Tailored financial plans in Sunnyvale, CA
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Edward Jones - Financial Advisor: Swanellie Paulin, CEPA®|AAMS™|CRPC™
● ClosedEdward Jones - Financial Advisor Swanellie Paulin, CEPA®, AAMS™, CRPC™ is a reputable financial institution located at 1309 South Mary Avenue, Sunnyvale, California, United States. Specializing in comprehensive financial planning and investment management, Swanellie Paulin is a Certified Exit Planning Advisor (CEPA®), Accredited Asset Management Specialist (AAMS™), and Chartered Retirement Planning Counselor (CRPC™). With a strong commitment to helping clients achieve their financial goals, Swanellie Paulin provides personalized and tailored financial solutions to individuals, families, and businesses in the Sunnyvale area. Whether you are planning for retirement, saving for your children's education, or growing your wealth, Edward Jones - Financial Advisor Swanellie Paulin is dedicated to helping you secure a prosperous financial future.
1309 S Mary Ave #204, Sunnyvale, CA 94087, United States -
Edward Jones - Financial Advisor: Shane Jacksteit, CFP®|CAP®|AAMS™|CRPC™
● ClosedEdward Jones - Financial Advisor: Shane Jacksteit, CFP®|CAP®|AAMS™|CRPC™ is a reputable financial institution located at 438 South Murphy Avenue, Sunnyvale, California, United States. With a team of highly qualified professionals, including Certified Financial Planners (CFP®), Chartered Advisor in Philanthropy (CAP®), Accredited Asset Management Specialists (AAMS™), and Chartered Retirement Planning Counselors (CRPC™), Edward Jones offers expert financial advice and services to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your assets, Shane Jacksteit and his team are dedicated to providing personalized solutions tailored to your individual needs. Trust Edward Jones for reliable and comprehensive financial guidance in Sunnyvale, California.
438 S Murphy Ave Suite 201, Sunnyvale, CA 94086, United States -
JPL Financial Group
● OpenJPL Financial Group is a leading finance institution located at 830 Stewart Drive in Sunnyvale, California, United States. Our team of experienced professionals are dedicated to providing top-notch financial services to our clients, including investment management, financial planning, and wealth management. With a focus on personalized service and tailored solutions, we strive to help our clients achieve their financial goals and secure their financial future. Trust JPL Financial Group to guide you towards financial success.
830 Stewart Dr, Sunnyvale, CA 94085, United States -
Catherine Chen - State Farm Insurance Agent
● ClosedCatherine Chen - State Farm Insurance Agent is a reputable insurance agency located at 20132 Stevens Creek Boulevard in Cupertino, California. Situated near the Apple campus, De Anza College, and Cupertino Main Street, our agency serves the community with a focus on personalized service and excellent customer care. As April is distracted driving awareness month, we encourage you to review your auto insurance liability coverage to ensure you and your family are adequately protected. With over two decades of experience, Catherine Chen brings a dedicated work ethic and a commitment to helping her neighbors in Cupertino and surrounding areas such as San Jose, Saratoga, Sunnyvale, and Los Gatos.
20132 Stevens Creek Blvd, Cupertino, CA 95014, United States -
New York Life Insurance Company
● ClosedNew York Life Insurance Company, located at 333 West El Camino Real, Sunnyvale, California, is an insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. They also provide coverage for everyday tasks, income replacement in case of sickness or injury, professionally managed investments, and guidance for estate planning. With over 12,000 agents nationwide, New York Life offers best-in-class products and solutions to help grow your financial security and peace of mind. They have been in the industry for over 175 years, upholding values of diversity, responsibility, and service. Their mission is to make the world a better place through responsible investing, community engagement, and charitable giving.
333 W El Camino Real #380, Sunnyvale, CA 94087, United States -
Farmers Insurance - Atulya Yogeshwar
● ClosedFarmers Insurance - Atulya Yogeshwar is a local insurance agency located at 510 Lawrence Expressway in Sunnyvale, California. The agency is dedicated to helping customers find the insurance coverage that best suits their needs, whether it's for auto, home, renters, business, or other types of insurance. At Farmers Insurance, personalized service is provided to make customers more informed about their insurance options. The experienced agents at Farmers Insurance can assist with understanding coverage options, deductibles, and more. They can help with selecting the right car insurance coverage, providing online quotes and discounts to help save money. For homeowners, Farmers Insurance offers comprehensive coverage and competitive rates, ensuring that your most valuable possession is protected in the event of a disaster.
510 Lawrence Expy STE 213, Sunnyvale, CA 94085, United States -
Bay Area Estate Attorneys | The Law Offices of Julie Ann Sowards
● ClosedBay Area Estate Attorneys | The Law Offices of Julie Ann Sowards is a boutique firm located at 440 North Wolfe Road in Sunnyvale, California. Specializing in estate planning, trust litigation, and tax law, our team is dedicated to providing personalized solutions tailored to each client's unique situation. Julie Ann Sowards, the founder of the firm, is a seasoned attorney with a focus on advanced estate planning and taxation strategies. With a strong belief in enforcing the rights of beneficiaries, Julie is committed to putting her clients in the most advantageous position possible. She also offers mentorship programs for aspiring attorneys and women starting their own legal practices.
