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Best Indian Financial Advisors in Bay Area

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Best Financial Advisor in Bay Area

Shree Financials LLC

Shree Financials LLC

 Serving the Bay Area
  •  442-241-1122 (Pin: 42831)
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Established Since - 2021
Activity Range: $600-$600

From the Business : At Shree Financials LLC, we are committed to empowering individuals and businesses with tailored financial and insurance solutions. Our comprehensive services include expert guidance in financial planning, risk management, and investment strategies, ensuring our clients achieve their financial goals with confidence.

  • Financial services $600
TAAJ Financials

TAAJ Financials

 Serving the Bay Area
  •  551-303-6990 (Pin: 14443)
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Established Since - 15 Years

From the Business : I am one of the most distinguished Financial and tax professionals in Lewisville, TX. I specialize in Estate Planning, financial advisory, financial planning, kids college planning, and life insurance Planning TAAJ Financials is a company that helps people prepare for their financial future by creating and maintaining retirement plans. We offer free consultations to help you plan your finances, with the goal of helping our clients create a secure future for themselves and their loved ones. The company has helped over thousands of families across America reach their goals in less t...

Jain Consulting -Vinita Chaudhary CPA

Jain Consulting -Vinita Chaudhary CPA

 Serving the Bay Area
  •  973-850-4353 (Pin: 69061)
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Experience - 16 Years

From the Business : Here at Jain Consulting, we understand the breadth of knowledge and level of attention required to manage the financial issues your business will experience. As a trusted Cary, NC Tax, Accounting & Payroll firm, we provide a wide range of customized, accurate accounting services. From day-to-day bookkeeping to making informed decisions about hiring more employees or investing in a big purchase, we’re ready to partner with you to help ensure your success. In addition, we can assist you with strategic tax planning to limit tax liabilities while garnering the highest profits possib...

DAS Financials

DAS Financials

 Serving the Bay Area
  •  318-722-2221 (Pin: 97122)
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Experience - 16 Years

From the Business : Our principal, Arun Kaushal, began his ventures in 1987 as a Chartered Accountant in India. He became a Certified Financial Planner as well in 2007. His knowledge and skills allowed him to then start DAS Financials in 2015. Also, by being originally from India, he is also fluent in both English and Hindi. As a firm that is large enough to offer a full range of professional services, but small enough to give you the individual attention you deserve, we always treat you like a client who matters. We will thoroughly and conscientiously review your situation, and tailor our advice to y...

Libre Tax Resolution

Libre Tax Resolution

 Serving the Bay Area
  •  848-225-8847 (Pin: 42716)
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Established Since - 1980

From the Business : At Libre, we are here to support individuals who need personal help with their tax and business concerns. Whether you’re dealing with urgent financial issues or just looking to get more organized, we offer comprehensive solutions that bring you peace of mind. Our expert CxO services are designed to take the stress off your shoulders, allowing you to focus on what matters most. Get in touch today for a free estimate and let us help you achieve your goals.Why Choose Us for Your Tax, Bookkeeping, and Resolution Needs?Personalized Help: We are here for you—whether you need help sorting ...

Samatva Wealth Management LLC

Samatva Wealth Management LLC

 Serving the Bay Area
  •  213-444-5613 (Pin: 61951)
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Established Since - 2007

From the Business : We provide tax, financial consulting services asset and retirement portfolio planning and management services to individuals, Family and businesses. We are dedicated to providing individuals and other types of clients with a wide array of investment advisory services. We shall provide investment education to plan participants regarding the selection of Model Portfolios, and will survey each plan participant to assess.

NSKT Global

NSKT Global

 Serving the Bay Area
  •  318-722-2221 (Pin: 53562)
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Experience - 15 years
20% Offer available VIEW OFFER

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 Tax Preparer Mr. Nikhil Mahajan and a team of experienced Enrolled Agents, we provide a personalized and reliable approach to all your individual and business tax needs. Here's how we can help you: Individuals: Stress-free Tax Preparatio...

  • CPA Services $249
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Siddhi Financials

Experience - 10

From the Business : I am very passionate about my work. I love trying newer things and ideas and constantly learn from my findindgs and share it with my team to improve our pracitse. I believe in doing things the right way from the start while coaching others at the same time learning from people who have done it all ! Shouldering important responsibilities in current industry trends and empowering people to do so, is what I enjoy the most and it helps me find meaning in everyday being. Past few years I have been working in ever exciting Financial industry and quickly growing myself and my team as qual...

