TOP 30 Best Secured future in San Jose, California

Gateway Financial Advisors, led by Brian Lombardo, CFP, CPA, is a reputable finance institution located at 2570 North First Street in San Jose, California. With a team of experienced professionals, they offer comprehensive financial planning and advisory services to help individuals and businesses achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your taxes, Gateway Financial Advisors can provide expert guidance tailored to your specific needs. Trustworthy and reliable, they are dedicated to helping clients make informed decisions and secure their financial future.

Sarah Clish is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 225 West Santa Clara Street in San Jose, California, United States. Sarah holds several prestigious certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications demonstrate her expertise in asset management, estate planning, investment strategies, and retirement planning. She is also trained in behavioral financial advising, philanthropy, fixed-rate and variable annuities, and issues impacting seniors and those planning for retirement. Sarah is committed to providing comprehensive financial planning services to her clients, helping them achieve their financial goals and secure their financial future.

Mariner Wealth Advisors is a leading financial institution located at 99 South Almaden Boulevard in San Jose, California. As a trusted advisor in the finance industry, they offer comprehensive wealth management services to help individuals and families achieve their financial goals. With a team of experienced professionals, Mariner Wealth Advisors provides personalized solutions tailored to each client's unique needs. Whether it's retirement planning, investment management, or estate planning, they are dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind. Visit Mariner Wealth Advisors in San Jose to start building a secure financial future today.

Ameriprise Financial is a leading financial institution located at 1 South Almaden Boulevard in San Jose, California. As a trusted provider of financial services, Ameriprise offers a wide range of solutions to help individuals and businesses achieve their financial goals. Whether you need assistance with retirement planning, investment management, or insurance services, Ameriprise Financial has the expertise and resources to help you navigate the complexities of the financial world. Additionally, Ameriprise Financial operates as an ATM for convenient access to cash and other banking services. Visit us today to discover how Ameriprise can help you secure a brighter financial future.

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.

Flournoy Wealth Management is a finance institution located at 1165 Lincoln Avenue in San Jose, California, United States. As a CERTIFIED FINANCIAL PLANNER™ professional, the team at Flournoy Wealth Management specializes in helping women in transition by creating personalized planning and investment strategies for every stage of life. With a focus on lasting financial health and well-being, the team offers complimentary 30-minute consultations to discuss individual financial goals. The financial Consultants at Flournoy Wealth Management are registered representatives with LPL Financial, offering securities, financial planning, and advisory services. Pam Flournoy, CFP® CDFA® LPL Financial Advisor, can be contacted at 408-271-8800 or Pam.Flournoy@lpl.com. Schedule a consultation today to start planning for a secure financial future.

Potentia Tax, located at 1226 Lincoln Avenue in San Jose, California, is a finance institution dedicated to providing tailored tax solutions for individuals and businesses with a net worth of $2 million or more. Our team of CPA’s, tax preparers, and financial professionals work holistically to minimize tax implications and optimize financial landscapes through strategic tax planning. We specialize in crafting personalized tax plans that go beyond compliance to maximize asset growth and minimize liabilities. Our services include comprehensive tax planning for high-net-worth individuals, alternative minimum tax planning, multistate tax planning, estate and trust planning, and strategic tax planning for businesses.

TaxZerone is a trusted institution located at 690 Saratoga Avenue, San Jose, California, United States, specializing in accounting and finance services. If you need to extend your tax filing deadline, TaxZerone can help you e-file Form 7004 or 4868 for an additional 6 months with just 3 simple steps. They also offer fast and easy e-filing for nonprofit tax forms such as Form 990-N, 990-EZ, 990, and 990-PF. With TaxZerone, you can confidently file a wide range of IRS forms, including employment tax forms like Form 941 and Form 940, as well as information returns like Form 1099-NEC and Form 1099-MISC. They also help with filing Form W-2 for employees and HVUT returns for trucks, allowing you to claim refunds of excise taxes.

