TOP 30 Management consultancy firms in San Mateo, California
31 results found
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EPIC Insurance Brokers & Consultants
● ClosedEPIC Insurance Brokers & Consultants is a leading insurance agency located at 2000 Alameda de las Pulgas in San Mateo, California, United States. With a team of experienced professionals, EPIC offers a wide range of insurance solutions tailored to meet the unique needs of individuals and businesses. From property and casualty to employee benefits and risk management, EPIC is dedicated to providing expert advice and personalized service to help clients protect what matters most. Visit EPIC Insurance Brokers & Consultants today to discover how they can help you secure a brighter future.
2000 Alameda de las Pulgas #125, San Mateo, CA 94403, United States -
AMS Capital Management LLC
● OpenAMS Capital Management LLC is a reputable finance institution located in San Mateo, California. With a prime location at 1730 South El Camino Real, this firm offers a wide range of financial services to meet the needs of their clients. Specializing in wealth management, investment strategies, and financial planning, AMS Capital Management LLC is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals provides personalized assistance and expert advice to ensure that clients make informed decisions about their finances. Trust AMS Capital Management LLC to provide top-notch financial services tailored to your specific needs.
1730 S El Camino Real, San Mateo, CA 94402, United States -
Payne Financial Consulting
● OpenPayne Financial Consulting is a leading finance institution located at 1900 South Norfolk Street in San Mateo, California. Our team of experienced financial consultants are dedicated to providing personalized and comprehensive financial solutions to meet the unique needs of our clients. Whether you are looking to plan for retirement, invest in the stock market, or manage your wealth, Payne Financial Consulting is here to help you navigate the complex world of finance. Trust us to provide expert guidance and support as you work towards achieving your financial goals. Visit us today to learn more about how we can assist you in securing your financial future.
1900 S Norfolk St # 215, San Mateo, CA 94403, United States -
Keating Consulting Group
● OpenKeating Consulting Group is a leading management consulting firm located at 1510 Fashion Island Boulevard in San Mateo, California. Our team of experienced consultants provides a wide range of services including strategic planning, financial analysis, marketing strategy, and organizational development. We work closely with our clients to help them achieve their business goals and drive growth. With a commitment to excellence and a track record of success, Keating Consulting Group is the trusted partner for businesses looking to thrive in today's competitive marketplace.
1510 Fashion Island Blvd #300, San Mateo, CA 94404, United States -
K Consulting Services
● OpenK Consulting Services is a leading consultancy firm located at 2215 Portsmouth Way, San Mateo, California, United States. We specialize in providing expert advice and solutions to businesses looking to optimize their operations and achieve their goals. Our team of experienced consultants offers a wide range of services including strategic planning, financial analysis, and project management. Whether you are a small start-up or a large corporation, we are committed to helping you succeed. Contact us today to see how we can help your business thrive.
2215 Portsmouth Way, San Mateo, CA 94403, United States -
BluePointe Capital Management, LLC.
● ClosedBluePointe Capital Management, LLC. is a finance institution located at 999 Baker Way in San Mateo, California, United States. As a leading capital management firm, BluePointe offers a wide range of financial services to help clients achieve their investment goals. With a team of experienced professionals and a commitment to excellence, BluePointe Capital Management is dedicated to providing top-notch financial solutions tailored to each client's needs. Whether you are looking to grow your wealth, manage your assets, or plan for the future, BluePointe is here to help you navigate the complex world of finance with confidence and peace of mind.
999 Baker Way #150, San Mateo, CA 94404, United States -
Powered by Hassett
● ClosedPowered by Hassett is a premier store located in Half Moon Bay, California. Offering a wide range of high-quality products and services, this institution is dedicated to providing top-notch customer service and a unique shopping experience. From home decor and furniture to electronics and appliances, Powered by Hassett has everything you need to enhance your lifestyle. Visit us at 160 San Mateo Road and let us help you find exactly what you're looking for.
160 San Mateo Rd Unit E & F, Half Moon Bay, CA 94019, United States -
Ayar Law Offices
● ClosedAyar Law Offices is a prestigious finance and law firm located at 532 San Mateo Avenue in San Bruno, California. Our team of experienced lawyers specializes in providing expert legal services in various financial matters, including tax law, bankruptcy, and estate planning. With a commitment to excellence and personalized service, Ayar Law Offices is dedicated to helping clients navigate complex legal issues and achieve their financial goals. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
532 San Mateo Ave, San Bruno, CA 94066, United States -
Law Offices of Daniel L. DuRee
● ClosedThe Law Offices of Daniel L. DuRee is a trusted institution located in Mountain View, California, with additional offices in Walnut Creek, San Mateo, San Francisco, and Marin County. Specializing in estate planning, real estate, and business law, our team is dedicated to helping individuals across Northern California with their legal needs since 2014. Attorney Dan DuRee, selected to Rising Stars®, is experienced in creating wills, establishing trusts, avoiding probate, and more. With a focus on personalized attention and accessibility, our firm provides top-notch legal services to help clients make well-informed choices about their future. Whether you need assistance with estate planning, real estate transactions, or business law matters, our team is here to guide you through each step of the process. Contact us at (855) 963-0987 to schedule a free consultation and learn how we can help you find a solution tailored to your specific needs.
