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Best Indian Certified Financial Planners in Bay Area

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Best Financial Planning in Bay Area

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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...

Showing 49 - 52 of 52 results
Grant & Smith LLP

Grant & Smith LLP

 1300 Clay Street, Oakland, California

From the Business : Grant and Smith, LLP has been providing comprehensive financial planning, investment management, and certified public accountancy services to individuals, small businesses and government entities. We view our role in the financial reporting process ...

SSP Tax & Accounting, Notary Svcs

SSP Tax & Accounting, Notary Svcs

 San Jose, CA, USA

From the Business : SSP Tax & Accounting, Notary Services is a trusted financial service provider specializing in tax preparation, accounting, bookkeeping, and notary services. Committed to accuracy, efficiency, and client satisfaction, SSP ensures individuals and ...

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...

Trivium Corporate Solutions

Trivium Corporate Solutions

 2901 Tasman Drive, Santa Clara, CA , United States

From the Business : Trivium team shares a common goal of providing solutions, monitor their execution closely and measure results consistently for ultimate success of a businesses and investors. Trivium team has years of corporate and professional hands-on experience. ...

TaxVista

TaxVista

 194 Francisco Lane, Fremont, CA, United States

From the Business : Our Tax Professionals are ready to help you with 2012 Tax Returns. Schedule your appointment today for the lowest price and best service. We ourselves were students once and we understand all the financial hardships students face. We will give you t...

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