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Heckman Financial & Insurance Services
San Jose,CA Company OpeningFinancial ServicesCommercial Insurancecreate a plan 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
San Jose,CA Financial Servicesprofessionals provides comprehensive wealth planning and investment management services, including financial guidance, professional advice and asset management, with expertise and objectivity. We specialize -
Microffice
San Jose,CA Financial Servicesand corporations (1040, 1065, 1120), payroll, financial planning, involvement analysis, e-filing, bookkeeping, financial advising, audit representation for IRS, EDD, and BOE, andwe have an Enrolled Practice to IRS and MBA, as well as the director ofto provide you with the best advice and service. We're here to help so -
Brian Lombardo, CFP, CPA
San Jose,CA Financial Servicesfirm provides comprehensive financial planning and professional investment management solutions. Brian Lombardo, CFP, CPA works with clients who have assets of $500,000 andto answer any questions and provide tailored financial advice. Visit our -
Fitzpatrick & Tucker Inc.
San Jose,CA Financial ServicesCompany Openingtax planning to reduce current and future tax liabilities. Estate and trust planning is also part of an overall financial plan, for administration and taxation services. We also provide business consulting services to help do-it-yourself business owners manage -
John M Plaza Investment Advisor
San Jose,CA Company OpeningFinancial ServicesPlaza Investment Advisor provides comprehensive financial planning services to help clients manage their money and reach their goals. Our experienced-retirement and retirement planning, assistance with college savings plans, estate and tax-planning issues, insurance-related needs, and timely answers to your financial -
Flournoy Wealth Management
San Jose,CA Financial ServicesCompany Openingan experienced Investment Manager, CFP(R) and Certified Divorce Financial Analyst with expertise in both investing and divorce financial matters. She client's goals, risk tolerance, and income needs. Pam also offers comprehensive financial planning services, helping clients to take -
UIS Technology Partners
San Jose,CA Network MaintenanceCompany OpeningDesk, Telecommunications, Staff Augmentation, IT Project Management, Disaster Recover Planning, Business Continuity Planning, and Office Relocation. We are certified in our clients in Northern California, including Financial, Venture Capital, CPA and Accounting, Law Offices, Architectural, Technology-based start -
Potentia Tax
San Jose,CA Financial Servicesimplications. Our team consists of CPAs, tax experts, and financial professionals, working together to offer services to individuals tax planning and preparation services. Our team has the expertise and experience to manage complex tax issues, from estate and trust planning -
DWR Wealth Management
San Jose,CA Company OpeningFinancial Servicestheir financial goals through sound, efficient and well-defined strategies. We provide various services such as investment management, retirement planning, asset protection and estate planning. Our approach is tailored to meet -
Metro Property Management
San Jose,CA Space Leaseand 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 -
Julie Ping He, CFP - Gateway Financial Advisor
San Jose,CA Company OpeningFinancial Servicesfinancial picture, considering all elements that could be affected by investments. She provides tax-efficient strategies and retirement planning. Julie is an experienced and knowledgeable investment manager who has a deep understanding of the financial markets. She is -
City National Bank
San Jose,CA Credit GuaranteeFinancial ServicesCompany Openingwith private banking, wealth management, retirement planning, estate planning, business banking, investment management, and loan services. Our knowledgeable financial advisors are available -
D2 Dash
San Jose,CA Software DevelopmentCompany Opening& Talent, Objectives and Key Results (OKRs), Product Roadmap, Business Pipeline, Financial Reporting, Planning, Executive Insights and Board Briefer. Our applications are prebuilt and configurable, allowing businesses to monitor and manage
