It consulting services in San Jose, California

NOW CFO is a full-service consulting firm located at 101 West Santa Clara Street in San Jose, California, specializing in accounting and finance. Our team of financial experts is dedicated to helping businesses achieve their financial goals, from strategy planning to implementation. With offices throughout the United States, NOW CFO offers outsourced accounting services on a fractional, part-time, or as-needed basis. Our customizable service packages ensure that your organization receives the financial and accounting support it needs within your budget. From payroll fraud detection to financial process improvement, NOW CFO provides comprehensive financial solutions tailored to your business. Contact us for a FREE consultation to learn more about how NOW CFO can help your organization succeed and grow.

Merrill Lynch Financial Advisor C Shawn Warthen is a finance institution located at 50 West San Fernando Street, San Jose, California, United States. Shawn Warthen, Wealth Management Advisor, Senior Vice President, has been in the financial services industry since 1993. He assists clients in managing their wealth to meet their individual needs, offering a comprehensive approach that begins with understanding each client's goals. The institution provides personalized financial plans with the Merrill Personal Wealth Analysis™, supported by a team of experienced professionals dedicated to building strong client relationships. The focus is on helping clients achieve their financial goals, whether it's planning for retirement, saving for a home, or passing wealth to future generations. By using the Investment Personality Assessment, the institution customizes financial approaches to align with each client's preferences and priorities. The goal is to help clients manage, grow, and preserve their wealth while adapting to changes in life and the financial markets. With a focus on personalized service, the institution aims to help clients achieve their financial aspirations and turn their goals into reality. Consultations are held regularly to review progress and make adjustments to financial approaches as needed. The institution is registered to do business in multiple states and holds certifications from the Certified Financial Planner Board of Standards, Inc. and the Investments & Wealth Institute®. Investing involves risk, and clients are advised to consult with legal and tax advisors before making financial decisions. The institution offers a range of services, including investment advisory and financial planning.

Merrill Edge, located at 3491 McKee Road, San Jose, California, United States, is a finance institution that provides personalized advice and guidance to help individuals achieve their financial goals. With a team of experienced Merrill Advisors, clients can receive tailored recommendations and strategies to plan for their future. Whether you are looking to invest in securities or explore banking products, Merrill Edge offers a wide range of services to meet your needs. Please note that investing in securities involves risks, and it is important to carefully consider all options before making any decisions. Additionally, Merrill Lynch Life Agency Inc. is a licensed insurance agency that is a subsidiary of Bank of America Corporation. For more information about the services offered by Merrill Edge, you can review their Client Relationship Summary.

Merrill Lynch Financial Advisor Dahn Lincoln is a finance institution located at 50 West San Fernando Street, San Jose, California, United States. Dahn is a graduate of University of California, Los Angeles (UCLA) with a bachelor's degree in Business Economics. He has extensive experience in Financial Services and is fluent in Mandarin Chinese and Japanese. Dahn focuses on helping individuals and families develop personalized plans and strategies through a transparent Goals-Based Wealth Management process. By leveraging the investment insights of Merrill and banking convenience of Bank of America, Dahn aims to provide world-class service built on trust. He believes in constantly searching for the latest and best strategies to provide more value to clients. Dahn currently works out of the downtown San Jose office in Silicon Valley, Northern California. As a Registered Senior Wealth Management Client Associate at Merrill Lynch Wealth Management, Dahn takes the time to understand what's important to his clients and provides personalized investment strategies built around their priorities, risk tolerance, time horizon, liquidity needs, and goals. By listening to his clients and understanding their aspirations, Dahn helps them manage, grow, and preserve their wealth while considering the impact it can have for years to come. He believes in developing a financial approach that helps clients pursue their goals and offers sustainable and impact investing options. With access to the investment insights of Merrill and banking solutions from Bank of America, Dahn works with his clients to develop approaches designed to address their financial needs and help them achieve their goals. Through ongoing conversations and reviews, Dahn helps his clients stay on track to achieve what's most important to them. He believes in creating a financial approach that reflects his clients' personalities and life priorities, offering advice to help them address fluctuations in the market and changes in their lives. Working with a dedicated Merrill advisor means clients get personalized investment strategies from Merrill and access to comprehensive financial solutions from Bank of America. Merrill Lynch Financial Advisor Dahn Lincoln prioritizes building strong client relationships based on trust and personalized service, putting clients first every day.

