Management strategy development in San Jose, CA
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San Jose Trading Company, Inc.
● ClosedSan Jose Trading Company, Inc. is a reputable car repair and store located at 1945 Lundy Avenue in San Jose, California. With a team of skilled technicians and a wide range of automotive products, we provide top-notch repair services and quality products to our customers. Whether you need a simple tune-up or a major repair, our experienced staff is dedicated to ensuring your vehicle is in top condition. Visit us today for all your car repair and automotive needs.
1945 Lundy Ave, San Jose, CA 95131, United States -
Impact Wealth Management | Alan K Williamson, ChFC
● ClosedImpact Wealth Management, led by Alan K Williamson, ChFC, is a trusted financial institution located at 6120 Hellyer Avenue in San Jose, California. With a focus on providing personalized financial planning and investment solutions, Impact Wealth Management is dedicated to helping clients achieve their financial goals and secure their financial future. With a strong emphasis on integrity and professionalism, Alan K Williamson and his team work closely with each client to develop tailored strategies that align with their unique needs and aspirations. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Impact Wealth Management is committed to delivering expert guidance and exceptional service every step of the way.
6120 Hellyer Ave #100, San Jose, CA 95138, United States -
Kenneth Hua Inc
● OpenKenneth Hua Inc is a reputable dental institution located at 2573 North First Street in San Jose, California. Our team of skilled professionals is dedicated to providing top-quality dental care to our patients. With a focus on oral health and overall well-being, we offer a wide range of services including cleanings, fillings, extractions, and cosmetic procedures. Our modern facility is equipped with state-of-the-art technology to ensure the best possible treatment for our patients. Visit Kenneth Hua Inc for a personalized and comfortable dental experience.
2573 N First St, San Jose, CA 95131, United States -
Bothwell Corp
● ClosedBothwell Corp is a highly reputable electrician and general contractor located in San Jose, California. With a prime location at 1590 Industrial Avenue, they offer a wide range of services for both residential and commercial clients. Their team of skilled professionals is dedicated to providing top-quality workmanship and exceptional customer service. Whether you need electrical repairs, installations, or general contracting services, Bothwell Corp is the go-to choice in the San Jose area. Contact them today for all your electrical and construction needs.
1590 Industrial Ave, San Jose, CA 95112, United States -
JEI Corporate Services
● ClosedJEI Corporate Services is a leading furniture and home goods store located at 675 Brennan Street in San Jose, California. Our store offers a wide selection of high-quality furniture pieces, home decor items, and accessories to help you create the perfect living space. Whether you are looking to furnish your home or office, our experienced staff is dedicated to providing exceptional customer service and helping you find the perfect pieces to suit your style and budget. Visit JEI Corporate Services today to discover the latest trends in home furnishings and decor.
675 Brennan St, San Jose, CA 95131, United States -
The Pakneshan Firm
● ClosedThe Pakneshan Firm is a premier criminal and DUI law firm located at 50 California Street in San Francisco, California. Led by former Deputy District Attorney Pezhman Pakneshan, the firm is dedicated to providing clients with the highest quality legal representation in state and federal criminal and administrative matters. With experience handling cases in various counties in the Bay Area, The Pakneshan Firm has the expertise and resources to handle all phases of your case. Specializing in DUI defense, Mr. Pakneshan has prosecuted thousands of cases and received extensive training in all aspects of DUI cases. Clients have praised his intelligence, knowledge, and professionalism, recommending him for criminal defense matters.
50 California St #1500, San Francisco, CA 94111, United States -
Nopar & Associates
● ClosedNopar & Associates, located at 530 Lytton Avenue in Palo Alto, California, is a prominent institution offering legal services in business and real estate law. With over 35 years of experience, our team of skilled Silicon Valley business lawyers and real estate attorneys have served clients throughout the San Francisco Bay Area, including Palo Alto, Menlo Park, Woodside, Atherton, San Jose, Los Altos, Saratoga, Los Gatos, and beyond. Our firm has achieved an AV-Preeminent rating under Martindale-Hubbell's peer review system, showcasing our attorneys' high level of professional skill and integrity. Alan Nopar, our managing attorney, has been recognized as a Northern California Super Lawyer for multiple years, highlighting our commitment to excellence.
