Personalized financial services in Santa Clara, California

Paul Nelson Insurance Services is a locally owned full service insurance agency located at 730 Mission Street in Santa Cruz, California. We proudly serve the Santa Cruz and Bay Areas, including Santa Clara, San Jose, Monterey, and San Francisco Bay. As an independent agency, we have the ability to shop up to a dozen companies at once to find you the right policy at the lowest rate, giving you options and flexibility that no single insurance company can offer. Our services include small business insurance such as General Liability, Workers Comp, E&O, Commercial Auto, and Commercial Property insurance. We can help you compare coverage options so you know exactly what you are paying for while staying within your budget. We also offer Homeowner’s policies to protect you from financial loss and help you pay for repairs if there is damage to your home.

24/7 MEENA’S $4 NOTARY, I9 verification & APOSTILLE SERVICES is a reliable finance institution located at 2651 Barcells Avenue in Santa Clara, California. They offer round-the-clock notary services for just $4, as well as I9 verification and apostille services. With a convenient location and affordable pricing, they are the go-to choice for all your financial documentation needs.

"My Home Notary Service, by Manuel P" is a finance institution located at 7500 Monterey Street in Gilroy, California, United States. Specializing in Mobile Notary Public Services and Apostille Facilitator Services, Manuel P is commissioned in and for Santa Clara County. As a bilingual notary in Spanish and English, he serves all of Santa Clara, San Benito, Santa Cruz, Merced, and Monterey County, covering a wide range of zip codes. Whether you need documents notarized or apostille services, Manuel P is here to assist you with professionalism and efficiency. Visit us today or contact us for more information. This site was proudly created by NotaryStars.com. Terms and conditions apply.

SNP Tax & Financials is a reputable accounting and finance institution located at 2238 Duvall Court in Santa Clara, California, United States. Our team of experienced professionals provides a wide range of financial services, including tax preparation, bookkeeping, financial planning, and more. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and maximize their financial success. Contact us today to learn more about how SNP Tax & Financials can help you with your financial needs.

Alpha B Group Tax and Bookkeeping Services is a leading accounting and finance institution located at 5201 Great America Parkway in Santa Clara, California. Our team of experienced professionals provides a wide range of services including tax preparation, bookkeeping, financial planning, and consulting. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.

Concise Solutions Insurance Services is a reputable insurance agency located at 3349 International Boulevard in Oakland, California. Specializing in Commercial Insurance, Home Insurance, and Auto Insurance, we proudly serve the communities of San Francisco, Oakland, Santa Clara, Fremont, Berkeley, and Hayward, CA, as well as surrounding areas. Our dedicated team understands the unique needs of Bay Area businesses and individuals, providing affordable insurance solutions without compromising on quality. Whether you are looking to protect your liability, employees, company vehicles, or personal property, we offer comprehensive insurance coverage tailored to your specific requirements.

Silvia's Tax Services is a reputable accounting and finance institution located at 1538 Main Street in Santa Clara, California, United States. With a team of experienced professionals, we offer a wide range of services to help individuals and businesses with their tax and financial needs. Whether you need assistance with tax preparation, bookkeeping, or financial planning, our dedicated staff is here to provide personalized and reliable services. Trust Silvia's Tax Services to help you navigate the complexities of the financial world and achieve your financial goals.

The Farmers Insurance - Sodje Agency in Santa Clara, California, offers comprehensive insurance services to meet all your needs. With over 80 years of experience, we are dedicated to providing personalized solutions for auto, home, renters, business, and umbrella coverage. Our knowledgeable agents are here to help you navigate the complexities of insurance and find the best coverage for your lifestyle and budget. Whether you need a quote for car insurance, home insurance, renters insurance, or business insurance, we are here to assist you every step of the way. Contact us today to join the Insurance family and secure a brighter financial future.

Morgan Stanley Financial Advisors is a prestigious finance institution located at 225 West Santa Clara Street in San Jose, California, United States. With a team of experienced financial advisors, they provide comprehensive wealth management services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your assets, Morgan Stanley Financial Advisors offers personalized solutions tailored to your individual needs. Trust in their expertise and dedication to help secure your financial future.