Lendson is a reputable finance institution located at 488 Blossom Hill Road in San Jose, California, United States. Specializing in providing a wide range of financial services, Lendson offers personalized solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Lendson is dedicated to providing top-notch financial assistance to its clients. Whether you are looking to secure a loan, manage your investments, or plan for the future, Lendson is here to help you every step of the way. Visit us today to learn more about how we can support your financial needs.

Merrill Edge is a finance institution located at 1707 E Capitol Expressway in San Jose, California, United States. We have a team of Merrill Financial Solutions Advisors ready to help you turn your ambitions into action. Whether you're planning for your future or looking to invest, our personalized advice and guidance can help you achieve your goals. You can search for an advisor by name or our parent company, Merrill Lynch. Please note that by leaving Merrill Edge, you will be redirected to FINRA's BrokerCheck website. We strive to provide you with information about products and services that may be of interest to you. Investing in securities comes with risks, so it's important to be aware of potential losses. Our services include brokerage, investment advisory, financial planning, and more. Banking products are provided by Bank of America, N.A. and its affiliated banks. Merrill Lynch Life Agency Inc. is a licensed insurance agency and a subsidiary of Bank of America Corporation. For more information, please review our Client Relationship Summary.

Leavitt Laura is a reputable finance institution located at 1275 Winchester Boulevard in San Jose, California, United States. With a strong focus on providing top-notch financial services to its clients, Leavitt Laura is known for its expertise in investment management, financial planning, and wealth management. The institution is committed to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, Leavitt Laura is dedicated to providing you with the guidance and support you need to succeed.

Copper Beech Tree Group - Morgan Stanley is a renowned finance institution located at 225 West Santa Clara Street in San Jose, California, United States. With a strong reputation for providing top-notch financial services, the institution offers a wide range of investment and wealth management solutions to its clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Copper Beech Tree Group - Morgan Stanley is committed to guiding you every step of the way.

VM Solutions Inc is a leading technology company based in San Jose, California. We specialize in providing innovative virtualization and cloud computing solutions for businesses of all sizes. Our team of experienced professionals is dedicated to helping our clients optimize their IT infrastructure and maximize efficiency. Located at 3702 Jasmine Circle, our state-of-the-art facility is equipped with the latest technology to ensure that we deliver top-notch services to our clients. Contact us today to learn more about how VM Solutions Inc can help your business thrive in the digital age.

Merrill Lynch Financial Advisor Lia Zheng is a finance institution located at 560 South Winchester Boulevard in San Jose, California, United States. They specialize in managing your wealth by creating personalized strategies tailored to your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, they offer a comprehensive approach to wealth management. Their team is dedicated to building strong client relationships based on trust and personalized service. At Merrill Lynch Wealth Management, your financial advisor focuses on what matters most to you, whether it's family, goals, or priorities that may change over time. They believe in starting every relationship with a conversation to understand your aspirations and provide advice and guidance to help you achieve your financial goals. By conducting a Personal Wealth Analysis and an Investment Personality Assessment, they can customize a financial approach that aligns with your objectives.

Creative Planning is a top-rated independent advisory firm located at 333 Lorton Avenue in Burlingame, California. Specializing in finance, we offer comprehensive and customized wealth management services to clients globally and in the San Francisco-San Jose area. Our team of wealth managers is dedicated to helping you achieve your financial goals and providing you with peace of mind when it comes to your finances. By agreeing to provide us with your personal information, you can trust that we will not share it with any third parties. Contact us today to schedule a free, no-obligation consultation with one of our team members within one business day. Let us help you enjoy a richer way to wealth.

Bank of America Private Client Advisor Matthew Jude Howard, located at 560 South Winchester Boulevard, San Jose, California, United States, is a finance institution dedicated to providing personalized wealth management services. Our team of experienced professionals is committed to building strong client relationships based on trust and personal experience. We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals, and best interests now and in the future. With over 200 years of experience, Bank of America Private Bank helps clients manage significant wealth by offering personalized approaches and resources to achieve financial objectives. We pride ourselves on our history of serving clients' best interests and continually pursuing innovation in a constantly transforming world. Please note that by visiting our website, you may be directed to FINRA'S BrokerCheck. We strive to provide you with information about products and services that you may find interesting and useful. However, investing involves risk and it is always important to consult legal and/or tax advisors before making any financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services. Thank you for considering Bank of America Private Client Advisor Matthew Jude Howard for your wealth management needs.