800 W El Camino Real #180, Mountain View, CA 94040, United States -
Silva Business Services
● OpenSilva Business Services is a finance institution located at 1650 Borel Place in San Mateo, California, United States. We specialize in providing comprehensive financial services to individuals and businesses, including tax preparation, bookkeeping, payroll processing, and financial planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and maximize their financial success. Contact us today to learn more about how Silva Business Services can support your financial needs.
1650 Borel Pl # 230, San Mateo, CA 94402, United States -
Employee Benefits
● OpenEmployee Benefits is an insurance agency located at 1100 Park Place in San Mateo, California, United States. We specialize in providing comprehensive and competitive benefit packages for employees of businesses of all sizes. Our experienced team works closely with employers to design customized plans that meet the needs of their workforce, while also ensuring cost-effectiveness and compliance with regulations. From health insurance and retirement plans to wellness programs and flexible spending accounts, Employee Benefits is dedicated to helping companies attract and retain top talent by offering valuable perks and incentives. Contact us today to learn more about how we can enhance your employee benefits package.
1100 Park Pl #100, San Mateo, CA 94403, United States -
Madigan & Lewis, LLP
● ClosedMadigan & Lewis, LLP is a prestigious law firm located at 411 Borel Avenue in San Mateo, California. Specializing in various areas of law, their team of experienced attorneys provide top-notch legal services to clients in the United States. With a reputation for excellence and a commitment to achieving the best possible outcomes for their clients, Madigan & Lewis, LLP is a trusted choice for legal representation. Whether you are in need of assistance with business law, estate planning, or litigation, you can rely on the expertise and dedication of the professionals at this esteemed institution.
411 Borel Ave # 600, San Mateo, CA 94402, United States -
Biddle Law | Alexander M. Biddle Esq.
● ClosedBiddle Law, located at 1900 South Norfolk Street in San Mateo, California, is a trusted estate and probate law firm founded by attorney Alexander M. Biddle. With a focus on providing personalized and cost-effective legal services, Biddle Law aims to help clients in San Mateo County navigate complex estate planning matters with ease. As a dedicated and hard-working attorney, Alex Biddle is committed to offering top-notch customer service and building long-term relationships with his clients. Unlike other law firms that bill by the hour, Biddle Law primarily charges flat fees at competitive rates, ensuring transparency and certainty for clients. This approach allows clients to ask questions and seek guidance without worrying about additional costs.
1900 S Norfolk St #350, San Mateo, CA 94403, United States -
Rief Legal
● ClosedRief Legal is a law institution located at 620 Jefferson Avenue, Redwood City, California, United States. Specializing in criminal law, the institution offers services to help clients prepare winning cases at trial while exploring alternatives to keep their record clean. The founder of Rief Legal, with a B.A. in History from UCLA, has extensive experience as a former Deputy District Attorney and defense attorney, handling thousands of cases ranging from misdemeanors to serious felonies. With a high winning percentage in jury trials, the institution offers competitive rates starting at $1,999 and in-house payment plans. Unlike larger firms, Rief Legal ensures top-tier representation by limiting the number of new cases accepted to provide dedicated time and personal attention to each client. Serving clients in San Mateo, Alameda, and Contra Costa Counties, Rief Legal also offers virtual consultations via Zoom for convenience. Visit the institution's bio page to learn more about the founder and their approach to criminal defense. Please note that submitting a message or calling does not automatically create an attorney-client relationship, and solicitations are not accepted.
620 Jefferson Ave, Redwood City, CA 94063, United States -
O'Connor, Runckel & O'Malley LLP
● ClosedO'Connor, Runckel & O'Malley LLP is a prestigious law firm located in Walnut Creek, California, serving clients in Contra Costa County and the greater San Francisco Bay Area. With over 90 years of combined experience, our attorneys specialize in handling serious personal injury and criminal cases. As former Contra Costa County prosecutors, our partners have tried over 250 jury trials, giving us a unique advantage in the courtroom. One of our partners, Dan O'Malley, is a retired Contra Costa County Superior Court Judge, providing our clients with the rare advantage of having a former Judge working on their cases. Our goal is to bring justice to those who have been harmed by the wrongdoing of others, seeking full compensation for their losses.
