TOP 30 Best Tax advisor services for individuals in San Jose, California

Pollard, Cooper, Kabitsis & Associates - Ameriprise Financial Services, LLC is a reputable finance institution located at 1 South Almaden Boulevard in San Jose, California, United States. With a team of experienced financial advisors, they offer a wide range of services to help clients achieve their financial goals. Whether you are looking for retirement planning, investment management, or estate planning, Pollard, Cooper, Kabitsis & Associates can provide personalized solutions to meet your needs. Trustworthy and dedicated, they strive to help clients navigate the complexities of the financial world with confidence and peace of mind.

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.

James Park is the Branch Manager at Ameriprise Financial Services, LLC located at 225 West Santa Clara Street, San Jose, California, United States. Ameriprise Financial has been recognized as one of Investor’s Business Daily’s Most Trusted Wealth Managers. James Park provides personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients have secure access to their investments and accounts from any device. Interested individuals can schedule a complimentary initial consultation to learn more about how James Park can help achieve financial goals. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. James Park may conduct securities business with residents of states where properly registered. Referrals are welcomed, and friends or family members can expect to hear from James Park soon. Privacy and security are a top priority at Ameriprise Financial Services, LLC.

Jason Styczynski - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 1 South Almaden Boulevard, San Jose, California, United States, offers a range of financial services to individuals, including asset management, retirement planning, estate planning, and investment strategies. Jason Styczynski holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in financial planning and wealth management. With a focus on ethical practices and comprehensive knowledge in asset management, Jason Styczynski helps clients make informed decisions to achieve their financial goals. Whether you are a retiree, small business owner, or high net worth individual, Jason Styczynski can provide personalized financial solutions tailored to your specific needs. Contact Jason Styczynski - Private Wealth Advisor, Ameriprise Financial Services, LLC for expert financial guidance and support.

Raegen, Parker and Associates - Ameriprise Financial Services, LLC is a reputable finance institution located at 1905 The Alameda in San Jose, California, United States. With a focus on providing personalized financial planning and investment services, their team of experienced professionals strive to help clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Raegen, Parker and Associates is dedicated to providing expert guidance and tailored solutions to meet your unique needs.

Kris Sorensen - RBC Wealth Management Financial Advisor is a reputable finance institution located at 99 South Almaden Boulevard in San Jose, California, United States. As a trusted financial advisor, Kris Sorensen offers personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Kris Sorensen provides expert financial advice and investment strategies tailored to each client's unique needs. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Kris Sorensen - RBC Wealth Management Financial Advisor is dedicated to helping you secure a stable financial future.

Richard Bologna - Private Wealth Advisor at Ameriprise Financial Services, LLC is a leading finance institution located in San Jose, California. With a focus on providing personalized wealth management services, Richard Bologna and his team offer expert financial advice and investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for education, or building your wealth, Richard Bologna is dedicated to helping you navigate the complexities of the financial world and secure your financial future. Visit us at 225 West Santa Clara Street to learn more about our services and how we can help you reach your financial aspirations.

Nancy Ubaldi - UBS Financial Services Inc. is a reputable financial institution located at 355 Santana Row in San Jose, California. Specializing in providing top-notch financial services, Nancy Ubaldi - UBS Financial Services Inc. offers a wide range of investment options and wealth management solutions to clients in the United States. With a team of experienced financial advisors, the institution is committed to helping individuals and businesses achieve their financial goals and secure their financial future. Visit Nancy Ubaldi - UBS Financial Services Inc. today for expert financial advice and personalized service.

Joe Guttadauro is a financial advisor at Ameriprise Financial Services, LLC located at 225 West Santa Clara Street in San Jose, California. He holds multiple certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. Joe Guttadauro is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. He is committed to upholding a high standard of ethics and continuing education to ensure his clients receive the best possible financial guidance. Whether you are looking to plan for retirement, manage your investments, or navigate complex financial situations, Joe Guttadauro is here to help.

Spiridon Kabitsis - Ameriprise Financial Services, Inc. is a finance institution located at 50 West San Fernando Street in San Jose, California, United States. With a focus on providing personalized financial planning and investment services, our team of professionals is dedicated to helping individuals and families achieve their financial goals. Whether you are looking to build wealth, plan for retirement, or protect your assets, we are here to guide you every step of the way. Contact us today to schedule a consultation and start planning for a secure financial future.

Eric Stryker is a Financial Advisor at Ameriprise Financial Services, LLC located at 225 West Santa Clara Street in San Jose, California, United States. Eric holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, showcasing his expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on providing comprehensive financial solutions, Eric is dedicated to helping individuals achieve their financial goals and secure their future. Whether you are a retiree, small business owner, or high net worth client, Eric Stryker is committed to providing personalized financial advice tailored to your specific needs.