Mark Gronert - Thrivent is a finance institution located at 2021 The Alameda, San Jose, California, United States. Licensing for insurance products is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so clients are encouraged to consult with their attorney or tax professional. Thrivent provides advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients have the option to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Stifel is a prominent finance institution located at 550 South Winchester Boulevard in San Jose, California, United States. With a history dating back to 1890, Stifel has become one of the nation's largest wealth management firms, ranking 7th in terms of the number of financial advisors. The Private Client Group at Stifel boasts over 2,300 financial advisors, making it the 7th largest full-service investment firm in the country. At Stifel, we are dedicated to helping our clients achieve their financial goals. We offer timely investor insights through publications like Sight|Lines, Market Pulse, and the Investment Strategy Brief. These resources provide valuable market updates and analysis to help our clients navigate the ever-changing financial landscape.

Carol Hack - Thrivent is a finance institution located at 1515 Meridian Avenue in San Jose, California, United States. The institution is licensed in multiple states including California, Colorado, Idaho, Michigan, Minnesota, North Dakota, Nevada, Oregon, and Washington. Licensing information can be found on the website of the National Association of Insurance Commissioners. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, and clients are encouraged to consult with their own attorney or tax professional. Thrivent provides financial advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients may choose to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Kathryn Calderon - Private Client Advisor is a finance institution located at 50 West San Fernando Street, San Jose, California, United States. Services offered through BMO Private Bank, BMO Family Office, and/or BMO Delaware Trust Company, as well as BMO Investment Services. The institution prioritizes your goals above all else, working with you to create personalized investment management strategies to help you reach your financial objectives. With a focus on market shifts and life stages, the institution's experienced team makes key decisions based on asset allocation, risk evaluation, and portfolio construction. They offer direct access to decision makers and provide a range of investment options, including alternative investments such as environmental, social, and governance (ESG) funds. Operating Monday through Friday, the institution's wealth advisors are available to assist with your wealth management needs. BMO Wealth Management, including BMO Bank N.A., BMO Family Office, and BMO Delaware Trust Company, offers a range of services to help you achieve your financial goals. Please note that estate planning and legal advice are not provided by BMO Bank N.A. and its affiliates. Banking products are subject to approval and are provided by BMO Bank N.A. Member FDIC.

Hadi Ahmadi Aval is the founder of Aval Financial Strategies and Insurance Solutions, Inc. located at 550 South Winchester Boulevard in San Jose, California. Specializing in finance, the institution is dedicated to providing professional advisors with the knowledge and resources needed to make informed financial decisions for their businesses and families. With a focus on education and personalized service, Aval Financial aims to empower clients with the information they need to achieve their financial goals. At Aval Financial, clients can expect a tailored approach to their financial needs, whether it be estate planning, retirement strategies, or overall financial organization. Hadi Ahmadi Aval is licensed to sell insurance through New York Life Insurance Company and offers securities products and services through NYLIFE Securities LLC. Additionally, as a Financial Advisor, Hadi Ahmadi Aval provides investment advisory services through Eagle Strategies, LLC.

Monica Bellizzi - Thrivent is a finance institution located at 6066 McAbee Road in San Jose, California, United States. Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which involves reviewing and analyzing a client’s financial situation. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Mariner Wealth Advisors is a leading financial institution located at 99 South Almaden Boulevard in San Jose, California. As a trusted advisor in the finance industry, they offer comprehensive wealth management services to help individuals and families achieve their financial goals. With a team of experienced professionals, Mariner Wealth Advisors provides personalized solutions tailored to each client's unique needs. Whether it's retirement planning, investment management, or estate planning, they are dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind. Visit Mariner Wealth Advisors in San Jose to start building a secure financial future today.

The Bank of America ATM located at 4075 Evergreen Village Square in San Jose, California, United States, provides convenient access to banking services for customers in the area. As a part of the Bank of America network, this ATM allows customers to withdraw cash, check account balances, and perform other financial transactions. With its secure and reliable services, this ATM is a convenient option for those in need of banking services on the go.

roducing Merrill Lynch Financial Advisor William M Lloyd, located at 50 West San Fernando Street in San Jose, California, United States. As part of the Lloyd McKay Wealth Management Group, our team believes in the power of teamwork and involvement to build strong relationships with our clients. With access to the global investment capabilities of Merrill and the banking convenience of Bank of America, we strive to be your primary source for financial advice and guidance. At Lloyd McKay Wealth Management Group, we value the dedication and diligence offered to you at each step of the financial planning process. We believe that every relationship begins with a conversation, where we listen to learn more about you and your family, helping you identify and prioritize your financial goals. Our goal is to help you make investment-related decisions and trade-offs that align with your personally meaningful 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.

