The 30 Best Specialist consultant in San Jose, California

Steven Isaacson is a dedicated financial advisor at Ameriprise Financial Services, LLC, located in San Jose, California. With a focus on providing personalized financial planning and investment strategies, Steven helps clients navigate their financial goals and achieve long-term success. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Steven Isaacson is committed to providing expert advice and guidance to help you reach your financial objectives. Contact Steven Isaacson at 225 West Santa Clara Street for a consultation and start building a secure financial future today.

Eric Susantio - UBS Financial Services Inc. is a renowned financial institution located at 355 Santana Row, San Jose, California, United States. Specializing in finance, they provide a wide range of services to help clients manage their wealth and achieve their financial goals. With a team of experienced professionals, Eric Susantio - UBS Financial Services Inc. offers personalized solutions tailored to each client's unique needs. Whether you are looking to invest, plan for retirement, or protect your assets, this institution is dedicated to helping you make informed decisions and secure your financial future.

Jeffrey 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.

Edward Jones - Financial Advisor: Dennis H Laughlin, CFP®|AAMS™ is a reputable finance institution located at 1165 Lincoln Avenue in San Jose, California, United States. With a focus on providing personalized financial planning services, Dennis H Laughlin, a Certified Financial Planner and Accredited Asset Management Specialist, helps clients achieve their financial goals and secure their future. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Dennis H Laughlin and his team at Edward Jones are dedicated to providing expert advice and guidance every step of the way. Trust in their expertise and experience to help you make informed financial decisions and build a strong financial foundation for the future.

Lisa Koppanyi is a Financial Advisor at Ameriprise Financial Services, LLC located at 1 South Almaden Boulevard, San Jose, California, United States. Lisa holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Lisa's expertise and commitment to providing comprehensive financial planning services to individuals and businesses. Lisa specializes in asset management, retirement planning, estate planning, investment strategies, and risk management. As a Certified Military Financial Advisor®, Lisa is also trained to serve veterans and active duty military personnel. With a strong focus on ethical practices and continuing education, Lisa is dedicated to helping clients achieve their financial goals and secure their financial future.

Phuong Pham - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 225 West Santa Clara Street in San Jose, California, is a finance institution offering a range of services to meet the diverse needs of individuals. Phuong Pham holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications demonstrate Phuong Pham's expertise in asset management, retirement planning, estate planning, investment strategies, and more. With a commitment to ethical practices and ongoing education, Phuong Pham is dedicated to providing high-quality financial advice to clients in San Jose and beyond.

Lesley 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.

James Motteler is a Financial Advisor at Ameriprise Financial Services, LLC, located at 225 West Santa Clara Street, San Jose, California, United States. James Motteler holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate James Motteler's expertise in asset management, retirement planning, estate planning, investment strategies, and more. James Motteler is dedicated to providing comprehensive financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.

Dinesh Sawal - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1905 The Alameda, San Jose, California, United States. The institution offers a variety of certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a range of financial planning topics such as 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, with a focus on ethical practices and comprehensive financial planning.

Daniel Martin - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 225 West Santa Clara Street, 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 Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. 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 comprehensive and specialized financial services to individuals and businesses, with a focus on ethical practices and continuing education for its advisors.

Pamela Matthews is a financial advisor at Ameriprise Financial Services, LLC located at 225 West Santa Clara Street in San Jose, California. She holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in asset management, retirement planning, estate planning, investment strategies, and more, Pamela Matthews is dedicated to providing comprehensive financial services to her clients.

Leon A Roat - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1 South Almaden Boulevard in San Jose, California, United States. The institution offers a range of services and certifications for wealth management and financial planning. Some of the certifications available include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover various aspects of financial planning, wealth management, retirement planning, estate planning, and more. The institution aims to provide clients with expert advice and guidance in navigating the complexities of financial planning.

SAFE MONEY INC is a reputable finance institution located at 1515 Lincoln Avenue in San Jose, California, United States. Our dedicated team of financial experts is committed to helping individuals and businesses manage and grow their wealth safely. We offer a range of financial services including investment management, retirement planning, and insurance solutions. Trust SAFE MONEY INC to safeguard your financial future and help you achieve your goals.

