Tax and financial services in Los Altos, California

Johnson Financial & Insurance Services is a reputable health and insurance agency located at 171 Main Street in Los Altos, California. With a commitment to providing top-notch financial and insurance services, our team of professionals is dedicated to helping clients navigate the complex world of health and insurance coverage. Whether you are looking for health insurance for yourself or your family, or need assistance with other types of insurance policies, Johnson Financial & Insurance Services is here to help. Our personalized approach and attention to detail set us apart from other agencies, making us a trusted partner for all your insurance needs. Visit us today to see how we can help you secure your financial future.

Gates Pass Advisors is a financial institution located at 280 2nd Street in Los Altos, California, United States. Specializing in financial planning and advising, the team at Gates Pass is dedicated to helping families, particularly women, navigate the complexities of today's financial landscape. Led by K. Esther Szabo, CFP® and CeFT®, and Erik Schei, CFA and CeFT®, Gates Pass offers a unique approach to financial planning that focuses on the individual needs and goals of each client. Unlike traditional brokerage houses, Gates Pass takes a holistic approach to financial planning, encompassing both financial planning and investment management. As fiduciary advisors, they prioritize the best interests of their clients and offer a wide range of investment solutions tailored to each client's specific needs.

Oakhurst Financial is a trusted institution located at 1059 Fremont Avenue in Los Altos, California, specialized in accounting and finance. Our team of experts is dedicated to helping you make informed decisions about your 401(k) investments and investment portfolio. As fiduciaries, we prioritize your best interests and provide personalized investment management services for those who prefer professional guidance. We offer integrated financial services designed to help you achieve financial success, whether you're saving for a home, college tuition, or retirement. Our federally-licensed preparers can assist with tax preparation, planning, and representation in IRS or California FTB audits. At Oakhurst Financial, we do not receive commissions for recommending specific actions, ensuring unbiased advice tailored to your unique financial goals.

Merrill Lynch Financial Advisor Richard McHugh is located at 3075 Hansen Way in Palo Alto, California, United States. Rich McHugh is a Senior Vice President, Private Wealth Advisor, and Portfolio Manager at Merrill Private Wealth Management. He works with leaders in business, members of accomplished families, and successful individuals to help them navigate the complexities of wealth through the advice and capabilities of Merrill Private Wealth Management's world-class infrastructure. Rich and his team provide highly personalized experiences by servicing a limited number of families. With extensive experience in traditional and alternative investments, portfolio management, short-term cash management, financing, and estate planning strategies, Rich begins each relationship by gaining a thorough understanding of his clients' backgrounds, financial pictures, goals, and expectations. Prior to joining Merrill, Rich worked at J.P. Morgan Private Bank in various offices across the United States. He holds a B.A. in Political Science and Government from Purdue University and a M.S. in Finance from DePaul University. Rich resides in Los Altos, CA, and enjoys art, golf, skiing, and travel in his free time. Merrill Lynch Wealth Management focuses on building strong client relationships based on trust and personalized service, with a focus on the unique priorities and goals of each individual client. Clients can expect personalized investment strategies and comprehensive financial solutions tailored to their needs and objectives.

Edward Jones - Financial Advisor: Cynthia A Wemyss, CFP®|ChFC® is a reputable finance institution located at 339 South San Antonio Road in Los Altos, California, United States. With a focus on providing personalized financial planning services, Cynthia A Wemyss, a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®), helps clients achieve their financial goals and secure their future. Whether you are looking to invest, plan for retirement, or manage your wealth, Cynthia and her team at Edward Jones are dedicated to providing expert advice and guidance to help you make informed financial decisions.

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.

Edward Jones - Financial Advisor: Aileen A Low, CFP® is a reputable finance institution located at 4966 El Camino Real in Los Altos, California, United States. Aileen A Low is a Certified Financial Planner who provides personalized financial advice and services to help clients achieve their financial goals. With a focus on long-term financial planning and investment strategies, Edward Jones - Financial Advisor: Aileen A Low, CFP® is committed to helping clients secure their financial future.

Ester Ng is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 164 Main Street in Los Altos, California. With years of experience in the finance industry, Ester provides personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Ester is dedicated to providing expert guidance and support every step of the way. Contact Ester Ng today to schedule a consultation and take control of your financial future.

RMJR Tax and Accounting is a reputable institution located in the heart of Los Altos, California. Our team of experienced professionals is dedicated to providing top-notch accounting and finance services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, payroll services, or financial planning, we have the expertise to meet your needs. At RMJR Tax and Accounting, we strive to deliver personalized solutions tailored to each client's unique situation. Visit us at 153 2nd Street to learn more about how we can help you achieve your financial goals.

