Professional business planning in Santa Clara, California
131 results found
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James Park - Branch Manager, Ameriprise Financial Services, LLC
● ClosedJames Park is the Branch Manager at Ameriprise Financial Services, LLC located at 225 West Santa Clara Street, San Jose, California, United States. Ameriprise Financial has been recognized as one of Investor’s Business Daily’s Most Trusted Wealth Managers. James Park provides personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients have secure access to their investments and accounts from any device. Interested individuals can schedule a complimentary initial consultation to learn more about how James Park can help achieve financial goals. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. James Park may conduct securities business with residents of states where properly registered. Referrals are welcomed, and friends or family members can expect to hear from James Park soon. Privacy and security are a top priority at Ameriprise Financial Services, LLC.
225 W Santa Clara St UNIT 1600, San Jose, CA 95113, United States -
Philip J. Cunningham - Morgan Stanley
● OpenPhilip J. Cunningham - Morgan Stanley is a renowned finance institution located at 225 West Santa Clara Street in San Jose, California, United States. With a strong reputation for excellence in financial services, the institution offers a wide range of investment and wealth management solutions to clients. Their team of experienced professionals provides expert advice and personalized strategies to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the market, Philip J. Cunningham - Morgan Stanley is dedicated to guiding you towards financial success.
225 W Santa Clara St Suite 900, San Jose, CA 95113, United States -
Emilio de Sousa - Morgan Stanley
● OpenEmilio de Sousa - Morgan Stanley is a leading finance institution located at 225 West Santa Clara Street in San Jose, California, United States. With a strong reputation for excellence and expertise in the financial industry, Emilio de Sousa - Morgan Stanley offers a wide range of financial services to individuals, businesses, and institutions. Whether you are looking for investment advice, wealth management, or financial planning, our team of experienced professionals is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can help you secure your financial future.
225 W Santa Clara St Suite 900, San Jose, CA 95113, United States -
Wayne Cymrot - Morgan Stanley
● OpenWayne Cymrot - Morgan Stanley is a finance institution located at 225 West Santa Clara Street in San Jose, California, United States. With a focus on providing top-notch financial services, Wayne Cymrot - Morgan Stanley offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized and comprehensive financial advice to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Wayne Cymrot - Morgan Stanley is committed to helping you navigate the complexities of the financial world with confidence and clarity.
225 W Santa Clara St Suite 900, San Jose, CA 95113, United States -
The Skyline Wealth Management Group - Morgan Stanley
● ClosedThe Skyline Wealth Management Group - Morgan Stanley is a leading finance institution located at 225 West Santa Clara Street in San Jose, California, United States. As part of the prestigious Morgan Stanley brand, they offer comprehensive wealth management services to help clients achieve their financial goals. With a team of experienced professionals, they provide personalized investment strategies, retirement planning, and financial guidance to individuals and businesses. Visit them today to learn how they can help you secure your financial future.
225 W Santa Clara St Suite 900, San Jose, CA 95113, United States -
Bushey Financial Services
● ClosedBushey Financial Services is a reputable finance institution located in Ventura, California, United States. With a prime location at 701 East Santa Clara Street, our experienced team of financial professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with investments, retirement planning, or wealth management, our experts are here to help you reach your financial goals. Trust Bushey Financial Services to provide you with personalized and comprehensive financial solutions to secure your financial future.
701 E Santa Clara St, Ventura, CA 93001, United States -
The Noesis Group - Morgan Stanley
● OpenThe Noesis Group - Morgan Stanley is a leading financial institution located at 225 West Santa Clara Street in San Jose, California, United States. With a strong focus on providing comprehensive financial services, Noesis Group - Morgan Stanley offers expert advice and personalized solutions for individuals, businesses, and institutions. Whether you are looking to invest, plan for retirement, or manage your wealth, their team of experienced professionals is dedicated to helping you achieve your financial goals. Trust Noesis Group - Morgan Stanley to provide you with the expertise and resources you need to secure your financial future.
225 W Santa Clara St Suite 900, San Jose, CA 95113, United States -
Rothstein Michaels Group - Morgan Stanley
● OpenRothstein Michaels Group - Morgan Stanley is a leading finance institution located at 225 West Santa Clara Street in San Jose, California, United States. Specializing in investment services, wealth management, and financial planning, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a strong commitment to excellence and personalized service, we strive to provide innovative solutions and expert guidance to individuals, families, and businesses. Trust Rothstein Michaels Group - Morgan Stanley to navigate the complexities of the financial world and secure a prosperous future for you and your loved ones.
225 W Santa Clara St Suite 900, San Jose, CA 95113, United States -
Ryan Van Valer, E.A.
● OpenRyan Van Valer, E.A. is a reputable accounting and finance institution located at 2447 Santa Clara Avenue in Alameda, California, United States. With a team of experienced and qualified Enrolled Agents, they offer a wide range of financial services including tax preparation, bookkeeping, financial planning, and more. Clients can expect personalized and professional assistance to help them manage their finances effectively. Whether you are an individual or a business owner, Ryan Van Valer, E.A. is dedicated to providing top-notch financial solutions to meet your needs.