The Bank of America Financial Center located at 5615 Snell Avenue in San Jose, California, is a trusted banking institution offering a wide range of financial services to individuals, businesses, and communities. With a strong presence in the United States, Bank of America is known for its comprehensive banking solutions, personalized customer service, and innovative financial products. Whether you need assistance with personal banking, wealth management, loans, or investments, the knowledgeable staff at this financial center is ready to help you achieve your financial goals. Visit the Bank of America Financial Center today to experience the convenience and expertise of a leading financial institution.

Geek Squad is a technology support institution located at 5065 Almaden Expressway in San Jose, California. Our Geek Squad Agents are experts in all things tech and are here to help with any issues you may encounter. Whether you need help installing or repairing products in your home, setting up your smart devices, or even fixing your phone or computer, Geek Squad has you covered. We offer a Total Tech Support membership that provides dedicated support for all the technology in your home, no matter where you purchased it. Our In-Home Advisor can visit your home, assess your needs, and create a customized plan for adding new tech or appliances. We also provide same-day repair services for Samsung and Apple products, as well as expert repair for gaming consoles, cameras, and more.

Professional House Repair Restoration is a reputable institution located at 1191 Coleman Road in San Jose, California. Our team of skilled professionals is dedicated to providing top-notch restoration services for homes in need of repair. From fixing minor damages to full-scale renovations, we strive to restore your house to its former glory. With years of experience and a commitment to excellence, you can trust Professional House Repair Restoration to deliver exceptional results for all your home repair needs. Contact us today to schedule a consultation and let us help you bring your home back to life.

Geremia Pools, a SBG Company, is a general contractor located at 544 Phelan Avenue in San Jose, California. With over 100 years of experience, our hardworking crew will efficiently complete your swimming pool project so you can enjoy it sooner. We specialize in creating fantastic swimming pools for families to enjoy for years to come, no matter the size of your backyard. Our lending partners offer great financing options to make your dream pool affordable. As a Certified Pebbletec Builder/Applicator, we pride ourselves on quality craftsmanship and excellent customer service. From new pools and remodels to landscaping, we are here to walk you through every step of the construction process.

Pro Rooter Inc. is a top plumbing service provider located in San Leandro, California. Specializing in residential, commercial, and industrial plumbing, we offer a wide range of services including repair, installation, and cleaning. Serving the entire East Bay Area, from Richmond to San Jose, we are fully bonded and insured with experience in all aspects of plumbing. Our 24-hour emergency repair service ensures that you can rely on us for fast and reliable assistance when you need it most. No job is too big or too small for our team, and we offer affordable solutions for everyone. With a fleet of radio-dispatched vehicles, we provide rapid response to emergencies. Our services include inspection, consultation, installation, repair, and maintenance, and we are licensed, bonded, and insured. We speak Korean, Chinese, and Spanish, and offer around-the-clock emergency services for unexpected plumbing issues. Trust Pro Rooter Inc. for all your plumbing needs, including complete repairs and replacements. License #636652.

Bay Area Climate Control is a trusted general contractor specializing in HVAC Heat Pump, Heating and Air Conditioning services in the Bay Area. Located at 1930 West Winton Avenue in Hayward, California, our team of experts serves a wide range of areas including San Ramon, Dublin, Livermore, San Jose, and many more. Since 2010, we have been proudly providing top-notch heating and air conditioning service and installation to residential and commercial clients in Alameda, San Mateo, Santa Clara, and Contra Costa Counties. As Carrier and Mitsubishi Heating/ Air Conditioning/ Heat Pump Pros, we offer a full range of services including routine maintenance checks, air conditioning repairs, and HVAC installations.

Ryan J. Seay - Morgan Stanley is a prestigious finance institution located at 225 West Santa Clara Street in San Jose, California, United States. With a focus on providing top-notch financial services, Ryan J. Seay - Morgan Stanley offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. The institution is known for its expertise, professionalism, and dedication to client satisfaction. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Ryan J. Seay - Morgan Stanley is the trusted partner you need.

Moskowitz LLP, located in San Jose, California, is a leading institution specializing in accounting, finance, and legal services. Our team of experienced professionals is dedicated to helping businesses and individuals navigate complex tax laws and regulations. From tax planning to estate planning, we offer a wide range of services to meet your needs. Our mission is to help you minimize your tax liability while staying compliant with the law. At Moskowitz LLP, we understand the importance of staying informed and up-to-date on tax laws. That's why we offer a comprehensive online library with resources to help you understand and navigate the tax landscape. Our team of experts, including tax attorneys and CPAs, is here to guide you through the process and provide personalized solutions tailored to your unique situation.