Ohara & Associates LLC is a reputable finance institution located at 1570 The Alameda in San Jose, California, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses alike. Whether you are looking for investment advice, tax planning, or retirement strategies, Ohara & Associates LLC is dedicated to helping you achieve your financial goals. Trustworthy and reliable, they strive to provide personalized solutions tailored to your specific needs. Visit them today to secure your financial future.

Phillips Elaine is a reputable institution specializing in accounting and finance services, located at 1800 Hamilton Avenue in San Jose, California. With a team of experienced professionals, they offer a wide range of financial solutions to individuals and businesses. Whether you need assistance with tax preparation, financial planning, or investment management, Phillips Elaine is dedicated to providing top-notch services tailored to meet your specific needs. Trustworthy and reliable, they strive to help clients achieve their financial goals and secure their financial future.

All About Business Services (AABS) is a remote-only bookkeeping firm located at 950 South Bascom Avenue in San Jose, California. Specializing in accounting and finance, our team of highly skilled professionals is dedicated to helping small businesses thrive. We offer monthly bookkeeping in QuickBooks, project work, and 3rd party application integration all in the cloud. Our team leaders are advanced QuickBooks Online experts who leverage technology to make your business run more effectively. At AABS, we believe in setting up an accounting ecosystem that synchronizes with 3rd party systems to meet your unique business needs. We are constantly learning and staying up-to-date on new technology and changes in the industry to provide the best service possible. Our goal is to help you transform your books from a snapshot of the past to a tool for projecting the future.

Welcome to Communication Service Co (CSC) Located at 1060 El Dorado Avenue, Santa Cruz, California, Communication Service Co (CSC) is your trusted local electronics store specializing in telecommunications technology. For over 60 years, we have proudly served the Santa Cruz area and beyond, including Scotts Valley, Watsonville, Monterey, Salinas, Santa Clara, and San Jose. Our commitment to excellence has made us the premier telecommunications service provider and structured cabling company in the region.

Welcome to the Old Salt Lake Historical Marker, a captivating local business nestled in the heart of Redondo Beach, California. Our site offers a unique glimpse into the rich tapestry of Southern California's historical landscape. As you explore, you'll discover a wealth of stories that have shaped this vibrant region. Located at Redondo Beach, CA 90277, the Old Salt Lake Historical Marker stands as a testament to the area's diverse and dynamic past. While our primary focus is the fascinating history surrounding the Old Salt Lake, we also highlight significant historical landmarks throughout Southern California, each with its own captivating story.

StarOne Valley Insurance Agency is a leading insurance agency located at 598 East Santa Clara Street in the heart of San Jose, California. With a team of experienced and dedicated professionals, we offer a wide range of insurance products and services to meet the needs of individuals, families, and businesses. Our mission is to provide personalized and comprehensive insurance solutions to protect what matters most to our clients. Whether you're looking for auto, home, life, or business insurance, our knowledgeable agents are here to help you find the right coverage at the right price. Visit us today to see how we can help you secure your future and give you peace of mind.

Farmers Insurance - Ray Kellam is an insurance agency located at 2189 Monterey Street, San Jose, California, United States. As your personal Farmers Insurance agent in San Jose, CA, Ray Kellam believes in keeping you informed of ways to protect what's important to you. With experience in disaster response and claims processes, Ray is a knowledgeable and valuable agent dedicated to providing the best service to his clients. Whether you're in need of auto insurance, homeowners insurance, life insurance, or specialty coverage, Ray will help you select the right products to fit your insurance needs. Ray is committed to his clients and their trust in the agency to protect what they value the most. From comprehensive coverage to deductibles and medical payments, Ray can help take the mystery out of selecting the right insurance coverage for your needs and budget. With competitive rates and multi-line insurance discounts, Ray can provide you with the best options for your car insurance, home insurance, life insurance, renters insurance, condo insurance, and business insurance needs.

