Management consulting expertise in San Jose, California
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Joe Guttadauro - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJoe Guttadauro is a financial advisor at Ameriprise Financial Services, LLC located at 225 West Santa Clara Street in San Jose, California. He holds multiple certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. Joe Guttadauro is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. He is committed to upholding a high standard of ethics and continuing education to ensure his clients receive the best possible financial guidance. Whether you are looking to plan for retirement, manage your investments, or navigate complex financial situations, Joe Guttadauro is here to help.
225 W Santa Clara St UNIT 1600, San Jose, CA 95113, United States -
Ameriprise Financial
● OpenAmeriprise Financial is a leading financial institution located at 1 South Almaden Boulevard in San Jose, California. As a trusted provider of financial services, Ameriprise offers a wide range of solutions to help individuals and businesses achieve their financial goals. Whether you need assistance with retirement planning, investment management, or insurance services, Ameriprise Financial has the expertise and resources to help you navigate the complexities of the financial world. Additionally, Ameriprise Financial operates as an ATM for convenient access to cash and other banking services. Visit us today to discover how Ameriprise can help you secure a brighter financial future.
1 S Almaden Blvd #810, San Jose, CA 95113, United States -
Dianne Lynch - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedDianne Lynch - Financial Advisor, Ameriprise Financial Services, LLC, located at 225 West Santa Clara Street in San Jose, California, offers a wide range of financial services to meet the needs of individuals and businesses. Dianne Lynch holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, and AWMA℠, demonstrating her expertise in asset management, estate planning, investment strategies, and more. Additionally, Dianne is a Behavioral Financial Advisor, Chartered Advisor in Philanthropy® (CAP®), and Certified Divorce Financial Analyst, providing specialized services to clients in various financial situations. With a commitment to excellence and ongoing education, Dianne Lynch is dedicated to helping clients achieve their financial goals.
225 W Santa Clara St UNIT 1600, San Jose, CA 95113, United States -
Eric Stryker - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedEric Stryker is a Financial Advisor at Ameriprise Financial Services, LLC located at 225 West Santa Clara Street in San Jose, California, United States. Eric holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, showcasing his expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on providing comprehensive financial solutions, Eric is dedicated to helping individuals achieve their financial goals and secure their future. Whether you are a retiree, small business owner, or high net worth client, Eric Stryker is committed to providing personalized financial advice tailored to your specific needs.
225 W Santa Clara St UNIT 1600, San Jose, CA 95113, United States -
Thuyhuong Le - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedThuyhuong Le - Private Wealth Advisor at Ameriprise Financial Services, LLC is a trusted financial institution located in San Jose, California. Specializing in providing personalized wealth management strategies, Thuyhuong Le offers tailored financial advice and investment solutions to help clients achieve their financial goals. With a focus on building long-term relationships built on trust and transparency, Thuyhuong Le is dedicated to helping individuals and families navigate the complexities of financial planning. Visit their office at 225 West Santa Clara Street to learn more about their comprehensive services and expertise in wealth management.
225 W Santa Clara St UNIT 1600, San Jose, CA 95113, United States -
Emilio de Sousa - Morgan Stanley
● OpenEmilio de Sousa - Morgan Stanley is a leading finance institution located at 225 West Santa Clara Street in San Jose, California, United States. With a strong reputation for excellence and expertise in the financial industry, Emilio de Sousa - Morgan Stanley offers a wide range of financial services to individuals, businesses, and institutions. Whether you are looking for investment advice, wealth management, or financial planning, our team of experienced professionals is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can help you secure your financial future.
225 W Santa Clara St Suite 900, San Jose, CA 95113, United States -
WisdomSource Wealth Advisory Group - Ameriprise Financial Services, LLC
● ClosedWisdomSource Wealth Advisory Group - Ameriprise Financial Services, LLC is a reputable financial institution located in San Jose, California. Our dedicated team of financial advisors provides personalized wealth management services to help clients achieve their financial goals. With a focus on wisdom and expertise, we offer comprehensive financial planning, investment management, and retirement planning services. Visit us at 225 West Santa Clara Street to start your journey towards financial success with WisdomSource Wealth Advisory Group.
225 W Santa Clara St UNIT 1600, San Jose, CA 95113, United States -
Merrill Lynch Financial Advisor William M Lloyd
● Closedroducing 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.
50 W San Fernando St 16th Floor, San Jose, CA 95113, United States -
Paige Fiduciary Services
● ClosedPaige Fiduciary Services, located at 2059 Camden Avenue in San Jose, California, is dedicated to helping those who are struggling to help themselves. With a focus on protecting and preparing loved ones for the challenges of aging, the institution offers expert guidance and support in estate planning, trust management, and probate administration. The team at Paige Fiduciary Services understands the unique challenges facing today's elderly population, including the prevalence of scams and financial exploitation. With a commitment to educating and empowering clients, they strive to provide personalized solutions that meet the individual needs of each family.
2059 Camden Ave #344, San Jose, CA 95124, United States -
Merrill Lynch Financial Advisor Julie Marie Saso
● ClosedMerrill 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.
