Professional financial advisor services in San Jose, CA
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Merrill Lynch Financial Advisor Michael J Burns
● ClosedMerrill Lynch Financial Advisor Michael J Burns is a finance institution located at 560 South Winchester Boulevard, San Jose, California, United States. Supported by the global resources of Merrill, the team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. Michael Burns, a Financial Advisor at Merrill Lynch, focuses on developing and implementing globally diversified, multi-asset class financial strategies customized to meet the specific needs of high-net-worth individuals, business owners, corporate executives, and technology professionals. Michael takes pride in delivering exceptional service and always putting the interests of clients first. He holds the Chartered Retirement Planning Counselor designation and is passionate about economics and financial history. At Merrill Lynch, the team works to understand clients' goals, priorities, and financial situations to design personalized plans to help manage investment risk and pursue financial goals. The institution offers personalized investment strategies and comprehensive financial solutions to help clients achieve their goals and stay on track, regardless of market fluctuations. With a focus on understanding clients' unique needs and priorities, Merrill Lynch Financial Advisor Michael J Burns aims to help clients live their best financial lives.
560 S Winchester Blvd #500, San Jose, CA 95128, United States -
Merrill Lynch Financial Advisor Rosario M Oliveri
● ClosedMerrill Lynch Financial Advisor Rosario M Oliveri is a finance institution located at 560 South Winchester Boulevard, San Jose, California, United States. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. Michael Oliveri, a Financial Advisor with Merrill Lynch since 2012, focuses on developing and implementing globally diversified financial strategies customized to meet the specific needs of high-net-worth individuals, business owners, corporate executives, and technology professionals. With a background in Business Management Economics and a Chartered Retirement Planning Counselor designation, Michael is committed to delivering exceptional service and always prioritizing the interests of his clients. The institution believes in understanding each client's goals and priorities to design and implement personalized plans to help manage investment risk and pursue financial goals. Through the Investment Personality Assessment and Merrill Personal Wealth Analysis™, Merrill Lynch aims to provide tailored financial approaches centered on individual goals and preferences. The institution offers comprehensive financial solutions supported by the global resources of Merrill and Bank of America. Whether planning for retirement, buying a home, or funding education, Merrill Lynch Wealth Management Advisors are dedicated to helping clients achieve their financial goals.
560 S Winchester Blvd #500, San Jose, CA 95128, United States -
Merrill Lynch Financial Advisor Maureen M Fong
● ClosedMerrill Lynch Financial Advisor Maureen M Fong, located at 560 South Winchester Boulevard in San Jose, California, is a highly experienced professional with over 35 years in the financial industry. Maureen is dedicated to providing clients with personalized financial and wealth management strategies tailored to their individual needs. She specializes in wealth accumulation, preservation, and transfer, with a focus on retirement income planning and wealth transfers to future generations. Maureen has been recognized on the Forbes "Best-in-State Wealth Advisors" list in 2022, as well as the Forbes "America's Top Women Wealth Advisors" list in 2020 and 2021. She holds the Certified Investment Management Analyst (CIMA®) and Certified Plan Fiduciary Advisor (CPFA) designations, showcasing her expertise in the field.
560 S Winchester Blvd, San Jose, CA 95128, United States -
Xia Wang - Prudential Financial
● OpenXia Wang - Prudential Financial is a reputable finance and insurance agency located at 1731 Technology Drive in San Jose, California, United States. With a strong focus on providing top-notch financial services and insurance solutions, Xia Wang - Prudential Financial is dedicated to helping individuals and businesses achieve their financial goals and secure their futures. Their team of experienced professionals is committed to delivering personalized and reliable services to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or insurance coverage, Xia Wang - Prudential Financial is here to assist you every step of the way.
1731 Technology Dr #600, San Jose, CA 95110, United States -
Moran~Namm Group - UBS Financial Services Inc.
● OpenMoran~Namm Group - UBS Financial Services Inc. is a renowned finance institution located at 355 Santana Row in San Jose, California, United States. With a strong reputation for providing top-notch financial services, Moran~Namm Group offers a wide range of investment options and wealth management solutions tailored to meet the diverse needs of their clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through expert advice and personalized strategies. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Moran~Namm Group - UBS Financial Services Inc. is committed to delivering exceptional service and results.
