MainStreet Financial Planning - Los Gatos

MainStreet Financial Planning - Los Gatos

MainStreet Financial Planning in Los Gatos is dedicated to helping people make smart financial decisions. We provide advice and guidance without selling any financial products or providing account management. Our goal is to assist you in reaching your financial goals! Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.

Senior Seasons

Introduction: We refer seniors and families to Assisted Living, Residential Care Homes, Dementia Care, Retirement Communities, Independent Living Communities, Board & Care Homes, and all senior housing in the greater San Francisco Bay Area. We work within all cities from Marin to Monterey including San Francisco, Burlingame, San Mateo, Redwood City, Palo Alto, Sunnyvale, San Jose, Los Gatos, and Santa Cruz. In addition, we refer to trusted professionals in Elder Law, Estate Sales, Fiduciary Services, Financial Planning, Geriatric Care, Medi-Cal Planning, Moving & Packing, In-Home Care Givers, Organizing (downsizing & rightsizing), Real Estate, Veteran's Aid & Attendance Benefits, Long-Term Care Insurance. Service: We arrange and help with touring and evaluating as needed. We are available 7 days a week for appointments. We provide customized help depending upon the senior's needs, budget, geography. At Senior Seasons, we give advice regarding what to look for and ask about when selecting a Home or Community. We share information on appropriate Senior Housing including pricing and reputations, assist with gathering and organizing information, arranging or conducting tours, and helping to prioritize needs and wishes. Most importantly, we help Seniors and their families make the best, educated choices when selecting Senior Housing.

Wealth Management Partners of Los Angeles

Mr. Tuckman is a Financial Advisor (adviser) in the Los Angels area. We will start with a phone conversation and offer comprehensive financial advice and guidance. Expect no pressure discussions, a focus on your goals, and I will explain everything clearly and succinctly. I do everything from planning for retirement, stocks, bonds, real estate, mutual funds, index funds, 401ks, IRAs, Roth conversions, new tax laws, investing for retirement, helpful advice, financial investing guidance, financial advising. I am very knowledgeable about investing, and come highly recommended through the Dave Ramsey SmartVestor Pro Program, of which I am a member. I am very knowledgeable about investing, give great advice, and will give you a jam-packed list of planning advice to help your financial security in your latter years. I am passionate and knowledgeable about my field and  tailor discussions to your specific situation. I can provide fresh ideas, life insurance advice and I am good with young adults. I can provide useful tools to accomplish financial goals, offer assistance with debt elimination, PLUS I'm easy and pleasant to talk to. I highly recommend you seek my counsel and financial perspective when planning for your future finances. I will explain any questions you may have in making choices to attain your goals. Servicing Malibu, Los Angeles, Torrance, El Segundo, Hermosa, Redondo, Palos Verdes, Hawthorne, Long Beach, Lomita, Marina del Rey, Carson and beyond.

Pinnacle Tax Services

Pinnacle Tax Services provides top-notch financial advice to both individuals and businesses in Southern California. Our expertise ranges from basic tax compliance and accounting services to more advanced services such as strategic financial planning and tax debt resolution. We are one of the few firms in Greater Los Angeles that specializes in addressing unique tax issues pertaining to the marijuana industry, cannabis businesses, and microcap public companies. Our commitment to excellence is what sets us apart from the competition. All of our staff members are tax professionals with experience and integrity, so you can trust that you will get the highest quality service and attention. With our knowledge, experience, and team approach, we guarantee our clients will receive reliable, affordable services. We provide a wide variety of services, including tax planning, preparation, and compliance; foreign tax planning and compliance for multinational taxpayers; small business accounting services; bookkeeping; payroll services; state and local tax planning and compliance; multistate sales tax compliance; M&A tax compliance and strategic planning; and forensic audits.

FAIR Program - Second Chances

The FAIR Program - Second Chances provides homeowners in Los Angeles County with a clear path to financial stability. Our mission is to offer sound advice and guidance on how to avoid foreclosure and other forms of financial hardship. We are dedicated to helping our clients achieve their goals and live debt-free. Our team of experienced professionals can help you examine your options and develop a plan that is tailored to your individual situation. We offer personalized one-on-one counseling, educational resources, and other support services to ensure that you get the most out of our program. With our help, you can take control of your finances and move forward towards a brighter future.