50 W San Fernando St 16th Floor, San Jose, CA 95113, United States -
Merrill Lynch Financial Advisor Maureen M Fong
● ClosedMerrill Lynch Financial Advisor Maureen M Fong, located at 560 South Winchester Boulevard in San Jose, California, is a highly experienced professional with over 35 years in the financial industry. Maureen is dedicated to providing clients with personalized financial and wealth management strategies tailored to their individual needs. She specializes in wealth accumulation, preservation, and transfer, with a focus on retirement income planning and wealth transfers to future generations. Maureen has been recognized on the Forbes "Best-in-State Wealth Advisors" list in 2022, as well as the Forbes "America's Top Women Wealth Advisors" list in 2020 and 2021. She holds the Certified Investment Management Analyst (CIMA®) and Certified Plan Fiduciary Advisor (CPFA) designations, showcasing her expertise in the field.
560 S Winchester Blvd, San Jose, CA 95128, United States -
The Noesis Group - Morgan Stanley
● OpenThe Noesis Group - Morgan Stanley is a leading financial institution located at 225 West Santa Clara Street in San Jose, California, United States. With a strong focus on providing comprehensive financial services, Noesis Group - Morgan Stanley offers expert advice and personalized solutions for individuals, businesses, and institutions. Whether you are looking to invest, plan for retirement, or manage your wealth, their team of experienced professionals is dedicated to helping you achieve your financial goals. Trust Noesis Group - Morgan Stanley to provide you with the expertise and resources you need to secure your financial future.
225 W Santa Clara St Suite 900, San Jose, CA 95113, United States -
Advanced Financial Network
● OpenAdvanced Financial Network is a leading institution specializing in accounting and finance services. Located at 3750 McKee Road in San Jose, California, this institution offers expertise in financial management, tax preparation, and investment strategies. With a team of experienced professionals, Advanced Financial Network provides personalized solutions to help clients achieve their financial goals. Whether you are an individual looking for tax assistance or a business in need of financial planning, this institution is dedicated to providing top-notch service and expertise.
3750 McKee Rd B, San Jose, CA 95127, United States -
Bank of America Financial Center
● ClosedThe 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.
5615 Snell Ave, San Jose, CA 95123, United States -
E & D Bookkeeping & Tax Services
● OpenE & D Bookkeeping & Tax Services is a reputable accounting and finance institution located at 72 George Street in San Jose, California, United States. With years of experience in the industry, our team of experts is dedicated to providing top-notch bookkeeping and tax services to individuals and businesses alike. Whether you need help with managing your finances or filing your taxes, we are here to assist you every step of the way. Trust E & D Bookkeeping & Tax Services to handle all your accounting needs with professionalism and expertise.
72 George St, San Jose, CA 95110, United States -
Ryan J. Seay - Morgan Stanley
● OpenRyan 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.
225 W Santa Clara St Suite 900, San Jose, CA 95113, United States -
Mark C. Lianides CPA
● ClosedMark C. Lianides CPA is a reputable accounting and finance institution located in San Jose, California. With a focus on providing top-notch financial services, they offer expert guidance and support to individuals and businesses in managing their finances effectively. The team at Mark C. Lianides CPA is dedicated to helping clients achieve their financial goals through personalized solutions and professional expertise. Located at 7280 Blue Hill Drive, this institution is a trusted partner for all accounting and finance needs in the San Jose area.
7280 Blue Hill Dr UNIT 6, San Jose, CA 95129, United States -
Paddock's Bookkeeping & Tax Service
● ClosedPaddock's Bookkeeping & Tax Service is a reputable accounting and finance institution located at 3550 Stevens Creek Boulevard in San Jose, California, United States. With years of experience in providing top-notch bookkeeping and tax services, our team of professionals is dedicated to helping individuals and businesses manage their finances efficiently. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Paddock's Bookkeeping & Tax Service is here to help. Trust us to handle all your accounting needs with precision and expertise.
3550 Stevens Creek Blvd UNIT 320, San Jose, CA 95117, United States -
Behrooz Farahmandi CPA
● ClosedBehrooz Farahmandi CPA is a reputable accounting and finance institution located at 4100 Moorpark Avenue in San Jose, California, United States. With years of experience in the industry, they offer a wide range of services to help individuals and businesses manage their finances effectively. Whether you need help with tax preparation, financial planning, or bookkeeping, their team of professionals is dedicated to providing top-notch service and personalized solutions. Trust Behrooz Farahmandi CPA to handle all your financial needs with professionalism and expertise.
4100 Moorpark Ave #109, San Jose, CA 95117, United States -
Potentia Tax
● ClosedPotentia Tax, located at 1226 Lincoln Avenue in San Jose, California, is a finance institution dedicated to providing tailored tax solutions for individuals and businesses with a net worth of $2 million or more. Our team of CPA’s, tax preparers, and financial professionals work holistically to minimize tax implications and optimize financial landscapes through strategic tax planning. We specialize in crafting personalized tax plans that go beyond compliance to maximize asset growth and minimize liabilities. Our services include comprehensive tax planning for high-net-worth individuals, alternative minimum tax planning, multistate tax planning, estate and trust planning, and strategic tax planning for businesses.