355 Santana Row Suite 2050, San Jose, CA 95128, United States -
Advanced Financial Network
● OpenAdvanced Financial Network is a leading institution specializing in accounting and finance services. Located at 3750 McKee Road in San Jose, California, this institution offers expertise in financial management, tax preparation, and investment strategies. With a team of experienced professionals, Advanced Financial Network provides personalized solutions to help clients achieve their financial goals. Whether you are an individual looking for tax assistance or a business in need of financial planning, this institution is dedicated to providing top-notch service and expertise.
3750 McKee Rd B, San Jose, CA 95127, United States -
Merrill Lynch Financial Advisor Justin R Pearce
● Closedoccurring loss when investing in securities or other financial products. Clients should consider their investment objectives and risks carefully before investing. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets. Past performance is no guarantee of future results, and the value of investments and the income they generate can fluctuate. This information is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, clients should consult with a qualified tax advisor, CPA, financial planner or investment manager. At Merrill Lynch Financial Advisor Justin R Pearce, located in San Jose, California, our team of experienced professionals is dedicated to providing personalized financial advice and guidance tailored to your unique needs and goals. We believe in building strong relationships through teamwork and collaboration, and we have access to the global investment capabilities of Merrill and the banking convenience of Bank of America.
50 W San Fernando St 16th Floor, San Jose, CA 95113, United States -
E & D Bookkeeping & Tax Services
● OpenE & D Bookkeeping & Tax Services is a reputable accounting and finance institution located at 72 George Street in San Jose, California, United States. With years of experience in the industry, our team of experts is dedicated to providing top-notch bookkeeping and tax services to individuals and businesses alike. Whether you need help with managing your finances or filing your taxes, we are here to assist you every step of the way. Trust E & D Bookkeeping & Tax Services to handle all your accounting needs with professionalism and expertise.
72 George St, San Jose, CA 95110, United States -
Tax Services
● ClosedTax Services is a trusted institution located at 1816 Tully Road in San Jose, California, United States. Specializing in accounting and finance, our team of experts is dedicated to providing top-notch tax services to individuals and businesses alike. Whether you need help with tax preparation, planning, or consulting, we are here to assist you every step of the way. With our professionalism and attention to detail, you can trust us to handle all of your tax needs efficiently and accurately. Visit us today to experience the difference that Tax Services can make for your financial well-being.
1816 Tully Rd, San Jose, CA 95122, United States -
Merrill Lynch Financial Advisor Huan "Ruth" Lai
● Closed. Ruth Lai is a financial advisor at Merrill Lynch located at 560 South Winchester Boulevard in San Jose, California. Ruth specializes in working with High Net Worth individuals to help preserve and grow their assets through proactive planning and a disciplined investment process. She focuses on customized portfolio construction, tax minimization strategies, wealth transfer strategies, and philanthropic solutions. Ruth believes in understanding her clients' goals and needs beyond just finance and serves as a gateway to full balance sheet solutions available at Merrill and Bank of America banking services. Her team offers a wide range of services including wealth planning, corporate cash management, executive compensation planning, estate planning strategies, and more. Ruth is a Certified Financial Planner and Chartered Financial Consultant and is dedicated to helping clients achieve their financial goals. With a personalized approach and access to the resources of Merrill Lynch and Bank of America, Ruth works with clients to develop a financial plan tailored to their individual needs and priorities.
560 S Winchester Blvd, San Jose, CA 95128, United States -
Sunrise Tax Pro Services
● ClosedSunrise Tax Pro Services is a professional accounting and finance institution located at 115 Race Street in San Jose, California. Our team of experienced professionals is dedicated to providing top-quality tax preparation, bookkeeping, and financial consulting services to individuals and businesses in the area. With a commitment to accuracy and personalized attention, we strive to help our clients navigate the complexities of the tax system and achieve their financial goals. Contact us today to schedule a consultation and see how Sunrise Tax Pro Services can help you manage your finances effectively.
115 Race St, San Jose, CA 95126, United States -
VieTax Services
● ClosedVieTax Services is a trusted accounting and finance institution located at 5450 Thornwood Drive in San Jose, California. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the United States. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Visit us today to see how VieTax Services can help you achieve your financial goals.
5450 Thornwood Dr, San Jose, CA 95123, United States -
H. H. Professional Tax
● ClosedH. H. Professional Tax is a reputable accounting and finance institution located at 1101 South Winchester Boulevard in San Jose, California, United States. With a team of experienced professionals, they provide expert tax preparation, financial planning, and accounting services to individuals and businesses. Whether you need assistance with tax filing, investment strategies, or bookkeeping, H. H. Professional Tax is dedicated to helping clients achieve their financial goals. Contact them today to schedule a consultation and take control of your finances.
