Personalized financial guidance in Los Altos, California

Alto Insurance And Tax Services is a trusted institution located at 8100 California Avenue in South Gate, California. Specializing in accounting, finance, and insurance services, we work with top truck insurance companies to create personalized packages for all your needs. Whether you have questions about insurance or need a free quote, our expert team is here to help. In addition to insurance services, we also offer professional tax preparation services for individuals and businesses. Our IRS-certified tax preparers provide expert guidance on tax planning and consulting to ensure compliance with all required filings and minimize your tax liability within the limits of the law.

Oakhurst Financial is a trusted institution located at 1059 Fremont Avenue in Los Altos, California, specialized in accounting and finance. Our team of experts is dedicated to helping you make informed decisions about your 401(k) investments and investment portfolio. As fiduciaries, we prioritize your best interests and provide personalized investment management services for those who prefer professional guidance. We offer integrated financial services designed to help you achieve financial success, whether you're saving for a home, college tuition, or retirement. Our federally-licensed preparers can assist with tax preparation, planning, and representation in IRS or California FTB audits. At Oakhurst Financial, we do not receive commissions for recommending specific actions, ensuring unbiased advice tailored to your unique financial goals.

Edward Jones - Financial Advisor: Cynthia A Wemyss, CFP®|ChFC® is a reputable finance institution located at 339 South San Antonio Road in Los Altos, California, United States. With a focus on providing personalized financial planning services, Cynthia A Wemyss, a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®), helps clients achieve their financial goals and secure their future. Whether you are looking to invest, plan for retirement, or manage your wealth, Cynthia and her team at Edward Jones are dedicated to providing expert advice and guidance to help you make informed financial decisions.

Kiersten Ligeti & Patricia Karoubi Team - The Agency Los Altos is a premier finance and real estate agency located in Los Altos, California. With a prime location at 161 South San Antonio Road, this dynamic duo offers expert guidance and personalized service to clients looking to buy, sell, or invest in properties in the area. With a wealth of knowledge and experience in the local market, Kiersten Ligeti & Patricia Karoubi are dedicated to helping clients achieve their real estate goals. Whether you are a first-time homebuyer or a seasoned investor, The Agency Los Altos is committed to providing top-notch service and exceptional results.

Gates Pass Advisors is a financial institution located at 280 2nd Street in Los Altos, California, United States. Specializing in financial planning and advising, the team at Gates Pass is dedicated to helping families, particularly women, navigate the complexities of today's financial landscape. Led by K. Esther Szabo, CFP® and CeFT®, and Erik Schei, CFA and CeFT®, Gates Pass offers a unique approach to financial planning that focuses on the individual needs and goals of each client. Unlike traditional brokerage houses, Gates Pass takes a holistic approach to financial planning, encompassing both financial planning and investment management. As fiduciary advisors, they prioritize the best interests of their clients and offer a wide range of investment solutions tailored to each client's specific needs.

Ester Ng is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 164 Main Street in Los Altos, California. With years of experience in the finance industry, Ester provides personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Ester is dedicated to providing expert guidance and support every step of the way. Contact Ester Ng today to schedule a consultation and take control of your financial future.

Longevity Law is a reputable law firm located at 948 Dolores Avenue in Los Altos, California. Specializing in estate planning, elder law, and long-term care planning, our team of experienced lawyers is dedicated to helping clients navigate the complexities of legal issues related to aging and ensuring their long-term well-being. With a focus on personalized service and attention to detail, Longevity Law is committed to providing comprehensive and compassionate legal support to individuals and families in the greater Los Altos area.

Acacia College Admissions Counseling is a leading institution located at 8001 Marcelli Circle in Los Altos, California, United States. Our team of experienced counselors provides expert guidance and support to students seeking admission to colleges and universities. We offer personalized services to help students navigate the complex college admissions process, including assistance with application essays, interviews, and financial aid. At Acacia College Admissions Counseling, we are dedicated to helping students achieve their academic goals and realize their full potential. Contact us today to learn more about how we can help you succeed in your college admissions journey.

The Law Offices of John P. McDonnell is a prestigious institution located at 40 Main Street in Los Altos, California, United States. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to providing top-notch representation and guidance to our clients. With a strong track record of success, we strive to deliver exceptional results and personalized attention to each and every case. Trust in the expertise and dedication of The Law Offices of John P. McDonnell for all your legal and financial needs.