530 Lytton Ave # 200, Palo Alto, CA 94301, United States -
Helen Masamori Agency
● OpenHelen Masamori Agency is an insurance agency located at 2 North 33rd Street, San Jose, California, United States. We specialize in providing customized insurance solutions for both individuals and businesses. Our comprehensive coverage is designed to protect your biggest investments and support your business every step of the way. At Helen Masamori Insurance Agency, we prioritize people over policies. Our mission is to offer personalized insurance solutions that provide peace of mind for your personal and business needs. With a legacy of trust and expertise, we are dedicated to protecting what matters most to you.
2 N 33rd St, San Jose, CA 95116, United States -
Willow Glen Psychiatry For Men | Dr. Michael Quach, MD
● OpenWillow Glen Psychiatry For Men, led by Dr. Michael Quach, MD, is a premier mental health institution located at 1685 Westwood Drive in San Jose, California. Dr. Quach, a board-certified psychiatrist with over 20 years of experience, specializes in providing high-quality and effective mental health treatment exclusively for men. He offers a private, confidential, and professional space where men can seek better mood stability, emotional balance, and more meaning in their lives. Dr. Quach's expertise in men's emotional and psychiatric disorders allows him to provide invaluable insight into the complex biological, psychological, social, emotional, and cultural issues affecting men today. His treatment methods include Solution-Focused Therapy, Cognitive Behavioral Therapy (CBT), Psychodynamic Therapy, Supportive Therapy, and Existential Therapy, aimed at helping patients develop effective coping strategies to improve their overall level of functioning.
1685 Westwood Dr #11, San Jose, CA 95125, United States -
ROOPA KYATHANAHALLY SIDDABASAPPA
● OpenROOPA KYATHANAHALLY SIDDABASAPPA is a reputable health institution located at 250 Hospital Parkway in San Jose, California, United States. Specializing in providing top-quality medical care and services, this institution is led by a team of dedicated doctors and healthcare professionals. Patients can expect personalized and compassionate care at ROOPA KYATHANAHALLY SIDDABASAPPA, ensuring their health and well-being is always a top priority.
250 Hospital Pkwy, San Jose, CA 951191103, United States -
Mary Ann Vigilanti EDD
● OpenMary Ann Vigilanti EDD is a renowned health institution located in San Jose, California, United States. Specializing in providing expert care and support to individuals seeking to improve their overall well-being and achieve optimal health. With a focus on holistic approaches to wellness, the institution offers a range of services and programs designed to address the physical, mental, and emotional needs of each patient. Led by Dr. Mary Ann Vigilanti, EDD, a highly skilled and compassionate healthcare professional, the institution is dedicated to helping individuals live their best lives through personalized care and treatment plans. Whether you are seeking help with managing a chronic condition, improving your mental health, or simply looking to enhance your overall wellness, Mary Ann Vigilanti EDD is here to support you on your journey to better health.
San Jose, CA 95125, United States -
Merrill Lynch Financial Advisor Behrooz Ighani
● ClosedMerrill 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.
560 S Winchester Blvd, San Jose, CA 95128, United States -
Merrill Lynch Financial Advisor Elaine Zhang
● ClosedMerrill Lynch Financial Advisor Elaine Zhang is a finance institution located at 50 West San Fernando Street, San Jose, California, United States. Elaine Zhang specializes in managing wealth by creating personalized strategies tailored to individual financial goals. By offering access to Merrill's investment insights and Bank of America's banking solutions, Elaine helps clients pursue their financial objectives while managing investment risks. With a focus on building strong client relationships based on trust and personalized service, Elaine and her team are dedicated to helping clients achieve financial success. Through the Merrill Personal Wealth Analysis™, clients can develop a personalized plan centered on their goals and aspirations. By understanding each client's unique needs and priorities, Elaine works to create a financial approach that reflects their personality and helps them navigate changes in the market and in their lives. As a Chartered Retirement Planning Counselor™, Elaine is committed to providing comprehensive financial solutions to address the evolving needs of her clients. With a focus on personalized investment strategies and access to the latest insights and tips, Merrill Lynch Financial Advisor Elaine Zhang is dedicated to helping clients live their best financial lives.
50 W San Fernando St 16th Floor, San Jose, CA 95113, United States -
Merrill Lynch Financial Advisor Dahn Lincoln
● ClosedMerrill 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.