1196 Boulevard Way Suite 20, Walnut Creek, CA 94595, United States -
Robert's Tax Service
● ClosedRobert's Tax Service is a reputable accounting and finance institution located at 951 Mariners Island Boulevard in San Mateo, California. With years of experience in tax preparation and financial consulting, our team of experts is dedicated to providing top-notch services to individuals and businesses alike. Whether you need help with tax planning, bookkeeping, or financial analysis, Robert's Tax Service is here to assist you every step of the way. Trust us to handle all of your accounting and finance needs with professionalism and expertise.
951 Mariners Island Blvd #300, San Mateo, CA 94404, United States -
Gilmore & Associates
● ClosedGilmore & Associates is a leading accounting and finance institution located at 411 Borel Avenue in San Mateo, California, United States. With a team of highly skilled professionals, we provide top-notch financial services to individuals and businesses alike. Our services include tax preparation, auditing, bookkeeping, and financial consulting. Whether you need help with your personal finances or managing your company's accounts, Gilmore & Associates is here to help. Trust us to handle your financial needs with expertise and precision.
411 Borel Ave # 501, San Mateo, CA 94402, United States -
Ralls Gruber & Niece
● ClosedRalls Gruber & Niece is a prestigious institution located at 1700 South El Camino Real in San Mateo, California. With a reputation for excellence and expertise in a variety of fields, including finance, law, and consulting, Ralls Gruber & Niece is a trusted partner for individuals and businesses alike. Their team of experienced professionals is committed to providing top-notch service and tailored solutions to meet the unique needs of their clients. Whether you are seeking financial advice, legal representation, or strategic consulting, Ralls Gruber & Niece is your go-to destination for reliable and effective guidance.
1700 S El Camino Real #150, San Mateo, CA 94402, United States -
Ronald W Summerour Law Office
● OpenThe Ronald W. Summerour Law Office is a reputable law firm located at 411 Borel Avenue in San Mateo, California. Specializing in various areas of law, including personal injury, criminal defense, and family law, our experienced team of lawyers is dedicated to providing top-notch legal representation to clients throughout the United States. With a commitment to excellence and a track record of success, the Ronald W. Summerour Law Office is the go-to destination for individuals seeking expert legal advice and representation. Contact us today to schedule a consultation and learn how we can assist with your legal needs.
411 Borel Ave # 600, San Mateo, CA 94402, United States -
Peninsula Financial Group - UBS Financial Services Inc.
● OpenPeninsula Financial Group - UBS Financial Services Inc. is a leading financial institution located in San Mateo, California. With a prime location on South El Camino Real, this finance firm offers a wide range of services including wealth management, investment advice, retirement planning, and more. The experienced team at Peninsula Financial Group is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest wisely, Peninsula Financial Group - UBS Financial Services Inc. is here to provide expert guidance and support.
400 S El Camino Real #900, San Mateo, CA 94402, United States -
UBS Financial Services Inc.
● OpenUBS Financial Services Inc. is a finance institution located at 400 South El Camino Real in San Mateo, California, United States. As a leading global financial services firm, UBS offers a wide range of services including wealth management, investment banking, and asset management. With a commitment to providing personalized financial solutions to clients, UBS Financial Services Inc. has established itself as a trusted partner in helping individuals and businesses achieve their financial goals.
400 S El Camino Real #900, San Mateo, CA 94402, United States -
Xignite
● OpenXignite is a leading finance institution located in San Mateo, California, United States. Our cloud platform offers innovative financial data APIs designed to help brokers, wealth managers, and tech firms acquire and grow digital investors. In today's rapidly evolving financial landscape, our high-quality data and reliable services help businesses retain clients and dominate the market. As an AWS Advanced Technology Partner with a Financial Services Competency, we provide real-time, historical, fundamental, and reference data across all asset classes. Our comprehensive and user-friendly APIs, sourced from top providers such as FactSet and Morningstar, have set the standard for usability and scalability for over 14 years. Partner with Xignite to access accurate, reliable, and plentiful market data to stay ahead in the competitive financial industry."
1875 S Grant St STE 130, San Mateo, CA 94402, United States -
Merrill Lynch Financial Advisor Michael Ting
● ClosedMerrill Lynch Financial Advisor Michael Ting, located at 101 South Ellsworth Avenue in San Mateo, California, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Michael Ting and his team are dedicated to building strong client relationships based on trust and personalized service. Through deep conversations and understanding of your priorities, they will help you create a financial approach designed to address your needs and pursue your aspirations. With a focus on long-term financial success and staying on track despite market fluctuations, Michael Ting is committed to helping you achieve your goals and secure your financial future. Contact Michael Ting today to start building a customized investment approach that reflects your unique needs and priorities.