The Student Services Building is a school located at 201 Almond Avenue in Los Altos, California. This institution provides a wide range of services to support students in their academic and personal development. From academic advising and counseling to financial aid assistance and career services, the Student Services Building is dedicated to helping students succeed in their educational journey. With a team of dedicated professionals, this institution aims to create a supportive and inclusive environment where students can thrive and reach their full potential.

DiversiFi Capital is a finance institution located at 1013 El Camino Real in Los Altos, California, United States. Specializing in investment and capital management, DiversiFi Capital offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, DiversiFi Capital is committed to providing personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or secure funding for your business, DiversiFi Capital is here to help you navigate the complex world of finance with confidence.

SCHERTAX is a reputable accounting and finance institution located at 1440 Villa Drive in Los Altos, California, United States. With a team of experienced professionals, SCHERTAX provides a wide range of financial services including tax preparation, financial planning, and bookkeeping. Clients can trust SCHERTAX to provide accurate and reliable financial guidance to help them achieve their financial goals. With a commitment to excellence and personalized service, SCHERTAX is a trusted partner for individuals and businesses seeking expert financial advice.

Tozai Wealth is a finance institution located at 27401 Los Altos in Mission Viejo, California, United States. Specializing in wealth management and financial planning, Tozai Wealth offers a range of services to help clients achieve their financial goals. With a team of experienced professionals, Tozai Wealth provides personalized solutions tailored to each client's unique needs and objectives. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Tozai Wealth is dedicated to helping you secure a stable financial future.

Welcome to Beach Equities, your trusted partner in finance and real estate located in the heart of Long Beach, California. Conveniently situated at 5222 East Los Altos Plaza, our agency is dedicated to serving the vibrant Long Beach community and beyond. Led by the expert duo, Steve Fingerhut and Paige Fingerhut Charnick, Beach Equities brings a wealth of experience and personalized service to each client. Whether you are buying, selling, or investing in property, our team is committed to guiding you through every step of the process with integrity and professionalism. We pride ourselves on our deep understanding of the local market and our ability to tailor solutions to meet your unique financial goals.

Located at 400 Main Street in Los Altos, California, Thoits Law has been a trusted advisor to successful individuals and businesses in Silicon Valley and throughout California for over 70 years. Our team of experienced attorneys specializes in transactional law and civil litigation, including areas such as business, employment, intellectual property, real estate, and trusts and estates. With a commitment to excellence and a focus on building strong relationships with our clients, we strive to achieve superior outcomes for our select clientele. Our Business Group attorneys offer tailored solutions to legal questions, while our employment attorneys provide strategic counseling and litigation services. We also assist clients in preserving proprietary information, navigating real estate decisions, and providing comprehensive advice and counseling for families, individuals, and business entities.

Heritage Bank of Commerce is a trusted financial institution located at 419 South San Antonio Road in Los Altos, California, United States. Offering a range of banking and finance services, including ATMs, Heritage Bank of Commerce is dedicated to providing innovative solutions to help businesses overcome challenges and achieve their goals. With a team of experienced bankers and a focus on high-touch service, Heritage Bank of Commerce is committed to building strong relationships with clients. The institution has been recognized for its outstanding performance and community support, making it a valuable partner for businesses and non-profit organizations alike. With a legacy of investing in the next generation of leaders and a commitment to community growth, Heritage Bank of Commerce is a reliable and supportive financial partner for all your banking needs.

Cerity Partners is a leading financial institution located at 779 Altos Oaks Drive in Los Altos, California, United States. Specializing in comprehensive financial planning and investment management services, our team of experienced advisors is dedicated to helping clients achieve their financial goals. With a focus on personalized solutions and a commitment to transparency and integrity, Cerity Partners is your trusted partner in navigating the complexities of the financial world. Contact us today to learn more about how we can help you secure your financial future.

The College and Career Center located at 201 Almond Avenue in Los Altos, California is a valuable resource for students seeking guidance and support in planning for their future. As a school-based institution, the center offers a wide range of services including college admissions assistance, career exploration, internship opportunities, and job search support. Whether students are looking to further their education or enter the workforce after graduation, the College and Career Center provides the tools and resources needed to help them achieve their goals. With a dedicated staff of counselors and advisors, students can receive personalized guidance and support as they navigate the college and career planning process. Visit the College and Career Center today to start preparing for a successful future!