Fuse HVAC, Refrigeration & Electrical is a top-notch institution located at 4636 Thimbleberry Lane in San Jose, California. Specializing in electrician services and general contracting, we offer a wide range of services to meet all your HVAC, refrigeration, and electrical needs. Our team of skilled professionals is dedicated to providing high-quality workmanship and excellent customer service. Whether you need electrical repairs, HVAC installations, or refrigeration maintenance, Fuse HVAC, Refrigeration & Electrical is the go-to institution for all your needs. Contact us today to schedule a consultation and experience the difference our expertise can make in your home or business.

DLR Mobile Services is a reputable car repair institution located at 2191 Mendota Way in San Jose, California, United States. With a team of skilled technicians, they offer top-notch mobile services to ensure your vehicle is running smoothly and efficiently. Whether you need routine maintenance or major repairs, DLR Mobile Services is dedicated to providing high-quality service and customer satisfaction. Trust your car to the experts at DLR Mobile Services for all your automotive needs.

Expert Commercial Appliance Repair is a trusted institution located at 360 Del Medio Avenue in Mountain View, California. Our team of skilled technicians specializes in repairing a wide range of commercial appliances, ensuring that your business operations run smoothly. With years of experience and a commitment to providing top-notch service, we are dedicated to delivering fast and efficient repairs to minimize downtime and maximize productivity. Trust Expert Commercial Appliance Repair to keep your appliances in top working condition.

Nor Cal Mechanical is a reputable general contractor located at 6525 Crown Boulevard in San Jose, California. With a strong presence in the construction industry, Nor Cal Mechanical specializes in providing top-notch mechanical services to residential, commercial, and industrial clients. Their team of highly skilled professionals is committed to delivering exceptional results and exceeding customer expectations. Whether it's HVAC installations, plumbing repairs, or electrical work, Nor Cal Mechanical is dedicated to ensuring quality craftsmanship and superior service. Trust Nor Cal Mechanical for all your mechanical needs in the San Jose area.

Geek Squad is a technology support institution located at 5065 Almaden Expressway in San Jose, California. Our Geek Squad Agents are experts in all things tech and are here to help with any issues you may encounter. Whether you need help installing or repairing products in your home, setting up your smart devices, or even fixing your phone or computer, Geek Squad has you covered. We offer a Total Tech Support membership that provides dedicated support for all the technology in your home, no matter where you purchased it. Our In-Home Advisor can visit your home, assess your needs, and create a customized plan for adding new tech or appliances. We also provide same-day repair services for Samsung and Apple products, as well as expert repair for gaming consoles, cameras, and more.

ClickAway Computer Phone Network Repair is a one-stop shop for all your electronic needs, conveniently located at 5725 Winfield Boulevard in San Jose, California. As an electronics store specializing in computer, phone, and network repair services, our expert technicians are dedicated to providing top-notch solutions to ensure your devices are running smoothly. Whether you're dealing with a cracked phone screen, a slow computer, or a faulty network connection, ClickAway is here to help. Visit us today for fast and reliable repairs to get your devices back up and running in no time.

South Bay Gunite is a reputable general contractor located at 705 Tully Road in San Jose, California. Specializing in the application of gunite, a popular construction material used in swimming pools, retaining walls, and other structures, South Bay Gunite is known for their high-quality workmanship and attention to detail. With a team of skilled professionals and a commitment to customer satisfaction, South Bay Gunite is the go-to choice for all your construction needs in the South Bay area. Contact them today for a consultation and see how they can bring your vision to life.

Bay Area Climate Control is a trusted general contractor specializing in HVAC Heat Pump, Heating and Air Conditioning services in the Bay Area. Located at 1930 West Winton Avenue in Hayward, California, our team of experts serves a wide range of areas including San Ramon, Dublin, Livermore, San Jose, and many more. Since 2010, we have been proudly providing top-notch heating and air conditioning service and installation to residential and commercial clients in Alameda, San Mateo, Santa Clara, and Contra Costa Counties. As Carrier and Mitsubishi Heating/ Air Conditioning/ Heat Pump Pros, we offer a full range of services including routine maintenance checks, air conditioning repairs, and HVAC installations.

