
SageView Advisory Group
is committed to providing a comprehensive range of financial planning services that help clients remove obstacles and maketo educate our clients on all aspects of their financial affairs, while finding the most cost-to the individual needs of each client. With years of experience in the financial industry, we strive

Catherine Gortner Properties
expectations by providing them with a custom marketing plan that leads to the highest possible sale price Stanford University with both a Bachelor of Arts and Science and a Master of Science with Honors. I alsothe local community includes serving on the board of directors of the Bay Area MLS, the California Association

Liquid Equity Partners
families a wide range of financial services. We specialize in creating tailored plans that fit your individual needs, whether you are single, part of achieve their financial goals. Investors can take advantage of our broad array of options to

Fitzpatrick & Tucker Inc.
returns. We also provide review and compilation of financial statements and can represent our clients if and trust planning is also part of an overall financial plan, for which we offer estate planning, taxation, trust San Jose and we serve a variety of individual and business clients, providing professional services

Dunham Associates, CPAs
and trust tax return preparation, financial planning and tax preparation and planning, 401k benefit plan audits, financial audits, reviews and compilations and IRS, state and local representation. Our team of experienced professionals is dedicated to providing you with

John M Plaza Investment Advisor
John M Plaza Investment Advisor provides comprehensive financial planning services to help clients manage their money and brokerage accounts. We take pride in the quality of our services, and aim to ensure that your are met quickly and efficiently. Our experienced team of professionals is here for you, so don't

Brian Ruiz Insurance
on the best options available. With decades of experience, Brian Ruiz Insurance offers a wide range of products and services from auto, home, condo unit construction, motorcycle, RV, boat, term life and financial planning. Our team of advisors is dedicated to helping customers find

Premier Tax Advisors
Premier Tax Advisors is a professional tax & financial planning firm that specializes in providing tailored services to taxes. We pride ourselves on our experienced team of CPAs who work hard to devise creative strategies

Flournoy Wealth Management
is committed to bringing financial clarity and understanding to individuals navigating the complexities of divorce and helping them tolerance, and income needs. Pam also offers comprehensive financial planning services, helping clients to take the steps necessary

Wellspring Consulting
Consulting is a financial planning firm in Silicon Valley, run by a team of Asian American professionals flow and budgeting to tax preparation and planning, life and health insurance, real estate retirement investments. We also provide corporate benefit plans and charitable giving strategies. With our experienced

College Planning ABC
College Planning ABC is a company that assists higher income and scholarships to help reduce the cost of college. We provide financial strategies and guidance so our clients tuition fees. Our goal is to create a plan tailored to each individual's situation to make

Zhong & Sanchez
-stop shop for all of your tax and financial needs. Our team of experts provide quality and financial guidance to local individuals and businesses. We will help you plan and comply with all of your accounting system and providing bookkeeping services, financial planning, forecasts and budgets, sales tax filing and

SFI Snarr Financial & Insurance Services
At SFI Snarr Financial & Insurance Services, we are committed to providing estate planning solutions for families and businesses in our clients. We take pride in the quality of our services, and aim to ensure that your are met quickly and efficiently. Our experienced team of professionals is here for you, so don't

Heckman Financial & Insurance Services
be complicated and overwhelming. Eric Heckman of Heckman Financial & Insurance Services has developed a Blueprint Worry Less Wealth™ which helps to maximize financial opportunities while minimizing taxes and protecting a plan for their future. Eric and his team are experts in alternative financial products

Evergreen Accountancy Services, CPA
a wide range of financial services to individuals and businesses. Our services include tax returns preparation, financial planning, bookkeeping, and

Microffice
of experience providing services such as tax preparation for individuals, partnerships, and corporations (1040, 1065, 1120), payroll, financial planning, involvement analysis, e-filing, bookkeeping, financial advising, audit representation for IRS

Crowder Insurance Agency
San Jose, I believe in keeping you informed of ways to protect what's important to youAuto Insurance at Farmers Insurance offers a variety of auto insurance products to fit your needs. In also offers life insurance, business insurance, motorcycle insurance, & financial planning to help protect your hard earned assets.

Brian Lombardo, CFP, CPA
financial planning and professional investment management solutions. Brian Lombardo, CFP, CPA works with clients who have assets ofWe provide a range of services to meet the unique needs of each client. At ourexperienced team of advisors are available to answer any questions and provide tailored financial advice. Visit

Sam Granato & Laura Leavitt
Jose, CA. They specialize in retirement planning, financial advising, financial planning, investment advising, and certified financial planning. Our experienced team is dedicated to providing top-notch service and satisfaction for all of our

Golden Trust
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 corporate tax planning, health and life insurance, and Medicare. Our team of experienced financial planners works