Di Maria & Cone is a renowned institution located at 628 Cuesta Drive in Los Altos, California, United States. Specializing in providing top-notch financial and investment advisory services, the institution is known for its commitment to excellence and personalized approach to helping clients achieve their financial goals. With a team of experienced professionals, Di Maria & Cone offers a wide range of services tailored to meet the unique needs of each individual client. Whether you are looking for retirement planning, wealth management, or investment advice, Di Maria & Cone is the trusted partner you can rely on for expert guidance and support. Visit their office today to see how they can help you secure your financial future.

OnTarget College Consulting is a premier educational institution located at 1000 Fremont Avenue in Los Altos, California. Our team of experienced consultants is dedicated to helping students navigate the college admissions process with personalized guidance and support. From crafting compelling application essays to identifying the best-fit schools, we are committed to helping students achieve their academic goals. With our comprehensive services and individualized approach, OnTarget College Consulting is the go-to destination for students seeking to maximize their college opportunities.

Bradford L Elman, CLU is a reputable finance institution located at 745 Distel Drive in Los Altos, California, United States. Specializing in providing financial services and solutions, Bradford L Elman, CLU is led by experienced professionals who hold the Chartered Life Underwriter (CLU) designation. With a commitment to helping clients achieve their financial goals, this institution offers personalized financial planning, insurance, and investment strategies. Trust Bradford L Elman, CLU for expert advice and guidance in navigating the complex world of finance.

Johnson Lyman Wealth Advisors is a premier finance institution located at 4966 El Camino Real in Los Altos, California, United States. With a team of experienced financial advisors, they provide personalized wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or create a comprehensive financial strategy, Johnson Lyman Wealth Advisors offers expert guidance and support every step of the way. Trustworthy, reliable, and committed to client success, Johnson Lyman Wealth Advisors is dedicated to helping individuals and families build and preserve their wealth for the long term.

PWJohnson Wealth Management, located at 2051 Grant Road in Los Altos, California, is a finance institution dedicated to providing personalized portfolios that avoid common investor pitfalls. With expertise in all areas of financial planning, PWJohnson offers comprehensive ongoing services to help clients manage their wealth and legacy. The institution offers the Willing Wisdom Index™, a free questionnaire that measures a family's performance in critical areas such as health care, taxes, litigation, communication, planning, and governance. The dynamic team at PWJohnson is committed to inspiring individuals, families, and communities to grow wealth and expand their lives, guiding them to peace of mind. Through their work with clients, financial professionals, and consumer education programs, the team delivers education, support, and tools to help people make intelligent financial decisions.

Legal Advantage Investments, Inc. is a registered investment advisor located in California, United States. We are regulated by the Securities and Exchange Commission (SEC) and provide investment advice to clients. Our firm only conducts business in states where we are properly registered or exempt from registration. The information on our website is for informational purposes only and is subject to change without notice. We do not provide personalized investment advice, and investors should determine if our services are suitable for their needs. Please note that other similar services may be available at a lower cost. We do not offer tax or legal advice, so individuals should consult with their own advisors for such guidance. All investments carry risk, and past performance does not guarantee future results. We strive to help clients achieve their investment goals, but there is no guarantee of success.

Radtke & Company CPA is a reputable accounting and finance institution located at 4966 El Camino Real in Los Altos, California, United States. With a team of experienced and dedicated Certified Public Accountants, we offer a wide range of services including tax preparation, auditing, bookkeeping, and financial consulting. Our commitment to providing accurate and efficient financial solutions has earned us a strong reputation in the industry. Whether you are a small business owner or an individual in need of financial guidance, Radtke & Company CPA is here to help you achieve your financial goals.

Smart Tax Express, Inc. is a reputable accounting and finance institution located at 885 North San Antonio Road in Los Altos, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Their commitment to providing personalized and efficient services has made them a trusted partner for individuals and businesses alike. Whether you need help with filing your taxes or managing your finances, Smart Tax Express, Inc. is dedicated to helping you achieve your financial goals.

Welcome to Accountant Partners Small Business Accountant - Long Beach Location, your trusted partner in accounting and finance, located on Park Avenue in the heart of Long Beach, California. Serving the vibrant community of Long Beach and its surrounding neighborhoods from Belmont Shore to Bixby Knolls and Alamitos Heights, we are dedicated to helping the area's 469,450 residents and 33,023 businesses thrive. At Accountant Partners, we specialize in minimizing your tax burden and maximizing your business profitability. With over 27 years of experience, we offer best-in-class tax minimization strategies, personalized advisory services, and technology-driven efficiency. Our proactive approach ensures that you save significantly on taxes, with potential savings ranging from $10,000 to over $1 million.