Gilbert & Cook

Essence Wealth & Insurance Services

Essence Wealth & Insurance Services is a financial advising firm located in the San Jose and Santa Clara area. Our mission is to help our clients save, grow, protect and enjoy their money. We use a comprehensive financial planning process that includes cash flow analysis, budgeting, debt reduction strategies, career/job change decision making, property purchase/sale analysis, investment asset management, insurance solutions, retirement planning, estate planning, wealth strategies, self-funded pension plans, IRA rollovers, tax projection, tax strategies, tax-efficient investing, defined benefit and contribution plans, non-qualified deferred compensation, alternative investments, risk management, executive and employee benefits, 401k/403b/457 plans, special needs planning, business continuation and succession planning, and college planning. Our team of experienced advisors are here to assist with any financial needs. We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

Steven M. Vogt, CPA, EA

For over twenty years, the clients of Steven M. Vogt, CPA have relied on his team's personal and business tax return preparation services, full-service bookkeeping, and expert financial advice to stay on top of their finances. His staff of tax planning and financial professionals in Chandler and Queen Creek, AZ, provides highly personalized services that utilize their extensive knowledge of current laws and regulations to serve you best. Steven M. Vogt, CPA specializes in a wide variety of tax preparation services, covering individual, small business, and gift and estate taxes. His team strives to make the entire process as stress-free as possible while finding the maximum amount of deductions and credits their clients are eligible for. Clients also count on Steven M. Vogt, CPA to help them resolve IRS tax problems, with a successful track record attesting to this team's efficacy. His company always provides affordable, professional assistance to its clients when they need help the most. Steven M. Vogt, CPA also offers a wide variety of small business accounting services, ranging from payroll to check writing. His experienced accounting team has the knowledge to assist with monthly bookkeeping services, bank reconciliations, and financial statement preparation to keep business on track. When it comes to helping small businesses achieve success through smart financial decisions, this CPA firm's financial advising services are invaluable.

Legacy & Wealth Financial Advisors

Financial planning, investment management, IRAs, 401Ks, mutual funds, annuities, life & health insurance. I can help answer your questions in a clear and honest fashion. My goal is to help reduce my clients' stress around these financial matters and move comfortably into the next phase of their lives. I use leading investment managers and insurance companies to help my clients with their goals. All customer accounts are held at a qualified financial company for your security. I focus on working with clients that have a net worth of $100K and up. 3rd party posts on this profile do not reflect the views of our firm and have not been reviewed for accuracy or completeness.3rd party reviews may not be representative of the experience of other customers and not indicative of future results.Content should not be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any security.Legacy & Wealth Financial Advisors is registered as an investment advisor with t

Atlas Capital Management

Financial planning and retirement planning are important components of achieving financial security in the future. Planning for retirement should involve developing a plan for how you will save and invest for the future, in addition to considering how you can best use your current income and resources to achieve your goals. When creating a financial plan, it is important to consider all aspects of your finances. This includes setting a budget, planning for any debts you have, and assessing what investments and savings you already have in place. It is also important to consider your long-term goals such as retirement and college savings. Retirement planning is more than just thinking about how much you need to have saved when you eventually retire. It requires understanding the different types of retirement savings options, such as 401ks, IRAs, and annuities. You should also research different ways to invest and save your money, such as stocks, bonds, mutual funds, and real estate. Lastly, you should consider Social Security and other associated benefits that may be available to you. By taking the time to plan for your financial future, you can ensure that you are well-prepared for whatever life throws your way. A sound financial plan can help you reach your retirement goals, build wealth, and enjoy financial security for years to come.

Derive Wealth

Derive Wealth is a financial and investment advice company dedicated to providing honest advice. We understand that discussing your financial goals can be daunting, so we make it easier by providing access to a qualified and independent Certified Financial Planner. At Derive Wealth, we don't have any products to sell, nor do we work on commissions. Instead, our only product is creating custom financial plans for our clients. Our plans cover five key areas: income taxes, cash flow, personal goals, investments, and risk management. We are committed to transparency in both the advice we give and the fees you pay. Our flat fee pricing structure is based on your individual situation and not the amount of money you have. To get an instant quote, check out our website. We invite you to experience how financial planning should be done. Come and see how Derive Wealth can help organize and simplify your life.

Financial Pathways

Financial Pathways is a certified financial planning firm that provides expert advice on financial matters throughout the entire financial journey. Our team of financial planners is dedicated to helping clients achieve their financial goals and objectives. We offer comprehensive financial planning, retirement planning, investment advice and/or management, financial advice for women, younger people, student loan analysis and college planning. Our goal is to help our clients make sound financial decisions that will put them on a path to success. Our advisors have a wealth of experience and knowledge in financial planning. They are committed to delivering personalized advice that is tailored to each individual’s specific needs. We understand that every person’s financial situation is unique, and so we strive to provide tailored solutions that are tailored to each individual’s goals and objectives. Our advisors are also highly-trained and certified in financial planning, so they can provide the most up-to-date information and guidance.

