- 424-400-2358 (Pin: 73275)
- Santa Clara, CA
- 318-722-2221 (Pin: 97122)
- Serving in Santa Clara, CA
Nearby Neighborhoods: Forest - Pruneridge, 28 Palms, Agnew, Alamo Square
From the Business: NRI Tax Group provide clients and potential clients with information concerning our firm and our unique, low-pressure approach to personal and professional services. We have an excellent client-retention rate, and we are extremely proud of the high-quality services that our firm provides.
Nearby Neighborhoods: 28 Palms, Agnew, Alamo Square, Albanese Circle
From the Business: GST Financial Services, led by Thirumal Murugan, offers comprehensive financial planning solutions designed to support individuals, families, and businesses. The firm specializes in estate planning, retirement planning, wealth management, business succession planning, and long-term financial strategies. With a focus on creating personalized plans ...
Nearby Neighborhoods: 28 Palms, Agnew, Alamo Square, Albanese Circle
From the Business: FBS Securities is a trusted provider of financial solutions, specializing in wealth management, investment planning, insurance, and retirement strategies. With a commitment to integrity and excellence, FBS Group helps individuals and businesses make informed financial decisions to secure their future. Whether you're looking to grow your investment...
Nearby Neighborhoods: 28 Palms, Agnew, Alamo Square, Albanese Circle
From the Business: A2F Prosperity Hub, founded by Arshath Shaik in the Atlanta Metro Area, is dedicated to helping the Bharatiya/Desi expat community build a strong and secure financial future. With over a decade of experience, Arshath offers guidance through personalized strategies focused on Estate Planning with Wills and Trusts, Lifetime Income Protection, Tax Op...
Nearby Neighborhoods: 28 Palms, Agnew, Alamo Square, Albanese Circle
From the Business: I’m Chirag, a dedicated Financial Services Professional with a strong passion for helping individuals, families, and businesses achieve their financial dreams and goals. With years of experience in the industry, I specialize in creating tailored financial strategies that address a wide range of needs, including Life Insurance, Retirement Planning,...
6. Retire Wisely Financial Services
Nearby Neighborhoods: 28 Palms, Agnew, Alamo Square, Albanese Circle
From the Business: Welcome to Retire Wisely Financial Services Inc, where we are committed to helping our clients achieve their financial goals and plan for a comfortable retirement. Our team of experienced financial professionals provides a range of services, including wealth building, financial planning, investment advice, retirement planning and estate planning. ...
Nearby Neighborhoods: 28 Palms, Agnew, Alamo Square, Albanese Circle
From the Business: An independent, privately-owned, fee-based registered investment advisor based in downtown Pittsburgh, Pennsylvania. The firm focuses on guiding clients toward long-term financial success through a disciplined investment strategy rooted in timeless philosophies and modern financial tools. They offer services in life insurance, retirement income pl...
Nearby Neighborhoods: 28 Palms, Agnew, Alamo Square, Albanese Circle
From the Business: Welcome to a more holistic, data-driven approach to building and preserving wealth. We are a fiduciary firm with FINRA Series 7 & 66 certified financial advisors, specializing in guiding first-generation immigrants and technology professionals in the United States. My mission is to help you make financial decisions with clarity, confidence, ...
Nearby Neighborhoods: 28 Palms, Agnew, Alamo Square, Albanese Circle
From the Business: SureFinBiz is a financial services company founded by Surender Reddy Yampally with a mission to support families in achieving financial security and independence. Drawing on over two decades of professional experience, the company offers a wide range of services including investment planning, retirement planning, tax savings, life insurance, estat...
Nearby Neighborhoods: 28 Palms, Agnew, Alamo Square, Albanese Circle
From the Business: I am one of the most distinguished Financial & Taxation Services in Atlanta, GA. I specialize in Accountant Services, Auditing Services, Bookkeeping, Business Tax Planning, Cash Flow, College Planning/Funding, Estate Planning, Financial Planning, Investment Management, IRS Representation, Long Term Care Insurance, Payroll Processing, Retiremen...
Nearby Neighborhoods: 28 Palms, Agnew, Alamo Square, Albanese Circle
From the Business: Soujanya Vundavalli is a dedicated financial professional committed to helping individuals and businesses achieve their financial goals. With expertise in investment planning, wealth management, and risk assessment, she provides tailored financial strategies to ensure long-term financial security. Her client-centric approach focuses on understandi...
Nearby Neighborhoods: 28 Palms, Agnew, Alamo Square, Albanese Circle
From the Business: Padma is a highly skilled accounting and bookkeeping professional with over 12 years of hands-on experience in managing financial operations across diverse industries including construction, real estate, restaurants, and other small businesses. With a strong foundation as both a full-charge bookkeeper and accounting manager, Padma has developed an...