1101 S Winchester Blvd N266, San Jose, CA 95128, United States -
ATS Associated Tax Services, Inc.
● ClosedATS Associated Tax Services, Inc. is a reputable accounting and finance institution located at 3033 Moorpark Avenue in San Jose, California, United States. With a team of experienced professionals, ATS offers a wide range of tax services to individuals and businesses. Whether you need help with tax preparation, planning, or filing, ATS is dedicated to providing personalized and reliable solutions to meet your financial needs. Trust ATS Associated Tax Services, Inc. for all your accounting and finance needs.
3033 Moorpark Ave # 9, San Jose, CA 95128, United States -
MC Advisors Bookkeeping Services
● ClosedMC Advisors Bookkeeping Services is a reputable accounting and finance institution located at 115 Race Street in San Jose, California, United States. With a team of experienced professionals, we offer top-notch bookkeeping services to help individuals and businesses manage their finances effectively. Our services are tailored to suit the specific needs of each client, ensuring accurate and timely financial reporting. Trust MC Advisors Bookkeeping Services to provide reliable and efficient solutions for all your accounting needs.
115 Race St, San Jose, CA 95126, United States -
Ronald R Welch-Tax Service
● ClosedRonald R Welch-Tax Service is a reputable accounting and finance institution located at 920 Saratoga Avenue in San Jose, California, United States. With a team of experienced professionals, we specialize in providing top-notch tax services to individuals and businesses. Our commitment to accuracy and efficiency sets us apart, ensuring that our clients receive the best possible financial guidance and support. Whether you need help with tax preparation, planning, or filing, Ronald R Welch-Tax Service is here to assist you every step of the way. Trust us to handle all of your accounting and finance needs with professionalism and expertise.
920 Saratoga Ave suite 100, San Jose, CA 95129, United States -
San Jose Tax Services
● OpenSan Jose Tax Services is a reputable institution located at 376 Neilson Court in San Jose, California. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch tax assistance to individuals and businesses in the area. Whether you need help with tax preparation, planning, or consulting, we are here to assist you with all your financial needs. Trust San Jose Tax Services for reliable and efficient solutions to your tax-related concerns.
376 Neilson Ct, San Jose, CA 95111, United States -
Laura Rose EA Tax and Bookkeeping Services
● ClosedLaura Rose EA Tax and Bookkeeping Services is a trusted accounting and finance institution located at 1101 South Winchester Boulevard in San Jose, California. With a team of experienced and knowledgeable professionals, they offer a wide range of services including tax preparation, bookkeeping, and financial consulting. Whether you are an individual or a business owner, Laura Rose EA Tax and Bookkeeping Services is dedicated to providing personalized and reliable solutions to help you achieve your financial goals. Trust them to handle all your accounting needs with professionalism and expertise.
1101 S Winchester Blvd A105, San Jose, CA 95128, United States -
Paddock's Bookkeeping & Tax Service
● ClosedPaddock's Bookkeeping & Tax Service is a reputable accounting and finance institution located at 3550 Stevens Creek Boulevard in San Jose, California, United States. With years of experience in providing top-notch bookkeeping and tax services, our team of professionals is dedicated to helping individuals and businesses manage their finances efficiently. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Paddock's Bookkeeping & Tax Service is here to help. Trust us to handle all your accounting needs with precision and expertise.
3550 Stevens Creek Blvd UNIT 320, San Jose, CA 95117, United States -
First Tax Service, Inc.
● ClosedFirst Tax Service, Inc. is a leading accounting and finance institution located at 1879 Lundy Avenue in San Jose, California, United States. With a team of highly skilled professionals, we provide a wide range of tax services to individuals and businesses. Our expertise in tax preparation, planning, and consulting ensures that our clients receive the best possible financial advice and solutions. Whether you need help with personal taxes or complex business accounting, First Tax Service, Inc. is here to help you navigate the world of finance with confidence and ease.
1879 Lundy Ave STE 128, San Jose, CA 95131, United States -
Padgett Business Services San Jose
● ClosedPadgett Business Services San Jose is a reputable accounting and finance institution located at 871 Coleman Avenue in San Jose, California. Our dedicated team of professionals offers a wide range of services to help businesses manage their financial needs efficiently. From bookkeeping and tax preparation to payroll services and financial planning, we are committed to providing personalized solutions tailored to each client's unique needs. With our expertise and attention to detail, we strive to help businesses thrive and succeed in today's competitive market. Contact us today to learn more about how Padgett Business Services San Jose can support your financial goals.
