Personal financial consulting in Mountain View, California
33 results found
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U.S. Bancorp Investments - Financial Advisors: David T Lee
● ClosedU.S. Bancorp Investments - Financial Advisors: David T Lee is a finance institution located at 1570 Grant Road in Mountain View, California, United States. With a team of knowledgeable and experienced financial advisors led by David T Lee, they provide personalized investment services to help clients achieve their financial goals. From retirement planning to wealth management, U.S. Bancorp Investments offers a wide range of services to meet the diverse needs of their clients. Trustworthy, reliable, and dedicated, they are committed to providing top-notch financial advice and guidance to help clients secure their financial future.
1570 Grant Rd, Mountain View, CA 94040, United States -
Phester Consult
● ClosedPhester Consult is a reputable finance institution located at 1379 North Shoreline Boulevard in Mountain View, California. Our team of experienced financial consultants is dedicated to providing expert advice and personalized solutions to help our clients achieve their financial goals. Whether you are looking to invest, save for the future, or secure a loan, Phester Consult is here to help. Visit us today to learn more about our services and how we can assist you in managing your finances effectively.
1379 N Shoreline Blvd, Mountain View, CA 94043, United States -
Mountain View Financial
● ClosedMountain View Financial is a trusted finance institution located at 7863 La Mesa Boulevard in the vibrant city of La Mesa, California. We provide a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized and efficient service to our clients. Whether you are looking for investment advice, mortgage solutions, or retirement planning, Mountain View Financial is here to help. Visit us today to experience the difference that our expertise and dedication can make in your financial future.
7863 La Mesa Blvd #202la, La Mesa, CA 91942, United States -
Edward Jones - Financial Advisor: Murthy Nyayapati, AAMS™|CRPC™
● OpenEdward Jones - Financial Advisor: Murthy Nyayapati, AAMS™|CRPC™ is a reputable finance institution located at 1045 West El Camino Real in Mountain View, California, United States. As a dedicated financial advisor, Murthy Nyayapati holds the prestigious designations of AAMS™ and CRPC™, showcasing his expertise in asset management and retirement planning. With a commitment to providing personalized financial solutions, Edward Jones offers a wide range of services to help clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Murthy Nyayapati and his team are here to guide you every step of the way.
1045 W El Camino Real Suite C, Mountain View, CA 94040, United States -
Edward Jones - Financial Advisor: Mandy Andrei, CFP®|AAMS™
● ClosedEdward Jones - Financial Advisor: Mandy Andrei, CFP®|AAMS™ is a reputable finance institution located at 1045 West El Camino Real in Mountain View, California. Mandy Andrei, a Certified Financial Planner and Accredited Asset Management Specialist, provides personalized financial advice and solutions to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, Mandy Andrei and Edward Jones strive to help individuals and families navigate the complexities of financial planning and investment management. Visit their office in Mountain View for expert financial guidance and support.
1045 W El Camino Real Suite C, Mountain View, CA 94040, United States -
Merrill Investment & Retirement Financial Center
● ClosedThe Merrill Investment & Retirement Financial Center is located at 444 Castro Street in Mountain View, California, United States. As a finance institution, we have a team of Merrill Financial Solutions Advisors ready to help you turn your ambitions into action. Our advisors can assist you in pursuing your financial goals and planning for what matters most to you. Whether you prefer in-person meetings or virtual consultations, we are here to provide personalized advice and guidance tailored to your needs. Please note that by searching for an advisor's name or our parent company, "Merrill Lynch," you will be redirected to FINRA's BrokerCheck. It is important to understand that investing in securities involves risks, and there is always the potential of losing money. Our goal is to provide you with information about products and services that may be of interest to you, and our team is dedicated to helping you navigate the complexities of the financial world.
