
PMI South Bay
the South Bay area that specializes in HOA property management. With years of experience in the industry, PMI is part. They offer a range of services including HOA management, financial management, and maintenance services. Furthermore, they are dedicated to

Heckman Financial & Insurance Services
Worry Less Wealth™ which helps to maximize financial opportunities while minimizing taxes and protecting and his team are experts in alternative financial products and wealth management and are dedicated to helping their clients reach their financial goals. They

Tradebuilder
, technology and marketing services to clients in the real estate, financial services and healthcare sectors. Our Digital Marketing Program

Parkworth Wealth Management
offers wealth management services to tech professionals so that they can take control of their financial destiny. Often, these workers have their wealth tied up in the technology the volatile industry and instead feel secure in their financial future. With our commitment to service

Infinx
and scalable patient access and revenue cycle management solutions. With the help of intelligent their administrative duties. Infinx has experience in the healthcare industry, delivering innovative and reliable services client's needs, enabling them to securely manage patient information, improve workflow, and reduce

Roundleaf - San Jose
to empower people to reach their most important financial goals through informed decision making. We strive to 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

Medical Billing Specialists
range of services and solutions to healthcare providers. Our mission is to providesuch as revenue cycle management (or medical billing), practice management consulting, provider credentialing, newmanagement, and more. Our team is composed of experienced professionals with deep knowledge and expertise in the healthcare

Fitzpatrick & Tucker Inc.
tax returns to business consulting. We specialize in preparing tax returns for individuals, partnerships, corporations. We also provide review and compilation of financial statements and can represent our clients if to help do-it-yourself business owners manage their operations with accounting software packages such

Patelco Credit Union
Patelco Credit Union is a not-for-profit financial institution that offers competitive rates, fewer fees, and $8 billion in assets under our management. Our commitment to the communities we serve goes beyond our financial products Union is one of the largest credit unions in the nation.

John M Plaza Investment Advisor
Investment Advisor provides comprehensive financial planning services to help clients manage their money and reach tailored to each individual's unique financial situation. We strive to develop long-access to brokerage accounts. We take pride in the quality of our services, and don't hesitate to get in touch today.

Solutions Wealth Management
management services, including 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 financialreach their full financial potential. You can

Financial Journey Partners
provider that helps individuals and professionals make smart financial decisions and stay focused on what matters most tailored investment management and advice to help our clients along their financial journey. We take pride in the quality for you, so don't hesitate to get in touch today.

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

First Republic Bank
banking and wealth management services. Headquartered in San Francisco, the company has offices in California, Oregon, Washington, are dedicated to helping clients meet their financial goals. They offer a full range of banking, private business banking, and private wealth management. First Republic is part of the S&

Flournoy Wealth Management
is an experienced Investment Manager, CFP(R) and Certified Divorce Financial Analyst with expertise in both investing and divorce that will ensure a secure financial future. Flournoy Wealth Management has been providing wealth management services for 18 years

Metro Property Management
is a leading property management company in Santa Clara County and surrounding areas, providing comprehensive , from leasing and tenant screening to construction management, evictions and financial reporting. We work closely with our clients

Umpqua Bank
take the time to understand each customer's financial needs and provide them with the easy access will always remember your name. We have the financial expertise combined with a passion for getting to better banking experience and helping our customers manage their money in a way that fits their lifestyle. We

Cathay Bank
provides comprehensive financial services to its customers, with 33 branches in California, 12 in New York, three in Chicago, Illinois banking, to make it easier for customers to manage their finances.

UIS Technology Partners
IT Support, IT Consulting, IT Outsourcing, Managed Services, Network Assessments, Desktop Support, Desk, Telecommunications, Staff Augmentation, IT Project Management, Disaster Recover Planning, Business Continuity Planning services to our clients in Northern California, including Financial, Venture Capital, CPA and

Potentia Tax
Our team consists of CPAs, tax experts, and financial professionals, working together to offer services to individualsor 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