At Palms Capital Partners, we offer you the opportunity to start profiting from the stock market. We provide trusted investment resources and newsletters to help you with automatic trading. Our services include trade signals for stocks within the NYSE or the NASDAQ to assist you in self-directed investing and trading. With us, you can shine as you make informed decisions on your investments. 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.

Babylon Wealth Management is a fee-only financial advisor located in the San Francisco Financial District. We are dedicated to helping families navigate life transitions through our fiduciary approach to financial planning and investment management. Our team of advisors has the skills and knowledge needed to provide holistic guidance that simplifies and brings clarity to complex financial decisions. We specialize in helping tech professionals and executives with equity compensation, stock options, risk mitigation, and income tax planning. By taking a comprehensive approach to wealth management, we create tailored plans that account for all aspects of one's financial life. Our services include personal financial planning, traditional investment management, tax-smart investing, tax planning, estate planning, and risk management.

Finvisor is the perfect solution for all your back office and financial needs. Our team of experts in accounting, payroll, CFO, GAAP/IFRS, startup advisory, benefits, and compliance will provide you with up-to-date information on your financial performance and cashflow, as well as manage day to day operations. With Finvisor, you can stay focused on growing your business while we work hard to ensure your financial success. Our team consists of highly experienced individuals who have a wealth of knowledge in the areas of accounting and finance. We are dedicated to providing reliable and efficient services that meet the highest standards of quality, so you can rest assured that your company’s financial needs are being taken care of. We take pride in our commitment to helping you reach your goals and remain compliant with all applicable regulations.

Financial planning is not a one-size-fits-all approach. At Manny Apolonio - Financial Independence Coach, we understand that each individual has unique needs and goals. Our mission is to help clients craft a financial life plan that honors their values and enables them to reach their desired level of financial independence. We specialize in asset management and portfolio allocation, but also provide a holistic approach to financial planning. We are committed to helping our clients create a money story that brings them fulfillment and joy. Our team is here to provide guidance and support throughout the process, from understanding your current situation to developing and achieving your financial goals.

SPARK Sales Consultancy is a sales management consultancy focused on boosting revenue. With over 15 years of operational experience, our team brings deep industry knowledge to advise companies and investors on specific strategies to increase their income. We assess and develop revenue generation structures, while also resolving any existing issues. Our goal is to ensure that all our clients have the best chance of success in their endeavours. We pride ourselves on our commitment to success, as evidenced by our client testimonials on our website. Our experts are able to ‘walk the talk’ with their dedicated and experienced approach to each project. We always strive to provide the best possible solutions for our customers and continue to be a trusted leader in the field.

At Stern & Associates, we provide tax return preparation services to individuals, partnerships, LLC's, and companies on a case by case basis. Our approach is designed to be financially-oriented, pro-taxpayer, and street-wise, with a bit of common sense. We use technology extensively when interacting with our clients, whether they are local or international. The average fee for tax return preparation is usually in the range of $300 to $600 per client. Our team is comprised of experienced and knowledgeable professionals who are passionate about helping our clients navigate the complexities of tax laws and regulations. We provide personalized attention and sound advice that is tailored to the individual needs of each client. We strive to make the tax process as informed and stress-free as possible.

City National Bank in San Francisco is a leading provider of financial services, providing personalized services such as private banking, wealth management, retirement planning, estate planning, business banking, investment management, loans and more. Our experienced financial advisors are available to offer advice and guidance. 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.

In these challenging times, we are here for you. Our team is ready to provide support and guidance to help you manage your physical and financial health. We understand that your financial goals need personalized attention. That's why Edward Jones - Financial Advisor: Matthew T Mierzycki provides face-to-face consultations to help you plan for retirement, save for education and become a savvy investor. Our advisors are committed to helping you reach your goals. 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.

At Johnston Tax Group, we are dedicated to providing top-notch tax services for our clients. Our mission is to help our customers save the most amount of money possible in their taxes. We offer a range of services including tax return preparation, audit defense, IRS correspondence, wage garnishment and bank levy defense, negotiation with the IRS Collections, preparation for US Tax Court, strategic planning, CFO managerial analysis for businesses, bookkeeping, payroll, and more. Our team is experienced in providing tax advice and services to same-sex couples that can save them thousands or even tens of thousands of dollars through comprehensive tax planning and taking advantage of all available deductions and income classifications.

At Umpqua Bank, we believe that our customers deserve more than just being treated as mere customers. We strive to build relationships with each individual and get to know them on a personal level. We are dedicated to understanding the financial needs of our customers, and providing them with the tools and resources they need to manage their money in the way that best suits their lifestyle. Our stores offer an inviting atmosphere that makes it easier to talk about finances, and our associates always remember your name. We are passionate about helping people, businesses, and communities build economic vitality, and go beyond the traditional banking model in order to do so. Through our easy-access mobile tools, we enable our customers to manage their money with ease. At Umpqua Bank, we are more than just a bank. We are committed to the spirit of community and making a difference in people’s lives. We want you to know that you can trust us to help you reach your financial goals.

