Wealth preservation in Sunnyvale, California

Vertex Wealth Management is a finance institution located at 640 West California Avenue in Sunnyvale, California, United States. Our team is committed to helping you pursue competitive returns on your investments, and we offer a range of services to assist you in achieving your financial goals. In addition to personalized financial guidance, we also provide tax benefits for your retirement savings plan. Our Registered Representative, Mera Tawfik-Oshana, is dedicated to providing high quality professional service and guidance to our clients. Please feel free to explore our website for more information and watch our interesting videos. Vertex Wealth Management is a separate entity from LPL Financial, and we are here to help you make informed investment decisions.

First Allied Securities Inc. in Sunnyvale, California is a finance institution located at 1294 Kifer Road. As a branch of Cetera Advisors, they offer a range of financial services including retirement planning, insurance, and investment options. You can learn more about your financial professional and Cetera Advisors by visiting FINRA’s BrokerCheck. Their services include a FlexInsured Account, Business Continuity Plan, and Advisory Services Disclosure. For more information, you can also access their Fee Schedule for Pershing Accounts and Order Routing Disclosure.

Googain is a leading finance institution located at 1288 Kifer Road in Sunnyvale, California. With a strong presence in the United States, Googain offers a wide range of financial services to meet the needs of individuals, businesses, and organizations. Our dedicated team of financial experts provides personalized solutions and expert advice to help our clients achieve their financial goals. Whether you are looking for investment opportunities, loan options, or financial planning services, Googain is here to support you every step of the way. Visit us at our Sunnyvale location to learn more about how we can help you secure your financial future.

Bay 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.

Kramer Radin, LLP is a well-established law firm located in Los Altos, California, specializing in estate planning, probate, trust administration, conservatorships, and estate management. With a team of experienced legal professionals, the firm offers guidance on a range of related issues such as gifting, charitable giving, business succession planning, elder abuse prevention, and dispute resolution. The firm's goal is to help clients plan and administer their estates wisely to protect assets, minimize legal and tax expenses, and ensure estate protection and continuity. Serving clients in Santa Clara and San Mateo Counties, including Palo Alto, Sunnyvale, Cupertino, and Silicon Valley, Kramer Radin, LLP is dedicated to providing comprehensive legal services in estate planning and related matters. Attorney Advertising. This website provides general information and does not constitute formal legal advice or establish a lawyer/client relationship.

Four Seasons Estate Planning is a reputable law firm located at 102 Persian Drive in Sunnyvale, California. Our experienced team of lawyers specializes in providing comprehensive estate planning services to clients in the United States. Whether you are looking to create a will, establish a trust, or navigate the complexities of probate, our knowledgeable attorneys are here to guide you through the process with care and expertise. At Four Seasons Estate Planning, we are dedicated to helping you protect your assets and ensure your wishes are carried out according to your specific wishes. Contact us today to schedule a consultation and begin planning for your future.

Affine Finance is a leading financial institution located at 1250 Oakmead Parkway in Sunnyvale, California, United States. Specializing in finance, our team of experts provides a wide range of services including investment management, financial planning, and wealth management. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how Affine Finance can help you reach your financial aspirations.

Raymond James Financial Services is a reputable finance institution located at 475 South Mathilda Avenue in Sunnyvale, California. As a part of the renowned Raymond James network, this branch offers a wide range of financial services to clients, including investment advice, wealth management, retirement planning, and more. With a team of experienced professionals, Raymond James Financial Services is dedicated to helping individuals and businesses achieve their financial goals. Visit their office in Sunnyvale for personalized financial guidance and expert support.

Edward Jones - Financial Advisor: Glynis A Wineinger, AAMS™ is a reputable finance institution located at 12297 Saratoga Sunnyvale Road in Saratoga, California, United States. As a dedicated financial advisor, Glynis A Wineinger, AAMS™ offers personalized financial planning services to help clients achieve their financial goals. Whether you are planning for retirement, saving for education, or investing for the future, Glynis A Wineinger, AAMS™ provides expert guidance and support every step of the way. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Glynis A Wineinger, AAMS™ is committed to helping clients secure their financial future.

Edward 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.

Edward Jones - Financial Advisor: Robert W Diaz, AAMS™ is a trusted financial institution located in Sunnyvale, California. As a dedicated financial advisor, Robert W Diaz, AAMS™ provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert guidance, Edward Jones is committed to helping clients navigate the complexities of the financial world. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Robert W Diaz, AAMS™ is here to help you every step of the way.

Edward Jones - Financial Advisor: Tanner M Kohl, CFP® is a reputable finance institution located at 438 South Murphy Avenue in Sunnyvale, California, United States. As a Certified Financial Planner, Tanner M Kohl offers personalized financial advice and services to help clients achieve their financial goals. With a strong focus on building long-term relationships, Edward Jones provides expert guidance on investments, retirement planning, insurance, and more. Trust in Tanner M Kohl and the team at Edward Jones to help secure your financial future.

JPL 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.

Best Advisors Inc. is a leading finance institution located at 632 East Olive Avenue in Sunnyvale, California, United States. Our team of expert advisors is dedicated to providing top-notch financial services and guidance to help our clients achieve their financial goals. Whether you are looking to invest, save for the future, or plan for retirement, our experienced advisors are here to help. Trust Best Advisors Inc. for all your financial needs.

Forensic Accounting Corp, located at 530 Lawrence Expressway in Sunnyvale, California, offers a comprehensive range of forensic accounting services to the legal and insurance industries. Our team of specialists is skilled in identifying, preserving, and reporting on digital evidence and electronically stored information (ESI). In addition to forensic accounting solutions, our Sunnyvale office provides litigation support for business disputes, shareholder and partner conflicts, and business income loss cases. With over 15 years of experience in business and legal matters, our professionals bring a wealth of financial and investigative expertise to the litigation process.