Professional management consultancy in Alameda, CA
52 results found
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Clarity Wealth Advisors
● ClosedClarity Wealth Advisors is a leading finance institution located at 2160 The Alameda in San Jose, California, United States. With a team of expert financial advisors, we specialize in providing personalized wealth management solutions to help our clients achieve their financial goals. From investment planning to retirement strategies, our experienced professionals are dedicated to providing clarity and guidance every step of the way. Trust Clarity Wealth Advisors to help you secure your financial future.
2160 The Alameda A, San Jose, CA 95126, United States -
Ravix Group
● ClosedRavix Group is a leading accounting and finance institution located in San Jose, California. With a prime location on The Alameda, Ravix Group offers a wide range of professional services to help businesses manage their financial needs effectively. From bookkeeping to financial analysis, Ravix Group is dedicated to providing top-notch services to clients in the San Jose area. With a team of experienced professionals, Ravix Group is committed to helping businesses thrive and succeed in today's competitive market.
1871 The Alameda #331, San Jose, CA 95126, United States -
Edward Jones - Financial Advisor: Guy Ben Ari, CFP®|AAMS™|CRPS™
● ClosedEdward Jones - Financial Advisor: Guy Ben Ari, CFP®|AAMS™|CRPS™ is a leading financial institution located at 1050 Marina Village Parkway in Alameda, California, United States. With a team of highly qualified professionals, including Certified Financial Planner Guy Ben Ari, this institution offers expert financial advice and services to help individuals and businesses achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Edward Jones is dedicated to providing personalized solutions tailored to your unique needs. Trust Edward Jones - Financial Advisor: Guy Ben Ari, CFP®|AAMS™|CRPS™ for all your financial planning and investment needs.
1050 Marina Village Pkwy Suite 100, Alameda, CA 94501, United States -
Bcn Financial Inc
● OpenBcn Financial Inc is a reputable finance institution located at 3215 Encinal Avenue in Alameda, California, United States. We offer a wide range of financial services including investment advice, retirement planning, wealth management, and more. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can assist you in managing your finances effectively.
3215 Encinal Ave # L, Alameda, CA 94501, United States -
Edward Jones - Financial Advisor: Kirk Cowan, CRPS™
● ClosedEdward Jones - Financial Advisor: Kirk Cowan, CRPS™ is a reputable finance institution located at 1336 Park Street in Alameda, California, United States. Kirk Cowan, a Certified Retirement Plan Specialist, offers expert financial advice and planning services to individuals and businesses. With a focus on personalized investment strategies and retirement planning, Kirk Cowan helps clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, save for retirement, or plan for your children's education, Kirk Cowan and Edward Jones are dedicated to providing tailored solutions to meet your financial needs.
1336 Park St STE D, Alameda, CA 94501, United States -
Costella Kirsch Inc
● OpenCostella Kirsch Inc is a reputable finance institution located at 3500 Alameda de las Pulgas in Menlo Park, California, United States. With a strong presence in the financial industry, Costella Kirsch Inc offers a wide range of financial services to individuals and businesses. Their team of experienced professionals is dedicated to providing personalized solutions to help clients achieve their financial goals. Whether you are looking for investment advice, wealth management, or retirement planning, Costella Kirsch Inc is committed to delivering exceptional service and expertise. Visit their office today to learn more about how they can help you secure your financial future.
3500 Alameda de las Pulgas #150, Menlo Park, CA 94025, United States -
Albert Hsia - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedAlbert Hsia - Financial Advisor at Ameriprise Financial Services, LLC is dedicated to providing personalized financial planning and investment management services to clients in San Jose, California. With a focus on helping individuals and families achieve their financial goals, Albert Hsia offers expert guidance on retirement planning, wealth management, and estate planning. Located at 1905 The Alameda, clients can expect a high level of professionalism and expertise when working with this reputable financial institution.
1905 The Alameda, San Jose, CA 95126, United States -
Jeffrey Raegen - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedJeffrey Raegen - Private Wealth Advisor at Ameriprise Financial Services, LLC is a finance institution located at 1905 The Alameda, San Jose, California, United States. The institution offers a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications cover a variety of financial planning topics including asset management, retirement planning, estate planning, investment strategies, and more. The institution is dedicated to providing expert financial advice and guidance to individuals and businesses, ensuring their financial goals are met with professionalism and integrity.