Philip T Castaneda - RBC Wealth Management Financial Advisor is a leading finance institution located at 99 South Almaden Boulevard in San Jose, California. As a trusted financial advisor, Philip T Castaneda provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert financial guidance, clients can trust in the expertise and experience of Philip T Castaneda and his team. Whether you are planning for retirement, investing for the future, or managing your wealth, Philip T Castaneda - RBC Wealth Management Financial Advisor is dedicated to helping you secure your financial future.

Jim Galindo - RBC Wealth Management Financial Advisor is a reputable finance institution located at 99 South Almaden Boulevard in San Jose, California, United States. As a skilled financial advisor, Jim Galindo offers personalized wealth management services to help individuals and businesses achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Jim Galindo provides expert guidance on investment strategies, retirement planning, and more. Whether you are looking to grow your wealth or secure your financial future, Jim Galindo is dedicated to helping you make informed decisions and navigate the complexities of the financial market. Visit Jim Galindo - RBC Wealth Management Financial Advisor today to start planning for a brighter financial future.

Thuyhuong Le - Private Wealth Advisor at Ameriprise Financial Services, LLC is a trusted financial institution located in San Jose, California. Specializing in providing personalized wealth management strategies, Thuyhuong Le offers tailored financial advice and investment solutions to help clients achieve their financial goals. With a focus on building long-term relationships built on trust and transparency, Thuyhuong Le is dedicated to helping individuals and families navigate the complexities of financial planning. Visit their office at 225 West Santa Clara Street to learn more about their comprehensive services and expertise in wealth management.

Lucie Honosutomo - RBC Wealth Management Financial Advisor is a reputable financial institution located at 99 South Almaden Boulevard in San Jose, California. As a dedicated financial advisor, Lucie Honosutomo provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships, Lucie offers expert advice and tailored investment solutions to individuals and businesses alike. Whether you are planning for retirement, saving for your children's education, or growing your investment portfolio, Lucie Honosutomo is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Financial Advisor Shayne Fleming is a prestigious finance institution located at 50 West San Fernando Street, San Jose, California, United States. This institution is dedicated to providing exemplary client service and personalized financial strategies to meet the specific needs of attorneys, business owners, entrepreneurs, high-net-worth individuals, and more. The team at Merrill is supported by global resources and is committed to building strong client relationships based on trust. By utilizing sound risk management principles and tax efficient strategies, they aim to help clients achieve their short and long-term financial goals. The advisors at Merrill Lynch Wealth Management focus on understanding the unique priorities and goals of each client to create a personalized plan rooted in the complexities of their life. With the Investment Personality Assessment, they gain a deeper understanding of how clients think and feel about investing to customize their approach. The institution offers a breadth of financial solutions, premier customer service, and tools to help clients track changes in their financial approach as their life evolves. Merrill Lynch Financial Advisor Shayne Fleming puts clients first, offering personalized investment strategies and access to comprehensive financial solutions. Certified by the Certified Financial Planner Board of Standards, Inc., Merrill Lynch advisors are dedicated to providing thoughtful analysis and guidance to help clients navigate the complexities of their financial lives.

Merrill Lynch Financial Advisor Graham John Bruce is a finance institution located at 560 South Winchester Boulevard, San Jose, California, United States. Supported by the global resources of Merrill, the team at this institution is dedicated to building strong client relationships based on trust and personalized service. Michael, a Financial Advisor at Merrill Lynch Wealth Management, focuses on developing and implementing globally diversified financial strategies customized for high-net-worth individuals, business owners, corporate executives, and technology professionals. With a background in economics and a Chartered Retirement Planning Counselor designation, Michael is committed to delivering exceptional service and always putting the interests of clients first. The institution offers personalized financial planning services to help clients pursue their goals while managing investment risk. With access to the investment insights of Merrill and banking solutions from Bank of America, the team at Merrill Lynch Financial Advisor Graham John Bruce works with clients to develop an approach designed to address their financial needs and goals. By getting to know clients personally and understanding their priorities, the team can create a financial approach that reflects their unique needs and helps them achieve their goals. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Graham John Bruce is committed to helping clients navigate the complexities of their financial lives and pursue their goals.

Gregory Smith - UBS Financial Services Inc. is a leading financial institution located at 355 Santana Row in San Jose, California. With a strong reputation for providing top-notch financial services, Gregory Smith - UBS Financial Services Inc. offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized guidance and support to clients, ensuring they make informed decisions and maximize their financial potential. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Gregory Smith - UBS Financial Services Inc. is committed to helping you succeed.

Patricia Rodriguez Income Tax is a reputable accounting and finance institution located at 3174 Sylvan Drive in San Jose, California. With a team of experienced professionals, we offer expert tax preparation and financial services to individuals and businesses alike. Our goal is to provide accurate and efficient solutions to help our clients navigate the complex world of taxes and finances. Trust Patricia Rodriguez Income Tax for all your accounting needs in the San Jose area.