Dalbert B Ginsberg, CPA

Dalbert B Ginsberg, CPA is a professional accounting firm located in Los Angeles, California. Our mission is to provide comprehensive and quality financial services to our clients. We offer a variety of services including corporate, partnership, trust, individual, and fiduciary tax return preparation and planning, estate administration and planning, employee benefit administration, business valuation and appraisal services, financial projection, analysis and budgeting, litigation support, business, financial and management consulting. Our team of experienced and knowledgeable professionals are dedicated to helping our clients maximize their financial potential. We provide annual financial accounting services, design and implementation of internal accounting systems, representation before federal and state tax authorities, assistance with property tax returns, payroll taxes and other related matters. We also specialize in international tax consulting and compliance. With our comprehensive suite of services, we are committed to helping our clients achieve their financial goals. You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

Wealth Management Partners of Los Angeles

Wealth Management Partners of Los Angeles is a financial services provider that offers a range of strategies to help individuals plan for retirement, assess financial risk, and develop estate planning strategies. From starting retirement accounts to mastering the art of beating the market, they provide comprehensive advice on how to create and preserve wealth. They also specialize in offering tax strategies, premiere financing, and income creating solutions after retirement. Furthermore, they provide specialized services for Millennials, such as wealth accumulation advice, and offer guidance on 401k, IRA, 403b, 457, Roth, and annuity rollovers. The team at Wealth Management Partners of Los Angeles is dedicated to helping clients reach their financial goals. They are experienced professionals who strive to stay ahead of the latest market trends and offer tailored solutions for each client’s unique needs. They have a proven track record in helping individuals with sudden wealth management, such as lottery winnings or inherited assets. They are committed to passing an estate to an heir and preserving assets for heirs.

Silvercoast Bookkeeping

Silvercoast Bookkeeping is a leading bookkeeping service based in Los Angeles, but servicing clients in the Austin area. We provide a comprehensive suite of services to businesses of all sizes, including bookkeeping, tax preparation, tax planning and consulting. Our team of professionals are dedicated to helping our clients achieve their financial goals and understand their individual needs. We meet our clients in person on a monthly basis and also offer virtual consultations for convenience. With Silvercoast Bookkeeping, you can trust that we will ensure your financial success. We are passionate about providing excellent customer service and delivering high-quality results. Our team is highly experienced and knowledgeable, providing our clients with the best advice and solutions. We take the time to understand our clients’ requirements and create tailored strategies to help them succeed. Silvercoast Bookkeeping is committed to providing superior accounting services that will help our clients reach their financial objectives.

City National Bank - Century City

City National Bank in Los Angeles is a leader in financial services, offering a wide range of services such as private banking, wealth management, retirement planning, estate planning, business banking, investment management, and loans. Our knowledgeable financial advisors are available to assist you with all your financial needs. You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

City National Bank - West Los Angeles

City National Bank, located in Los Angeles, is a premier provider of financial services. Our experienced advisors offer various services, such as private banking, wealth management, retirement planning, estate planning, business banking, investment management, and loans. Visit us today for expert advice and assistance with your financial needs. With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.

Massi Hadaegh, CPA

Massi Hadaegh, CPA Inc is an accounting firm based in Los Angeles, CA, offering a range of services including tax preparation, bookkeeping, consulting, payroll, corporate tax relief and IRS help. They provide clients with expert advice and planning to help them make the best financial decisions. 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.

City National Bank

City National Bank, located in Los Angeles, provides top-notch financial services, including private banking, wealth management, retirement planning, estate planning, business banking, investment management, and loan options. Our highly skilled financial advisors are available to answer your questions and help you with your financial needs. You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

Pinnacle Tax Services

Pinnacle Tax Services provides top-notch financial advice to both individuals and businesses in Southern California. Our expertise ranges from basic tax compliance and accounting services to more advanced services such as strategic financial planning and tax debt resolution. We are one of the few firms in Greater Los Angeles that specializes in addressing unique tax issues pertaining to the marijuana industry, cannabis businesses, and microcap public companies. Our commitment to excellence is what sets us apart from the competition. All of our staff members are tax professionals with experience and integrity, so you can trust that you will get the highest quality service and attention. With our knowledge, experience, and team approach, we guarantee our clients will receive reliable, affordable services. We provide a wide variety of services, including tax planning, preparation, and compliance; foreign tax planning and compliance for multinational taxpayers; small business accounting services; bookkeeping; payroll services; state and local tax planning and compliance; multistate sales tax compliance; M&A tax compliance and strategic planning; and forensic audits.

McGrant Tax & Bookkeeping

At McGrant Tax & Bookkeeping, we provide top-notch financial assistance at affordable prices. Our experienced team is dedicated to providing quality tax and bookkeeping services with accuracy and efficiency. With us, you can trust our BBB accredited business and receive excellent service from our friendly staff members. We offer payroll services, bookkeeping, and much more for your business. Plus, we have senior, student, and new customer discounts available. We play a key role in the community and put your needs first by giving personalized attention. Let us simplify the process of taxes to make your financial success possible. We're here to ensure you get the greatest refund quickly and provide guidance through the process. Our professionals have comprehensive knowledge of the latest IRS rules and regulations. Put away the hassle and headaches of tax preparation, and let us help you today.If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.