444 Castro St, Mountain View, CA 94041, United States -
Bernd Brokerage
● OpenBernd Brokerage is a prestigious real estate agency located at 932 D Street in Ramona, California, United States. Nestled in the serene San Diego mountains, this property offers a tranquil retreat with awe-inspiring panoramic vistas of the western mountains. The home features a lavish entrance, generously sized kitchen with a dining area, and a walk-in pantry with a glass viewing door. Outside, various seating areas, a fire pit, and an in-ground pool with a jacuzzi offer a perfect setting for relaxation and entertainment. The master bedroom showcases stunning views and a spacious private bathroom. With three bedrooms that can serve versatile purposes, this residence caters to those seeking a simple, spacious, country-style home with breathtaking views. Additionally, the property offers a luxurious living experience in a desirable complex with a spacious condo featuring three oversized bedrooms, each with its own attached full bathroom. The mountain oasis in Ramona features a stunning 4 bedroom, 2.5 bathroom home with laminate flooring, an open floor plan, and owned solar panels. The property sits on a sprawling 2.07-acre lot with endless possibilities for outdoor enthusiasts. Lastly, a meticulously maintained 1.32-acre property in the heart of Ramona offers all usable land, RV storage, a barn, and a farmhouse style house with an updated kitchen and vaulted ceilings. This property is walking distance to schools and offers the best seats in town to watch the Ramona fireworks. Welcome to your dream home at Bernd Brokerage!
932 D St Suite 5, Ramona, CA 92065, United States -
Nova IVF
● ClosedNova IVF, located at 2500 Hospital Drive in Mountain View, California, is a leading fertility clinic offering personalized care and individualized IVF protocols. Led by renowned specialists Dr. Richard J. Schmidt and Dr. Meera Shah, Nova IVF has been serving the Bay area since 1987. The clinic is known for its compassionate and supportive staff who go above and beyond to help patients achieve their dreams of starting a family. With a state-of-the-art In Vitro Fertilization Lab and a focus on individualized treatment plans, Nova IVF has maintained a high success rate over the years.
2500 Hospital Dr Building 7, Mountain View, CA 94040, United States -
JRG Insurance and Tax Services L.L.C.
● ClosedJRG Insurance and Tax Services L.L.C. is a reputable finance and insurance agency located at 1923 Latham Street in Mountain View, California. Our dedicated team of professionals is committed to providing top-notch insurance and tax services to individuals and businesses in the local community. With a focus on customer satisfaction and personalized solutions, we strive to help our clients navigate the complexities of insurance and taxation with ease. Visit us today at our convenient location to discuss your financial needs and let us help you secure your future.
1923 Latham St, Mountain View, CA 94040, United States -
Gurbinder Mavi - State Farm Insurance Agent
● ClosedGurbinder Mavi - State Farm Insurance Agent is an insurance agency located at 20395 Pacifica Drive in Cupertino, California, United States. In March, as many people head out on spring break and hit the road, it's the perfect time to ensure you have the right auto insurance coverage. The agency specializes in making insurance easy to understand and offers assistance to customers with setting up a simple plan of protection through all phases of life. The agency covers all of California and has recently expanded to include Arizona as well. They offer lower costs and award-winning service in a modern office setting. Whether you are relocating to California or simply looking for a new insurance relationship, Gurbinder Mavi - State Farm Insurance Agent is here to help. They can assist with transferring policies from other States to California and provide support with all auto, home, renters, and personal liability umbrella changes for your move. The office is situated in the heart of Silicon Valley in Mountain View. To get an auto quote, customers can call, text, or visit the office as online quoting is not available at this time. The agency's team is dedicated to helping policyholders achieve their financial goals and manage the risks of everyday life. They offer a range of insurance products to protect against the unexpected and help maximize efficiency of money. The mission of State Farm is to help people manage risks, recover from the unexpected, and realize their dreams. The agency is ready to start coverage at the time of your call and offers renters and auto insurance online. The team at Gurbinder Mavi - State Farm Insurance Agent includes experienced professionals like Catee, who has 5 years of State Farm experience and 12 years of insurance experience, and Blair, who is licensed in Property & Casualty Insurance. The agency also offers guidance on topics like drunk driving, selling a car privately, disability insurance, and more. If you have any questions or need assistance with insurance, the team at Gurbinder Mavi - State Farm Insurance Agent is ready to help.
