Jim Slacke Assiet Preservation

Located in the bustling city of San Jose, CA, Edward Jones Investments - Tevin Mercer is a financial services establishment that caters to individuals, families, and small businesses seeking expert guidance in achieving their financial aspirations. Specializing in investment management, retirement planning, estate planning, and education savings programs, this firm prides itself on offering personalized solutions tailored to each client's unique needs. At Edward Jones Investments - Tevin Mercer, clients benefit from the expertise of dedicated financial advisors spread across the nation, committed to fostering strong and enduring relationships with those they serve. By focusing on individualized care and crafting bespoke strategies rather than adopting a one-size-fits-all approach, the firm ensures that thoughtful financial planning is within reach for investors of all backgrounds, empowering them to navigate life's various stages with confidence. Generated using this brand's available information

Corinthian Wealth Management, located in San Jose, CA, is dedicated to transforming lifestyles for families by providing personalized financial advisory services. The firm aims to help clients achieve their desired lifestyle through a comprehensive approach to financial wellness, including tools like the Financial Wellness Self-Assessment Wheel. In addition to offering tailored financial strategies, Corinthian Wealth Management shares valuable insights through their blog, addressing topics relevant to various life stages, from common financial mistakes to market perspectives. The team's commitment to education and support ensures that clients are equipped to build sustainable wealth and secure their financial futures. Generated from the website

HistoryBusiness started in April 2005, has primarily grown through CPA referrals, repeat clients and reputation in various business circles...restaurants, used car dealers, and other miscellaneous retailers affected by Sales TaxSpecialtiesCA Sales/Use Tax Audit Representation. Expert in defending Taxpayers who have experienced a Sales Tax audit. Over 40 years in experience as a former BOE Audit Supervisor and Corporate Director of Sales/Use Taxes nationwide