Personalized financial services in San Jose, California

Gleason Insurance Group - Nationwide Insurance is a reputable insurance agency located at 2033 Gateway Place in San Jose, California. As part of the Nationwide Insurance network, they offer a wide range of insurance products and services to meet the needs of individuals, families, and businesses. With a team of experienced agents, Gleason Insurance Group is committed to providing personalized and reliable insurance solutions to help protect their clients' assets and financial well-being. Whether you are looking for auto, home, life, or business insurance, you can trust Gleason Insurance Group to provide you with the coverage you need. Contact them today to discuss your insurance needs and receive a customized quote.

Fastax is a trusted institution located at 2072 The Alameda in San Jose, California, dedicated to providing expert accounting and finance services to individuals and businesses in the community. Our team is committed to helping you with all your financial needs, whether it be tax preparation, bookkeeping, or financial planning. Contact us today to request an appointment or speak with one of our representatives at (408) 808 2222 or (510) 888 9898, or email us at support@fastaxsolutions.com. Let Fastax be your partner in achieving financial success.

New York Life Insurance, located at 25 Metro Drive in San Jose, California, is a reputable finance and insurance agency. With a long-standing history of providing reliable and comprehensive insurance coverage to individuals and families, New York Life Insurance is committed to helping clients protect their financial futures. Their team of experienced agents is dedicated to offering personalized service and tailored insurance solutions to meet the unique needs of each customer. Whether you are looking for life insurance, retirement planning, or investment options, New York Life Insurance is a trusted partner in securing your financial well-being.

Disability Insurance is an insurance agency located at 297 West Hedding Street in San Jose, California, United States. Our institution specializes in providing coverage for individuals who may become disabled and unable to work. We offer a range of policies to protect our clients in the event of a disability, ensuring financial security and peace of mind. Our knowledgeable agents are dedicated to helping you find the right disability insurance plan to fit your needs and budget. Contact us today to learn more about how we can help protect your income and future.

Farmers Insurance - Ricardo Gonzalez is a local insurance agency located at 1155 Meridian Avenue in San Jose, California. As a Farmers® agent, Ricardo Gonzalez helps customers find the insurance coverage that best fits their needs. The office staff is bilingual in Spanish and English, making the process of selecting insurance straightforward and personalized. Ricardo has the knowledge and experience to help customers understand their coverage options, whether it's for auto, home, renters, business insurance, and more. Customers can get online quotes for auto, home, renters, condo, and business insurance. Additionally, Ricardo can assist with life insurance policies to provide financial support for dependents. For added protection, customers can inquire about personal umbrella insurance policies. Farmers Insurance has been providing insurance products for over 80 years, offering competitive rates and multi-line insurance discounts. Contact Ricardo Gonzalez today for a consultation on building a solid financial plan and reaching your goals.

KeyPoint Credit Union is a financial institution located in San Jose, California, United States. We are dedicated to helping our members thrive financially throughout all stages of life. Our commitment to the community goes beyond just providing financial services – we actively invest in the communities we serve by fostering financial literacy, volunteering to help those in need, and contributing to charitable organizations. Join KeyPoint Credit Union and experience the difference of banking with a financial institution that truly cares about your financial well-being.

Farmers Insurance - Nancy Echeverria is an insurance agency located at 1885 The Alameda, San Jose, California, United States. As a lifelong resident of San Jose, Nancy Echeverria takes pride in providing outstanding customer service and ensuring that each client is well-informed about their coverage options. With over 11 years of experience in the insurance industry, Nancy has the knowledge and expertise to help clients understand their options for auto, home, life, business insurance, and more. The agency is conveniently located in the Rose Garden District, and Nancy is dedicated to making the insurance process straightforward and personalized for each individual. Whether you need comprehensive coverage, collision coverage, deductibles, or medical payments, Nancy and her team can help you select the most cost-effective solution to meet your needs and budget.

Farmers Insurance - Anh Vu is an insurance agency located at 3005 Silver Creek Road, San Jose, California, United States. As a local Farmers® agent in San Jose, CA, Anh Vu helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance provides coverage options for auto, home, renters, business insurance, and more. Anh Vu can also assist with life insurance policies to help provide financial support for loved ones. Additionally, Farmers Insurance offers competitive rates with multi-line insurance discounts for home and auto insurance. For small business owners, Farmers Insurance can customize a business insurance package to reduce risk and protect investments. Anh Vu is also experienced in helping clients build solid financial plans for a secure future. Contact Anh Vu for personalized insurance solutions and financial planning.

Seven Trees Educational Center is a prestigious school located at 300 El Cajon Drive in San Jose, California. As an institution dedicated to providing high-quality education, Seven Trees offers a wide range of academic programs and extracurricular activities for students of all ages. With a focus on fostering a supportive learning environment and encouraging personal growth, Seven Trees Educational Center is committed to helping students achieve their full potential and succeed in their academic endeavors. Join us at Seven Trees and embark on a journey towards a bright and successful future.

