
Fitzpatrick & Tucker Inc.
services for our clients, from tax returns to business consulting. We specialize in preparing tax also part of an overall financial plan, for which we offer estate planning, taxation, trust administration and taxation is to support our clients by providing them with the knowledge they need to make informed decisions

Liquid Equity Partners
a wide range of financial services. We specialize in creating tailored plans that fit your individual needs, whether you areamount of risk. With our help, they can grow their business and achieve their financial goals. Investors ’re in, Liquid Equity Partners can work with you to design a plan that meets your needs.

Law Offices of Robert P Bergman
. Service: He also prepares special legal documents for families with minor children to keep s detailed approach to the planning process assures that his clients' wishes and desires are and estate tax planning, charitable remainder trusts, special needs and supplemental needs trusts for special needs persons, and the

Dunham Associates, CPAs
accurate advice and attention they need. We offer our clients a variety of services such tax return preparation, financial planning and tax preparation and planning, 401k benefit plan audits, financial audits, reviews and professionals is dedicated to providing you with the most comprehensive accounting solutions and

John M Plaza Investment Advisor
Investment Advisor provides comprehensive financial planning services to help clients manage their money and to each individual's unique financial situation. We strive to developplanning, assistance with college savings plans, estate and tax-planning issues, insurance-related needs, and timely answers to your financial

Law Offices of Linda J. MacKay
are dedicated to providing legal services to our clients with over 30 years of experience in the and provide them with the guidance and support they need from start to finish. We specialize in a planning, taxation, elder law and trust administration. We provide comprehensive services to ensure that each of our clients

SageView Advisory Group
committed to providing a comprehensive range of financial planning services that help clients remove obstacles and make the best guidance, tailored to the individual needs of each client. With years of experience in the financial industry, we strive to

PMI South Bay
Bay area that specializes in HOA property management. With years of experience across the United States, providing clients with reliable expertise and knowledge. The their clients. They offer a range of services including HOA management, financial service, ensuring all of their clients’ needs are met. We take pride

Law Offices of Robert E Greeley
part of complete estate plan packages; he also does special needs trusts. His administration services clients, forging their needs and goals into a jointly developed plan, explaining the law in plain English, and working with them to produce terrific, holistic outcomes. Robert's estate plan packages

Julie Ping He, CFP - Gateway Financial Advisor
, CFP® is a Gateway Financial Advisor who specializes in providing clients with comprehensive wealth management services. planning solutions, ensuring that every action taken is always in the best interests of her clients clients' needs first. With a team of professionals to assist her, Julie ensures that each client

Privity Legal Group
Privity Legal Group specializes in helping individuals and families with their real estate needs. We provide services to help people estate planning. Our services include living trusts, wills, probate, and more. We are dedicated to providing our clients with

David Patios
construction services to all our clients. We specialize in building custom designed residentialneeds and desires. Our team of experienced builders is dedicated to delivering high-quality craftsmanship with every project. With of services including consultation, project planning, material selection, and more. Contact

Flournoy Wealth Management
, CFP(R) and Certified Divorce Financial Analyst with expertise in both investing and divorce financial matters. She is committed's goals, risk tolerance, and income needs. Pam also offers comprehensive financial planning services, helping clients to take the steps necessary

DWR Wealth Management
is a firm dedicated to helping clients reach their financial goals through sound, efficient and protection and estate planning. Our approach is tailored to meet each client's unique needs and risk tolerancedelivering high quality, customized solutions for our clients. With our commitment to service and customer

Fireside Realty and Mortgage
inspections, while buyers can benefit from investment plans, loan and low-interest options, and relocationFireside Realty provides free market evaluations and financial calculators, such as mortgage payments, amortization and of professionals ready to assist clients with their real estate needs. We take pride in the

Bella Celebrations
. We specialize in planning and producing extraordinary events from design to execution. Our mission is to provide our clients with dedicated to providing our clients with a personalized experience that is tailored to their needs. Our team has the

Potentia Tax
clients with insightful advice in order to enable them to make well-informed decisions. We focus on tax planning take the time to understand each client's unique financial situation and develop personalized solutions tailored to their needs.

Salas O'Brien
strives to create a sustainable balance for clients. With over 45 years of experience, the offering planning, design, architectural and construction management expertise to both private and public clients. They specialize in needs while working to preserve the environment. You can trust our team to provide you with

College Planning ABC
College Planning ABC is a company that assists cost of college. We provide financial strategies and guidance so our clients can get the maximum discount on their tuition fees. Our goal is to create a planmatter what your needs are, we will do our best to provide you with the top-

Sam Granato & Laura Leavitt
around San Jose, CA. They specialize in retirement planning, financial advising, financial planning, investment advising, and certified financial planning. Our experienced team is our clients. Contact us today for more information on how we can help you with all of your needs.