Whitaker Insurance

Family Wealth Consulting Group is a financial advisory firm based in San Jose, CA, specializing in wealth management and financial planning services for families and individuals. With a focus on personalized strategies and long-term financial goals, the firm offers comprehensive guidance on investments, retirement planning, and estate planning to help clients secure their financial future. Generated from their business information

Formerly Siena Wealth Management, Allworth Financial is a 26-year old fiduciary investment management and education-based retirement planning firm. Get sound insights and guidance on investing, Social Security, estate planning, taxes and more.

Oza Financial Services CPA Inc. specializes in providing outsourced accounting and consulting Chief Financial Officer services tailored for startup companies, allowing them to concentrate on product and market development while effectively managing their financial assets. The firm focuses on cost control, ensuring that clients—particularly venture capital-backed startups—can access high-level expertise at a fraction of the cost typically associated with larger firms. With an extensive network of attorneys, angel investors, and venture capitalists, Oza Financial Services is well-equipped to meet the evolving needs of growing businesses. Their approach is designed to adapt to the size, complexity, and financial constraints of each client, facilitating sustained growth and strategic resource management. Generated from the website