Maier-Richmond Accountancy Corporation is a reputable accounting and finance institution located at 3595 Almaden Road in San Jose, California, United States. With a team of experienced professionals, they offer a wide range of accounting services to individuals and businesses in the area. From tax preparation and financial planning to payroll services and auditing, Maier-Richmond Accountancy Corporation is dedicated to providing top-notch financial solutions to their clients. Their commitment to excellence and personalized service sets them apart from other accounting firms in the region.

Tamayo's Bookkeeping & Income is a reputable accounting and finance institution located at 13823 Story Road in San Jose, California. With a team of experienced professionals, they offer a wide range of services including bookkeeping, income tax preparation, payroll services, and financial consulting. Whether you are a small business owner or an individual in need of financial guidance, Tamayo's Bookkeeping & Income provides personalized solutions to help you manage your finances effectively. Trustworthy and reliable, this institution is dedicated to helping clients achieve their financial goals.

BDO, located at 300 Park Avenue in San Jose, California, is a leading accounting and finance institution that offers valuable insights and services to businesses looking to grow and gain a competitive advantage. With a focus on emerging trends, regulatory updates, and the latest in legal tech, BDO helps businesses navigate risks and opportunities in 2024 and beyond. The San Jose office, situated in the heart of Silicon Valley, provides world-class resources and exceptional service to clients across the Bay Area. BDO's cross-functional teams offer a comprehensive array of assurance, tax, and business advisory services tailored to technology companies, venture capital firms, financial services, and more. With a focus on purpose-driven strategy, BDO empowers its employees to contribute to the firm's success and give back to the community through initiatives like BDO Counts.

Citi is a renowned bank and financial institution located at 6079 Meridian Avenue in San Jose, California, United States. With a strong presence in the financial industry, Citi offers a wide range of banking services including personal and business accounts, loans, investments, and wealth management. Known for their innovative financial solutions and exceptional customer service, Citi is a trusted partner for individuals and businesses looking to achieve their financial goals. Visit Citi at their San Jose location to experience top-notch banking services and expertise.

PremierOne Credit Union is a trusted financial institution located at 6640 Vía del Oro in San Jose, California. As a full-service credit union, we offer a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. Our convenient location and friendly staff make us the go-to choice for all your banking needs. Whether you're looking to withdraw cash from our ATM, apply for a loan, or simply manage your finances, PremierOne Credit Union is here to help you achieve your financial goals.

Flores Income Tax & Real Estate is a professional institution located at 1652 Alum Rock Avenue in San Jose, California. Specializing in accounting and finance services, they offer expert assistance with income tax preparation and real estate transactions. With a team of knowledgeable and experienced professionals, Flores Income Tax & Real Estate is dedicated to providing top-quality financial services to individuals and businesses in the San Jose area. Whether you need help with tax filing or real estate investment, you can trust Flores Income Tax & Real Estate to provide reliable and efficient solutions.

12M Payday Loans is a finance institution located at 1634 McHenry Avenue, Modesto, California, United States. If you need money for unexpected expenses, look no further. We offer fast and reliable money solutions for any life situation. Whether you need a quick loan or check cashing service, we have you covered. Our high-quality and fast service is designed to help you with your urgent cash needs. Your privacy and safety are important to us, so you can trust us with your financial needs. Our branch manager will provide you with all the information you need, and we process requests quickly without compromising on quality. Before making a loan request, make sure to ask about the required documents to save yourself an extra trip. Our check cashing service allows you to cash checks in minutes, including payroll checks and tax refunds, without needing a bank account.

PostalAnnex is a convenient one-stop shop located at 171 Branham Lane in San Jose, California. This institution offers a range of financial services including money transfers, check cashing, bill payment, and notary services. In addition, PostalAnnex is a store where you can purchase shipping supplies, pack and ship items, and even rent a private mailbox. With friendly staff and competitive rates, PostalAnnex is the go-to destination for all your financial and shipping needs in the San Jose area.

WaFd Bank, located at 4546 El Camino Real in Los Altos, California, is your neighborhood bank that prioritizes personal relationships with customers. Our friendly bankers are dedicated to helping you achieve financial success within the community. Whether you're a business in the San Jose area or an individual seeking banking services, WaFd Bank offers a range of options to meet your needs. From free checking accounts to small business banking and commercial lending services, we are here to support you. Additionally, our online and mobile banking platforms provide convenient access to your accounts anytime, anywhere. As the Best-in-State Bank in Washington, Idaho, Oregon, and Nevada, WaFd Bank is committed to providing exceptional service. WaFd Bank is a DBA of Washington Federal Bank. Visit us today to experience the difference of a community-focused bank.

Self-Help Federal Credit Union, located at 1080 South White Road in San Jose, California, is a financial institution that aims to provide access to banking services for working families and communities that have historically faced financial barriers. With over $2 billion in assets and serving more than 100,000 members in 38 branches across California, Illinois, Washington, and Wisconsin, Self-Help Federal is one of the fastest-growing community development financial institutions in the country. As part of the Self-Help family of nonprofit organizations, their mission is to create and protect ownership and economic opportunity for all. For over 43 years, the national Center for Community Self-Help and its affiliates have provided over $11 billion in financing to help individuals buy homes, start businesses, and strengthen community resources. For more information, visit www.self-helpfcu.org and www.self-help.org.

