The 30 Best Legal strategy planning in San Jose, California

Ferrari Ottoboni Caputo & Wunderling LLP is a boutique law firm located at 333 West Santa Clara Street, San Jose, California, United States. Specializing in accounting, finance, and legal services, our legacy is built on providing top-notch representation for high-net-worth clients and growing companies. Our founding partner, esteemed mentor, has recently passed away, but our team of experienced attorneys continues to provide guidance to clients on various legal matters affecting their personal and professional lives. Whether it's estate planning, business law, real property issues, or customer complaints, our attorneys are here to help navigate through any legal challenges. During the holidays, many people choose to give money or assets to their loved ones, and our team can provide advice on the best ways to do so.

The Law Office of Veronika Short is a trusted legal firm located in San Jose, California. Specializing in various areas of law, including family law, estate planning, and business law, Veronika Short and her team provide expert legal guidance and representation to clients in need. With a dedication to personalized attention and professional service, the Law Office of Veronika Short is committed to helping clients navigate the complexities of the legal system and achieve their desired outcomes. Contact them at 46 West Santa Clara Street for a consultation.

Hoge Fenton is a prestigious institution located at 55 South Market Street in San Jose, California, United States. Specializing in accounting, finance, and legal services, Hoge Fenton offers top-notch expertise and guidance in these areas. With a team of highly experienced professionals, the institution is dedicated to providing exceptional service and support to clients in need of financial and legal assistance. Whether you are looking for expert advice on tax matters, investment strategies, or legal representation, Hoge Fenton is the go-to institution for all your accounting, finance, and legal needs.

Gates Eisenhart Dawson is a premier law firm located in the heart of Silicon Valley and Monterey, California. Our team of experienced lawyers is dedicated to providing the best possible outcomes for our clients, who are mainly executives in the tech industry. What sets us apart is our unique approach to advocacy. We don't just act as your legal team; we are your advocate, guiding you through the complexities of legal issues and fighting for what truly matters to you. We believe that only the best will do for our clients, and we strive to deliver excellence in every case we handle.

Merrill Lynch Financial Advisor Behrooz Ighani, located at 560 South Winchester Boulevard, San Jose, California, is dedicated to helping you manage your wealth by creating a personalized financial strategy tailored to your goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Behrooz Ighani can assist you in pursuing your financial objectives through personalized wealth management strategies. By participating in the community and volunteering with local organizations, Behrooz Ighani upholds the Merrill tradition of serving the community. Through the Merrill Personal Wealth Analysis™, a personalized plan centered on your goals can be developed and implemented to help you achieve financial success. By understanding your priorities and goals, Behrooz Ighani can provide thoughtful advice and guidance to help you pursue what matters most to you. With a focus on building a strong relationship through conversation, Behrooz Ighani aims to help you stay on track to achieve your goals. By getting to know you personally, Behrooz Ighani can design a financial approach that reflects your unique needs and priorities. With access to the latest investment insights and strategies, Behrooz Ighani is committed to helping you live your best financial life. Investing involves risk, and Behrooz Ighani is registered to do business in several states, including CA, NV, TX, WA, and WY. Prior to making any financial decisions, it is recommended to consult with legal and tax advisors. Merrill Lynch offers a range of services, including brokerage, investment advisory, and financial planning. It is important to understand the differences between these services when selecting the right one for your financial needs. Merrill Lynch is a registered broker-dealer and investment adviser, and certain investment products are provided by affiliates of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a subsidiary of Bank of America Corporation. Trust, fiduciary, and insurance services are also available through Merrill Lynch. Let Behrooz Ighani help you navigate the complexities of your financial life and work towards achieving your goals.

Merrill Lynch Financial Advisor Michelle Yeh is a finance institution located at 560 South Winchester Boulevard, San Jose, California, United States. Michelle Yeh is dedicated to helping clients attain their financial goals and improve their quality of life. With a background in personal banking and wealth management, Michelle offers a customized wealth management approach that is flexible and tailored to each client's needs. By providing access to the investment insights of Merrill and the banking convenience of Bank of America, Michelle addresses various aspects of clients' financial lives. She is passionate about delivering excellent service and helping clients pursue their goals. Michelle is actively involved in the community and volunteers with organizations in the Bay Area. She believes in building personalized plans centered on clients' goals and priorities, and she utilizes the Merrill Personal Wealth Analysis™ to help clients achieve their aspirations. Through thoughtful conversations and understanding of clients' preferences, Michelle develops financial approaches that align with clients' values and objectives. She believes in staying connected with clients to adapt their financial approach to reflect changes in their lives and the market. Michelle's mission is to help clients manage, grow, and preserve their wealth while working towards their financial goals. As a Merrill Lynch Wealth Management Advisor, Michelle focuses on building a customized investment approach to address clients' needs and pursue their aspirations. Michelle is registered to do business in multiple states and holds the ChFC® designation from The American College of Financial Services. She encourages clients to consult with their legal and tax advisors before making any financial decisions. With a commitment to personalized service and a focus on helping clients achieve their goals, Michelle Yeh is dedicated to guiding clients along their financial journey.