1905 The Alameda, San Jose, CA 95126, United States -
Mark Gronert - Thrivent
● ClosedMark Gronert - Thrivent is a finance institution located at 2021 The Alameda, San Jose, California, United States. Licensing for insurance products is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so clients are encouraged to consult with their attorney or tax professional. Thrivent provides advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients have the option to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
2021 The Alameda STE 140, San Jose, CA 95126, United States -
Lesley Lemessurier - Associate Financial Advisor, Ameriprise Financial Services, LLC
● ClosedLesley Lemessurier, an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 1905 The Alameda, San Jose, California, is a highly qualified professional with multiple certifications and designations. Lesley holds the AAMS™ certification, demonstrating expertise in asset management and investment strategies. Additionally, Lesley is an ADPA™ Accredited Domestic Partnership Advisor™, specializing in wealth transfers, retirement planning, and end-of-life needs for domestic partners. With the AEP® designation from the National Association of Estate Planners & Councils, Lesley is well-versed in estate planning for various professionals. As an Accredited Investment Fiduciary® (AIF®), Lesley upholds high fiduciary standards and demonstrates comprehensive knowledge in this area. Lesley also holds the APMA™ designation, focusing on client assessment, risk/return, and modern portfolio theory. With the AWMA℠ certification, Lesley has advanced knowledge in asset management, retirement planning, and risk management for high net worth clients. Furthermore, Lesley is a Behavioral Financial Advisor, helping clients make better financial decisions through self-awareness and effective decision-making. Lesley is also a Chartered Advisor in Philanthropy® (CAP®), assisting clients in articulating and advancing their philanthropic aspirations. Additionally, Lesley holds the CAS® designation, specializing in fixed-rate and variable annuities. With the CASL® credential, Lesley is trained in issues impacting seniors and retirement planning. As a Certified Divorce Financial Analyst, Lesley specializes in the financial aspects of divorce.
1905 The Alameda, San Jose, CA 95126, United States -
Davis Electric & Systems
● ClosedDavis Electric & Systems is a trusted electrician serving Solano, Napa, Yolo, and surrounding counties with all your electrical needs. Located at 831 Alamo Drive in Vacaville, California, our full-service electrical contractor offers professional and quality services for residential and commercial settings. As a family-owned and operated business, we prioritize listening to our customers' wants and needs to provide sound solutions that meet or exceed their goals. Our fully licensed and insured electricians offer comprehensive installation, maintenance, troubleshooting, and repair services throughout Vacaville and surrounding areas, including Solano, Napa, Yolo, Contra Costa, and Alameda counties. With a trusted BBB membership and an A rating, you can have peace of mind when choosing Davis Electric & Systems for your electrical needs. Customers have praised our professional and fair rates, timely service, and knowledgeable staff. Contact us for all your residential and commercial electrical and low voltage needs, and experience the exceptional service and results that set us apart from the rest.
831 Alamo Dr, Vacaville, CA 95688, United States -
TTP Investments
● ClosedTTP Investments is a reputable accounting and finance institution located at 1978 The Alameda in San Jose, California, United States. With a team of experienced professionals, TTP Investments provides a wide range of financial services including investment management, tax planning, and financial consulting. Clients can trust TTP Investments to provide expert advice and personalized solutions to help them achieve their financial goals.
1978 The Alameda, San Jose, CA 95126, 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 -
Silicon Valley Tax Coach
● ClosedSilicon Valley Tax Coach is a finance institution located at 2021 The Alameda in San Jose, California, United States. Our team of expert tax coaches specializes in providing personalized tax planning and consulting services to individuals and businesses in the Silicon Valley area. With our in-depth knowledge of tax laws and regulations, we help our clients maximize their tax savings and minimize their liabilities. Whether you are looking to optimize your tax strategy, reduce your tax burden, or plan for future financial goals, Silicon Valley Tax Coach is here to help you navigate the complex world of taxes with confidence and ease. Contact us today to schedule a consultation and take the first step towards achieving your financial objectives.
2021 The Alameda STE 280, San Jose, CA 95126, United States -
Lars G Hansson
● ClosedLars G Hansson is a reputable accounting and finance institution located at 2159 Central Avenue in Alameda, California, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or investment advice, Lars G Hansson is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial management.