JR Financial & Insurance Services is a reputable finance institution located at 2005 De La Cruz Boulevard in Santa Clara, California. With a strong focus on providing top-notch financial and insurance services, our experienced team is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for assistance with investments, retirement planning, insurance coverage, or any other financial needs, our experts are here to provide personalized guidance and support. Visit us today and let us help you secure a stable financial future.

Essence Wealth & Insurance Services is a leading financial institution located at 4677 Old Ironsides Drive in Santa Clara, California. Specializing in wealth management and insurance services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking to grow your wealth through strategic investment planning or safeguard your future with comprehensive insurance coverage, Essence Wealth & Insurance Services is here to provide personalized solutions tailored to your unique needs. Trust us to guide you towards a secure financial future.

PB Financial Group Corporation - Santa Clara Office is a leading finance and real estate agency located at 5201 Great America Parkway in Santa Clara, California. Our team of experienced professionals is dedicated to providing top-notch financial solutions and real estate services to clients in the Santa Clara area. Whether you are looking to secure a loan, invest in property, or buy/sell a home, our expert advisors are here to help you every step of the way. Trust PB Financial Group Corporation - Santa Clara Office for all your financial and real estate needs.

Edward Jones - Financial Advisor: Steve Duffy is a trusted financial institution located at 900 Lafayette Street in Santa Clara, California. Steve Duffy is a knowledgeable and experienced financial advisor who is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to invest, Steve Duffy can provide personalized financial guidance to help you make informed decisions. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Steve Duffy is committed to helping clients secure their financial future.

David Farkouh - Private Wealth Advisor at Ameriprise Financial Services, LLC is a leading finance institution located in San Jose, California. With a focus on providing personalized wealth management services, David Farkouh helps clients navigate the complexities of financial planning and investment strategies. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, David Farkouh and his team are dedicated to helping you achieve your financial goals. Visit them at 225 West Santa Clara Street for expert advice and guidance on managing your wealth effectively.

Daniel Chang is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 225 West Santa Clara Street in San Jose, California, United States. Daniel holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and comprehensive financial planning, Daniel provides personalized wealth management solutions to individuals, retirees, small business owners, and high net worth clients. His commitment to ongoing education and training ensures that he stays up-to-date on the latest financial trends and strategies to help his clients achieve their financial goals. Whether you are looking for retirement planning advice, estate planning services, or investment management solutions, Daniel Chang is a trusted advisor who can help you navigate the complexities of wealth management.

Stephanie Atalla is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 225 West Santa Clara Street in San Jose, California. With years of experience in the finance industry, Stephanie provides personalized financial planning services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to invest for the future, Stephanie Atalla can provide expert guidance and strategies tailored to your individual needs. Contact Stephanie Atalla at Ameriprise Financial Services, LLC for professional and reliable financial advice.

James A Christiansen is a highly experienced financial advisor at Ameriprise Financial Services, LLC, located at 225 East Santa Clara Street in Arcadia, California. With a strong background in finance and a dedication to helping clients achieve their financial goals, James provides personalized investment advice and financial planning services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, James A Christiansen can help you navigate the complex world of finance with confidence. Contact him today to schedule a consultation and take the first step towards securing your financial future.

Santa Clara Income Tax is a reputable accounting and finance institution located at 1190 East Santa Clara Street in San Jose, California. Our team of experienced professionals specializes in providing tax preparation services, financial planning, and consulting to individuals and businesses. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complexities of income tax laws and maximize their financial well-being. Trust Santa Clara Income Tax for all your accounting and finance needs.

AA Tax Service is a reputable finance institution located at 478 East Santa Clara Street in San Jose, California, United States. With a team of experienced professionals, we provide top-notch tax services to individuals and businesses alike. Our services include tax preparation, filing, planning, and consulting to ensure our clients maximize their tax savings. Trust AA Tax Service to handle all your tax needs efficiently and accurately.

Chander Tax Service is a reputable accounting and finance institution located in Santa Clara, California, United States. With a team of experienced professionals, they provide expert tax services to individuals and businesses, helping them navigate the complexities of tax laws and maximize their financial well-being. Whether you need assistance with tax preparation, planning, or filing, Chander Tax Service is dedicated to providing personalized and reliable solutions to meet your needs. Trustworthy and efficient, this institution is committed to helping clients achieve their financial goals.