50 W San Fernando St 16th Floor, San Jose, CA 95113, United States -
Merrill Lynch Financial Advisor Paul J Lukas
● ClosedMerrill Lynch Financial Advisor Paul J Lukas is a finance institution located at 50 West San Fernando Street, San Jose, California, United States. Supported by the global resources of Merrill, their team is dedicated to building strong client relationships based on trust and personalized service. Their mission is to understand each client's family, goals, and priorities, adapting to changes over time. By asking thoughtful questions and listening carefully, they aim to create personalized plans to help clients pursue financial goals while managing investment risk. They believe in a goal-focused financial approach that turns aspirations into reality. With access to the investment insights of Merrill and banking solutions from Bank of America, they work with clients to develop strategies to address their financial needs. The institution offers the Merrill Personal Wealth Analysis™ to build and document personalized plans centered on goals and achievements. The advisors strive to help clients stay on track, making adjustments to their financial approach as needed. They provide the latest investment insights, tips, and strategies to help clients live their best financial life. The institution is committed to putting clients first, offering a dedicated one-on-one relationship for personalized investment strategies and comprehensive financial solutions. They hold various certifications in financial planning and wealth management, ensuring the highest level of expertise and service.
50 W San Fernando St 16th Floor, San Jose, CA 95113, United States -
Merrill Lynch Financial Advisor Judy Y Klink
● ClosedMerrill Lynch Financial Advisor Judy Y Klink, located at 560 South Winchester Boulevard in San Jose, California, is a finance institution offering personalized wealth management services. With over 25 years of experience in the financial services industry, Judy specializes in creating customized wealth management strategies to help clients achieve their financial goals. She holds a Master's degree in Economics with a focus on Finance and is a CERTIFIED FINANCIAL PLANNER™ professional. Judy takes a comprehensive approach to managing wealth, starting with understanding each client's needs and aspirations. She leverages the investment resources of Merrill and the banking solutions of Bank of America to address all aspects of a client's financial life. Judy is dedicated to providing excellent service and helping clients pursue their financial goals.
560 S Winchester Blvd, San Jose, CA 95128, United States -
Merrill Lynch Financial Advisor Tom Nguyen
● ClosedMerrill Lynch Financial Advisor Tom Nguyen is located at 560 South Winchester Boulevard in San Jose, California, United States. As a finance institution, Tom Nguyen focuses on managing your wealth by creating personalized strategies tailored to your financial goals and priorities. By offering access to investment insights from Merrill and banking solutions from Bank of America, Tom Nguyen helps clients pursue their goals through personalized wealth management strategies. Tom Nguyen believes in building strong relationships with clients, starting with a conversation to understand their aspirations and financial needs. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Tom Nguyen helps clients develop customized financial plans that reflect their unique needs and preferences. With a focus on long-term financial success, Tom Nguyen helps clients navigate changes in life and the financial markets to stay on track towards achieving their goals. As a Certified Financial Planner, Tom Nguyen is dedicated to providing personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.
560 S Winchester Blvd, San Jose, CA 95128, United States -
Merrill Lynch Financial Advisor Vivek V Thoppay
● ClosedMerrill Lynch Financial Advisor Vivek V Thoppay is a finance institution located at 50 West San Fernando Street, San Jose, California, United States. Merrill is proud of their advisors who have received recognition from financial industry publications or directly from Bank of America Corporation. The institution is known for setting the standard for exemplary client service, with accolades such as Forbes “Best-in-State Wealth Management Teams” and Barron's "Top 1,200 Financial Advisors: State-by-State". 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's mission is to understand each client and what matters most to them, in order to design and implement a personalized financial plan to help them pursue their goals while managing investment risk. Through conversations and the Investment Personality Assessment, Merrill works to get to know each client personally and develop a financial approach that reflects their unique needs and priorities. The institution offers a range of financial solutions and strategies to help clients achieve their goals, with a focus on staying on track regardless of market fluctuations. Merrill Lynch Financial Advisor Vivek V Thoppay is dedicated to providing one-on-one guidance and support to help clients live their best financial lives.