Silicon 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.

Kartveli CPA Firm is a reputable accounting and finance institution located at 993 Zarick Drive in San Jose, California, United States. With a team of experienced and knowledgeable Certified Public Accountants, we offer a wide range of services to individuals and businesses, including tax preparation, financial planning, and audit assistance. Our commitment to providing top-notch service and personalized solutions sets us apart from the competition. Visit us today and let us help you achieve your financial goals.

H&R Block is a trusted accounting and finance institution located at 1597 Tully Road in San Jose, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual looking for assistance with your personal taxes or a business in need of financial guidance, H&R Block is dedicated to helping you achieve your financial goals. Visit their office today to learn more about how they can support your financial needs.

E & L Income Tax Services Inc. is a reputable accounting and finance institution located at 2003 Cunningham Court in San Jose, California. With a strong focus on providing top-notch tax services to individuals and businesses, our experienced professionals are dedicated to helping clients navigate the complexities of tax laws and regulations. Whether you need assistance with tax preparation, planning, or filing, our team is here to provide personalized and reliable service. Trust E & L Income Tax Services Inc. for all your financial needs.

Al Sanchez Bookkeeping & Income Tax Services is a trusted institution located at 31 South Jackson Avenue in San Jose, California. Specializing in accounting and finance, our offices offer tax preparation and bookkeeping services with over 37 years of professional experience. With three convenient locations, we are dedicated to assisting with personal and business needs. As Immigration Consultants, we can assist with filling out immigration forms and handling various legal documents such as birth certificates, divorce certificates, and marriage certificates. Since 1987, we have been serving the Bay Area community and have a team of experienced professionals ready to help students, renters, homeowners, businesses, and corporations. Trust Al Sanchez Bookkeeping & Income Tax Services for all your financial needs.

Umali Construction is a versatile institution located at 5887 Pala Mesa Drive in San Jose, California, offering a range of services including electrical work, general contracting, plumbing, and home goods. Whether you're looking to renovate your home, fix a leaky faucet, or update your living space with new decor, Umali Construction has the expertise and resources to meet your needs. With a team of skilled professionals and a dedication to quality craftsmanship, you can trust Umali Construction to deliver exceptional results for all your home improvement projects.

California Commercial Cleaning is a professional cleaning company located at 4299 Windsor Park Drive in San Jose, California. Specializing in commercial cleaning services, we offer top-quality and reliable cleaning solutions for businesses of all sizes. Our team of experienced and skilled cleaners are dedicated to providing exceptional service and ensuring that your workspace is clean, sanitary, and presentable. Whether you need daily, weekly, or monthly cleaning services, California Commercial Cleaning has you covered. Contact us today to schedule a consultation and see how we can help keep your business looking its best.

Credit Repair Bay Area, located at 3240 South White Road in San Jose, California, is a trusted finance institution specializing in credit repair, restoration, and growth. With 19 years of experience, our team has successfully helped numerous individuals, families, and business owners improve their credit scores. Unlike larger national companies, we are a local agency dedicated to providing high-quality services at an affordable rate. We are proud to offer a money-back guarantee if we do not increase your credit score. Our licensed and insured experts are committed to helping you achieve your financial goals. Contact us today for a free consultation and let us help you on your journey to financial success.

The Mission Society of Enrolled Agents is a prestigious institution located at 2021 The Alameda in San Jose, California. As a leading authority in accounting and finance, the society is dedicated to providing top-notch education and support to enrolled agents in the United States. With a strong focus on professional development and ethical standards, the Mission Society of Enrolled Agents is committed to helping its members excel in their careers and serve their clients with integrity and expertise. Join us and become a part of a community of skilled and knowledgeable professionals in the field of accounting and finance.