1226 Lincoln Ave # 110, San Jose, CA 95125, United States -
JM Associates
● ClosedJM Associates is a reputable accounting and finance institution located at 1648 Alum Rock Avenue in the bustling city of San Jose, California, United States. Our team of experienced professionals provides a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, and financial planning. With a commitment to excellence and personalized service, JM Associates is dedicated to helping our clients achieve their financial goals. Contact us today to schedule a consultation and see how we can assist you with your financial needs.
1648 Alum Rock Ave Suite C, San Jose, CA 95116, United States -
Do Le & Co
● OpenDo Le & Co is a reputable accounting and finance institution located at 2150 Ringwood Avenue in San Jose, California. Our team of experienced professionals offers a wide range of services to help individuals and businesses navigate the complexities of financial management. Whether you need assistance with tax preparation, bookkeeping, or financial planning, our dedicated staff is here to provide expert guidance and support. Trust Do Le & Co to help you achieve your financial goals with precision and expertise.
2150 Ringwood Ave, San Jose, CA 95131, United States -
H&R Block
● ClosedH&R Block is a well-known accounting and finance institution located at 2232 Alum Rock Avenue in San Jose, California, United States. With a reputation for providing expert tax preparation and financial services, H&R Block offers a range of services to help individuals and businesses manage their finances effectively. Whether you need help with tax filing, financial planning, or other accounting needs, the professionals at H&R Block are here to assist you. Trust in their expertise and experience to help you navigate the complexities of the financial world.
2232 Alum Rock Ave Ste 2, San Jose, CA 95116, United States -
Umali Construction
● ClosedUmali Construction is a versatile institution located at 5887 Pala Mesa Drive in San Jose, California, offering a range of services including electrical work, general contracting, plumbing, and home goods. Whether you're looking to renovate your home, fix a leaky faucet, or update your living space with new decor, Umali Construction has the expertise and resources to meet your needs. With a team of skilled professionals and a dedication to quality craftsmanship, you can trust Umali Construction to deliver exceptional results for all your home improvement projects.
5887 Pala Mesa Dr, San Jose, CA 95123, United States -
Savvy Tax and Bookkeeping
● ClosedSavvy Tax and Bookkeeping is a trusted finance and real estate agency located at 1038 Leigh Avenue in San Jose, California. Our team of experienced professionals is dedicated to providing top-notch tax and bookkeeping services to individuals and businesses alike. Whether you need help with filing your taxes accurately or managing your financial records efficiently, we are here to assist you every step of the way. Visit us today to experience our expertise and personalized service firsthand.
1038 Leigh Ave #218, San Jose, CA 95126, United States -
Sharon Galat, EA, MS TAX
● ClosedSharon Galat, EA, MS TAX is a reputable institution specializing in accounting and finance services located at 1054 South De Anza Boulevard in San Jose, California, United States. With expertise in tax preparation and financial planning, the institution offers top-notch services to individuals and businesses seeking professional guidance in managing their finances. Sharon Galat, EA, MS TAX is committed to providing personalized solutions to help clients achieve their financial goals and maximize their tax savings. Trustworthy and experienced, Sharon Galat and her team are dedicated to delivering exceptional service and ensuring client satisfaction.
1054 S De Anza Blvd, San Jose, CA 95129, United States -
Chavan & Associates LLP
● ClosedChavan & 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.
1475 Saratoga Ave, San Jose, CA 95129, United States -
Tax Magic Inc
● ClosedTax Magic Inc, located at 4100 Monterey Street in San Jose, California, is a professional accounting and finance institution that caters to the specific needs of your business. Specializing in a wide range of tax filing services, from corporate to individual and sales to payroll taxes, Tax Magic ensures that your taxes are filed accurately and on time. In addition to tax services, Tax Magic also offers bookkeeping and payroll services for small and large companies, taking the stress out of managing your finances. Their team focuses on understanding your goals and providing personalized recommendations to tailor your financial plan to your needs.
4100 Monterey Hwy #116, San Jose, CA 95111, United States -
LP Business Solutions
● OpenLP Business Solutions is a leading accounting and finance institution located at 715 North First Street in San Jose, California. With a team of experienced professionals, we offer a wide range of services to help businesses manage their financial needs effectively. Our expertise includes financial analysis, tax preparation, bookkeeping, and financial planning. Whether you are a small business owner or a large corporation, LP Business Solutions is dedicated to providing personalized and reliable solutions to help you achieve your financial goals. Contact us today to learn more about how we can support your business.
715 N First St #23, San Jose, CA 95112, United States -
Weaver Tax Services
● OpenWeaver Tax Services is a reputable accounting and finance institution located at 1530 Alum Rock Avenue in San Jose, California, United States. With a team of experienced professionals, Weaver Tax Services provides a wide range of tax services to individuals and businesses, ensuring accurate and efficient financial management. Whether you need help with tax preparation, bookkeeping, or financial planning, Weaver Tax Services is dedicated to providing top-notch service and expertise to meet your needs. Contact us today to schedule a consultation and take control of your financial future.
1530 Alum Rock Ave, San Jose, CA 95116, United States
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