At Potentia Wealth, we are committed to providing our clients with exceptional service and the highest quality of care. Our goal is to strive for excellence in every aspect of our business and to ensure that our clients are satisfied with our professionalism and attentiveness. We are determined to lead the way when it comes to providing innovative solutions. We take accountability seriously and have implemented systems to track tasks and monitor processes to ensure that everything we do is up to standard. Our integrity is of the utmost importance to us and we take pride in delivering on our promises. 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.

At PremierOne Credit Union, our mission is to provide our customers with financial security and peace of mind. We offer a range of financial products and services such as financial advising, discount tickets, various loan products, youth and student accounts, and educational resources to ensure our customers have the best banking experience possible. We also strive to ensure convenience for our customers with access to our services 24/7. We take pride in providing personalized service and our knowledgeable team is always available to help with any queries or requests. 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 Roundleaf - San Jose, our mission is to empower people to reach their most important financial goals through informed decision making. We strive to understand each customer's unique needs and offer them a variety of options so they can make the best choice for themselves. Our services help individuals reduce debt, improve their FICO score, learn about credit scores, qualify for financing, reduce expenses, build capital, and retire sooner. With our expert guidance, we can help you make smarter financial decisions and achieve your dreams faster. Our team of experienced professionals has the knowledge and resources to guide our customers on their financial journey. We provide personalized advice and tailor our services to meet each person’s specific needs. Our goal is to help you accomplish your financial goals and manage your money in a way that works for you. We take pride in helping our customers achieve success.

Golden Trust Financial Corporation is a professional financial advising firm that focuses on helping clients plan for their retirement. We provide a wide range of services, such as 401Ks, IRAs, personal and corporate tax planning, health and life insurance, and Medicare. Our team of experienced financial planners works closely with clients to develop the most suitable solutions for their retirement needs. They carefully analyze the market and select the most competitive and reliable products with steady growth and no risk of principal loss. In addition, we also conduct regular reviews of our clients' insurance policies to ensure that they are up-to-date with their retirement planning. 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.

Promex Tax has been providing quality tax and real estate services since 1991 and 1985, respectively. We also offer notary public services at competitive prices. Our team is available all year round to answer any questions related to your taxes. 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.

At Zeta Tax Services, we are dedicated to providing you with comprehensive tax and business services. Our mission is to help our clients make better financial decisions and foster their business success. We provide a broad range of services that include personal and business tax filing, bookkeeping, business formation, and more. Our team of experts has years of experience in the industry and is here to work with you every step of the way. We believe in creating a positive and collaborative relationship with our clients in order to ensure their success. We also strive to offer helpful advice and knowledgeable guidance throughout the entire process.

BPM is a leading accounting and consulting firm in California, providing comprehensive services to businesses, individuals and institutions in the Bay Area for over 30 years. Our mission is to provide tailored solutions through our expertise in assurance, tax, business consulting and wealth management. Our team of over 50 partners have a deep understanding of the technology, life sciences, real estate, financial services and nonprofit sectors, ensuring that our clients receive the highest quality service. With our knowledge and commitment, we strive to help our clients achieve their business objectives. 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.

Jack has been in the business and international tax industry for over two decades, and has a bilingual proficiency in Mandarin and English. He has worked with a wide range of clients from different industries, including high net worth individuals, trusts, estates, public companies, venture capital firms, private equity funds, hedge funds, real estate, manufacturing, and many other sectors such as consumer durables, telecommunication, pharmaceuticals, biotechnology, distribution, construction, defense contracting, restaurants, transportation, financial services, nonperforming loans, and petrochemicals. At Global Tax Advisers, we prioritize giving our clients individualized attention. We do this by listening closely to their needs and communicating with them openly, promptly, and effectively. Our team takes a proactive approach to our clients’ businesses, staying objective and dedicated to providing excellence in our services. Our primary focus is on IRS and state audit, international tax, corporate tax, partnership tax, real estate tax, individual tax, estate and gift tax, bookkeeping, payroll, sales tax, venture capital, private equity, tax and accounting consulting, retirement plans, tax structuring, and company incorporation and setup. We are committed to investing in our people and delivering the best possible results for our clients.

At David Sarasua, CPA, we strive to provide our clients with the highest quality tax and accounting services. Our team of experienced professionals is dedicated to providing personalized support and advice to ensure that each individual’s unique needs are met. We can help with filing taxes, filing back taxes, offer in compromise, bookkeeping and accounting, help with year end adjustments, corporate income taxes, individual income taxes, and special projects. We have extensive experience in construction, general contractors, electrical contractors, plumbers, and telephone line companies. Our team is always available to answer any questions you may have and make sure that you get the most out of our services. 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 Potentia Tax, our mission is to provide our clients with insightful advice in order to enable them to make well-informed decisions. We focus on tax planning and devote equal time to planning as to preparation so that our clients can benefit from minimized tax implications. Our team consists of CPAs, tax experts, and financial professionals, working together to offer services to individuals and business owners who have a net worth of two million or more. We strive to be the best in providing comprehensive tax planning and preparation services. Our team has the expertise and experience to manage complex tax issues, from estate and trust planning to business succession strategies. We take the time to understand each client's unique financial situation and develop personalized solutions tailored to their needs.