Helen Masamori Agency is an insurance agency located at 2 North 33rd Street, San Jose, California, United States. We specialize in providing customized insurance solutions for both individuals and businesses. Our comprehensive coverage is designed to protect your biggest investments and support your business every step of the way. At Helen Masamori Insurance Agency, we prioritize people over policies. Our mission is to offer personalized insurance solutions that provide peace of mind for your personal and business needs. With a legacy of trust and expertise, we are dedicated to protecting what matters most to you.

The Law Offices of Timothy D. Henry, located at 1871 The Alameda, San Jose, California, is a trusted institution specializing in estate planning and probate litigation services. Founder Timothy D. Henry understands the importance of securing the future of your loved ones through comprehensive estate planning. With extensive experience in the field, he guides clients through the probate process with professionalism and care. Whether you need assistance with creating a revocable living trust or navigating the complexities of probate proceedings, Timothy D. Henry is here to help. Serving clients in Santa Clara County and surrounding areas, the firm is dedicated to providing personalized and effective legal representation. Contact the Law Offices of Timothy D. Henry for a free case evaluation and safeguard the future of your estate today.

Manka Mortgages is a leading finance and insurance agency located at 1022 Lancer Drive in San Jose, California, United States. With a team of experienced professionals, we specialize in providing personalized mortgage solutions to help our clients achieve their financial goals. Whether you are looking to purchase a new home, refinance your current mortgage, or secure insurance coverage, we are dedicated to providing exceptional service and guidance every step of the way. Contact us today to learn more about how Manka Mortgages can help you secure your financial future.

Goodwill of Silicon Valley, located at 1691 West San Carlos Street in San Jose, California, is a clothing store dedicated to improving employment opportunities, increasing standards of living, and providing economic independence for individuals in need. Founded in 1928, this institution offers vocational training, workforce creation, and environmental stewardship to help people overcome barriers to employment and build sustainable livelihoods. With 18 retail stores, an online store, and a Contract Services division, Goodwill of Silicon Valley is committed to transforming lives and communities. Customers and employees alike are supported in their journey towards self-improvement and independence. The institution values privacy and security, using secure server software to protect personal information. Social media sites are used for promoting discussion and knowledge about Goodwill, and users are encouraged to share content with the hashtag #Goodwillsiliconvalley. By allowing Goodwill to use their content, individuals grant the institution the right to feature their posts in various promotional materials. Goodwill of Silicon Valley is a place where individuals can find support, guidance, and a sense of belonging as they work towards a brighter future.

KIS Insurance Services is a well-established finance and insurance agency located at 1225 West San Carlos Street in San Jose, California. With a dedicated team of professionals, we provide a wide range of insurance products and financial services to meet the needs of our clients. Our mission is to offer personalized and comprehensive solutions to protect our clients' assets and secure their financial future. Contact us today to learn more about how we can assist you with your insurance and financial needs.

Farmers Insurance - Marleny Martinez is a trusted insurance agency located at 1897 Alum Rock Avenue, San Jose, California, United States. As your local Farmers® agent, Marleny Martinez is dedicated to helping customers find the insurance coverage that best suits their needs. Whether it's auto, home, renters, or business insurance, Marleny has the knowledge and experience to guide you through the process and ensure you understand your options. With over 80 years of experience, Farmers® has a solid reputation for providing reliable insurance products. From protecting your home in case of a disaster to ensuring your loved ones are financially supported through life insurance, Marleny can help you create a plan that meets your specific needs.

OE Federal Credit Union is a trusted financial institution located at 3150 Almaden Expressway in San Jose, California. As a member-owned credit union, we are dedicated to providing personalized financial services and support to our members. Our goal is to help individuals and families achieve their financial goals through a variety of products and services, including savings accounts, loans, and online banking. With a focus on community and member satisfaction, OE Federal Credit Union is committed to delivering exceptional service and value to our members. Visit us today to learn more about how we can help you secure your financial future.