50 W San Fernando St 16th Floor, San Jose, CA 95113, United States -
Merrill Lynch Financial Advisor Aaron Grant
● ClosedMerrill Lynch Financial Advisor Aaron Grant is a finance institution located at 50 West San Fernando Street, San Jose, California, United States. Aaron Grant, a dedicated financial advisor, takes a personalized approach to help clients improve, develop, and change their current financial picture. With a high-integrity approach, he listens to clients' goals and priorities to craft strategies that help achieve their desired results. Aaron offers a holistic approach that includes wealth management, investment management, banking services, and more, through Merrill Lynch Wealth Management and Bank of America. Born and raised in San Jose, Aaron is an honors graduate with a degree in business administration and finance. He is passionate about helping people understand their finances and building long-lasting client relationships. By using the Merrill Personal Wealth Analysis™, Aaron can create personalized financial plans centered around clients' goals. He believes in providing a path of clarity and custom-tailored strategies to help clients achieve their financial aspirations. Through the global resources of Merrill, Aaron's team is committed to providing personalized service and building strong client relationships based on trust. Whether clients are planning for retirement, saving for a home, or funding a child's education, Aaron works to understand their goals and priorities to develop a financial approach that aligns with their needs. By utilizing the Investment Personality Assessment, Aaron gains a deeper understanding of clients' investing preferences to customize their financial approach. With access to investment insights from Merrill and banking solutions from Bank of America, Aaron helps clients manage, grow, and preserve their wealth. He regularly reviews clients' goals and financial progress, making adjustments to their financial approach as needed. Aaron's mission is to understand each client's unique financial situation and create a personalized plan to help them pursue their goals while managing investment risk. By staying in tune with clients' changing lives and financial markets, he aims to help clients achieve what matters most to them. Aaron Grant is registered to do business in multiple states, offering personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.
50 W San Fernando St 16th Floor, San Jose, CA 95113, United States -
TOWER ACCOUNTING
● ClosedTower Accounting, located at 3435 Blue Mountain Drive in San Jose, California, is a trusted institution specializing in accounting and finance services. With years of experience, our team provides personalized financial guidance to individuals and businesses in the local community. From basic tax management to in-depth services like audits and financial planning, Tower Accounting is dedicated to helping clients achieve financial success. Our mission is to empower small business owners to understand the financial strength of their companies. By analyzing profit and loss statements and balance sheets, we assist in making strategic decisions to enhance business growth. We prioritize building long-term client relationships, ensuring the integrity of financial records, and developing strategies to tackle the challenges of business planning and execution.
3435 Blue Mountain Dr, San Jose, CA 95127, United States -
Merrill Lynch Financial Advisor Michael D McKay
● ClosedMerrill Lynch Financial Advisor Michael D McKay is a finance institution located at 50 West San Fernando Street, San Jose, California, United States. The Lloyd McKay Wealth Management Group believes in building strong relationships through teamwork and involvement, utilizing the global investment capabilities of Merrill and the banking convenience of Bank of America. The institution aims to be your primary source for financial advice and guidance, valuing dedication and diligence at every step of the financial planning process. The institution believes in starting every relationship with a conversation to identify and prioritize your goals. By utilizing the Investment Personality Assessment, they aim to understand your investing preferences and customize a financial approach to help you pursue your goals. The team at Merrill Lynch Wealth Management Advisors is committed to providing personalized service and building strong client relationships based on trust.
50 W San Fernando St 16th Floor, San Jose, CA 95113, United States -
Merrill Lynch Financial Advisor Brandon Picone
● ClosedMerrill Lynch Financial Advisor Brandon Picone, located at 50 West San Fernando Street, San Jose, California, United States, is a prestigious finance institution supported by the global resources of Merrill. Their team of talented and experienced individuals is dedicated to building strong client relationships based on trust and personalized service. Recognized for their exemplary client service, Merrill advisors strive to understand each client's unique goals and priorities, providing customized financial strategies to meet their short and long-term needs. Through the Investment Personality Assessment and Merrill Personal Wealth Analysis™, clients can work with advisors to develop a personalized plan centered on their goals. With a focus on staying on track and adapting to life changes, Merrill Lynch Wealth Management Advisors are committed to helping clients achieve what's most important to them. By offering a breadth of potential solutions and premier customer service, Merrill aims to provide clients with the tools and resources needed to navigate the complexities of their financial lives.
