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Quantum Leap Wealth
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5 Years in Business
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Language:Tamil , Telugu +2 more
- 4153441
Serving ZIP Codes:27830, 94102, 94103, 94104, 94105
From the Business:Quantum Leap Wealth, led by Anuradha, is dedicated to helping individuals and families achieve long-term financial confidence through strategic wealth planning and personalized financial solutions. With a focus on wealth creation, protection, retirement readiness, and legacy planning, the brand combines expertise, trust, and a client-first approach to simplify complex financial decisions. Quantum Leap Wealth emphasizes tailored strategies designed to align with each client’s goals, helping them build sustainable financial growth and security across every stage of life. By blending modern financial insights with personalized guidance, Anuradha empowers clients to take a confident “quantum leap” toward a stronger financial future.Read more

Smart Tax INC
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15 Years in Business
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Language:English , Hindi +1 more
- Insurance services
Serving ZIP Codes:20860, 60433, 75093, 95101, 95103
From the Business:With 15 years of experience, Smart Tax INC in San Jose, CA, offers a range of services to cater to the financial and taxation needs of Silicon Valley's dynamic professionals. From personal tax planning and income tax filing to bookkeeping and business entity selection, we understand the specific requirements of our tech-savvy clientele. We also offer specialized services like foreign accounts disclosure and financial forecasts, making us a trusted partner in the city's thriving tech industry.Read more

Value Financial Services
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15 Years in Business
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Language:English , Telugu
Serving ZIP Codes:27519, 7054, 75052, 78147, 94536
From the Business:Value Financial Services has a myriad of resources available to satisfy the diverse business requirements of established and developing enterprises as well as individuals and families. We provide Investment Management, Tax, Retirement & Legacy planning, and Strategies. With over combined experience, our team is uniquely qualified to design, implement, and maintain plans that allow you to live a stress-free and prosperous life. We work to develop a talented and diverse group of individuals, which in turn helps shape and strengthen our business and bring value to clients. A tax-saving strategy, the right insurance advice, tracking your goal of buying a house, VFS has it all. We also have a dedicated team of Financial Planners and servicing agents who will assist you at every step of your financial journey. When You See Things Differently, The Opportunities For Financial Success Are Greater! It's not just about your money, it's about your life. VFS professionals understand how complex your life and financial situation can be, and we're here to help. Our team of Financial Planners can help you get the right information so you can make the best decisions for your financial future. Term life insurance is very important as it gives a financial umbrella to your family in case you pass prematurely. Coverage periods can be altered between 10 and 30 years so that protection is suitable for particular life stages and duties. Whether you are financing children’s education, taking a mortgage or bridging the gap between income in your prime earning years, term life cover provides affordable and flexible insurance. Indexed Universal Life insurance (IUL) provides lifetime coverage along with the potential to build long-term cash value. As a type of permanent life insurance, IUL offers protection throughout your entire life rather than during a set coverage term. It also functions in part as an asset accumulator, giving policyholders the option to contribute more than is required Read more

TulaVantage - Wealth And Healthcare Services
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Language:Telugu , English +1 more
Serving ZIP Codes:94089, 19901, 94085, 94086, 94087
From the Business:"Located in the heart of Silicon Valley, Sunnyvale, CA, TulaVantage - Wealth And Healthcare Services caters to the diverse financial needs of tech professionals. Our expert team offers personalized financial planning, retirement planning, and college funding solutions. Additionally, we provide investment management, estate planning, and notary services. We understand the local lifestyle and help you secure your future with long-term care insurance."Read more

Axon Financial Services
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9 Years in Business
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Language:Telugu , Malayalam +4 more
- Financial Advisor Avg - $400
Serving ZIP Codes:27519, 7054, 75052, 78147, 94536
From the Business:Axon Financial Services, with nine years of experience in Fremont, CA, specializes in assisting tech professionals and small business owners in the city. Offering services like investment management, retirement planning, and business entity selection, they cater to the unique financial needs of the thriving tech industry. They're also experts in estate planning, long term care insurance, and college planning/funding, ensuring a secure financial future for Fremont residents.Read more

Wealth Summit Financial
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5 Years in Business
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Language:Telugu , English +1 more
Serving ZIP Codes:94089, 19901, 94085, 94086, 94087
From the Business:Nestled in the tech-savvy heart of Sunnyvale, CA, Wealth Summit Financial has been offering expert financial and tax planning services for five years. Catering to the unique needs of Silicon Valley professionals, we specialize in estate planning, life insurance, retirement planning, and more. Our team understands the importance of long-term financial stability in this fast-paced, dynamic environment, and is dedicated to helping you achieve your financial goals. Whether you need assistance with college funding, a living will or trust, or personal tax planning, Wealth Summit Financial is your trusted partner.Read more