2447 Santa Clara Ave #300A, Alameda, CA 94501, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 3959 Rivermark Plaza in Santa Clara, California. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and small business accounting. Whether you are an individual looking for assistance with your taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and reliable solutions. Visit us today to learn more about how we can help you achieve your financial goals.
3959 Rivermark Plaza Ste 1, Santa Clara, CA 95054, United States -
SatyamUS Tax Filings
● OpenSatyamUS Tax Filings is a trusted accounting and finance institution located at 3375 Scott Boulevard in Santa Clara, California, United States. Our team of experienced professionals is dedicated to providing top-notch tax filing services for individuals and businesses. With a focus on accuracy and efficiency, we strive to help our clients navigate the complexities of the tax system and maximize their financial outcomes. Whether you need assistance with tax preparation, planning, or compliance, SatyamUS Tax Filings is here to help. Contact us today to learn more about how we can assist you with all of your tax needs.
3375 Scott Blvd, Santa Clara, CA 95054, United States -
Bennet Shay & Company
● ClosedBennet Shay & Company is a prestigious financial institution located at 4675 Stevens Creek Boulevard in Santa Clara, California, United States. With a focus on providing top-notch financial services to individuals and businesses, Bennet Shay & Company is known for their expertise in wealth management, investment strategies, and financial planning. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Visit Bennet Shay & Company today to experience personalized and comprehensive financial services tailored to your needs.
4675 Stevens Creek Blvd Suite #120, Santa Clara, CA 95051, United States -
Ray Kasrovi & Associates
● OpenRay Kasrovi & Associates is a reputable accounting and finance institution located at 1659 Scott Boulevard in Santa Clara, California, United States. With a team of experienced professionals, they offer a wide range of services to individuals and businesses, including tax preparation, financial planning, and investment management. Their personalized approach and commitment to excellence make them a trusted partner for all financial needs.
1659 Scott Blvd #13, Santa Clara, CA 95050, United States -
Diwakar Taxes Inc
● ClosedDiwakar Taxes Inc is a reputable accounting and finance institution located at 2332 Walsh Avenue in Santa Clara, California. Our team of experienced professionals is dedicated to providing top-notch tax preparation, financial planning, and accounting services to individuals and businesses in the area. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and financial management. Whether you need assistance with filing your taxes or creating a personalized financial plan, Diwakar Taxes Inc is here to help. Contact us today to schedule a consultation and take control of your financial future.
2332 Walsh Ave suite A (Bldg G, Santa Clara, CA 95051, United States -
RC Blackwell's Tax Service
● ClosedRC 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.
900 Lafayette St #705, Santa Clara, CA 95050, United States -
Bay Area Startups Services, Inc
● OpenBay Area Startups Services, Inc is a leading accounting and finance institution located in Santa Clara, California. Our experienced team of professionals provides a wide range of services tailored to meet the needs of startup companies in the Bay Area. From bookkeeping and tax preparation to financial planning and consulting, we are dedicated to helping our clients achieve their financial goals. Visit us at 3375 Scott Boulevard to learn more about how we can support your business.
3375 Scott Blvd Suite-320, Santa Clara, CA 95054, United States -
Diaz-Christians Accountancy Corporation
● OpenDiaz-Christians Accountancy Corporation is a leading accounting and finance institution located at 1290 Scott Boulevard in Santa Clara, California. Our team of experienced professionals provides a wide range of services including tax preparation, financial planning, and auditing. With a commitment to excellence and customer satisfaction, we strive to help individuals and businesses achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
1290 Scott Blvd, Santa Clara, CA 95050, United States -
Thu Nguyen Tax Services
● ClosedThu Nguyen Tax Services is a reputable accounting and finance institution located at 598 East Santa Clara Street in San Jose, California. With a team of experienced professionals, they specialize in providing high-quality tax services to individuals and businesses. From tax preparation to financial planning, they are dedicated to helping their clients achieve their financial goals. Contact Thu Nguyen Tax Services for expert assistance with all your accounting and finance needs.
598 E Santa Clara St #210, San Jose, CA 95112, United States -
Maxwell Bloyd & Co
● OpenMaxwell Bloyd & Co is a reputable accounting and finance institution located at 333 West Santa Clara Street in San Jose, California. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, audit and assurance, and business consulting. Clients can rely on Maxwell Bloyd & Co for accurate and reliable financial guidance to help them achieve their goals. Their commitment to excellence and personalized service sets them apart in the industry.
333 W Santa Clara St #712, San Jose, CA 95113, United States -
EVP Accounting
● OpenEVP Accounting is a prestigious institution located at 84 West Santa Clara Street in the heart of San Jose, California, United States. Our team of experienced and knowledgeable accountants are dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, EVP Accounting is here to assist you every step of the way. Trust us to handle your financial needs with professionalism and expertise. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.
84 W Santa Clara St, San Jose, CA 95113, United States -
AA TAX SERVICE
● ClosedAA 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.
