
Katherine Kinney: Allstate Insurance Agent
m proud to say I work with a financially sound and stable company like Allstate products that can help you with your financial goals. I'm committed to immediate and long-term financial goals; Find solutions to meet your and your familycollege savings; Review your insurance and financial needs as they change; Answer

Golden Trust
Financial Corporation is a professional financial advising firm that focuses on helping clients plan for their retirement. We provide aand Medicare. Our team of experienced financial planners works closely with clients to develop the most the most competitive and reliable products with steady growth and no risk of

Luxury and Country Real Estate Team - Keller Williams
international buyers looking for property. We build a world-class team of multilingual, multicultural of luxury properties, a CPA with extensive knowledge of real estate, a certified financial planner, a real estate attorney, the best service possible to our clients. With our commitment to service and customer

Technology Credit Union
Credit Union was founded in Silicon Valley by a group of ambitious entrepreneurs and early high-tech same spirit of entrepreneurialism and commitment to meeting the unique financial needs of our members. Our team is our members can have the best experience possible. With our roots in Silicon Valley, we understand the

ActionSpot
or run a business. It is conveniently situated close to Google, Adobe, US Bank, and other financial and as access to all common amenities such as meeting rooms, open floor event spaces, and training room all of your team members. With flexible lease terms, you can build a successful business at ActionSpot and

Franny Yen - The Loan Story
makes it a point to keep up with the latest financial information and stay connected with her to analyze and make sure the loan meets her clients’ needs. To her, business . Franny Yen - The Loan Story provides a wide range of home loan services, rates, and FHA and VA loans. With her experience and access to over

Tak Credit Financial
Financial is a company that specializes in helping individuals and businesses repair their credit and improve their financialare tailored to meet their needs. With their experienced team, Tak Credit Financial is committed to helping their clients achieve financial freedom. With our commitment to service and customer

Liquid Equity Partners
proud to offer individuals and families a wide range of financial services. We specialize in creating tailoredinvestments. We also help first responders build their financial assets while protecting their interests from illness, ’re in, Liquid Equity Partners can work with you to design a plan that meets your needs.

Clear Lending
offers accepted quickly and make sure that your financial information is pre-underwritten so you can confidently go non-contingent. We offer a variety of loan programs to meet your needs, including those forout refinancing. Our experienced team will provide you with the support you need throughout the home

Roundleaf - San Jose
each customer's unique needs and offer them a variety of options so they can make the capital, and retire sooner. With our expert guidance, we can help you make smarter financial decisions and achieve customers on their financial journey. We provide personalized advice and tailor our services to meet each person’s

Fitzpatrick & Tucker Inc.
also provide review and compilation of financial statements and can represent our yourself business owners manage their operations with accounting software packages such as in San Jose and we serve a variety of individual and business clients, providing professional services tailored to meet the unique needs of each

Coast Financial Services
located in San Jose, CA and provides a wide range of financial services, such as accounting, bookkeeping, tax to provide customized solutions to meet the needs of our clients. At Coast Financial Services, we offer services’s facility. We have a team of qualified professionals who can help you with all aspects of your

Dunham Associates, CPAs
that provides a wide range of the highest quality financial guidance to our and improve their financial outlook. We strive offer our clients a variety of services tax return preparation, financial planning and tax 401k benefit plan audits, financial audits, reviews and to providing you with the most comprehensive

Fast Credit Financial
Fast Credit Financial, we are a local title company with years of experience and the flexibility to meet all of your needs. We offer a loan company around, providing options for those with bad credit and offering motorcycle title loans.

Wheeler Accountants
strive to provide our clients with the best possible audit, accounting, tax and compliance services. We serve a wide array of clients including clients successfully navigate the ever-changing financial landscape. Our staff are knowledgeable custom tailored solutions to meet the individual needs of each client

Habbu & Park
At Habbu & Park, we specialize in resolving a wide range of legal issues related to employment to know our clients’ personal, professional and financial goals and work with them to develop innovative strategies to our knowledge and skills to provide results that meet our clients' objectives, and make sure that every

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

Cathay Bank
a subsidiary of Cathay General Bancorp (NASDAQ: CATY). It provides comprehensive financial services to its customers, with highly personalized services and products tailored to meet the needs of each customer. It has developed a reputation for providing quality service and convenient

D2 Dash
Dash is a software as a service business measurement platform that provides a single source for Results (OKRs), Product Roadmap, Business Pipeline, Financial Reporting, Planning, Executive Insights and Board manage changes to better meet customer, employee and investor expectations. With our platform, businesses can

Brian Lombardo, CFP, CPA
provides comprehensive financial planning and professional investment management solutions. Brian Lombardo, CFP, CPA works with clients who have assets of $500,000 and above. We provide a range of services to meet to answer any questions and provide tailored financial advice. Visit our website or call our