20395 Pacifica Dr STE 108, Cupertino, CA 95014, United States -
Jeny Villarroel - State Farm Insurance Agent
● ClosedJeny Villarroel - State Farm Insurance Agent is a modern insurance agency located at 965 E Yosemite Ave, Manteca, California, United States. With the Covid-19 changes to shelter in place, they offer virtual State Farm Office services 24/7 for your convenience, scheduling virtual consultations. They provide personalized insurance for all of California with a focus on protecting your family from the unexpected, backed by State Farm's financial stability. In addition to their insurance services, Jeny Villarroel is passionate about giving back to the community, volunteering to teach financial literacy classes to adults, supporting individuals with disabilities, and volunteering with the San Jose Jazz festival. They strive to be heroes and good neighbors, always there for you when you need them the most.
965 E Yosemite Ave Ste 23D, Manteca, CA 95336, United States -
Farmers Insurance - Elena Goldin
● ClosedFarmers Insurance - Elena Goldin is an insurance agency located at 1901 Old Middlefield Way, Mountain View, California, United States. As your local Farmers® agent in Mountain View, CA, Elena Goldin helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, or more, Elena provides personalized and straightforward assistance to make you smarter about insurance. With over 80 years of experience, Farmers Insurance offers comprehensive coverage options and competitive rates with multi-line insurance discounts. From protecting your home to ensuring financial support for your loved ones with life insurance, Elena Goldin can help you create a solid financial plan. Additionally, Farmers Insurance offers Personal Umbrella insurance policies for added coverage above and beyond liability limits. For those in California, Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, and other affiliated insurers provide various insurance options. Securities are offered through Farmers Financial Solutions, LLC, with each insurer having sole financial responsibility for its own insurance policies. Contact Elena Goldin at Farmers Insurance for personalized insurance solutions tailored to your needs.
1901 Old Middlefield Way #12, Mountain View, CA 94043, United States -
Rockefeller Capital Management
● OpenRockefeller Capital Management, located at 2570 West El Camino Real in Mountain View, California, is a prestigious finance institution that has been serving families, individuals, institutional investors, and corporations for over seven generations. With a commitment to innovation and excellence, Rockefeller Capital Management offers individualized wealth management services guided by the principles that have shaped the Rockefeller family legacy for more than 140 years. The institution provides independent, strategic business advice and guidance for private and public companies through a team of senior investment bankers known for their integrity and expertise. Rockefeller Capital Management is dedicated to delivering the future of financial services to its clients, drawing on its historic success and unique approach to investment management.
2570 W El Camino Real #600, Mountain View, CA 94040, United States -
Darryl H Ng - Morgan Stanley
● OpenDarryl H Ng - Morgan Stanley is a reputable financial institution located at 650 Castro Street in Mountain View, California, United States. With a strong presence in the finance industry, the institution offers a wide range of financial services and expertise to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized financial solutions and guidance to individuals, families, and businesses. Whether you are looking to invest, plan for retirement, or manage your wealth, Darryl H Ng - Morgan Stanley is committed to helping you navigate the complex world of finance with confidence and peace of mind.
650 Castro St UNIT 105, Mountain View, CA 94041, United States -
Keng/ Teng Group - Morgan Stanley
● OpenThe Keng/Teng Group at Morgan Stanley is a leading financial institution located at 650 Castro Street in Mountain View, California. As part of the renowned Morgan Stanley brand, the Keng/Teng Group offers a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, the institution is dedicated to providing personalized solutions and expert advice to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, the Keng/Teng Group at Morgan Stanley is here to help. Visit us today to learn more about how we can assist you in managing your finances effectively.
650 Castro St UNIT 105, Mountain View, CA 94041, United States -
Wealth Management Associate - U.S. Bancorp Investments: Markjohn Tobias
● ClosedWealth Management Associate at U.S. Bancorp Investments, Markjohn Tobias, offers expert financial guidance and investment strategies to clients in Mountain View, California. Located at 1570 Grant Road, this finance institution provides personalized wealth management services tailored to individual goals and needs. With a focus on building and preserving wealth, Markjohn Tobias helps clients navigate the complexities of the financial markets and achieve their long-term financial objectives.