B & J Check Cashing is a trusted financial institution located at 2306 Almaden Road in San Jose, California, United States. We provide convenient and efficient check cashing services to help individuals access their funds quickly and easily. Our friendly staff is dedicated to providing excellent customer service and ensuring a smooth experience for all our clients. Whether you need to cash a paycheck, personal check, or business check, B & J Check Cashing is here to help. Visit us today to take care of all your financial needs.

Yenenneh Tax & Accounting is a reputable institution located at 90 East Gish Road in San Jose, California, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions for individuals and businesses alike. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and financial management. Trust Yenenneh Tax & Accounting for all your accounting and finance needs.

Farmers Insurance - Shinobu Arisawa is an insurance agency located at 2695 Moorpark Avenue in San Jose, California. As a local Farmers® agent, Shinobu Arisawa helps customers identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, or business insurance, Shinobu has the knowledge and experience to help you understand your options. You can contact Shinobu by phone or email for personalized assistance. For auto insurance, Farmers Insurance can help you select the right coverage for your needs and budget, with discounts available to help you save money. For home insurance, Farmers has been providing coverage for over 80 years, ensuring your most valuable possession is protected in the event of a disaster.

Farmers Insurance - Andy Pham is an insurance agency located at 1630 Oakland Road in San Jose, California. As a local Farmers® agent, Andy Pham helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, or more, Andy provides personalized and straightforward assistance to make customers smarter about insurance. With over 80 years of experience, Farmers® offers comprehensive coverage options and competitive rates with multi-line insurance discounts. Andy Pham also assists with life insurance, renters insurance, condo insurance, and business insurance. Additionally, as a Financial Services agent, Andy can help customers build a solid financial plan for a secure future. For added coverage, a Personal Umbrella insurance policy can provide protection for assets and future earnings. Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, and other affiliated insurers provide underwriting for policies. Securities are offered through Farmers Financial Solutions, LLC. Contact Andy Pham at Farmers Insurance for personalized assistance with insurance needs.

Jeny 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.

The Community College Center for Economic Mobility, located at 40 South Market Street in San Jose, California, is a hub of opportunity and growth for individuals seeking to improve their economic prospects. Our institution offers a range of programs and resources designed to help students develop the skills and knowledge needed to succeed in today's competitive job market. Whether you are looking to earn a degree or certification, improve your job skills, or explore new career pathways, our dedicated faculty and staff are here to support you every step of the way. Join us at the Community College Center for Economic Mobility and take the first step towards a brighter future.

The Law Offices of Lino V. Martire is a prestigious legal institution located at 1 South Almaden Boulevard in San Jose, California. Specializing in finance law, our expert team of lawyers provides top-notch legal services to clients in need of financial guidance and representation. With a strong track record of success, we are dedicated to helping our clients navigate complex financial matters with skill and precision. Trust the Law Offices of Lino V. Martire for all your finance law needs in the San Jose area.

Smart Tax Inc. is a renowned accounting and finance institution located at 4020 Moorpark Avenue in San Jose, California, United States. With a team of dedicated professionals, we provide expert tax services, financial planning, and accounting solutions to individuals and businesses. Our goal is to help our clients navigate the complexities of tax laws and financial management, ensuring they make informed decisions that optimize their financial well-being. Trust Smart Tax Inc. for all your accounting and finance needs.

Wubbels & Duffy, CPA’s, RLLP is a reputable accounting and finance firm located at 999 West Taylor Street in San Jose, California, United States. With a team of experienced and qualified certified public accountants, they provide a wide range of services including tax preparation, auditing, financial planning, and consulting. Known for their professionalism and attention to detail, Wubbels & Duffy, CPA’s, RLLP is dedicated to helping individuals and businesses achieve their financial goals.

Fitzpatrick & Tucker Inc. is a reputable accounting and finance institution located at 4040 Moorpark Avenue in San Jose, California. Our team of experienced professionals takes the time to understand the unique needs of each client and provide high-quality, personalized service. We offer a wide range of services, including tax preparation and planning for individuals and businesses, accounting and financial reporting, QuickBooks services, and estate and trust services. At Fitzpatrick & Tucker Inc., we prioritize competence, timeliness, and cost-effectiveness to ensure our clients receive the best possible outcome. Visit our Tax Center for valuable resources and information on tracking refunds, tax tips, and more. Trust Fitzpatrick & Tucker Inc. for all your accounting and financial needs.

VEA Tax & Business Management is a leading accounting and finance institution located at 1101 South Winchester Boulevard in San Jose, California, United States. With a team of highly skilled professionals, we offer a wide range of services including tax preparation, financial planning, and business management. Our goal is to provide our clients with personalized and efficient solutions to help them achieve their financial goals. Visit us today to experience top-notch expertise and exceptional customer service.