Varveris & Associates Tax Management Professionals is a leading accounting and finance institution located at 4984 West El Camino Real in Los Altos, California, United States. With a team of experienced professionals, we specialize in providing expert tax management services to individuals and businesses. Our dedicated staff is committed to helping our clients navigate the complex world of taxes and finances, ensuring they receive the best possible outcomes. Whether you need assistance with tax planning, preparation, or compliance, Varveris & Associates is here to help. Contact us today to learn more about how we can assist you with your financial needs.

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.

Smart Tax Express, Inc. is a reputable accounting and finance institution located at 885 North San Antonio Road in Los Altos, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Their commitment to providing personalized and efficient services has made them a trusted partner for individuals and businesses alike. Whether you need help with filing your taxes or managing your finances, Smart Tax Express, Inc. is dedicated to helping you achieve your financial goals.

Hordin's Income Tax Services is a reputable accounting and finance institution located at 164 Main Street in Los Altos, California, United States. With a team of experienced professionals, we offer a wide range of tax services to individuals and businesses, ensuring accurate and timely filing. Our dedicated staff is committed to providing personalized attention and expert advice to help our clients navigate the complexities of tax laws and regulations. Trust Hordin's Income Tax Services for all your tax needs and experience peace of mind knowing your finances are in good hands.

Our institution specializes in providing expert tax planning, estate planning, and accounting bookkeeping services using Quickbooks software. Located at 329 South San Antonio Road in Los Altos, California, our team of professionals is dedicated to helping individuals and businesses navigate the complexities of financial management. Whether you need assistance with tax strategies, estate planning, or maintaining accurate financial records, we are here to help you achieve your financial goals. Contact us today to schedule a consultation and learn how we can assist you in managing your finances effectively and efficiently.

Tabcon Services Inc is a trusted accounting and finance institution located at 4962 El Camino Real in Los Altos, California, United States. With a team of experienced professionals, we offer a wide range of services including tax preparation, bookkeeping, financial planning, and more. Our goal is to help individuals and businesses achieve their financial goals through personalized and efficient solutions. Contact us today to learn more about how Tabcon Services Inc can assist you with your accounting and finance needs.

Longevity Law is a reputable law firm located at 948 Dolores Avenue in Los Altos, California. Specializing in estate planning, elder law, and long-term care planning, our team of experienced lawyers is dedicated to helping clients navigate the complexities of legal issues related to aging and ensuring their long-term well-being. With a focus on personalized service and attention to detail, Longevity Law is committed to providing comprehensive and compassionate legal support to individuals and families in the greater Los Altos area.

PiCircle LLC is a finance institution located at 14380 Debell Road, Los Altos Hills, California, United States. We specialize in providing financial services and solutions to individuals and businesses in the area. Our team of experts is dedicated to helping our clients achieve their financial goals and secure their future. Whether you need assistance with investments, retirement planning, or wealth management, PiCircle LLC is here to help. Contact us today to learn more about how we can assist you with your financial needs.

The Law Offices of John P. McDonnell is a prestigious institution located at 40 Main Street in Los Altos, California, United States. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to providing top-notch representation and guidance to our clients. With a strong track record of success, we strive to deliver exceptional results and personalized attention to each and every case. Trust in the expertise and dedication of The Law Offices of John P. McDonnell for all your legal and financial needs.

Di Maria & Cone is a renowned institution located at 628 Cuesta Drive in Los Altos, California, United States. Specializing in providing top-notch financial and investment advisory services, the institution is known for its commitment to excellence and personalized approach to helping clients achieve their financial goals. With a team of experienced professionals, Di Maria & Cone offers a wide range of services tailored to meet the unique needs of each individual client. Whether you are looking for retirement planning, wealth management, or investment advice, Di Maria & Cone is the trusted partner you can rely on for expert guidance and support. Visit their office today to see how they can help you secure your financial future.

Charles Schwab is a renowned financial institution located at 240 3rd Street in Los Altos, California, United States. With a strong reputation for providing top-notch financial services, Charles Schwab offers a wide range of investment options, retirement planning, wealth management, and banking services to individuals and businesses. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or simply manage your finances more effectively, Charles Schwab is a trusted partner that you can rely on.

Cerity Partners is a leading financial institution located at 779 Altos Oaks Drive in Los Altos, California, United States. Specializing in comprehensive financial planning and investment management services, our team of experienced advisors is dedicated to helping clients achieve their financial goals. With a focus on personalized solutions and a commitment to transparency and integrity, Cerity Partners is your trusted partner in navigating the complexities of the financial world. Contact us today to learn more about how we can help you secure your financial future.

