Small business financial planning in Los Altos, California

Merrill Lynch Financial Advisor Sameera Gupta is a finance institution located at 3075A Hansen Way, Palo Alto, California, United States. Sameera Gupta has over 20 years of experience in the Financial Services industry, working with global organizations such as Wachovia/Wells Fargo, Visa Inc., and Western Union. She specializes in helping clients achieve their financial goals and simplifying the complexities of their financial lives. Sameera has a deep understanding of global financial and banking products due to her experience living and working on four different continents. She serves individuals, small businesses, and senior corporate executives with unique and complex financial situations. Sameera supports various NGOs and is actively involved in charitable organizations such as Minds Matter. She is fluent in Hindi and resides in Los Altos with her family. Sameera offers personalized wealth management services through Merrill Personal Wealth Analysis™, focusing on building strong client relationships based on trust and personalized service. Whether you are planning for retirement, funding your children's education, or passing your wealth to future generations, Sameera works with you to develop a customized approach to help you achieve your financial goals. She believes in simplifying the complexities of investing and providing transparency to help you reach your goals. Sameera is committed to helping you navigate the financial and economic landscapes to pursue your goals.

Barbara Madden - Financial Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 164 Main Street, Los Altos, California, United States. Barbara Madden holds several certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating her expertise and commitment to providing top-notch financial advice and services. With a strong focus on asset management, retirement planning, estate planning, and investment opportunities, Barbara Madden is well-equipped to assist individuals, retirees, small business owners, and high net worth clients with their financial needs. Additionally, Barbara Madden is dedicated to ongoing education and training to stay current with the latest trends and best practices in the finance industry. Whether you are looking for assistance with portfolio management, wealth transfers, retirement planning, or any other financial need, Barbara Madden - Financial Advisor, Ameriprise Financial Services, LLC is here to help you achieve your financial goals.

Welcome to Accountant Partners Small Business Accountant - Long Beach Location, your trusted partner in accounting and finance, located on Park Avenue in the heart of Long Beach, California. Serving the vibrant community of Long Beach and its surrounding neighborhoods from Belmont Shore to Bixby Knolls and Alamitos Heights, we are dedicated to helping the area's 469,450 residents and 33,023 businesses thrive. At Accountant Partners, we specialize in minimizing your tax burden and maximizing your business profitability. With over 27 years of experience, we offer best-in-class tax minimization strategies, personalized advisory services, and technology-driven efficiency. Our proactive approach ensures that you save significantly on taxes, with potential savings ranging from $10,000 to over $1 million.

Welcome to Jason Stefely - State Farm Insurance Agent located at 20395 Pacifica Drive, Cupertino, California. Our insurance agency is conveniently situated just south of Stevens Creek Blvd and east of DeAnza Blvd. As a State Farm agent since 2004, I am proud to serve the local communities of Cupertino, Mountain View, Sunnyvale, Los Altos, and beyond. At our agency, we have a team of highly skilled and motivated individuals who are dedicated to providing outstanding service and protecting what's important to our customers. We offer a range of insurance services including Auto Insurance, Homeowners Insurance, Renters Insurance, Motorcycle Insurance, Boat Insurance, Life Insurance, Small Business Insurance, and other Commercial lines of insurance. We also provide Financial Services to help you plan for the future.

Dwight Matthews - State Farm Insurance Agent is a trusted insurance agency located at 1564 Miramonte Avenue in Los Altos, California. Situated at the Loyola corner near Fremont and Foothill expressway, we are dedicated to serving the insurance and financial needs of individuals and families in the area. With a focus on providing protection from the unexpected, we take pride in offering State Farm's financial stability to our clients. As an active member of the Los Altos Chamber of Commerce and Los Altos Rotary, we are deeply involved in the local community. Our team, led by Sheila and Chris, has extensive experience in the insurance industry and is committed to helping policyholders achieve their financial goals. With a focus on customer care, we have been serving the Los Altos community for 29 years.

The Tax Office of Robert H. Scher is a reputable finance institution located at 1440 Villa Drive in Los Altos, California, United States. Specializing in tax services, this institution is dedicated to providing expert advice and assistance to individuals and businesses in navigating the complexities of tax laws and regulations. With a focus on accuracy and efficiency, the Tax Office of Robert H. Scher aims to help clients maximize their financial benefits and minimize their tax liabilities. Trustworthy and reliable, this institution is committed to delivering top-notch service to its clients.

Knight & Co is an accounting and finance institution located at 419 South San Antonio Road in Los Altos, California, United States. Established in 1954, our family firm has been dedicated to serving individuals and small businesses with their tax filings and accounting needs. Over the years, our clientele has expanded to include a wide range of entities and individuals, and our services have grown to encompass all types of tax and accounting engagements, as well as consulting for operations management and wealth management services. At Knight & Co, we pride ourselves on leveraging technology, common sense, and technical skill to help our clients save time and money. Our goal is to assist you in reaching your financial goals, whether it be through tax planning, accounting services, or wealth management. With our expertise and personalized approach, we strive to help you succeed in all your financial endeavors. Let Knight & Co be your trusted partner in achieving financial success.