
Liquid Equity Partners
and families a wide range of financial services. We specialize in creating tailored plans that fit your individual needsor prepare for retirement, we have the solutions. Business owners can rely on us to provide our help, they can grow their business and achieve their financial goals. Investors can take advantage of

SFI Snarr Financial & Insurance Services
At SFI Snarr Financial & Insurance Services, we are committed to providing estate planning solutions for families and businesses in the Bay care options. Our experienced professionals have expertise in life insurance planning and advising, allowing us to provide superior

Global Tax Advisers
, construction, defense contracting, restaurants, transportation, financial services, nonperforming loans, and petrochemicals. our clients’ businesses, staying objective and dedicated to providing excellence in our services, tax and accounting consulting, retirement plans, tax structuring, and company incorporation

Fitzpatrick & Tucker Inc.
clients, from tax returns to business consulting. We specialize in preparing tax returns for individualsand can represent our clients if required. In addition to tax preparation, we take a financial plan, for which we offer estate planning, taxation, trust administration and taxation services. We also provide business

Sanjiv Gupta, CPA
from the simplest to complex financial transactions. We have expertise in negotiating and settling with financial consulting services in many areas, including 401k, IRA, retirement, education, stocks, bonds, home, business, future financial transactions to come up with a plan that helps you become financially secure

Dunham Associates, CPAs
quality financial guidance to our clients in order to help them make informed decisions and improve their financial outlook maximization, business succession planning, estate, gift and trust tax return preparation, financial planning and tax preparation and planning, 401k benefit plan audits, financial

City National Bank
in San Jose is a renowned financial services provider, offering customized assistance with private banking, wealth management, retirement planning, estate planning, business banking, investment management, and loan services. Our knowledgeable financial advisors are available

Evelyn Saunders CPA
and beyond. We are proud to serve clients in Dublin, Livermore, San Ramon and Pleasanton, offering ranging from tax return preparation to business entity selection and tax planning. Our experienced team of CPAs alsoclients with the best possible tax benefits and financial guidance. You can trust our team to provide

Opportunity Fund
personalized attention, expert advice, and business consulting to help our clients build their plans, strengthen their credit, and believing in our clients and providing them with the support they need to succeed. We understand that financial

UIS Technology Partners
1996, we have served many prestigious businesses of all sizes, from small startups Management, Disaster Recover Planning, Business Continuity Planning, and Office Relocation. We are certified in a variety of and services to our clients in Northern California, including Financial, Venture Capital, CPA and Accounting

Potentia Tax
is to provide our clients with insightful advice in order to enable them to make well-. We strive to be the best in providing comprehensive tax planning and preparation services. Our team hasand trust planning to business succession strategies. We take the time to understand each client's unique financial situation

Solutions Wealth Management
financial guidance, professional advice and asset management, with expertise and objectivity. We specialize in working with individuals, families, business owners, professionals, trusts, retirement and pension plans to achieve their financial goals

Zhong & Sanchez
for all of your tax and financial needs. Our team of experts provide tax and financial guidance to local individuals and businesses. We will help you plan and complyfinancial decisions. Additionally, we can assist in setting up and training your accounting system and providing bookkeeping services, financial planning

Jonathan Youngberg, CPA
Francisco Bay Area. We specialize in helping individuals, businesses, partnerships, and trusts with their financial planning needs. Our core values

Crowder Insurance Agency
your personal Farmers Insurance agent located in San Jose, I believe in keeping you informed of ways to belongings. Farmers Insurance also offers life insurance, business insurance, motorcycle insurance, & financial planning to help protect your hard earned