Avenue in San Jose, California, is a leading accounting and finance institution that offers valuable insights and services to businesses looking to grow and gain a competitive advantage. With a focus on emerging trends, regulatory updates, and the latest in legal tech, BDO helps businesses navigate risks and opportunities in 2024 and beyond. The San Jose office, situated in the heart of Silicon Valley, provides world-class resources and exceptional service to clients across the Bay Area. BDO's cross-functional teams offer a comprehensive array of assurance, tax, and business advisory services tailored to technology companies, venture capital firms, financial services, and more. With a focus on purpose-driven strategy, BDO empowers its employees to contribute to the firm's success and give back to the community through initiatives like BDO Counts.

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 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.