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TOP 30 Wealth preservation strategies in Santa Clara, CA
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Fountainhead Law Group
Fountainhead Law Group, located at 900 Lafayette Street in Santa Clara, California, is a leading institution specializing in intellectual property law. Our firm offers comprehensive legal solutions tailored to protect your innovations and assets. Outsource your Intellectual Property (IP) Department to Fountainhead and let us develop and run a cost-effective department for you, allowing you to focus on your core functions.
A3C Financial Services
A3C Financial Services is a reputable accounting and finance institution located at 1700 Wyatt Drive in Santa Clara, California, United States. With a team of experienced professionals, we provide a wide range of financial services including tax preparation, bookkeeping, budgeting, and financial planning. Our goal is to help individuals and businesses achieve their financial goals through personalized and reliable services. Contact us today to schedule a consultation and learn how we can assist you in managing your finances effectively.
Merrill Lynch Financial Advisor Lauren Mader Gray
Merrill Lynch Financial Advisor Lauren Mader Gray, located at 50 West San Fernando Street, San Jose, California, United States, is a finance institution that provides goals-based wealth management to affluent families, accomplished professionals, and successful business owners. Lauren and her team of specialists are dedicated to cultivating long-lasting relationships by offering exceptional service, customized advice, and a disciplined approach to investing. Lauren is passionate about community involvement and volunteers for organizations such as Humane Society Silicon Valley, Soroptimist International Santa Clara Silicon Valley, CREW, and NAWBO. With the support of Merrill's global resources, Lauren's team is committed to building strong client relationships based on trust and personalized service.
Grassi Investment Management
Grassi Investment Management is a reputable finance institution located at 2350 Mission College Boulevard in Santa Clara, California, United States. With a focus on providing top-notch investment management services, Grassi Investment Management is dedicated to helping clients achieve their financial goals and secure their financial future. Their team of experienced professionals offers personalized investment strategies tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or preserve your assets, Grassi Investment Management is committed to delivering exceptional results and unparalleled service.
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