50 W San Fernando St 16th Floor, 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 -
Merrill Lynch Financial Advisor Graham John Bruce
● ClosedMerrill Lynch Financial Advisor Graham John Bruce is a finance institution located at 560 South Winchester Boulevard, San Jose, California, United States. Supported by the global resources of Merrill, the team at this institution is dedicated to building strong client relationships based on trust and personalized service. Michael, a Financial Advisor at Merrill Lynch Wealth Management, focuses on developing and implementing globally diversified financial strategies customized for high-net-worth individuals, business owners, corporate executives, and technology professionals. With a background in economics and a Chartered Retirement Planning Counselor designation, Michael is committed to delivering exceptional service and always putting the interests of clients first. The institution offers personalized financial planning services to help clients pursue their goals while managing investment risk. With access to the investment insights of Merrill and banking solutions from Bank of America, the team at Merrill Lynch Financial Advisor Graham John Bruce works with clients to develop an approach designed to address their financial needs and goals. By getting to know clients personally and understanding their priorities, the team can create a financial approach that reflects their unique needs and helps them achieve their goals. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Graham John Bruce is committed to helping clients navigate the complexities of their financial lives and pursue their goals.
560 S Winchester Blvd #500, San Jose, CA 95128, United States -
Merrill Lynch Financial Advisor Michael J Burns
● ClosedMerrill Lynch Financial Advisor Michael J Burns is a finance institution located at 560 South Winchester Boulevard, San Jose, California, United States. Supported by the global resources of Merrill, the team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. Michael Burns, a Financial Advisor at Merrill Lynch, focuses on developing and implementing globally diversified, multi-asset class financial strategies customized to meet the specific needs of high-net-worth individuals, business owners, corporate executives, and technology professionals. Michael takes pride in delivering exceptional service and always putting the interests of clients first. He holds the Chartered Retirement Planning Counselor designation and is passionate about economics and financial history. At Merrill Lynch, the team works to understand clients' goals, priorities, and financial situations to design personalized plans to help manage investment risk and pursue financial goals. The institution offers personalized investment strategies and comprehensive financial solutions to help clients achieve their goals and stay on track, regardless of market fluctuations. With a focus on understanding clients' unique needs and priorities, Merrill Lynch Financial Advisor Michael J Burns aims to help clients live their best financial lives.
560 S Winchester Blvd #500, San Jose, CA 95128, 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 Rosario M Oliveri
● ClosedMerrill Lynch Financial Advisor Rosario M Oliveri is a finance institution located at 560 South Winchester Boulevard, San Jose, California, United States. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. Michael Oliveri, a Financial Advisor with Merrill Lynch since 2012, focuses on developing and implementing globally diversified financial strategies customized to meet the specific needs of high-net-worth individuals, business owners, corporate executives, and technology professionals. With a background in Business Management Economics and a Chartered Retirement Planning Counselor designation, Michael is committed to delivering exceptional service and always prioritizing the interests of his clients. The institution believes in understanding each client's goals and priorities to design and implement personalized plans to help manage investment risk and pursue financial goals. Through the Investment Personality Assessment and Merrill Personal Wealth Analysis™, Merrill Lynch aims to provide tailored financial approaches centered on individual goals and preferences. The institution offers comprehensive financial solutions supported by the global resources of Merrill and Bank of America. Whether planning for retirement, buying a home, or funding education, Merrill Lynch Wealth Management Advisors are dedicated to helping clients achieve their financial goals.
560 S Winchester Blvd #500, San Jose, CA 95128, 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 -
Merrill Lynch Financial Advisor Huan "Ruth" Lai
● Closed. Ruth Lai is a financial advisor at Merrill Lynch located at 560 South Winchester Boulevard in San Jose, California. Ruth specializes in working with High Net Worth individuals to help preserve and grow their assets through proactive planning and a disciplined investment process. She focuses on customized portfolio construction, tax minimization strategies, wealth transfer strategies, and philanthropic solutions. Ruth believes in understanding her clients' goals and needs beyond just finance and serves as a gateway to full balance sheet solutions available at Merrill and Bank of America banking services. Her team offers a wide range of services including wealth planning, corporate cash management, executive compensation planning, estate planning strategies, and more. Ruth is a Certified Financial Planner and Chartered Financial Consultant and is dedicated to helping clients achieve their financial goals. With a personalized approach and access to the resources of Merrill Lynch and Bank of America, Ruth works with clients to develop a financial plan tailored to their individual needs and priorities.
560 S Winchester Blvd, San Jose, CA 95128, 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
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