Spectrum Financial Group

Spectrum Financial Group is a full-service financial advising and planning company located behind the Fashion Mall. They specialize in helping clients achieve their financial goals, providing services such as business owner planning, buy-sell plans, fee-based advising, investment advice, retirement planning, and wealth management. In addition to these services, they offer a variety of products such as 401Ks, annuities, indexed universal life insurance, investments, IRAs, keyman insurance, life insurance, mutual funds, permanent life insurance, return of premium term, Roth IRAs, simple IRAs, term life insurance, variable universal life insurance, and whole life insurance. Spectrum Financial Group has a team of experienced professionals who are dedicated to helping individuals and businesses reach their financial objectives.We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

Unisource Financial Group

All financial services: * Accounting services * Business tax preparation * Financial advising * Startup taxes * Business formation * Entity selection for business owners * Quickbooks ProAdviso * Real Estate taxes * Tech startup * IT taxes "Samy is THE BEST tax accountant San Francisco has to offer!" If tax preparation and accounting sound scary to you, it doesn't have to be! We can help. Don't let your taxes break you! We work year-round to minimize your tax burden.  Our goal is to provide you with tools and personalized service to help you make smart tax decisions.   "Best financial services in San Francisco." We offer a complimentary consultation.  We'll get to know you, listen to your concerns for your business and financial future, then focus on realistic solutions.  That is what we do every day at Unisource Financial Group. We are very flexible and make time to meet and answer all your questions. "Thank you for your amazing service and hospitality. I will definitely recommend Unisource to anyone in need!" "I've been very happy with Samy's professional tax services and GREAT customer service skills." Always attentive and quick to respond, we have a great one-on-one service and are extremely reliable.

Carbon Advisors

Carbon Wealth Advisors is a Houston-based financial services company providing tailored advice and assistance to individuals, families, and businesses. Their services include personal financial planning, wealth strategy development, and investment-grade advice. With their expertise, they aim to help clients achieve their goals and maximize their wealth potential. They provide comprehensive solutions to assist in the execution of their clients’ financial objectives. Carbon Wealth Advisors is dedicated to helping clients make sound decisions and secure their financial future. We take pride in the quality of our services and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

Ashraf Gerges - COUNTRY Financial representative

As a COUNTRY Financial representative, Ashraf Gerges is dedicated to providing financial security for individuals. He works directly with clients to assess their specific needs and assists them in finding the right insurance and financial products and services to protect their current and future financial well-being. With a full range of products available, he can help create a tailored plan to ensure a secure and prosperous future. Mr. Gerges has the expertise to identify the best solution for every individual. He takes the time to listen to his clients and provide personalized advice on how to achieve their financial goals. He believes in building long-term relationships with his clients, and is committed to helping them reach their desired outcome. With a wealth of experience and knowledge, he is the perfect choice to ensure your financial security.

Serenity Wealth Management

Richard, a Certified Financial Planner™ (CFP®) and fiduciary financial advisor, assists individuals, families, and business owners with their financial planning needs. He has nine years of experience in the industry, eight of which have been spent as a financial advisor. His focus is on wealth and tax strategies, providing an integrated, holistic view of each client's financial situation. For active clients, Richard offers a free financial plan that allows for real-time access to assets and liabilities. This facilitates accurate net worth tracking, whether the accounts are held through Richard or elsewhere. Clients are encouraged to seek his advice on any financial matters, such as purchasing a home, organizing a budget, or analyzing job offers. Where appropriate, Richard works with local CPAs to provide an all-in-one service at no additional cost. This helps to identify strategies that are often missed when the two professions are not working together. Services offered by Richard and Serenity Wealth Management include retirement planning, investment management, portfolio management, tax planning, and fiduciary services.

Edward Jones - Financial Advisor: Melanie M Marlin

At Edward Jones - Financial Advisor: Melanie M Marlin, we specialize in providing personalized and relationship-based wealth management and financial advising services. We strive to help our clients reach their financial goals by taking the time to understand the client and their objectives. Our team utilizes the current market and economy to ensure our clients have access to the best opportunities for success. We believe in a holistic approach and will work with our clients throughout their life transitions. Our advisors are passionate about helping people, and we enjoy teaching our clients and guiding them to financial freedom. We invite you to come in for a complimentary evaluation and/or stress test to get started on the path towards success.

Sierra Pacific Financial Advisors

Sierra Pacific Financial Advisors, LLC (SPFA) is a Fee-only Registered Investment Advisory (RIA) firm that offers its clients over a century of collective financial services knowledge. Our experts are here to help you reach your goals and make sound financial strategies more achievable than you might think. No matter where you are in life, we will be with you until you reach the finish line. We serve as fiduciaries and provide unbiased financial solutions with a single focus: our client’s best interests. We don’t just manage money; we work closely with our clients to create comprehensive, personalized plans that connect all aspects of their finances in order to achieve the best results possible. Our services include: stock options, RSUs, ESPP exercising strategies and diversification for those with concentrated stock options; tax-advantaged retirement planning for business owners; wealth management and transfer solutions for pre-and-post retirees; and financial wellness and investment services for women. At Sierra Pacific Financial Advisors, we strive to ensure our clients are making well-informed and sensible decisions throughout their financial journey - from wealth accumulation to preservation, to distribution.

Heckman Financial & Insurance Services

Creating a secure financial future doesn't have to be complicated and overwhelming. Eric Heckman of Heckman Financial & Insurance Services has developed a Blueprint To Worry Less Wealth™ which helps to maximize financial opportunities while minimizing taxes and protecting principal. His approach is tailored to each client's individual needs and will help them to create a plan for their future. Eric and his team are experts in alternative financial products and wealth management and are dedicated to helping their clients reach their financial goals. They provide personalized services to build a portfolio that is designed to protect and grow clients' assets while preserving their principal. Their process has been trademarked and Eric offers complimentary consultations so that clients can get started on their journey to financial freedom and security.