440 N Wolfe Rd, Sunnyvale, CA 94085, United States -
Paul Middleton - State Farm Insurance Agent
● OpenPaul Middleton - State Farm Insurance Agent is an established insurance agency located at 1468 South De Anza Boulevard in San Jose, California. Conveniently situated near Saratoga and Cupertino, just one block south of Hwy 85 on De Anza Blvd, this agency specializes in providing auto insurance coverage to ensure your peace of mind while on the road. With a dedicated team of experienced professionals, including Lucy who has managed the office for 25 years, Pamela with 28 years of insurance experience, and Peter who has been in the industry for 21 years, you can trust that you are in good hands. At Paul Middleton - State Farm Insurance Agent, customer service is a top priority. The team is committed to helping you navigate the complexities of insurance, whether you need auto, home, renter's, or life insurance. With over 150 years of combined experience in the insurance industry, this agency is one of the most experienced State Farm offices in the San Jose region. They are available 24/7 to assist you with personalized insurance solutions in both English and Spanish.
1468 S De Anza Blvd, San Jose, CA 95129, United States -
Farmers Insurance - Lili Li
● ClosedFarmers Insurance - Lili Li is an insurance agency located at 1202 Kifer Road, Sunnyvale, California, United States. As your local Farmers® agent, Lili Li and her staff are dedicated to helping customers identify insurance coverage that best fits their needs. Whether you are looking for auto, home, renters, life, or business insurance, they have the knowledge and experience to assist you in understanding your coverage options. By offering personalized and straightforward service, they aim to make you more informed about insurance. If you have questions about comprehensive coverage, deductibles, or any other insurance-related inquiries, feel free to contact Lili Li. She can help you navigate through the process of selecting the right insurance coverage for your needs and budget. Additionally, you can get started with an online quote to learn about insurance discounts that can help you save money.
1202 Kifer Rd Ste 168, Sunnyvale, CA 94086, United States -
H&R Block
● ClosedH&R Block is a leading accounting and finance institution located at 456 East El Camino Real in Sunnyvale, California, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking to file your taxes or a business in need of accounting services, H&R Block is dedicated to providing top-notch financial solutions tailored to meet your specific needs. Visit us today to experience expert advice and exceptional service.
456 E El Camino Real, Sunnyvale, CA 94087, United States -
Lam Steven C
● ClosedLam Steven C is a reputable accounting and finance institution located at 341 Cobalt Way in Sunnyvale, California, United States. With a team of experienced professionals, Lam Steven C offers a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or investment strategies, Lam Steven C is dedicated to providing top-notch services tailored to meet your specific needs. Trustworthy and reliable, Lam Steven C is the go-to institution for all your accounting and finance needs in Sunnyvale.
341 Cobalt Way # 203, Sunnyvale, CA 94085, United States -
MSA Accounting
● ClosedMSA Accounting is a reputable institution located at 1021 South Wolfe Road in Sunnyvale, California, United States. Specializing in accounting and finance, MSA Accounting offers top-notch services to individuals and businesses alike. With a team of experienced professionals, MSA Accounting is dedicated to providing accurate and reliable financial solutions tailored to meet the unique needs of each client. Whether you need help with tax preparation, bookkeeping, or financial planning, MSA Accounting is the go-to institution for all your accounting needs.
1021 S Wolfe Rd Suite 235, Sunnyvale, CA 94086, United States -
GOODBOOKS CPA, INC
● ClosedGOODBOOKS CPA, INC is a reputable accounting and finance institution located at 830 Stewart Drive in Sunnyvale, California, United States. With a team of experienced and knowledgeable professionals, GOODBOOKS CPA, INC offers a wide range of services to individuals and businesses, including tax preparation, auditing, financial planning, and consulting. Clients can trust GOODBOOKS CPA, INC to provide accurate and reliable financial solutions tailored to their specific needs.
830 Stewart Dr Ste 213, Sunnyvale, CA 94085, United States -
E & A Accounting Services
● OpenE & A Accounting Services is a reputable accounting and finance institution located at 211 East Maude Avenue in Sunnyvale, California, United States. With a team of experienced professionals, we offer a wide range of accounting services to individuals and businesses in the area. From bookkeeping and tax preparation to financial planning and consulting, we strive to provide our clients with accurate and reliable financial solutions. Whether you are looking to streamline your business finances or need help with personal tax planning, E & A Accounting Services is here to help you achieve your financial goals.
211 E Maude Ave #102, Sunnyvale, CA 94086, United States -
Priest Stream & Donnelly
● OpenPriest Stream & Donnelly is a reputable accounting and finance institution located at 1228 Alderwood Avenue in Sunnyvale, California, United States. With a team of experienced professionals, they provide top-notch financial services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or investment advice, Priest Stream & Donnelly has the expertise to meet your needs. Trustworthy, reliable, and dedicated to their clients' success, this institution is a go-to for all your accounting and finance needs.
1228 Alderwood Ave, Sunnyvale, CA 94089, United States -
PRP Consulting
● OpenPRP Consulting is a leading accounting and finance institution located at 1290 Oakmead Parkway in Sunnyvale, California, United States. With a team of experienced professionals, PRP Consulting offers a wide range of services including financial planning, tax preparation, and business consulting. Clients can expect personalized solutions tailored to their specific needs and goals. Whether you are an individual looking to maximize your savings or a business seeking strategic financial advice, PRP Consulting is dedicated to helping you achieve success.
1290 Oakmead Pkwy, Sunnyvale, CA 94085, United States
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