SG Financial Hub
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4 Years in Business
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Language:Telugu , English +2 more
Serving ZIP Codes:24543, 94540, 94541, 94542, 94544
From the Business:SG Financial Hub – Financial Clarity & Secure Future SG Financial Hub helps individuals and families grow, protect, and manage wealth with confidence. With 4+ years of experience, we offer personalized financial strategies tailored to your goals and life stage. Our Services: • Retirement Planning • Investment Guidance • Tax-Efficient Strategies • Life & Health Insurance • Estate Planning (Wills & Trusts) • College Funding Solutions We simplify financial planning and provide clear, practical guidance so you can make informed decisions. Work From Home Career Opportunity Start a rewarding career in financial services with full training and mentorship. • 100% Remote – work from anywhere • No Experience Required – training provided • Earn While You Learn (commission-based) • Mentorship & Proven System • Flexible Schedule & Unlimited Income Potential Who Can Apply: Motivated individuals, job seekers, part-time earners, students, parents, or anyone seeking extra income. Must be a US resident willing to get a license. Key Financial Solutions: Term Life with Living Benefits Affordable protection + early access to funds for critical, chronic, or terminal illness. Indexed Universal Life (IUL) Lifetime coverage with tax-advantaged growth and market protection. 401K / IRA Rollovers to Annuity Tax-deferred growth + guaranteed lifetime income (private pension). Estate Planning (Will & Trust) Protect assets, avoid probate, and ensure smooth transfer to heirs. Notary Services Reliable notarization for legal and financial documents. Our Mission: To empower financial awareness and help families achieve long-term security and independence.Read more

Goodlife Financial Services LLC
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12 Years in Business
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Language:Telugu , English +1 more
- 20490343
Serving ZIP Codes:27830, 94102, 94103, 94104, 94105
From the Business:With 12 years of experience, Goodlife Financial Services LLC, based in San Francisco, CA, is a trusted ally for professionals in this tech-savvy city. We offer comprehensive financial services, from investment management and estate planning to college funding. Catering to the city's dynamic lifestyle, we are your partner in navigating complex financial landscapes.Read more

Ankita Amin CPA LLC
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15 Years in Business
Serving ZIP Codes:94089, 19901, 94085, 94086, 94087
From the Business:Ankita Amin CPA, CA is a managing owner of the firm. She has experience of 5 years working in India and 9 years working in USA in the field of accounting, taxation, auditing, and financial consulting. She aims to provide quality services to her clients on all aspects of taxation and financial services Being in business has many tax filing obligations such as sales tax, payroll tax, corporate franchise tax, federal & state business tax returns (corporation/partnership), federal informational returns, and individual tax returns. We can assist you by preparing the required forms and developing techniques to minimize the extreme tax burden placed upon your business.Read more

Texas Finserv Inc
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16 Years in Business
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Language:English , Urdu +3 more
Serving ZIP Codes:27519, 7054, 75052, 78147, 94536
From the Business:With 16 years of experience, Texas Finserv Inc is a trusted Financial and Taxation Service provider in Fremont, CA. Catering to the city's thriving tech industry, we offer a comprehensive range of services including Investment Management, Tax Preparation, Bookkeeping, and more. Our expertise in International Tax Consulting and Business Entity Selection makes us the go-to solution for Fremont's diverse, globally-connected businesses. From Personal Tax Planning to Business Succession Planning, we are committed to empowering your financial future.Read more
Business Offers

Virtual Accounting And Tax Solutions Inc
Ratings & Reviews for Notary Services
Hands down the best experience I’ve ever had filing my taxes! MyAtlantic CPA made everything quick, easy, and completely hassle-free. They were incredibly thorough and helped me get the highest tax return possible this year. What really sets them apart is how they treat their clients. I never felt like just another number—they genuinely cared about my situation and took the time to answer every question with patience and professionalism. It’s rare to find a business that combines expertise with such a personal touch. It’s hard to find a team that’s this professional, reliable, and compassionate. I highly recommend MyAtlantic CPA to anyone who wants top-notch service and real peace of mind. Thank you for making tax season such a positive experience!
Best tax return service provide me just wow works. But they charge me at low price
Financial & Taxation Services Specialisation
- Accountant Services
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- Investment Management
- Money Transfer Services
- Tax Consultants Services
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- 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
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Promoted Financial & Taxation Services Listings in Bay Area
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- Quantum Leap Wealth
- Sure Financial And Tax Services
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- Ankita Amin CPA LLC
- Shweta Patel Licenced Financial Professional
- Virtual Accounting And Tax Solutions Inc
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