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Jackson Hewitt Tax Service

Experience - 15

From the Business : Jackson Hewitt Tax Service is one of America’s leading tax preparation companies, trusted by millions for fast, accurate, and affordable tax filing solutions. With a strong presence across the United States, including convenient locations in Walmart stores and independent offices, Jackson Hewitt offers a personalized approach to filing taxes—whether you're a salaried employee, self-employed, or managing multiple income streams. What sets Jackson Hewitt apart is its dedication to customer service, accuracy guarantees, and year-round support. Their team of trained tax professionals...

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Lovepreet Singh Financial Professional

 3150 Hilltop Mall Road suite 53, Richmond, CA, USA
Experience - 5

From the Business : I am one of the most distinguished Financial & Taxation Services in San Pablo, CA. I specialize in Accountant Services,Bookkeeping,Business Tax Planning,Cash Flow ,College Planning/Funding,Estate Planning,Financial Advisor,Financial Planning,Financial statement Analysis,IRS Representation,Payroll Processing,Tax Consultants Services,Tax Preparation Services As a result, you can feel more confident and secure about your financial future. We work with individuals, families, and businesses to help these clients understand their financial circumstances and how to reach their short-te...

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Vik Randhawa CPA

 35111 Newark Blvd suite e, Newark, CA, USA
Experience - 15

From the Business : Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole firm. Our firm is responsive. Companies who choose ...

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Sridhar CPA

 530 Oak Grove Avenue #201, Menlo Park, CA, USA

From the Business : Sridhar CPA is licensed in CA and specializes in Accounting. We are professional, experienced, and affordable. We offer a broad range of services for business owners, executives, and independent professionals. Sridhar CPA has over a decade of experience providing tax, payroll, and accounting services to individuals and businesses. With his background as a Chartered Accountant in India, he is known for his knowledge in matters relating to repatriation of funds and Indian Tax laws. Our firm provides outstanding service to our clients because of our dedication to three underlying princ...

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Sepehr Mansuri Financial Advisor

 7112 N Fresno St suite 160, Fresno, CA 93720, USA
Experience - 5

From the Business : Our offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. We work with individuals, families, and businesses to help these clients understand their financial circumstances and how to reach their short-term and long-term financial objectives. Prospecting, which is the process of finding new clients also we determine the retirement income goals and the actions and decisions necessary to achieve those goals. We identify the sources of income, estimating expenses, implementing a savings...

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Nithya Vishwanath Financial Advisor

 6700 Koll Center Pkwy ste 160 p, Pleasanton, CA 94566, USA
Experience - 7

From the Business :

Our offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. We work with individuals, families, and businesses to help these clients understand their financial circumstances and how to reach their short-term and long-term financial objectives. Prospecting, which is the process of finding new clients also we determine the retirement income goals and the actions and decisions necessary to achieve those goals. We identify the sources of income, est...

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Karan Singh Financial Professional

 39675 Cedar Blvd suite 1000, Newark, CA, USA
Experience - 5

From the Business :

  • I am one of the most distinguished Financial & Taxation Services in Newark, CA. I specialize in Accountant Services,Bookkeeping,Business Tax Planning,Cash Flow ,College Planning/Funding,Estate Planning,Financial Advisor,Investment Management,IRS Representation,Payroll Processing,Tax Consultants Services,Tax Preparation Services.
  • As a result, you can feel more confident and secure about your financial future. We work with individuals, families, and businesses to help these clients understand their financial circumstances and how to reach their...

Showing 25 - 39 of 39 results
Abundance Advisers

Abundance Advisers

 15200 Hesperian Blvd, San Leandro, CA, USA

From the Business : Abundance Advisers specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. We gather complete information to help our clients make inf...

Law Offices Of David Yao

Law Offices Of David Yao

 16 Corning Ave, Milpitas, CA, USA

From the Business : Tim is a California lawyer who works primarily in Santa Clara and Alameda Counties. He speaks Chinese Mandarin fluently and is a military veteran. Click on the "Attorney Bio" link above for more information. His firm provides legal services in the a...

KPR And Associates Certified Public Accountant

KPR And Associates Certified Public Accountant

 2300 Contra Costa Blvd, Pleasant Hill, CA, USA

From the Business : Vandana Suresh received her Masters in Economics and Statistics from Kerala University, India. Vandana has more than 16 years experience in public accounting working with a range of business clients. Her specialization areas are Income tax plannin...

Ravix Group, Inc

Ravix Group, Inc

 1871 The Alameda suite 331, San Jose, CA, USA

From the Business : Ravix Group, Inc. is a leading provider of outsourced accounting and financial services, catering primarily to small and mid-sized businesses. The firm specializes in delivering a comprehensive suite of services, including bookkeeping, payroll proce...

Shelley Gill Financial Advisor

Shelley Gill Financial Advisor

 1160 Marsh St 2nd floor suite 300, San Luis Obispo, CA 93401, USA

From the Business : Our offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. We work with individuals, families, and businesses to help these clients understand their...

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