Integrated financial planning in Los Gatos, CA
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Castelli Financial
● ClosedCastelli Financial is a finance institution located at 236 North Santa Cruz Avenue, Los Gatos, California, United States. At Castelli Financial, we prioritize transparency and trust, providing personalized financial services to help you achieve your financial goals and live your best life. Our approach is like an Italian family dinner - personal, sophisticated, and unrushed. We take the time to review your financial landscape, educate you about your options, and ensure you have peace of mind about your finances. Our founder, Juliette Castelli-Kolev, comes from a heritage of caring deeply for others, and we treat each client like family. We offer a range of financial solutions for all stages of life, from retirement planning to comprehensive financial strategies. Castelli Financial has been recognized by Forbes as one of the Best-in-State Top Financial Security Professionals for 2022, a testament to our dedication to excellence and client satisfaction. Juliette Castelli-Kolev is a licensed agent for New York Life Insurance Company, offering a range of insurance and investment products to help you secure your financial future. We are committed to serving our clients with integrity and expertise, and we are honored to have you join the Castelli Financial family.
236 N Santa Cruz Ave #240, Los Gatos, CA 95030, United States -
Ferguson Wealth Management - UBS Financial Services Inc.
● OpenFerguson Wealth Management - UBS Financial Services Inc. is a premier financial institution located at 750 University Avenue in Los Gatos, California, United States. Specializing in wealth management services, their team of experienced professionals offers personalized financial planning and investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Ferguson Wealth Management - UBS Financial Services Inc. is dedicated to providing top-notch financial guidance and support to individuals and families in the Los Gatos area.
750 University Ave #250, Los Gatos, CA 95032, United States -
Edward Jones - Financial Advisor: Vince DiPiero, CFP®
● ClosedEdward Jones - Financial Advisor: Vince DiPiero, CFP® is a reputable financial institution located at 101 Church Street in Los Gatos, California, United States. As a Certified Financial Planner, Vince DiPiero offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is dedicated to providing top-notch financial services to individuals and families in the community.
101 Church St Suite 18, Los Gatos, CA 95030, United States -
Nopar & Associates
● ClosedNopar & Associates, located at 530 Lytton Avenue in Palo Alto, California, is a prominent institution offering legal services in business and real estate law. With over 35 years of experience, our team of skilled Silicon Valley business lawyers and real estate attorneys have served clients throughout the San Francisco Bay Area, including Palo Alto, Menlo Park, Woodside, Atherton, San Jose, Los Altos, Saratoga, Los Gatos, and beyond. Our firm has achieved an AV-Preeminent rating under Martindale-Hubbell's peer review system, showcasing our attorneys' high level of professional skill and integrity. Alan Nopar, our managing attorney, has been recognized as a Northern California Super Lawyer for multiple years, highlighting our commitment to excellence.
530 Lytton Ave # 200, Palo Alto, CA 94301, United States -
The Krenzin Wealth Management Group - Morgan Stanley
● OpenThe Krenzin Wealth Management Group at Morgan Stanley is a leading finance institution located at 16000 Los Gatos Boulevard in Los Gatos, California. With a team of experienced professionals, they provide comprehensive wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, the Krenzin Wealth Management Group offers personalized solutions tailored to your unique needs. Trust in their expertise and dedication to help secure your financial future.
16000 Los Gatos Blvd, Los Gatos, CA 95032, United States -
Vasona Accounting
● ClosedVasona Accounting, located at 15466 Los Gatos Boulevard in Los Gatos, California, is a reputable institution specializing in accounting and finance services. The founder, originally from Belarus, has been a proud United States citizen since 1998 and holds a summa cum laude degree from San Jose State University. With over 10 years of experience as a Certified Public Accountant, the founder has worked extensively with startup companies and small to medium-sized businesses, providing expertise in accounting processes, financial audits, and strategic planning. Vasona Accounting offers a range of services, including full-cycle accounting, GAAP compliance, R&D tax credit assistance, and financial reporting. As a certified Intuit QuickBooks ProAdvisor, the institution utilizes QuickBooks Online and integrated applications to streamline accounting processes for clients. Specializing in sectors such as SaaS, Biopharmaceutical, Fintech, and Nonprofit, Vasona Accounting has a proven track record of helping companies navigate pre-IPO negotiations, mergers, and acquisitions.
15466 Los Gatos Blvd Suite 109210, Los Gatos, CA 95032, United States
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