871 Coleman Ave Lobby, San Jose, CA 95110, United States -
Vivian Xu, San Jose CPA Firm
● ClosedVivian Xu, San Jose CPA Firm is a professional accounting and finance institution located at 1625 The Alameda in San Jose, California, United States. With a team of experienced CPAs, they offer a wide range of services including tax preparation, financial planning, and audit support. Whether you are an individual looking for personal financial advice or a business in need of accounting expertise, Vivian Xu, San Jose CPA Firm is dedicated to providing top-notch service and helping clients achieve their financial goals.
1625 The Alameda, San Jose, CA 95126, United States -
Jose Palma, A Professional Corporation
● ClosedJose Palma, A Professional Corporation is a trusted accounting and finance institution located at 111 Race Street in San Jose, California, United States. With years of experience and expertise in the field, our team of professionals is dedicated to providing top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, we strive to help our clients achieve their financial goals. Trust Jose Palma, A Professional Corporation for all your accounting and finance needs.
111 Race St, San Jose, CA 95126, United States -
AAlpha Omega Tax Service
● ClosedAAlpha Omega Tax Service is a reputable accounting and finance institution located at 4934 Red Creek Drive in San Jose, California, United States. With a team of experienced professionals, they offer a wide range of tax services to individuals and businesses. Whether you need help with tax preparation, planning, or resolution, AAlpha Omega Tax Service is dedicated to providing personalized solutions to meet your financial needs. Contact them today for expert advice and assistance with all your tax-related concerns.
4934 Red Creek Dr, San Jose, CA 95136, United States -
Fractions Tax Services & Bookkeeping
● ClosedFractions Tax Services & Bookkeeping is a trusted accounting and finance institution located at 2033 Gateway Place in San Jose, California. Our dedicated team of professionals specializes in providing top-notch tax services and bookkeeping solutions to individuals and businesses alike. With years of experience and a commitment to excellence, we strive to help our clients navigate the complexities of financial management with ease and confidence. Whether you need assistance with tax preparation, financial planning, or bookkeeping services, our knowledgeable staff is here to assist you every step of the way. Visit us today and let us help you achieve your financial goals.
2033 Gateway Pl 5th Floor, Suite 541, San Jose, CA 95110, United States -
Minimum Tax Services
● OpenMinimum Tax Services is a reputable accounting and finance institution located at 1620 Oakland Road in San Jose, California. Our team of experienced professionals is dedicated to helping individuals and businesses minimize their tax liabilities while maximizing their financial success. Whether you need assistance with tax planning, preparation, or IRS representation, we are here to provide personalized and reliable services to meet your specific needs. Trust Minimum Tax Services to handle all of your accounting and finance needs with expertise and efficiency.
1620 Oakland Rd # D105, San Jose, CA 95131, United States -
Quality Tax Services
● ClosedQuality Tax Services is a reputable institution located at 3111 Alum Rock Avenue in San Jose, California. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing high-quality tax solutions to individuals and businesses alike. With a commitment to accuracy and efficiency, we strive to exceed our clients' expectations and help them navigate the complexities of the tax system. Whether you need assistance with tax preparation, planning, or consulting, Quality Tax Services is here to help you achieve your financial goals.
3111 Alum Rock Ave, San Jose, CA 95127, 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 -
GPS-Golden Professional Services, Inc.
● ClosedGPS-Golden Professional Services, Inc. is a reputable institution located at 2470 Berryessa Road in San Jose, California. Specializing in accounting, finance, and insurance services, GPS-Golden Professional Services, Inc. is committed to providing top-notch financial solutions to individuals and businesses. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and insurance coverage. Whether you need help with managing your finances or securing the right insurance policy, GPS-Golden Professional Services, Inc. is dedicated to helping you achieve your financial goals.
2470 Berryessa Rd # F, San Jose, CA 95133, United States -
Senter Tax Services
● ClosedSenter Tax Services is a leading accounting and finance institution located at 2899 Senter Road in San Jose, California, United States. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses. With a focus on 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 tax preparation, planning, or consulting, Senter Tax Services is here to help. Contact us today to schedule a consultation and see how we can assist you with all your accounting and finance needs.
2899 Senter Rd, San Jose, CA 95111, United States
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