Tax advisor company in Campbell, CA
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Wealth Cairn - An Investor Coaching Company
● OpenWealth Cairn is an investor coaching company located in Campbell, California, United States. Our belief is that our true purpose in life guides our actions around money, and we are here to provide expertise and coaching to help you on your financial journey. Our Certified Financial Planner CFP® Coaches will lead you through an Investor Coaching Workshop or consultation to help you discover your values and overcome any obstacles holding you back from reaching your goals. Our services include family and business financial planning, ERISA/401(k) and 403(b) benefits, security-based lending, donor advised funds, and insurance products such as life, disability, and long-term care. We offer service plans and pricing to fit your needs and are committed to helping you make a difference in your finances.
910 E Hamilton Ave Suite 350, Campbell, CA 95008, United States -
State Farm Insurance - Greg Pond Agency
● OpenThe State Farm Insurance - Greg Pond Agency is located at 14500 Big Basin Way in Saratoga, California. Greg Pond serves as the State Farm Insurance Agent for the greater San Jose – South Bay Area, with the office conveniently situated in downtown Saratoga. The agency caters to the insurance needs of various communities, including Saratoga, Los Gatos, Los Gatos Mountains, Cupertino, and Campbell, as well as the entire state of California. The agency offers a range of insurance products, including Homeowners Insurance, Auto Insurance, Renters Insurance, Life Insurance, Business Insurance, and more. Greg Pond, who was born and raised in Los Gatos, is dedicated to providing award-winning customer service and top-quality insurance products to protect clients from the risks of modern life.
14500 Big Basin Wy d, Saratoga, CA 95070, United States -
Jerry Rojas - State Farm Insurance Agent
● OpenJerry Rojas - State Farm Insurance Agent is a trusted insurance agency located at 2542 South Bascom Avenue in Campbell, California. While online auto quoting is not available at this time, customers can call, text, or visit the office for a personalized auto quote. The dedicated team at Jerry Rojas is ready to create a Personal Price Plan tailored to individual needs. As a California native, Jerry Rojas understands the unique needs of Bay Area residents. With a background in the financial industry, he brings valuable insights to help customers find the perfect insurance plan within their lifestyle and budget. Serving areas such as Campbell, Los Gatos, San Jose, and more, Jerry Rojas and his team prioritize exceptional service and ensuring customers feel confident about their coverage.
2542 S Bascom Ave STE 200, Campbell, CA 95008, United States -
Waterman and Associates, CPA
● OpenWaterman and Associates, CPA is a reputable accounting and finance institution located in Campbell, California. With over 30 years of professional experience, our team of CPAs, Enrolled Agents, and Tax Attorneys offer a full range of tax planning and preparation services for individuals, business owners, trusts, and estates. From internet startups to established corporations, we provide tailored solutions for financial growth and management. Our services include financial management, human resources, operations, risk management, strategy, and technology consulting. We specialize in tax issues facing the LGBT community and offer accounting and bookkeeping services for start-ups and established companies. Contact us at (408) 856-6345 or (760) 507-1430 for personalized advice on maximizing success and profitability. Email us at info@watermancpa.net or visit us at 2110 S Bascom Ave, Ste 103, Campbell CA 95008 for expert financial guidance. Waterman and Associates, CPA - your trusted advisors in accounting and finance.
2110 S Bascom Ave #103, Campbell, CA 95008, United States
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