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.

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.

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.

Matthew Mendoza is a finance institution located at 1999 South Bascom Avenue, Campbell, California, United States. We are dedicated to helping clients achieve their grandest visions through thoughtful financial planning. Our team is committed to meeting the dynamic needs of each client at every stage of wealth, providing solutions to unique challenges and offering an elevated level of service. Our office at 750 University Avenue Suite 240 in Los Gatos, CA, offers expert guidance to empower your decision-making, seamless financial management for your family and future, and a full suite of financial solutions through our network. We prioritize stability for today and the future of your family, and help you make intelligent investments in your community.

occurring loss when investing in securities or other financial products. Clients should consider their investment objectives and risks carefully before investing. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets. Past performance is no guarantee of future results, and the value of investments and the income they generate can fluctuate. This information is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, clients should consult with a qualified tax advisor, CPA, financial planner or investment manager. At Merrill Lynch Financial Advisor Justin R Pearce, located in San Jose, California, our team of experienced professionals is dedicated to providing personalized financial advice and guidance tailored to your unique needs and goals. We believe in building strong relationships through teamwork and collaboration, and we have access to the global investment capabilities of Merrill and the banking convenience of Bank of America.

BDO is a leading accounting and finance institution located at Crow Canyon Court in San Ramon, California, United States. We provide valuable insights on emerging trends, regulatory updates, and tips to maximize the benefits of legal technology. Our focus is on helping businesses achieve new growth and competitive advantage by energizing their business strategies with valuable data and leading them towards stability and growth. Our San Francisco and San Jose offices offer local presence, experience, and insight businesses expect from BDO. Our cross-functional teams provide a comprehensive array of assurance, tax, and business advisory services to industries such as technology, venture capital, private equity, financial services, and real estate in the Silicon Valley region. We also support retail and consumer product companies with data-driven insights and innovative thinking to future-proof their business.

Tax Helpers is a leading institution located at 2880 Zanker Road in San Jose, California, United States. Specializing in accounting, finance, and legal services, Tax Helpers is dedicated to providing expert assistance with tax-related matters. With a team of experienced professionals, clients can trust Tax Helpers to navigate complex tax laws and regulations, ensuring compliance and maximizing financial benefits. Whether you need assistance with tax preparation, planning, or representation, Tax Helpers is here to help. Contact us today to schedule a consultation and let us be your trusted partner in managing your tax obligations.

Chavan & Associates LLP is a premier accounting and finance firm located at 1475 Saratoga Avenue in San Jose, California. With a team of experienced professionals, we provide a wide range of services including tax preparation, bookkeeping, financial planning, and business consulting. Our goal is to help individuals and businesses achieve their financial goals through personalized and expert advice. Contact us today to learn more about how we can help you succeed financially.

The Tax Law Offices of David W. Klasing is a reputable institution specializing in tax law, accounting, finance, and legal services. Located at 2033 Gateway Place in San Jose, California, United States, the office is dedicated to providing expert guidance and representation for individuals and businesses facing complex tax issues. Led by experienced attorney David W. Klasing, the firm offers personalized solutions to help clients navigate the complexities of tax laws and regulations. Whether you need assistance with tax planning, audits, compliance, or litigation, the Tax Law Offices of David W. Klasing is here to help.

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.

Familia Tax & Bookkeeping is a top-notch accounting and finance institution located at 2114 Senter Road in San Jose, California. Our expert team is ready to assist you with all your tax and bookkeeping needs. Whether you need help with tax planning, bookkeeping, notary services, or digital marketing strategies, we have you covered. When you visit Familia Tax & Bookkeeping, be sure to bring your W-2 forms, Social Security cards, and IDs for yourself and any dependents. Homeowners should also bring their 1098 form and personal expenses for optimal tax savings. Our personalized tax planning services are designed to help you maximize your savings while staying compliant with tax laws.

AB Tax Law APC is a leading California Tax Attorney firm located in San Jose. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to providing top-notch tax law representation for individuals and businesses. With a commitment to excellence and a track record of success, we strive to help our clients navigate the complex world of tax law with confidence and peace of mind. Visit us at 2033 Gateway Place to learn more about how we can assist you with all your tax-related needs.

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 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.