We recognize that not all working Americans have access to a secure financial future, and we believe that everyone should have the opportunity to plan and save for retirement. Our mission is to empower people to do just that and create a path to financial independence. To make this a reality, we've taken big steps in the retirement industry; eliminating transaction fees for both companies and employees, making it easy for people to start saving with double the average participation rate, helping thousands of businesses open their first 401(k) plans and establishing end-to-end technology to take care of their compliance and administrative needs.

CJ Kerls of Guaranteed Rate has been helping people realize their dreams of homeownership for over 30 years. His goal is to make the loan process as easy, transparent and stress-free as possible for his clients. By providing exceptional service, CJ has been named among the Top 1% of Loan Originators in the country. He is currently licensed to provide lending services in Arizona, California, Illinois, Oregon and Texas. CJ's team at Guaranteed Rate is dedicated to making the process of purchasing or refinancing a home convenient and straightforward. With years of experience and an unwavering commitment to their customers, they are well-equipped to handle all aspects of the loan process.

At David Kupferman, CPA, we specialize in providing complex tax services to moderate to high net worth individuals and business owners, both domestically and in an international capacity. We strive to make the process as efficient as possible by using the most up-to-date technologies to ensure all paperwork is completed in a timely manner. As co-founder of Intuit's Quickbooks Pro-Advisors Council, Kupferman is well-equipped to assist in setting up or fine-tuning your financial system. Additionally, our team can provide individual and business financial advice, as well as forensic accounting for litigation cases.

Stallcup & Associates CPAs is a firm which specializes in accounting, taxes and controller services. Our team of experienced professionals provide support to our clients in these areas to ensure their financial success. During this period, we do not take on any new clients from February 1st to May 31st. We offer a range of services for individuals, partnerships and corporations. Our fees for individual tax returns start at $1,500, with the fees for partnership and corporate returns starting at $2,000. We also provide bookkeeping services with our rate being $110/hour and up. Our team is dedicated to helping our clients achieve their financial goals.

The Police Credit Union (formerly SF Police Credit Union) has been offering banking services to support members of the law enforcement sector in California and beyond since 1953. Our mission is to provide our members with competitive financial products and services, backed by discounts and special offers. 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.

Technology Credit Union was established by ambitious tech pioneers in the center of Silicon Valley. Now, Tech CU has become one of the largest credit unions in the US, and its commitment to meeting the exclusive fiscal requirements of its members has helped it thrive. The credit union offers services tailored to the Bay Area, such as competitive rates on loans, free online banking and access to more than 30,000 surcharge-free ATMs worldwide. Additionally, its team of experienced financial professionals is dedicated to providing members with personalized guidance and support.

At H&R Block in San Francisco, our mission is to make sure that everyone's wellbeing is of the utmost importance. We are taking the necessary steps to ensure that our offices remain safe and clean, such as deep cleaning offices, disinfecting high-touch areas after each appointment, and practicing social distancing. For those who want to work with their tax pro from home, we offer a Digital Drop-Off service. Customers will receive an email with a link to upload their documents, which will then be reviewed by a tax pro. 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.

At Fremont Bank, we are committed to providing an outstanding customer experience and building long-term banking relationships. Our team of experienced professionals is dedicated to delivering the highest level of service, and our commitment to our local communities is unwavering. We strive to make your banking experience as smooth as possible and offer a variety of services to meet your needs. Our professionals are highly knowledgeable and dedicated to providing a top-notch customer service experience every time. With their expertise and support, you can trust that your banking experience will be stress-free and efficient.

Cheryl L Green has been providing professional services to CPAs and other professionals for over 38 years. She is a registered tax preparer, bonded and can help clients with QuickBooks, payroll (including direct deposit), A/P, A/R, bank and credit cards, 1099s, and chart of accounts set ups, as well as teaching. Her expertise lies in payroll taxes, itemized deductions, stocks, small businesses, rental properties, and estate planning. Additionally, Cheryl is able to assist individuals that are newly retired with filing all the necessary paperwork to get their retirement monies. Finally, she can also help new small businesses with applying for fictitious business name, Employer Identification Number at IRS and EDD (for payroll), and Sales Tax application, among others. References are available upon request. 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.

Kathryn Amenta, Money Coach is a highly respected professional who assists individuals, couples, and small business owners with getting to the heart of their financial issues. She provides guidance on how to live within one's means through sound money management. Kathryn works with clients all over the country. 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.