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TOP 30 Integrated financial services in San Jose, CA
43 results found
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Impact Wealth Management | Alan K Williamson, ChFC
Impact Wealth Management, led by Alan K Williamson, ChFC, is a trusted financial institution located at 6120 Hellyer Avenue in San Jose, California. With a focus on providing personalized financial planning and investment solutions, Impact Wealth Management is dedicated to helping clients achieve their financial goals and secure their financial future. With a strong emphasis on integrity and professionalism, Alan K Williamson and his team work closely with each client to develop tailored strategies that align with their unique needs and aspirations. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Impact Wealth Management is committed to delivering expert guidance and exceptional service every step of the way.
Wealthstone Asset Management Group of Raymond James
Wealthstone Asset Management Group of Raymond James is a renowned finance institution located at 150 South Almaden Boulevard in San Jose, California, United States. As a part of the esteemed Raymond James family, we specialize in providing comprehensive wealth management services to our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized investment strategies and expert guidance. With a focus on building long-term relationships based on trust and integrity, we strive to deliver exceptional service and results for our clients. Visit us today to learn more about how we can help you secure your financial future.
TOWER ACCOUNTING
Tower Accounting, located at 3435 Blue Mountain Drive in San Jose, California, is a trusted institution specializing in accounting and finance services. With years of experience, our team provides personalized financial guidance to individuals and businesses in the local community. From basic tax management to in-depth services like audits and financial planning, Tower Accounting is dedicated to helping clients achieve financial success. Our mission is to empower small business owners to understand the financial strength of their companies. By analyzing profit and loss statements and balance sheets, we assist in making strategic decisions to enhance business growth. We prioritize building long-term client relationships, ensuring the integrity of financial records, and developing strategies to tackle the challenges of business planning and execution.
Dede George, CPA
Dede George, CPA is a reputable accounting and finance institution located at 4875 Aspen Court in San Jose, California, United States. With a team of skilled professionals led by Certified Public Accountant Dede George, the institution offers expert financial services to individuals and businesses. From tax preparation to financial planning, Dede George, CPA provides personalized and reliable solutions to meet the unique needs of each client. Trustworthy, experienced, and dedicated, Dede George, CPA is committed to helping clients achieve their financial goals with integrity and professionalism.
Virtuous Tax
Virtuous Tax is a reputable accounting and finance institution located at 2114 Limewood Drive in San Jose, California, United States. With a team of experienced professionals, Virtuous Tax provides top-notch tax preparation, financial planning, and accounting services to individuals and businesses. Our commitment to integrity and excellence sets us apart, ensuring that our clients receive personalized and reliable financial guidance. Whether you need assistance with tax filing, budgeting, or investment strategies, Virtuous Tax is here to help you achieve your financial goals.
Tozer Wealth Management
Tozer Wealth Management is a premier financial institution located at 1610 Blossom Hill Road in San Jose, California. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Tozer Wealth Management provides comprehensive services tailored to your individual needs. With a commitment to transparency, integrity, and excellence, we strive to build long-lasting relationships with our clients based on trust and mutual success. Contact us today to learn more about how we can help you secure your financial future.
Saunders Accountancy Corporation
Saunders Accountancy Corporation is a leading accounting and finance institution located at 111 North Market Street in San Jose, California. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the United States. With a focus on accuracy, integrity, and efficiency, we offer a wide range of accounting services including tax preparation, bookkeeping, and financial planning. Trust Saunders Accountancy Corporation to help you navigate the complex world of finances and achieve your financial goals.
Vasona Accounting
Vasona 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.
Accounting For You
Accounting For You is a trusted institution located at 360 Titleist Court in San Jose, California, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch financial solutions for individuals and businesses alike. With a commitment to accuracy, integrity, and professionalism, Accounting For You is the go-to choice for all your accounting needs. Contact us today to see how we can help you achieve your financial goals.
Capitol Honda
Welcome to Capitol Honda, your premier destination for all your automotive needs in San Jose, California. Conveniently located at 745 Capitol Expressway Auto Mall, our dealership offers an outstanding selection of new and pre-owned Honda vehicles, ensuring you find the perfect car to match your lifestyle and budget. At Capitol Honda, we pride ourselves on delivering exceptional customer service and a seamless car-buying experience. Our knowledgeable sales team is here to guide you through our extensive inventory, providing expert advice and personalized recommendations. Whether you're in the market for a sleek sedan, a spacious SUV, or a reliable family vehicle, we have something for everyone.
Burke, Williams & Sorensen, LLP
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.
Accountant Partners Small Business Accountant - Long Beach Location
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.
Albers Real Estate, Hap Albers - Broker
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.
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