Wellspring Consulting is a financial planning firm in Silicon Valley, run by a team of Asian American professionals with extensive qualifications. Our purpose is to provide clients with the expert service of large firms and the personalized attention small firms offer. We combine modern research with cultural understanding to give our clients the best of both worlds. Our services range from cash flow and budgeting to tax preparation and planning, life and health insurance, real estate investment, and retirement investments. We also provide corporate benefit plans and charitable giving strategies. With our experienced team and wide range of services, we are committed to providing our clients with quality, tailored advice.

Modern Woodmen of America is a member-owned financial services organization that has been serving its members for over 130 years. It provides a wide range of products and services to families, such as life insurance, annuities, and investments, designed to secure their future. In addition, the organization operates MWA Financial Services Inc., a subsidiary offering full-service brokerage services, and Modern Woodmen Bank, which provides a wide array of personal banking products. The organization is committed to strengthening communities and helping families through fraternalism and financial guidance. 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.

At Montana Capital Car Title Loans in San Jose, our mission is to provide fast and convenient financial solutions to those who need quick cash. We offer car title loans with minimum loan amount of $2,600. Our credit criteria considers your ability to repay the loan and the value of your car, but we are not concerned with your credit record. Even those with poor credit or no credit history can apply for a loan at Montana Capital Car Title Loans. Our team of experienced representatives will walk you through the application process to ensure it is quick and easy. Once approved, you can get the cash you need and keep driving your car. We also have a GPS Installation Center at this location.

H&R Block San Jose is dedicated to providing a safe and secure environment for their customers. They have taken extra steps such as deep cleaning offices, disinfecting high-touch areas after each appointment, and social distancing to ensure everyone's health and safety. Appointments can be made by appointment only, and the Digital Drop-Off service allows customers to work with their tax pro from home. With this service, customers will receive an email from a tax pro with a link to upload their documents. H&R Block is committed to providing quality services and a safe experience for everyone. 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.

Finding a reliable lender in the Bay Area's competitive market can be a challenge. At Clear Lending, we want to make the home financing process as smooth as possible for our clients. We work hard to get your offers accepted quickly and make sure that your financial information is pre-underwritten so you can confidently go non-contingent. We offer a variety of loan programs to meet your needs, including those for first-time homebuyers, conventional conforming mortgages, jumbo mortgages, FHA and VA loans, fixed rates, ARMs, fix and flip loans, construction loans, combos or 80/10/10s, rate/term refinancing, and cash out refinancing. Our experienced team will provide you with the support you need throughout the home buying process. We understand that purchasing a home can be stressful, and we are here to answer all of your questions and address any issues that arise. We strive to make the process as stress-free as possible.

CommonWealth Central Credit Union is dedicated to helping members reach their financial goals. Our branches provide a range of services, including loans and savings products, to help our members do just that. Plus, with no-fee access at any CO-OP ATM, members can easily access their accounts from anywhere. Our experienced team is committed to helping each member achieve their own personal financial success. 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.

Cathay Bank was founded in 1962 as a subsidiary of Cathay General Bancorp (NASDAQ: CATY). It provides comprehensive financial services to its customers, with 33 branches in California, 12 in New York, three in Chicago, Illinois, three in Washington State, two in Texas, one in Maryland, one in Massachusetts, one in Nevada, one in New Jersey, one in Hong Kong, and a representative office in Taipei and Shanghai. FDIC insurance coverage is available for deposit accounts at all U.S. domestic branch locations. Cathay Bank has been in business for over 50 years. The experienced team offers highly personalized services and products tailored to meet the needs of each customer. It has developed a reputation for providing quality service and convenient banking options, such as online and mobile banking, to make it easier for customers to manage their finances.

At Umpqua Bank, we help people, businesses, and communities prosper and thrive. We don't just treat our customers as customers, but more like individuals. We take the time to understand each customer's financial needs and provide them with the easy access and mobile tools they need to stay on top of their finances. Our stores have a cozy atmosphere, and our associates will always remember your name. We have the financial expertise combined with a passion for getting to know you as an individual which makes us different from other banks. We are focused on providing a better banking experience and helping our customers manage their money in a way that fits their lifestyle. We are committed to creating economic vitality for the greater good and have gone beyond our roots as a small community bank. We are dedicated to building strong relationships with our customers and being part of the community.

StoneBridge Tax Solutions provides comprehensive tax and bookkeeping services to people in the Bay Area. We specialize in all aspects of tax-related matters, from IRS resolution, employee stock options, real estate taxes to business entities. Our mission is to help individuals and small businesses with tailored solutions that meet their unique needs at any stage of life. Our team of professionals are equipped with decades of experience dealing with tax and accounting issues. We provide comprehensive services to our clients, ensuring they are compliant with all federal and state regulations. Additionally, we provide personalized advice to help our clients make informed decisions and maximize their returns.

TFC Title Loans is a lending company dedicated to helping residents in California, New Mexico, and Arizona get the financial aid they need. For those struggling to pay off bills, cover medical expenses, or even small business costs, our same day funding and superior service makes us the ideal choice. Our experienced team of loan professionals have been providing these services for years, and we are committed to providing a secure and reliable solution for all of your financial needs. With our car title loans, you can get the cash you need today to take care of whatever expenses require immediate attention. 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.