Merrill Lynch Financial Advisor Maureen M Fong, located at 560 South Winchester Boulevard in San Jose, California, is a highly experienced professional with over 35 years in the financial industry. Maureen is dedicated to providing clients with personalized financial and wealth management strategies tailored to their individual needs. She specializes in wealth accumulation, preservation, and transfer, with a focus on retirement income planning and wealth transfers to future generations. Maureen has been recognized on the Forbes "Best-in-State Wealth Advisors" list in 2022, as well as the Forbes "America's Top Women Wealth Advisors" list in 2020 and 2021. She holds the Certified Investment Management Analyst (CIMA®) and Certified Plan Fiduciary Advisor (CPFA) designations, showcasing her expertise in the field.

occurring loss when investing in securities or other financial products. Clients should consider their investment objectives and risks carefully before investing. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets. Past performance is no guarantee of future results, and the value of investments and the income they generate can fluctuate. This information is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, clients should consult with a qualified tax advisor, CPA, financial planner or investment manager. At Merrill Lynch Financial Advisor Justin R Pearce, located in San Jose, California, our team of experienced professionals is dedicated to providing personalized financial advice and guidance tailored to your unique needs and goals. We believe in building strong relationships through teamwork and collaboration, and we have access to the global investment capabilities of Merrill and the banking convenience of Bank of America.

Merrill Lynch Financial Advisor Mengxiao Shan is a reputable finance institution located at 50 West San Fernando Street in San Jose, California, United States. As a trusted financial advisor, Mengxiao Shan provides personalized financial guidance and investment strategies to help clients achieve their financial goals. With a strong reputation for excellence and a commitment to client satisfaction, Merrill Lynch Financial Advisor Mengxiao Shan is a top choice for individuals seeking expert financial advice and planning services.

. Ruth Lai is a financial advisor at Merrill Lynch located at 560 South Winchester Boulevard in San Jose, California. Ruth specializes in working with High Net Worth individuals to help preserve and grow their assets through proactive planning and a disciplined investment process. She focuses on customized portfolio construction, tax minimization strategies, wealth transfer strategies, and philanthropic solutions. Ruth believes in understanding her clients' goals and needs beyond just finance and serves as a gateway to full balance sheet solutions available at Merrill and Bank of America banking services. Her team offers a wide range of services including wealth planning, corporate cash management, executive compensation planning, estate planning strategies, and more. Ruth is a Certified Financial Planner and Chartered Financial Consultant and is dedicated to helping clients achieve their financial goals. With a personalized approach and access to the resources of Merrill Lynch and Bank of America, Ruth works with clients to develop a financial plan tailored to their individual needs and priorities.

Tax Man is a reputable accounting and finance institution located at 1800 Hamilton Avenue in San Jose, California, United States. With a team of skilled professionals, Tax Man offers a wide range of services including tax preparation, financial planning, and accounting services. Whether you are an individual or a business owner, Tax Man is dedicated to providing personalized and reliable solutions to help you achieve your financial goals. Trust Tax Man for all your accounting and finance needs.

Laura Rose EA Tax and Bookkeeping Services is a trusted accounting and finance institution located at 1101 South Winchester Boulevard in San Jose, California. With a team of experienced and knowledgeable professionals, they offer a wide range of services including tax preparation, bookkeeping, and financial consulting. Whether you are an individual or a business owner, Laura Rose EA Tax and Bookkeeping Services is dedicated to providing personalized and reliable solutions to help you achieve your financial goals. Trust them to handle all your accounting needs with professionalism and expertise.

Accounting For You is a professional accounting firm located at 1040 The Alameda in San Jose, California. Our team of experienced accountants provides a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, and financial consulting. We are dedicated to helping our clients achieve their financial goals and navigate the complexities of the tax system. Whether you need assistance with personal tax planning or corporate accounting, Accounting For You is here to provide expert guidance and support. Contact us today to learn more about how we can help you with your financial needs.

AAlpha Omega Tax Service is a reputable accounting and finance institution located at 4934 Red Creek Drive in San Jose, California, United States. With a team of experienced professionals, they offer a wide range of tax services to individuals and businesses. Whether you need help with tax preparation, planning, or resolution, AAlpha Omega Tax Service is dedicated to providing personalized solutions to meet your financial needs. Contact them today for expert advice and assistance with all your tax-related concerns.

CAYDEN LEE CPA, 이춘우 회계사 (Bay Accounting & Tax) is a reputable accounting and finance institution located at 4030 Moorpark Avenue 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. Clients can trust in their expertise and dedication to providing top-notch financial solutions for individuals and businesses alike.

Go Tax Go is a finance institution located at 2880 Zanker Road in San Jose, California. Specializing in tax preparation and financial services, our team of experts is dedicated to helping individuals and businesses navigate the complexities of the tax system. With a commitment to providing personalized and professional service, Go Tax Go is your go-to destination for all your tax and financial needs.

Lam Accounting & Tax Services is a reputable institution located at 2150 Ringwood Avenue in San Jose, California. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions to individuals and businesses alike. From tax preparation to financial planning, we offer a wide range of services to help our clients achieve their financial goals. Trust Lam Accounting & Tax Services for all your accounting and finance needs in the heart of Silicon Valley.