1570 Grant Rd, Mountain View, CA 94040, United States -
Waverley Wealth Management
● ClosedWaverley Wealth Management is a premier financial institution located at 2570 West El Camino Real in Mountain View, California. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or protect your assets, Waverley Wealth Management offers personalized solutions tailored to meet your unique needs. Trust us to provide expert guidance and support as you navigate the complex world of finance. Visit us today to start building a solid financial foundation for tomorrow.
2570 W El Camino Real Suite 200, Mountain View, CA 94040, United States -
Wealth Architects
● ClosedWealth Architects is a leading finance institution located at 800 West El Camino Real in Mountain View, California, United States. Our team of experienced financial experts specializes in creating personalized wealth management strategies tailored to meet the unique needs and goals of each client. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Wealth Architects is dedicated to helping you achieve financial success. Contact us today to schedule a consultation and start building your financial future with confidence.
800 W El Camino Real #201, Mountain View, CA 94040, United States -
U.S. Bank – Wealth Management Banker: Michael Truong
● ClosedU.S. Bank's Wealth Management Banker, Michael Truong, is dedicated to helping clients in Mountain View, California, achieve their financial goals. With a focus on personalized service and tailored financial solutions, Michael works closely with individuals and families to create comprehensive wealth management plans. Located at 1570 Grant Road, U.S. Bank offers a range of financial services to help clients grow and protect their assets for the future. Trust Michael Truong and U.S. Bank to provide expert guidance and support for all your wealth management needs.
1570 Grant Rd, Mountain View, CA 94040, United States -
Apex Tax Advisory LLC
● ClosedApex Tax Advisory LLC is a finance institution located at 2665 Marine Way in Mountain View, California, United States. Specializing in tax advisory services, they provide expert guidance and support to individuals and businesses seeking to navigate the complexities of tax laws and regulations. With a team of experienced professionals, Apex Tax Advisory LLC offers personalized solutions to help clients maximize their financial success and minimize their tax liabilities. Whether you are looking for strategic tax planning or assistance with IRS audits, Apex Tax Advisory LLC is dedicated to helping you achieve your financial goals.
2665 Marine Way Suite 1110, Mountain View, CA 94043, United States -
Vita Planning Group Investment
● ClosedVita Planning Group Investment is a finance institution located at 900 North Shoreline Boulevard in Mountain View, California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their investment goals and plan for a secure financial future. Whether you are looking to grow your wealth, save for retirement, or protect your assets, Vita Planning Group Investment offers personalized investment strategies and expert guidance to help you make informed decisions. Contact us today to schedule a consultation and take the first step towards financial success.
900 N Shoreline Blvd, Mountain View, CA 94043, United States -
Daniel Ciesla, CPA Tax Services
● ClosedDaniel Ciesla, CPA Tax Services is a reputable accounting and finance institution located at 2268 El Paso Street in Ramona, California. Specializing in virtual tax preparation and financial services, we are dedicated to helping individuals and small businesses navigate the complexities of taxes. At Daniel Ciesla, CPA Tax Services, we prioritize building strong relationships with our clients, viewing each partnership as essential to mutual success. Our team provides personalized attention and expertise, drawing on years of training, experience, and financial knowledge. Services offered include income tax preparation, IRS and state audit representation, payroll reporting, QuickBooks® support, business startup assistance, bookkeeping, and financial statement preparation.
2268 El Paso St, Ramona, CA 92065, United States -
Stanford Young
● OpenStanford Young is a finance institution located at 2570 West El Camino Real in Mountain View, California. Our team is dedicated to providing personalized financial solutions to meet the individual needs of each client at every stage of wealth accumulation. From managing day-to-day finances to creating long-term investment strategies, we are here to empower your decision making with expert guidance. Our comprehensive suite of services includes tailored investment strategies, fiduciary oversight, and holistic financial planning for individuals and institutions. As an extension of your team, we strive to create an unbroken chain of objective, relevant advice to ensure stability for today and your family's future. Through our curated Rockefeller Lifestyle Advisory partners, we offer exclusive experiences and concierge services to help you focus on what matters most. With a focus on building trust and providing honest opinions, we are committed to helping you achieve your financial goals and leave a lasting legacy for yourself and your family. Visit us today to learn more about how we can help you navigate the complexities of wealth management and financial planning.