2159 Central Ave, Alameda, CA 94501, United States -
Pirotta Financial Services Inc
● ClosedPirotta Financial Services Inc is a reputable accounting and finance institution located in the heart of San Jose, California. With a prime location at 1520 The Alameda, our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or investment management, our experts are here to help. Trust Pirotta Financial Services Inc for all your accounting and finance needs in the Silicon Valley area.
1520 The Alameda #120, San Jose, CA 95126, United States -
Greater Bay Appraisal
● ClosedGreater Bay Appraisal is a trusted institution located in Brentwood, California, specializing in providing high quality value estimates on all types of real estate in the Bay Area and beyond. Since 2003, our team of experts has been relied upon by mortgage lenders, attorneys, home owners, and real estate professionals for accurate and reliable home valuations. We continuously analyze local real estate trends and stay updated on valuation techniques to ensure our clients receive the most accurate appraisal services. Our services cover a wide range of areas, including Contra Costa County, Alameda, Concord, Walnut Creek, Lafayette, Orinda, Moraga, Brentwood, Antioch, Clayton, Alamo, Danville, San Ramon, Livermore, and Northern CA. Whether you need a step-up basis date of death appraisal, capital gains appraisal, trust appraisal, or any other type of real estate valuation, Greater Bay Appraisal is here to provide you with a defensible and certified opinion of value.
1145 2nd St #306, Brentwood, CA 94513, United States -
Santa Barbara Bookkeeping & Tax Services
● OpenSanta Barbara Bookkeeping & Tax Services is a reputable accounting and finance institution located at 2050 Alameda Padre Serra in Santa Barbara, California, United States. Our team of experienced professionals is dedicated to providing top-notch bookkeeping and tax services to individuals and businesses in the area. With a focus on accuracy and efficiency, we strive to help our clients navigate the complexities of financial management and compliance. Whether you need assistance with tax preparation, payroll processing, or general accounting services, Santa Barbara Bookkeeping & Tax Services is here to help you achieve your financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
2050 Alameda Padre Serra, Santa Barbara, CA 93103, United States -
MAX TAX AND TRAVEL
● ClosedMAX TAX AND TRAVEL is a reputable institution located at 4433 South Alameda Street in Vernon, California, United States. Specializing in accounting and finance services, we provide expert tax preparation and travel booking assistance to individuals and businesses alike. Our team of professionals is dedicated to helping clients navigate the complexities of financial management, ensuring they receive the maximum return on their investments. With a commitment to excellence and personalized service, MAX TAX AND TRAVEL is the go-to destination for all your financial needs.
4433 S Alameda St, Vernon, CA 90058, United States -
Luminous Tax Services
● OpenLuminous Tax Services is a reputable finance institution located at 9530 Alameda Street in South Gate, California, United States. Specializing in tax services, their team of experts is dedicated to providing professional and reliable assistance to individuals and businesses in managing their finances and taxes. With a commitment to excellence and customer satisfaction, Luminous Tax Services is the go-to destination for all your financial needs.
9530 Alameda St C, South Gate, CA 90280, United States -
Amanda Mathias Bonomi, EA, CFP
● ClosedAmanda Mathias Bonomi, EA, CFP is a reputable accounting, finance, and insurance agency located at 1625 The Alameda in San Jose, California, United States. With a team of experienced professionals, they provide expert tax preparation, financial planning, and insurance services to individuals and businesses. Whether you need help with filing your taxes, managing your investments, or securing the right insurance coverage, Amanda Mathias Bonomi, EA, CFP is dedicated to helping you achieve your financial goals. Contact them today for personalized and reliable financial guidance.
1625 The Alameda #206, San Jose, CA 95126, United States -
Budget Books & Tax
● OpenBudget Books & Tax is a finance institution located at 1885 The Alameda in San Jose, California. Our team of experts is dedicated to helping individuals and businesses manage their finances effectively. From bookkeeping services to tax preparation, we offer a wide range of services to meet your financial needs. With our professional guidance and personalized approach, you can trust Budget Books & Tax to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can assist you with your financial needs.
1885 The Alameda #100G, San Jose, CA 95126, United States
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