Unchained Financial Services is a leading accounting and finance institution located at 410 East Santa Clara Street in San Jose, California, United States. With a team of skilled professionals, they offer a wide range of services including tax preparation, financial planning, and investment management. Their commitment to providing personalized solutions and excellent customer service sets them apart in the industry. Whether you are an individual or a business looking for expert financial advice, Unchained Financial Services is the trusted partner you need to achieve your financial goals.

The Santa Clara County Federal Credit Union CITY CENTRE OFFICE is a convenient location for all your banking needs in the heart of San Jose, California. This branch specializes in ATM services and financial transactions, making it a go-to destination for quick and efficient banking. Located at 140 East San Fernando Street, this institution provides top-notch customer service and a range of financial products to meet your needs. Visit the Santa Clara County Federal Credit Union CITY CENTRE OFFICE for all your banking needs in the bustling city center.

RC Blackwell's Tax Service, located at 900 Lafayette Street in Santa Clara, California, is a reputable institution specializing in tax preparation and financial services. Our team of tax professionals, known as Authorized IRS e-file Providers, are experts in assisting individuals, small businesses, estates, trusts, corporations, and partnerships with their tax needs. In addition to tax preparation, we also offer bookeeping services, offer in compromise assistance, eFile services, and payment arrangements. As the Electronic Return Originator (ERO), we transmit tax return information directly to the IRS on behalf of our clients.

Santa Clara County Federal Credit Union is a trusted financial institution located at 255 North White Road in San Jose, California, United States. As a full-service credit union, we offer a wide range of financial services including banking, ATM services, and various finance options. Our mission is to provide our members with personalized, high-quality financial solutions to help them achieve their financial goals. With a commitment to community involvement and member satisfaction, Santa Clara County Federal Credit Union is here to serve the residents of Santa Clara County and beyond.

Heckman Financial & Insurance Services Inc-HFIS is a well-established institution located in San Jose, California. As a trusted accounting, finance, and insurance agency, we provide comprehensive financial solutions to individuals and businesses. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and protect their assets. Whether you need assistance with tax planning, investment strategies, or insurance coverage, HFIS is here to provide personalized service and expert guidance. Visit us at 333 West Santa Clara Street to learn more about how we can help you secure a stable financial future.

Edelman Financial Engines is a leading financial institution located at 3945 Freedom Circle in Santa Clara, California, United States. Specializing in finance, they offer a wide range of services to help individuals and businesses manage their wealth and achieve their financial goals. With a team of experienced professionals, Edelman Financial Engines provides personalized financial planning, investment management, retirement planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Edelman Financial Engines is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Carmelita's Tax Services is a trusted institution located at 1998 Homestead Road in Santa Clara, California. Specializing in accounting and finance, our experienced professionals provide a wide range of tax services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, our dedicated team is here to assist you every step of the way. With a commitment to excellence and personalized service, Carmelita's Tax Services is your go-to destination for all your financial needs.

Phuong N Quach is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 3945 Freedom Circle in Santa Clara, California. With a focus on providing personalized financial planning and investment management services, Phuong N Quach helps clients achieve their financial goals and secure their financial future. With a commitment to excellence and a dedication to client satisfaction, Phuong N Quach is a trusted partner in managing wealth and building financial security.

Welcome to John Flaniken - Trade-In Real Estate, your trusted home buying specialists serving Santa Cruz, Monterey, San Benito, Santa Clara, and Alameda Counties in California. Located at 1395 41st Avenue, Capitola, CA 95010, we pride ourselves on providing quick and fair cash offers for homes, regardless of their condition. Our process is simple and stress-free, offering homeowners an efficient alternative to the traditional real estate market. When you choose Trade-In Real Estate, you can expect a fair all-cash offer within 24 hours of submitting your property information. We close on your schedule, whether it's in seven days or whenever you're ready, without the hassle of waiting for buyer financing.

Micro Tax Audit & Accounting Services LLP is a professional accounting and finance institution located at 2350 Mission College Boulevard in Santa Clara, California, United States. Our team of experienced professionals is dedicated to providing top-notch tax audit and accounting services to individuals and businesses alike. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complexities of financial management with ease. Contact us today to learn more about how we can assist you with your accounting and finance needs.