2570 W El Camino Real, Mountain View, CA 94040, United States -
Zheng Yu
● OpenZheng Yu is a finance institution located at 2570 West El Camino Real in Mountain View, California, United States. Our dedicated team is committed to meeting the dynamic needs of each client, providing personalized solutions at every stage of wealth accumulation. We offer expert guidance to empower your decision making, ensuring stability for today and your family's future. Our services include seamless financial management, bespoke investment strategies, and access to a full suite of financial solutions. As an extension of your team, we review your full financial picture and provide objective, holistic advice to help you achieve your financial objectives. Through our curated Rockefeller Lifestyle Advisory partners, we offer exclusive experiences and concierge services so you can focus on what matters most to you. Trust Zheng Yu for comprehensive financial planning solutions tailored to individuals and institutions.
2570 W El Camino Real, Mountain View, CA 94040, United States -
Michael Kissinger - Kingsview Partners
● ClosedMichael Kissinger - Kingsview Partners is a reputable finance institution located at 2570 West El Camino Real in Mountain View, California, United States. With a focus on providing top-notch financial services, they cater to individuals and businesses looking for expert advice and guidance in managing their investments and finances. Their team of experienced professionals 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 navigate complex financial markets, Michael Kissinger - Kingsview Partners is committed to providing personalized solutions tailored to your specific needs.
2570 W El Camino Real Suite 210, Mountain View, CA 94040, United States -
Aspiriant Wealth Management
● ClosedAspiriant Wealth Management is a leading independent finance institution located at 2570 West El Camino Real in Mountain View, California, United States. We specialize in empowering forward-thinking families to live their dreams and create a lasting legacy. Our team of talented and passionate professionals, including firm owners, are dedicated to providing a tax-conscious wealth management strategy rooted in accounting principles. At Aspiriant, we take a meticulous and thoughtful approach to crafting personalized financial plans that align with your goals and dreams. Our globally diversified, value-oriented investment strategy aims to provide a sense of calm and stability while helping you achieve long-term financial success. We offer ongoing counsel, discipline, and communication to ensure your financial plan evolves with your life transitions.
2570 W El Camino Real #520, Mountain View, CA 94040, United States -
Beacon Wealth Advisory
● ClosedBeacon Wealth Advisory is a top-rated financial institution located in Mountain View, California. Our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored financial solutions, Beacon Wealth Advisory offers a wide range of services including wealth management, retirement planning, investment strategies, and more. Visit us at 800 West El Camino Real to see how we can help you reach your financial goals.
800 W El Camino Real Suite 180 A, Mountain View, CA 94040, United States -
Bonnie Li Accounting and Tax Service, LLP
● ClosedBonnie Li Accounting and Tax Service, LLP is a trusted institution located in Mountain View, California, United States. Specializing in accounting and finance services, our team of professionals is dedicated to providing top-notch assistance to individuals and businesses alike. With a focus on accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and financial planning. Visit us at 800 West El Camino Real for personalized and reliable accounting solutions.
800 W El Camino Real #180, Mountain View, CA 94040, United States -
H&R Block
● ClosedH&R Block is a well-established accounting and finance institution located at 1774 Miramonte Avenue in Mountain View, California, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking for assistance with your personal finances or a business in need of expert accounting services, H&R Block is dedicated to providing top-notch financial solutions tailored to meet your specific needs. Trust H&R Block to help you navigate the complexities of taxes and finances with ease and confidence.
1774 Miramonte Ave v, Mountain View, CA 94040, United States -
Eaglehead Tax Services
● ClosedEaglehead Tax Services, located at 1870 Mountain View Avenue in Loma Linda, California, is a leading institution in the field of accounting and finance. Our services range from bookkeeping to tax preparation, helping businesses of all sizes stay compliant and financially organized. Whether you need assistance with personal, business, or corporate taxes, our knowledgeable team is here to assist you. In addition to tax services, we also offer a range of financial services including payroll management, financial planning, and advice on capital fundraising. Our team can help you make informed decisions for your business, whether you are planning for growth, mergers, or acquisitions.
1870 Mountain View Ave # 10, Loma Linda, CA 92354, United States
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