
Fitzpatrick & Tucker Inc.
tax returns to business consulting. We specialize in preparing tax returns for individuals, partnerships, and can represent our clients if required. In addition to tax preparation, we take aalso part of an overall financial plan, for which we offer estate planning, taxation, trust administration and taxation

Dunham Associates, CPAs
is to provide the highest quality financial guidance to our clients in order to help them make informed and trust tax return preparation, financial planning and tax preparation and planning, 401k benefit plan audits, financial audits, reviews and compilations

John M Plaza Investment Advisor
John M Plaza Investment Advisor provides comprehensive financial planning services to help clients manage their money and online access to brokerage accounts. We take pride in the quality of our services, and aim to for you, so don't hesitate to get in touch today.

SageView Advisory Group
is committed to providing a comprehensive range of financial planning services that help clients remove obstacles and implement those decisions. Our goal is to work in partnership with clients, forming strong and lasting of each client. With years of experience in the financial industry, we strive to ensure that our

Brian Ruiz Insurance
1987. We provide insurance solutions to customers in 8 western states, giving them access to over of construction, motorcycle, RV, boat, term life and financial planning. Our team of advisors is dedicated to helping

Premier Tax Advisors
Advisors is a professional tax & financial planning firm that specializes in providing tailored services to individuals, entrepreneursof CPAs are highly qualified and experienced in complex tax matters. We strive to We have been very successful in helping people lower their taxes and reach their financial goals.

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

Wellspring Consulting
Wellspring Consulting is a financial planning firm in Silicon Valley, run by a team of cash flow and budgeting to tax preparation and planning, life and health insurance, real estate investment, and retirement investments. We also provide corporate benefit plans and charitable giving strategies. With our experienced

College Planning ABC
College Planning ABC is a company that assists higher income families in obtaining grants and scholarships to help reduce the cost of college. We provide financial strategiestuition fees. Our goal is to create a plan tailored to each individual's situation to

Zhong & Sanchez
shop for all of your tax and financial needs. Our team of experts provide tax and financial guidance to local individuals and businesses. We will help you plan and financial decisions. Additionally, we can assist in setting up and training your accounting system and providing bookkeeping services, financial planning

Jonathan Youngberg, CPA
Bay Area. We specialize in helping individuals, businesses, partnerships, and trusts with their financial planning needs. Our core values

SFI Snarr Financial & Insurance Services
Snarr Financial & Insurance Services, we are committed to providing estate planning solutions for families and businesses in the Bay care options. Our experienced professionals have expertise in life insurance planning and advising, allowing us to provide superior

Heckman Financial & Insurance Services
Less Wealth™ which helps to maximize financial opportunities while minimizing taxes and protecting create 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

Crowder Insurance Agency
your personal Farmers Insurance agent located in San Jose, I believe in keeping you informed of ways to also offers life insurance, business insurance, motorcycle insurance, & financial planning to help protect your hard earned assets.

Catherine Gortner Properties
' expectations by providing them with a custom marketing plan that leads to the highest possible sale price a Bachelor of Arts and Science and a Master of Science with Honors. I also attended Castilleja negotiating its acquisition by San Jose Water in 2020. I live in the San Jose hills and have previously

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

Liquid Equity Partners
and families a wide range of financial services. We specialize in creating tailored plans that fit your individual needsFor individuals and families, our financial experts can help you grow your financial assets in a low risk waylife you’re in, Liquid Equity Partners can work with you to design a plan that meets your

Global Tax Advisers
distribution, construction, defense contracting, restaurants, transportation, financial services, nonperforming loans, and petrochemicals. and dedicated to providing excellence in our services. Our primary focus equity, tax and accounting consulting, retirement plans, tax structuring, and company incorporation

Golden Trust
Corporation is a professional financial advising firm that focuses on helping clients plan for their retirement. We corporate tax planning, health and life insurance, and Medicare. Our team of experienced financial planners works growth and no risk of principal loss. In addition, we also conduct regular reviews of

Divorce Capital Planning Firm
successfully transition to the new financial reality through a financial independent game plan. Headquartered in downtown San Jose, we regularly work with clients and their lawyers in the