Family CFO, Inc. is a finance institution located at 4966 El Camino Real in Los Altos, California, United States. As a trusted financial advisor, we provide personalized financial management services to individuals and families, helping them navigate complex financial decisions and achieve their long-term goals. Our team of experienced professionals offers comprehensive financial planning, investment management, tax planning, and estate planning services to ensure that our clients' financial well-being is secure. With a focus on building long-lasting relationships and providing top-notch customer service, Family CFO, Inc. is dedicated to helping our clients achieve financial success and peace of mind.

Dempsey & Associates is a reputable finance institution located at 111 Main Street in Los Altos, California, United States. With a team of experienced professionals, Dempsey & Associates provides a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Clients can expect personalized and comprehensive financial solutions tailored to their specific needs and goals. With a commitment to excellence and integrity, Dempsey & Associates strives to help clients achieve their financial objectives and secure their financial future.

Meyers Wealth Management is a leading finance institution located at 111 1st Street in Los Altos, California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their future. We offer personalized wealth management services, investment advice, and financial planning to individuals, families, and businesses. With a focus on long-term growth and risk management, Meyers Wealth Management is committed to providing top-notch financial solutions tailored to each client's unique needs. Contact us today to start planning for a secure financial future.

Flywheel Private Wealth is a premier financial institution located at 4 Main Street in the bustling city of Los Altos, California, United States. Our team of experienced professionals is dedicated to providing personalized wealth management services to high-net-worth individuals and families. With a focus on long-term financial planning and investment strategies, we strive to help our clients achieve their financial goals and secure their financial future. Trust Flywheel Private Wealth to be your partner in navigating the complex world of finance and wealth management.

Three Bell Capital is a leading financial institution located at 4 Main Street in the heart of Los Altos, California. Specializing in wealth management and investment services, Three Bell Capital is dedicated to helping clients achieve their financial goals and secure their future. With a team of experienced professionals and a commitment to personalized service, Three Bell Capital provides tailored solutions to meet the unique needs of each client. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Three Bell Capital is here to help you every step of the way.

Johnson Lyman Wealth Advisors is a premier finance institution located at 4966 El Camino Real in Los Altos, California, United States. With a team of experienced financial advisors, they provide personalized wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or create a comprehensive financial strategy, Johnson Lyman Wealth Advisors offers expert guidance and support every step of the way. Trustworthy, reliable, and committed to client success, Johnson Lyman Wealth Advisors is dedicated to helping individuals and families build and preserve their wealth for the long term.

PWJohnson Wealth Management, located at 2051 Grant Road in Los Altos, California, is a finance institution dedicated to providing personalized portfolios that avoid common investor pitfalls. With expertise in all areas of financial planning, PWJohnson offers comprehensive ongoing services to help clients manage their wealth and legacy. The institution offers the Willing Wisdom Index™, a free questionnaire that measures a family's performance in critical areas such as health care, taxes, litigation, communication, planning, and governance. The dynamic team at PWJohnson is committed to inspiring individuals, families, and communities to grow wealth and expand their lives, guiding them to peace of mind. Through their work with clients, financial professionals, and consumer education programs, the team delivers education, support, and tools to help people make intelligent financial decisions.

Knight Asset Management is a finance institution located in Mission Viejo, California, United States. At Knight Asset Management, we offer personalized wealth management strategies and objective financial planning advice tailored to the goals and visions of our clients. With over 25 years of experience, Cheri Knight provides competent and values-based advice to individuals and business owners, helping them achieve financial security and realize their dreams. Our services include securities and advisory services through The Strategic Financial Alliance, Inc. (SFA), of which Cheri Knight is a Registered Representative and an Investment Advisor Representative. We are dedicated to providing exceptional client service, proactive communication, and helping our clients pass along a legacy to others. Visit our website to watch interesting videos and use helpful calculators. Welcome to Knight Asset Management, where your financial goals become our top priority.

Venuti & Associates is a prestigious institution located at 5050 El Camino Real in Los Altos, California, United States. With a reputation for excellence in providing top-notch legal services, Venuti & Associates is known for their expertise in various areas of law including corporate law, real estate law, and estate planning. Their team of experienced attorneys are dedicated to providing personalized and effective legal solutions for their clients. Whether you are a business owner, homeowner, or individual in need of legal assistance, Venuti & Associates is committed to helping you navigate the complexities of the legal system with professionalism and integrity.