101 S Ellsworth Ave 4th Floor, Suite 400, San Mateo, CA 94401, United States -
Merrill Lynch Financial Advisor Robert E Haeusslein
● ClosedMerrill Lynch Financial Advisor Robert E Haeusslein, located at 101 South Ellsworth Avenue, San Mateo, California, is a finance institution dedicated to providing insights, observations, and ideas to help clients pursue their financial goals. Supported by the global resources of Merrill, the team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The institution offers a personalized approach to financial planning, focusing on the things that matter most to clients, such as family, goals, and priorities. By starting with a conversation, the team helps identify and prioritize goals, whether it's transferring wealth, customizing financial approaches, or providing advice and guidance. The team believes in achieving financial success by making investment-related decisions that align with personally meaningful goals. Through tools like the Investment Personality Assessment, the team can customize financial approaches to help clients pursue what matters most to them. The institution offers a range of services, including wealth management, retirement planning, education funding, and more, all designed to help clients manage, grow, and preserve their wealth. With a focus on understanding clients' needs and goals, the team works to design and implement personalized plans to help clients achieve financial success. Through regular check-ins and updates, the team ensures that clients stay on track to reach their goals, adapting their approach as needed. The institution is dedicated to putting clients first and helping them navigate the complexities of their financial lives. By working with a Merrill Lynch Wealth Management Advisor, clients can access personalized investment strategies and comprehensive financial solutions to help them live their best financial life.
101 S Ellsworth Ave 4th Floor, Suite 400, San Mateo, CA 94401, United States -
Mark A. Sommer, CPA
● ClosedMark A. Sommer, CPA is a reputable accounting and finance institution located at 1777 Borel Place in San Mateo, California, United States. With years of experience in the industry, they provide top-notch financial services to individuals and businesses alike. Their team of certified public accountants offers a wide range of services including tax preparation, financial planning, and business consulting. Clients can trust Mark A. Sommer, CPA for expert advice and personalized solutions to meet their financial needs.
1777 Borel Pl #200, San Mateo, CA 94402, United States -
R.J. Ricciardi, Inc. CPAs
● ClosedR.J. Ricciardi, Inc. CPAs is a reputable accounting and finance institution located at 1101 Fifth Avenue in San Rafael, California, United States. With a team of experienced Certified Public Accountants, they offer a wide range of financial services including tax preparation, auditing, and consulting. Clients can rely on their expertise and dedication to providing accurate and reliable financial solutions. Trust R.J. Ricciardi, Inc. CPAs for all your accounting needs.
1101 Fifth Ave #360, San Rafael, CA 94901, United States -
Brickley & Company, CPA Inc.
● ClosedBrickley & Company, CPA Inc. is a trusted institution located at 1900 O'Farrell Street in San Mateo, California. Specializing in accounting and finance, we are your family of financial advisors for generations to come. Our goal is to help people achieve their financial goals and plan for the future, exceeding expectations with our solution-oriented approach. We offer comprehensive income, trust, estate, and gift tax planning and preparation services. Our team combines wealth management and tax planning to support your future financial success. With a customized and comprehensive approach, we create plans that consider both the present and the big picture, while remaining tax efficient to optimize returns.
1900 O'Farrell St, San Mateo, CA 94403, United States -
A James Mong Ea
● OpenA James Mong Ea is a reputable accounting and finance institution located at 4226 Olympic Avenue in San Mateo, California, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses, including tax preparation, financial planning, and investment management. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for all financial needs.
4226 Olympic Ave, San Mateo, CA 94403, United States -
Andersen Mc Kune & Associates
● OpenAndersen Mc Kune & Associates is a reputable accounting and finance firm located at 1777 Borel Place in San Mateo, California, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses alike. From tax preparation and bookkeeping to financial planning and consulting, Andersen Mc Kune & Associates is dedicated to helping their clients achieve their financial goals. Whether you are looking for assistance with your personal finances or need help with your business accounting, you can trust Andersen Mc Kune & Associates to provide expert guidance and support.
1777 Borel Pl Front Office, San Mateo, CA 94402, United States -
MSB
● ClosedMSB is a renowned institution located at 1730 South Amphlett Boulevard in San Mateo, California, United States. Specializing in accounting and finance, MSB offers top-notch education and training in these fields to prepare students for successful careers in the financial sector. With experienced faculty and state-of-the-art facilities, MSB is committed to providing a comprehensive and practical learning experience for its students. Join MSB today and take the first step towards a rewarding career in accounting and finance.
1730 S Amphlett Blvd Suite 114, San Mateo, CA 94402, United States
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