478 E Santa Clara St # 206, San Jose, CA 95112, United States -
Bubble Time Cleaners
● ClosedBubble Time Cleaners is a trusted cleaning service located at 2315 East Santa Clara Avenue in Santa Ana, California. With a commitment to providing top-quality cleaning services, our team of experienced professionals ensures that your space is sparkling clean and fresh. Whether you need residential cleaning, commercial cleaning, or special event cleaning, Bubble Time Cleaners has you covered. Contact us today for a customized cleaning plan that fits your needs and schedule.
2315 E Santa Clara Ave APT F, Santa Ana, CA 92705, United States -
Tax Preparation Etc by Cam
● ClosedTax Preparation Etc by Cam is a trusted accounting and finance institution located at 136 East Santa Clara Street in Arcadia, California. Our team of experienced professionals is dedicated to providing personalized tax preparation services to individuals and businesses. We strive to ensure accuracy and maximize refunds for our clients. Whether you need help with tax planning, bookkeeping, or financial consulting, Tax Preparation Etc by Cam is here to help. Contact us today to schedule an appointment and take control of your financial future.
136 E Santa Clara St #2, Arcadia, CA 91006, United States -
Hines Tax Preparation
● ClosedHines Tax Preparation is a professional accounting and finance institution located at 523 Santa Clara Avenue in Alameda, California. Our team of experienced professionals is dedicated to providing high-quality tax preparation services to individuals and businesses. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and maximize their financial well-being. Whether you need assistance with personal tax returns or corporate tax planning, Hines Tax Preparation is here to help. Contact us today to schedule an appointment.
523 Santa Clara Ave, Alameda, CA 94501, United States -
Phraner Tax Preparation
● ClosedPhraner Tax Preparation is a reputable accounting and finance institution located at 1711 Santa Clara Avenue in Alameda, California. With a team of experienced professionals, we specialize in providing top-notch tax preparation services for individuals and businesses in the United States. Our goal is to help our clients navigate the complex world of taxation and financial planning with ease and confidence. Whether you need assistance with filing your taxes or optimizing your financial strategy, Phraner Tax Preparation is here to help you every step of the way. Contact us today to schedule a consultation and see how we can assist you in achieving your financial goals.
1711 Santa Clara Ave apt d, Alameda, CA 94501, United States -
Alatorre & Phraner Tax Services
● ClosedAlatorre & Phraner Tax Services is a reputable accounting and finance institution located at 1711 Santa Clara Avenue in Alameda, California, United States. With a team of experienced professionals, they provide a wide range of tax services to individuals and businesses. Whether you need help with tax preparation, planning, or consulting, Alatorre & Phraner Tax Services is dedicated to helping you achieve financial success. Trustworthy, reliable, and knowledgeable, they are committed to providing top-notch services to meet your specific needs.
1711 Santa Clara Ave, Alameda, CA 94501, United States -
Hovav Tax
● ClosedHovav Tax is a reputable accounting and finance institution located at 4675 Stevens Creek Boulevard in Santa Clara, California, United States. Specializing in tax services, financial planning, and accounting solutions, Hovav Tax is dedicated to helping individuals and businesses navigate the complex world of taxes and finances. With a team of experienced professionals, they provide personalized and reliable services to meet the unique needs of each client. Whether you need assistance with tax preparation, bookkeeping, or financial consulting, Hovav Tax is committed to delivering top-notch expertise and customer service. Contact them today to schedule a consultation and take control of your financial future.
4675 Stevens Creek Blvd #110, Santa Clara, CA 95051, United States -
Martinez Corp. Taxes and Insurance
● ClosedMartinez Corp. Taxes and Insurance is a family-owned multi-service agency dedicated to personal and business financial needs. With 25 years of experience and exceptional customer service, we pride ourselves on being a trusted family business in the community. Located at 3569 Benton Street, Santa Clara, California, United States, we offer a wide range of services including tax preparation and resolution, insurance for cars, homes, and businesses, immigration processes, financial planning, entity creation, and accounting for starting a business. Our team of professionals is here to guide you towards making better financial decisions for you and your family. Whether you need help preparing your taxes remotely or in-person, we have the expertise to assist you. We also have access to the best rates in the area for insurance policies.
3569 Benton St #4404, Santa Clara, CA 95051, United States -
U-SAVETAX
● ClosedU-SAVETAX is a reputable accounting and finance institution located at 3148 El Camino Real in Santa Clara, California, United States. Our dedicated team of professionals is committed to helping individuals and businesses save money on their taxes through expert financial planning and tax preparation services. With years of experience in the industry, we strive to provide personalized solutions to meet our clients' unique needs. Trust U-SAVETAX to help you navigate the complexities of the tax system and maximize your savings.
3148 El Camino Real UNIT 203, Santa Clara, CA 95051, United States -
Eos Accountants LLP
● ClosedEos Accountants LLP is a reputable accounting and finance institution located at 4675 Stevens Creek Boulevard in Santa Clara, California, United States. Our team of experienced professionals provides a wide range of accounting services to individuals and businesses, including tax preparation, financial planning, and bookkeeping. We are committed to helping our clients achieve their financial goals and ensuring their financial success. Contact us today to learn more about how we can assist you with your accounting needs.
4675 Stevens Creek Blvd Suite 130, Santa Clara, CA 95051, United States
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