is a financial advisor an accountant

Fitzpatrick & Tucker Inc. we offer a range of services for our addition to tax preparation, we take a proactive approach and focus on tax . Estate and trust planning is also part of an overall financial plan, for which we accounting software packages such as QuickBooks. Our firm is based in San Jose and we serve a

Microffice is a professional firm with over 20 years of experience -filing, bookkeeping, financial advising, audit representation for IRS, EDD, and BOE, and computerized accounting. Additionally, we have an Enrolled

Julie Ping He, CFP® is a Gateway Financial Advisor who specializes in providing clients with comprehensive wealth . Julie is an experienced and knowledgeable investment manager who has a deep understanding of the financial markets. She is also a fiduciary

Brian Ruiz Insurance is an independent insurance agency founded in for the best value. Our mission is to ensure our clients are properly of experience, Brian Ruiz Insurance offers a wide range of products and services RV, boat, term life and financial planning. Our team of advisors is dedicated to helping customers

is an experienced Investment Manager, CFP(R) and Certified Divorce Financial Analyst with expertise in both investing and divorce financial informed decisions that will ensure a secure financial future. Flournoy Wealth Management has 18 years, using a strategic investment approach that takes into account each client's

accounts, certificates, IRAs, investments and affordable insurance are designed to help you make sound financialfinancial education seminars, a college scholarship program and great member discounts. Convenient car-buying through Autoland is also available. KeyPoint Credit Union is Federally insured by NCUA and is an

't have to be a permanent problem. At Credit Repair Bay Area, our certified advisors can guide you. Our team is proactive and dedicated to helping clients achieve their desired credit rating. We are an experienced. Our team of experts have extensive knowledge in financial services and credit repair. We are committed to

businesses achieve their financial goals. We provide a comprehensive suite of services from tax and accounting to business to enhance their financial picture and elevate their impact on the world. Our team is comprised of latest changes in the industry. Our goal is to provide an integrated approach to help our clients