Best Investment Advisors in Bay Area

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 planning, Social Security education, asset allocation, and Medicare planning, aiming to deliver tailored strategies that foster clarity and confidence in clients’ financial lives. Established as a closed joint-stock company, this Russian consulting group provides integrated services across finance, legal, and accounting disciplines. Its offerings include due diligence and audits, corporate structuring and registration, tax planning and accounting outsourcing, as well as secretarial support and document archiving. They emphasize confidentiality, thorough customer service, and the use of cutting-edge technology to deliver efficient, reliable corporate support in Russia and abroad.Read more

From the Business:SJ Accounting Consulting, Inc. we are offering Online and In Person meeting. We dedicate accounting, tax, financial guidance and advice to help our clients plan their route in this challenging financial environment. Sung Sean Lee is a CPA and CFP. Only 4% of CPAs are holding CFP Certificate thus it is a very unique and limited. Ben Franklin says Failing to Plan is Planning to FAIL. As our mission is NOT to provide low quality services to a large number of clients. BUT to provide a high quality service Saving taxes and maximize refund to certain limited business and high net-worth individual clients with reasonable price.Read more

From the Business:I am one of the most distinguished Financial & Taxation Services in San Jose, CA. I specialize in Accountant Services,Bookkeeping,Business Tax Planning,Cash Flow ,College Planning/Funding,Estate Planning,Financial Advisor,Investment Management,IRS Representation,Retirement Planning,Tax Consultants Services,Tax Preparation Services.Read more

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 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 program and managing assets for future purposes. For more details kindly contact me.  Read more

From the Business:Samanbi Financials, led by Manjula, is a trusted financial services firm offering expert financial advice and planning. As a licensed financial professional, Manjula specializes in providing personalized financial solutions tailored to clients' unique needs. Whether it's retirement planning, investment management, wealth protection, or tax optimization, Samanbi Financials helps individuals and families navigate their financial journey with confidence. Manjula's approach is client-focused, offering in-depth consultations to ensure financial goals are met through strategic planning and disciplined execution. With a solid reputation for professionalism and integrity, Samanbi Financials is committed to empowering clients to take control of their financial future.Read more

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 principles: professionalism, responsiveness, and quality.We believe our high standards, service, and specialized staff make a difference and are dedicated to ensuring every client receives personal attention. We also know how important it is to stay informed about new developments in tax law and other related topics. As such, we continually educate ourselves through professional organizations to improve our technical expertise and financial knowledge, as well as how to serve our clients better using state-of-the-art technologies.We provide comprehensive financial services to individuals, small to medium-sized businesses, and other agencies. Dedicated to serving client needs throughout the year - not just at tax time - we strive to respond quickly to any concerns our clients have. To see a listing of our services, please take a moment and look at our services page.As trusted advisors, we are available to assist our clients at any time to provide insightful advice that enables them to make informed financial decisions. If you have any questions or want to learn more about how we can help you achieve your financial goals, don't hesitate to contact us today.Read more

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 the lowest price and find every tax deduction and credit you deserve so you get the biggest tax refund possible. We use state-of-the-art-software to search thousands of deductions to guarantee you maximum refund. We stand by every return processed by us for accuracy and to offer the best service at the lowest price.Read more

From the Business:I am one of the most distinguished Financial & Taxation Services in Livermore, CA. I specialize in Bookkeeping,Cash Flow ,College Planning/Funding,Estate Planning,Financial Planning,Financial statement Analysis,Investment Management,IRS Representation,Long Term Care Insurance,Payroll Processing,Retirement Planning,Tax Consultants Services,Tax Preparation ServicesAs 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.Read more

From the Business:I am one of the most distinguished Financial & Taxation Services in Fremont, CA. I specialize in Accountant Services,Banking Services,Investment Management,Money Transfer Services,Tax Consultants Services,Tax Preparation Services,Bookkeeping,Multinational Accounting and Taxation,Payroll Processing,Audit Review & Compilation Services,Finance & Accounting Training,Foreign Accounts Disclosure,Auditing Services,Compilation Services,IRS Representation,Incorporation Service,Notary Services,Estate Planning,Retirement Planning,Financial Planning,Income Tax Filing,Personal Tax Planning,Business Tax Planning,International Tax Consulting,Financial statement Analysis,Cash Flow ,Financial Forecasts ,Business Entity Selection,Business Succession Planning,Income Tax Preparation,Long Term Care Insurance,Financial Advisor,College Planning/Funding.Read more

From the Business:Where you get more from your return - That's The Genius Way! Where we assure you the highest level of customer service and tax advice to get you the best possible return.....We are specialized in business services and people with non-resident staRead more

From the Business:I provide expert financial and taxation services tailored to the needs of US residents seeking investment and tax solutions in India. As a seasoned financial expert, I specialize in offering top-notch services to individuals with savings in India, including income tax filing, business tax planning, investment services, financial advisory, international tax consulting, long-term care insurance, personal tax planning, and retirement planning. Whether you are an NRI or a US resident with ties to India, I understand the unique challenges faced by clients at the intersection of the US and India. My goal is to guide you through the complexities of cross-border investments and tax obligations. If you're looking for a rewarding financial journey that bridges the gap between the US and India, don't hesitate to connect with me today!Read more