Best Retirement Planning Services in Fremont, CA

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Best Retirement Planning in Fremont, CA

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Nearby Neighborhoods:Harsimus Cove, 28 Palms, Agnew, Airport

From the Business:Neelkanth Accountants provides outstanding service to clients because of dedication to the three underlying principles of professionalism, responsiveness, and quality. We specialize in: Income tax preparation for individual, small businesses, Business tax planning and consulting, Compilations and Reviews, Quick-books services (incl. training and setup), Bookkeeping and Payroll services, Sales tax and other statutory filings and many other services! Read more

Showing 41 - 41 of 41 results
Financial Services

Financial Services

location_on Serving the Fremont Area
  • 3.4
    Sulekha score
  • work_history15 Years in Business
  • verifiedClaimed
  • scheduleClosed now
  • translateLanguage:Telugu , English
  • 18658074

From the Business:World Financial Group offers a leading financial services platform and experience to help pursue your financial goals. No matter your life story, our tailored approach to planning for retirement will meet you where you are and address your specific goals. And for entrepreneurial-minded individuals looking to grow wealth on their terms, our turnkey system and experienced leadership can help you build your own business by supporting the needs of others. We help make the dream of financial independence possible for all those in our communities across North America.Read more

Ozone Services

Ozone Services

location_on Serving the Fremont Area
  • 3.4
    Sulekha score
  • work_history15 Years in Business
  • verifiedClaimed
  • scheduleClosed now
  • translateLanguage:English

From the Business:Notary Services Established in 2008. Madhu got my Notary commission in June 2005 and have been serving Mountain View since 2006. We are a network of notaries serving the bay area at an affordable rate. These days many documents needs notarization. Some of the documents are: India Passport Renewals (OCI, GPA), Living trusts, Loan Docs for all 50 States in USA, All types of Real Estate documents, Power of Attorney and Birth certificate request form. We served the following areas: Bonded & Insured, Dublin/Pleasanton/San Ramon/Livermore/Danville, Sunnyvale/Mountain View/Palo Alto, Santa Clara/Cupertino/Campbell. If anyone need notary services contact me via phone or email.Read more

From the Business:I am one of the most distinguished Financial & Taxation Services in Cedar Park, TX. I specialize in Accountant Services,Bookkeeping,Business Tax Planning,Estate Planning,Financial Planning,Income Tax Preparation,Notary Services,Payroll Processing,Personal Tax Planning,Sales Tax Services,Tax Consultants Services,Tax Preparation ServicesRead more

From the Business:Balagan Business & Tax Services can provide you with assistance in all your tax, financial, and business affairs - assistance that will improve your total financial well-being.Explore our Web site to discover the many ways we can serve you. Come back to our site often for tax and business news and planning suggestions. Bookmark this as a favorite page, or make it your first page when you log on.We can use your tax return and other information to assist you with other financial matters.Among the other services we provide are the following.Business problem solving,Computer selection and use,Financial and estate planning,Divorce tax planning,Projections, budgets, goals,Retirement planning.Book keeping Services,Business Solutions, Business problems and their solutions are as varied as the kinds of businesses in existence. There are some issues, however, that every business faces. Whatever your business concerns, we can provide the help you need.We can assist you with loan applications, pricing, credit policies, cash flow concerns, cost controls, and other management issues. We will gladly assist you in reviewing your operations to see what you might do to be more profitable.Today's tax laws are so complicated that unless your financial affairs are extremely simple, chances are you will benefit from at least occasional help from a tax professional.Read more

From the Business:We, the professionals at Accounting and Tax Associates understand the impact of these changes and prepare to provide a total solution to your business and individual needs. Our firm offers comprehensive accounting, financial reporting, business and individual tax services. We are focused on providing financial & tax planning services as well as management and business advisory services. Our past experience has been servicing clients in various professions and industries including import/export, manufacturing, distribution, wholesale, retail, pharmaceutical, hospitality and real estate. We also are focused in providing these services to medical professionals, pharmacists, architects, attorneys and IT professionals.Read more

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Ratings & Reviews for Retirement Planning

perm_identityPriya K
calendar_month3 months ago

I was impressed by Chirag’s knowledge and passion for helping clients. He listened carefully to my concerns and designed a plan that gave me peace of mind. His integrity and personalized service stand out in the financial industry.

perm_identitylakshmi ratna Kancherla
calendar_month3 months ago

Very responsive and efficient set of folks! Thank you team :)

perm_identityVinay Nayak
calendar_month4 months ago

When I first met Sukesh 6 months ago at information session, even though I was impressed with his knowledge, I was unsure whether I wanted to go thru another exercise, esp having done a couple of plans previously. I did not want to pay for another plan where I could not understand why the plan was any better than what I had. When I expressed this concern, Sukesh explanined how he does things, how he can help limit risk for the sought return and made me see value to hiring him. Like me, Sukesh is an engineer by training (but from IIT, the most elite school in India). So he could understand me extremely well as a client. He brings to the table a rare combination of financial planning skills and analytical abilities. Due to his superb analytical skills, he would crunch numbers to show why a certain plan was better than an alternative, something no other planner I have met could do. Very patient, customer focused and always open to looking at alternate ideas, even if it questions his own recommendations. Over the course of 6 weeks we diligently worked on a plan that both of us felt good about and that he then helped execute. The service he gave was worth every penny I paid for. Highly recommend to anybody who is looking for financial guidance to try a free consultation.

perm_identityPramodh Chanumolu
calendar_month4 months ago

he is excellent and has in depth knowledge about this services

perm_identitySrihaar Atyam
calendar_month4 months ago

I worked with them in 2023, they are very efficient and patiently responded to my questions. I am planning to work with them in the coming years as well

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