
Dunham Associates, CPAs
them make informed decisions and improve their financial outlook. We strive to offer the besttrust tax return preparation, financial planning and tax preparation and planning, 401k benefit plan audits, financial audits, reviews and the most comprehensive accounting solutions and personalized advice to meet your needs.

John M Plaza Investment Advisor
comprehensive financial planning services to help clients manage their money and reach their goals. Our experienced team creates personalized strategies tailored to each individual's unique financial situation. We strive to

Crowder Insurance Agency
Overview: As your personal Farmers Insurance agent located in San Jose, an accident, Farmers auto, motorcycle & car insurance provides financial protection for you and your family. Whether also offers life insurance, business insurance, motorcycle insurance, & financial planning to help protect your hard earned assets.

Premier Tax Advisors
Premier Tax Advisors is a professional tax & financial planning firm that specializes in providing tailored services to strive to provide excellent customer service and offer personalized guidance for each of our clients. We have helping people lower their taxes and reach their financial goals.

Wellspring Consulting
Wellspring Consulting is a financial planning firm in Silicon Valley, run by a teamthe expert service of large firms and the personalized attention small firms offer. We combine modern researchand retirement investments. We also provide corporate benefit plans and charitable giving strategies. With our experienced team

Zhong & Sanchez
and personalized tax and financial guidance to local individuals and businesses. We will help you plan andresources you need to make the best financial decisions. Additionally, we can assist in your accounting system and providing bookkeeping services, financial planning, forecasts and budgets, sales tax filing and

SFI Snarr Financial & Insurance Services
At SFI Snarr Financial & Insurance Services, we are committed to providing estate planning solutions for families, disability insurance, mortgage protection insurance, key person life insurance, group life insurance and professionals have expertise in life insurance planning and advising, allowing us to provide

Heckman Financial & Insurance Services
Worry Less Wealth™ which helps to maximize financial opportunities while minimizing taxes and protecting principal a plan for their future. Eric and his team are experts in alternative financial products to helping their clients reach their financial goals. They provide personalized services to build a portfolio

Golden Trust
Corporation is a professional financial advising firm that focuses on helping clients plan for their retirement. We provide a 401Ks, IRAs, personal and corporate tax planning, health and life insurance, and Medicare. Our team of experienced financial planners

Opportunity Fund
may not qualify for traditional loans. We provide personalized attention, expert advice, and business consulting to help our clients build their plans, strengthen their credit, and become eligible for support they need to succeed. We understand that financial decisions are intertwined and are here to

DWR Wealth Management
firm dedicated to helping clients reach their financial goals through sound, efficient and well-such as investment management, retirement planning, asset protection and estate planning. Our approach is tailored our team of experienced professionals will provide personalized advice and guidance throughout the entire

Potentia Tax
to be the best in providing comprehensive tax planning and preparation services. Our team has the expertise the time to understand each client's unique financial situation and develop personalized solutions tailored to their needs.

Edward Jones - Financial Advisor: Christina Biagi
In these challenging times, Edward Jones - Financial Advisor: Christina Biagi is here to help. We understand the importance of both physical and financial health, and are ready to listen, support believe that financial goals require personal attention and expertise, so we are dedicated to helping you plan for