Tax efficiency strategies in Cupertino, California

Silicon Valley Accounting & Tax Firm is a reputable institution located at 10080 North Wolfe Road in Cupertino, California. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch financial solutions for individuals and businesses in the Silicon Valley area. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and navigate the complexities of tax regulations. Trust Silicon Valley Accounting & Tax Firm for all your accounting and financial needs.

Michelle Peng is a dedicated Financial Advisor at Morgan Stanley, located at 20400 Stevens Creek Boulevard in Cupertino, California. With a focus on providing personalized financial solutions for individuals and businesses, Michelle Peng offers expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your wealth, Michelle Peng is committed to helping you navigate the complexities of the financial world. Contact Michelle Peng at Morgan Stanley today to schedule a consultation and take the first step towards securing your financial future.

Scundi Investment Management, LLC is a finance institution located at 19925 Stevens Creek Boulevard in Cupertino, California, United States. Since 1999, we have been assisting clients in creating programs and portfolios to achieve their long-term financial goals. Our team of credentialed professionals is available to help with any questions regarding investments, taxes, retirement, and estate planning. We believe in transparency and begin by explaining our fee structure and discussing how we can assist you. After analyzing your goals and current portfolio, we recommend an investment strategy tailored to your risk tolerance. Our team consists of individuals with diverse finance backgrounds who share a commitment to ethics and integrity. We are all fully licensed and credentialed, providing unbiased recommendations and impartial guidance.