
Fitzpatrick & Tucker Inc.
returns. We also provide review and compilation of financial statements and can represent our clients if requiredtake a proactive approach and focus on tax planning to reduce current and future tax liabilities. trust planning is also part of an overall financial plan, for which we offer estate planning, taxation, trust

Dunham Associates, CPAs
. Our mission is to provide the highest quality financial guidance to our clients in order to help planning, estate, gift and trust tax return preparation, financial planning and tax preparation and planning, 401k benefit plan

John M Plaza Investment Advisor
M Plaza Investment Advisor provides comprehensive financial planning services to help clients manage their strategies tailored to each individual's unique financial situation. We strive to develop long-investment recommendations for pre-retirement and retirement planning, assistance with college savings plans, estate

SageView Advisory Group
is committed to providing a comprehensive range of financial planning services that help clients remove obstacles and make

Brian Ruiz Insurance
of construction, motorcycle, RV, boat, term life and financial planning. Our team of advisors is dedicated to helping

Premier Tax Advisors
Premier Tax Advisors is a professional tax & financial planning firm that specializes in providing tailored services to

Wellspring Consulting
Wellspring Consulting is a financial planning firm in Silicon Valley, run by a team

Jonathan Youngberg, CPA
helping individuals, businesses, partnerships, and trusts with their financial planning needs. Our core values are Integrity, Relationship, 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

Heckman Financial & Insurance Services
Creating a secure financial future doesn't have to be complicated and needs and will help them to create a plan for their future. Eric and his team are

Microffice
individuals, partnerships, and corporations (1040, 1065, 1120), payroll, financial planning, involvement analysis, e-filing, bookkeeping, financial advising, audit

Brian Lombardo, CFP, CPA
Our firm provides comprehensive financial planning and professional investment management solutions. Brian Lombardo, CFP,

Sam Granato & Laura Leavitt
. They specialize in retirement planning, financial advising, financial planning, investment advising, and certified financial planning. Our experienced team is dedicated

Liquid Equity Partners
families a wide range of financial services. We specialize in creating tailored plans that fit your individual needs a union worker. For individuals and families, our financial experts can help you grow your financial assets Partners can work with you to design a plan that meets your needs.

Golden Trust
Golden Trust Financial Corporation is a professional financial advising firm that focuses on helping clients plan for theirlife insurance, and Medicare. Our team of experienced financial planners works closely with clients to develop they are up-to-date with their retirement planning. You can trust our team to provide

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

CommonWealth Central Credit Union
Union is a not-for-profit, member-owned financial institution located in Santa Clara County. We are buying a home, car, paying for college or planning for retirement. Our low-interest loans, competitive interest

Sanjiv Gupta, CPA
in various fields, from the simplest to complex financial transactions. We have expertise in negotiating and settling future financial transactions to come up with a plan that helps you become financially secure and lessen

Flournoy Wealth Management
experienced Investment Manager, CFP(R) and Certified Divorce Financial Analyst with expertise in both investing and divorce, and income needs. Pam also offers comprehensive financial planning services, helping clients to take the steps necessary

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