
Heckman Financial & Insurance Services
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

Solutions Wealth Management
provides comprehensive wealth planning and investment management services, including financial guidance, professional advice and asset management, with expertise and objectivity. We specialize

PMI South Bay
of a franchise system and operates under the brand of the franchisor, Property Management Inc. PMI has offices. They offer a range of services including HOA management, financial management, and maintenance services. Furthermore, they are dedicated to offering

First Republic Bank
, provides exceptional, relationship-based private banking, business banking and wealth management services. Headquartered in San Francisco, the company personalized service and a team of experienced professionals that are dedicated to helping clients meet their financial goals

Metro Property Management
a leading property management company in Santa Clara County and surrounding areas, providing services, from leasing and tenant screening to construction management, evictions and financial reporting. We work closely with our clients to develop a tailored plan that meets their needs, and

Configure Inc
that specializes in telecom expense management, enterprise network design, transport service implementation and project management. The company has served regional to multinational corporations from various industries, such as communications, finance, retail and

Potentia Tax
. Our team consists of CPAs, tax experts, and financial professionals, working together to offer services to has the expertise and experience to manage complex tax issues, from estate and trust planning to to understand each client's unique financial situation and develop personalized solutions tailored to their needs

Parkworth Wealth Management
wealth management services to tech professionals so that they can take control of their financial destiny. a book titled "Personal Finance for Tech Professionals in Silicon Valley and Beyond" which can be feel secure in their financial future. With our commitment to service and customer satisfaction, we strive

BPM
, providing comprehensive services to businesses, individuals and institutions in the Bay Area for expertise in assurance, tax, business consulting and wealth management. Our team of over 50 partners the technology, life sciences, real estate, financial services and nonprofit sectors, ensuring that our clients

Vantage Point Finance
At Vantage Point Finance, we believe that everyone should haveare here to help you reach your financial goals. Our mission is to go beyond the traditional banking services and offer our clients options tailored to theirourselves on providing top-notch customer service and strive to make sure that each

Roundleaf - San Jose
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 goal is to help you accomplish your financial goals and manage your money in a way that works

Elite Realty and Finance
Elite Realty and Finance is a real estate firm. We specialize in buying/selling, rental management, and providing investment advice for the SF find the lowest mortgage rates available and determine the maximum loan amount they service. With our commitment to service and customer satisfaction, we strive to exceed

Highlight Solar
storage provider. Our professional installers are licensed, bonded and insured, and have extensive experience in building solar electric solar financial analysis and free solar system design. We also have a variety of financing options available, including leases and financing

DWR Wealth Management
DWR Wealth Management is a firm dedicated to helping clients reach their financial goals through sound, efficient and well-defined strategies. We provide various services such as investment management, retirement

Parazim
stock purchase agreements, providing advice on corporate procedures and risk management, financing assistance, securities law compliance, protecting IP, brand development, and providing customized counseling. Our team of experienced

Liquid Equity Partners
union worker. For individuals and families, our financial experts can help you grow your financial assets in a low our help, they can grow their business and achieve their financial goals. Investors can take advantage of our net so they can rest assured knowing their finances are secure. No matter what stage of life

Fitzpatrick & Tucker Inc.
multi-state returns. We also provide review and compilation of financial statements and can represent our clients if required administration and taxation services. We also provide business consulting services to help do-it-yourself business owners manage

Coast Financial Services
located in San Jose, CA and provides a wide range of financial services, such as accounting, committed to ensuring that your financial records are maintained accurately and efficiently. Our mission is toyour finances. We are available by appointment only and offer personalized services to ensure that your financial

Patelco Credit Union
a not-for-profit financial institution that offers competitive rates, fewer fees, and personalized service to under our management. Our commitment to the communities we serve goes beyond our financial products. Wecommunity events, donate to local causes, and volunteer our time and resources. We are federally insured,

John M Plaza Investment Advisor
Plaza Investment Advisor provides comprehensive financial planning services to help clients manage their money and reach their goals. Our tax-planning issues, insurance-related needs, and timely answers to your financial questions. We also provide periodic portfolio reviews