Nearby Neighborhoods: Financial District, 28 Palms, Agnew, Alamo Square
From the Business: Master Your Taxes and Finances with NSKT Global: Expert Tax Preparation & Accounting Services Navigating the complex world of taxes doesn't have to be stressful. At NSKT Global, we offer comprehensive tax preparation and accounting services designed to simplify your finances, maximize your refunds, and minimize your stress. Led by Certified ...
Nearby Neighborhoods: 28 Palms, Abbington at Gale Ranch, Acorn/ Acorn Industrial, Adams Point
From the Business: Vital Financials is a premier financial planning firm in Seattle, WA, dedicated to helping individuals and families achieve financial security and long-term prosperity. Specializing in family protection, tax diversification, retirement planning, and long-term care insurance, we provide personalized financial solutions tailored to each client's uni...
Nearby Neighborhoods: 28 Palms, Agnew, Alamo Square, Albanese Circle
From the Business: My Reasons to become Financial Advisor are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our experience of personal finance, coupled with our successful track record as financial professionals, we can help people better prepare for th...
Nearby Neighborhoods: 28 Palms, Agnew, Alamo Square, Albanese Circle
From the Business: Trident Financial Consultants, led by Alok Navapura, is a reputable financial advisory firm specializing in offering a broad range of financial services. With a focus on wealth management, investment planning, retirement solutions, tax optimization, and more, Trident Financial Consultants provides tailored financial strategies to help clients meet...
Nearby Neighborhoods: River Walk, 28 Palms, Agnew, Alamo Square
From the Business: Finfree is a next-generation platform that has made investing easier and more accessible than ever before. We are committed to promoting social investing. In this path, we want to produce solutions that exceed expectations and create new values tailor-made for investment enthusiasts. We are passionate about what we do and strive for excellence in ...
Nearby Neighborhoods: Braefield, 28 Palms, Agnew, Alamo Square
From the Business: Trillium Square Advisors LLC is a full service wealth management firm. We are fiduciary financial planners and can help you with your retirement or ongoing financial planning needs. We also help your business with setting up retirement plans and tax planning. We have extensive experience evaluating financial markets and investments. Our goal is t...
Nearby Neighborhoods: Guadalupe River Trail, 28 Palms, Agnew, Alamo Square
From the Business: Manjeet Singh was born in Chandigarh, India, and earned his degree in Hospitality from Punjab University. He began his career with success at the prestigious Imperial Hotel in New Delhi before moving to California. There, he met his wife Baljit and together they have two children. Manjeet enjoys spending quality time with his family, especially ex...
Nearby Neighborhoods: Trevarno, 28 Palms, Agnew, Alamo Square
From the Business: I specialize in assisting individuals and families in implementing tailored strategies to attain financial independence. Introducing Giri Lankipalle – a devoted full-time financial advisor boasting over 25 years of expertise in customer service and the IT sector. Giri ardently upholds the principle of "No Family Left Behind" and has been actively...
Nearby Neighborhoods: 28 Palms, Abbington at Gale Ranch, Acorn/ Acorn Industrial, Adams Point
From the Business: TaxTroopers LLC is a professional tax service provider specializing in tax planning, bookkeeping, payroll, and financial consulting for individuals and businesses. Their team of experienced professionals is dedicated to helping clients navigate complex tax laws, maximize deductions, and ensure compliance with all federal and state tax regulations....
Nearby Neighborhoods: 28 Palms, Agnew, Alamo Square, Albanese Circle
From the Business: We prepare federal and state personal tax returns for our clients, throughout the United States. We frequently prepare tax projections to advise clients with an ongoing need to ensure they are not overpaying or underpaying their quarterly estimated taxes relative to their overall income. We have also developed a niche in the US Expatriate space an...
Nearby Neighborhoods: 28 Palms, Agnew, Alamo Square, Albanese Circle
From the Business: Kumar Accountancy CPA, based in Elk Grove, California, is a trusted and professional accounting firm dedicated to delivering exceptional financial services with integrity and care. Guided by the principles of professionalism, responsiveness, and quality, the firm has built a strong reputation for serving individuals, families, and businesses with ...
Nearby Neighborhoods: 28 Palms, Agnew, Alamo Square, Albanese Circle
From the Business: Real-time FinanceFix. My name is Anand Balakrishnan, and I bring 20 years of accounting experience in North America to the table. Holding an MBA in Finance & Accounting, I have effectively served as a CFO for a medium-scale company, guiding organizations through their financial complexities. At Realtime FinanceFix, we are committed to deliveri...
Nearby Neighborhoods: 28 Palms, Abbington at Gale Ranch, Acorn/ Acorn Industrial, Adams Point
From the Business: Inderpreet Singh CPA PLLC has 15 years of accounting & taxation experience. Industries audited/worked include individual taxation, corporate taxation, financial consulting, technology, buy & sell-side finance, biotech, retail analysis, cryptocurrency, real estate accounting, and manufacturing. Inderpreet Singh CPA licensed with the New Y...