T.A.O. Insurance & Financial is a reputable insurance agency located at 974 Story Road in San Jose, California. With a commitment to providing top-notch insurance and financial services, our knowledgeable team is dedicated to helping clients protect their assets and plan for a secure financial future. Whether you are looking for auto, home, life, or business insurance, we have a wide range of customizable options to suit your needs. Contact us today to learn more about how we can help you achieve peace of mind and financial security.

VMS & Associates, Inc. is a finance institution located at 351 South Baywood Avenue in San Jose, California, United States. We specialize in providing comprehensive financial services to individuals and businesses. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized solutions and expert advice. Whether you need assistance with tax planning, investment management, or retirement planning, we are here to help. Contact us today to learn more about how VMS & Associates, Inc. can help you secure a solid financial future.

Farmers Insurance - Kelly Dunn is an insurance agency located at 2695 Moorpark Avenue in San Jose, California, United States. Kelly Dunn is ready to assist with any questions you may have regarding comprehensive coverage, collision coverage, deductibles, medical payments, and more. With over 80 years of experience, Farmers Insurance offers a range of insurance products to protect your home, car, life, business, and personal belongings. Whether you need renters insurance, condo insurance, or a personal umbrella policy, Kelly Dunn can help customize a plan to fit your needs and budget. Contact Kelly Dunn today to discuss your financial goals and secure your future with a solid financial plan. Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, and other affiliated insurers provide coverage for policies underwritten by Farmers Insurance. Securities are offered through Farmers Financial Solutions, LLC. Contact Kelly Dunn at Farmers Insurance for more information and personalized assistance.

Van (Von) Le - State Farm Insurance Agent is a reputable insurance agency located at 301 North Jackson Avenue in San Jose, California. With a focus on providing quality insurance products and exceptional customer service, this institution is dedicated to helping individuals and businesses protect what matters most. Whether you are in need of auto, home, life, or business insurance, the knowledgeable team at Van (Von) Le - State Farm Insurance Agent is committed to finding the right coverage options for your specific needs. Contact them today to learn more about how they can help you safeguard your assets and secure your future.

Falcon Wealth Planning, located in San Jose, California, is a finance institution that helps clients reach their financial goals with personalized and transparent Fiduciary Advice. The institution specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life’s transitions. With over 30 years of experience, Falcon Wealth Planning is dedicated to preparing creative solutions tailored specifically to each individual client. The institution focuses heavily on tax planning, serving everyday Americans and providing retirement planning, investment management, tax planning, financial planning, and estate planning services. Falcon Wealth Planning is registered as an investment advisor with the SEC and is a Fee-Only investment advisory, making them a "True" Fiduciary. The institution's values of trust and transparency are integral to providing comprehensive services to help clients achieve their financial goals. Whether you are a small business owner, planning for retirement, or simply looking to increase your wealth, Falcon Wealth Planning can help you navigate your financial future.

Excite Credit Union, located at 265 Curtner Avenue in San Jose, California, is a full-service financial institution offering banking and finance services. In addition to traditional services such as ATMs and loans, Excite Credit Union provides individualized advising through BALANCE with coaches who speak Spanish. These coaches can help with creating a budget, debt management, credit report review, home ownership education, and fraud and identity theft solutions. These services are free to Excite members and nonprofit affiliates. Excite Credit Union is committed to helping all members build a financially stronger future. They offer products designed to save members money and are owned by their members. Rates for services such as loans are subject to change without notice, with APR and APY clearly disclosed to ensure transparency. Join Excite Credit Union today to start on the path to financial wellness and security.

Cherrywood Elementary School is a vibrant primary school located at 2550 Greengate Drive in San Jose, California. Our school prides itself on providing a nurturing and supportive learning environment for students in grades K-6. With a dedicated team of experienced educators, we strive to cultivate a love for learning and academic excellence in all of our students. At Cherrywood Elementary, we believe in fostering a strong sense of community and collaboration among students, parents, and staff. Join us in shaping the future leaders of tomorrow at Cherrywood Elementary School.

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.