The Family Wealth Consulting Group
Peggy Martin is a co-founder of Family Wealth Consultants, Inc., a Registered Investment Advisory Firm. She is a Wealth Manager - with a passion to help clients create a lasting Legacy.Peggy Martin is a co-founder of Family Wealth Consultants, Inc., a Registered Investment Advisory Firm. She is a Wealth Manager - with a passion to help clients create a lasting Legacy.
Abacus Bookkeeping Consultants, LLC
QuickBooks Pro Advisor. Services include Consulting, Bookkeeping, QB Setup and Training.QuickBooks Pro Advisor. Services include Consulting, Bookkeeping, QB Setup and Training.
Galloway Uhlenberg Accountants Inc
Our CPA Firm services encompass a wide range of services:* Tax Preparation
* Tax Planning
* Bookkeeping
* Accounting
* Reconciliations
* Payroll Services
* Financials
Our CPA Firm services encompass a wide range of services:
* Tax Preparation
* Tax Planning
* Bookkeeping
* Accounting
* Reconciliations
* Payroll Services
* Financials
CommonWealth Central Credit Union - Cochrane Branch
We are a different kind of financial institution; we are your neighborhood partner, owned by you, and here to help you reach your goals. Voted Best Place to Bank 8 times in a row.We are a different kind of financial institution; we are your neighborhood partner, owned by you, and here to help you reach your goals. Voted Best Place to Bank 8 times in a row.
RAM Commercial Insurance Services
Ram Commercial Insurance was founded in 1994. We offer all lines of insurance to all types of industries, including contractors, transportation, hospitality, retail, and many more!Ram Commercial Insurance was founded in 1994. We offer all lines of insurance to all types of industries, including contractors, transportation, hospitality, retail, and many more!
Allstate / Maureen Harris Insurance & Financial Services
As an Allstate Agent in Morgan Hill, I know many local families. My knowledge and understanding of the people in this community help me provide customers with an outstanding level of service.As an Allstate Agent in Morgan Hill, I know many local families. My knowledge and understanding of the people in this community help me provide customers with an outstanding level of service.
CommonWealth Central Credit Union-Tennant Station
We are a different kind of financial institution; we are your neighborhood partner, owned by you, and here to help you reach your goals—voted Best Place to Bank 7 times in a row.We are a different kind of financial institution; we are your neighborhood partner, owned by you, and here to help you reach your goals—voted Best Place to Bank 7 times in a row.
Pinnacle Bank
The community bank of choice with offices in Campbell, Morgan Hill, Gilroy and Salinas. Pinnacle Bank’s professional bankers are committed to providing the best in business banking.The community bank of choice with offices in Campbell, Morgan Hill, Gilroy and Salinas. Pinnacle Bank’s professional bankers are committed to providing the best in business banking.
Protected Profits Insurance Services, Inc.
Employee benefits broker with over 40 years of integrity-based experience, specializing in group medical plans for small to large companies.Employee benefits broker with over 40 years of integrity-based experience, specializing in group medical plans for small to large companies.
RNP Advisory Services, Inc., Carl Reinhardt ChFC & Dan Newquist, CFP®, AIF®
Fee-based investment advisory firm providing wealth management, retirement and business planning expertise to business owners, individuals, company 401(k) plans & foundations.Fee-based investment advisory firm providing wealth management, retirement and business planning expertise to business owners, individuals, company 401(k) plans & foundations.
Star One Credit Union
As a member-owned financial institution, our mission is to improve each member's life by delivering valuable financial servicesAs a member-owned financial institution, our mission is to improve each member's life by delivering valuable financial services
Elder, Rock & Company
Professionals in tax services, business services, and personal financial planning. Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.Professionals in tax services, business services, and personal financial planning. Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.
.png){kind=logo}
Meriwest Credit Union
Meriwest Credit Union | BANKS & CREDIT UNIONSMeriwest Credit Union | BANKS & CREDIT UNIONS
Eric S. Wallace - CDC Insurance Service, Inc.
Specializing in Safe Money Strategies. We can help you navigate the path to financial security!''An investment in knowledge always pays the best interest.'' Ben Franklin - 1781
Specializing in Safe Money Strategies. We can help you navigate the path to financial security!
''An investment in knowledge always pays the best interest.'' Ben Franklin - 1781
Farmers Insurance/APV Insurance and Mobile Notary Services
Multi All lines Insurance Agent /Broker including Life and Commercial lines. Notary and Mobile Notary ServicesMulti All lines Insurance Agent /Broker including Life and Commercial lines. Notary and Mobile Notary Services
Maria Cid Insurance Agency-Farmers Insurance
Whether you're looking for auto, homeowners, life, commercial, workers comp or specialty coverage, Maria Cid Agency is your one stop shop for insurance! Mobile Notary services available onsite too.Whether you're looking for auto, homeowners, life, commercial, workers comp or specialty coverage, Maria Cid Agency is your one stop shop for insurance! Mobile Notary services available onsite too.
Nichols, Rick & Company, CPA
Full service accounting & information technology firm serving privately held businesses.Full service accounting & information technology firm serving privately held businesses.
loanDepot
South County Community Real Estate Mortgage Financing Experts Here to Guide Families HOMESouth County Community Real Estate Mortgage Financing Experts Here to Guide Families HOME
Global Mortgage
We try to make Residential Lending ''Nice and Easy''. We customize every loan to our clients needs. We provide loans for purchase, refinance and investments. Notary public services also available.We try to make Residential Lending ''Nice and Easy''. We customize every loan to our clients needs. We provide loans for purchase, refinance and investments. Notary public services also available.
Global Affiliates Insurance Services / Brian (Sully) Sullivan
Using our targeted analysis, design & implementation, we identify benefit solutions that employees embrace/value, and employers are proud to communicate. Over 15 years of service! mhbrian942@gmail.comUsing our targeted analysis, design & implementation, we identify benefit solutions that employees embrace/value, and employers are proud to communicate. Over 15 years of service! mhbrian942@gmail.com
KeyPoint Credit Union
As a 100% Member-owned, not-for-profit financial cooperative, KeyPoint exists to help Members thrive financially throughout all stages of life.As a 100% Member-owned, not-for-profit financial cooperative, KeyPoint exists to help Members thrive financially throughout all stages of life.
Resilient Wealth Planning
We are a financial planning, investment management, advisory services full- boutique firm specializing in business owner retirement plans and tech employee benefit compensation planning.We are a financial planning, investment management, advisory services full- boutique firm specializing in business owner retirement plans and tech employee benefit compensation planning.
Ledwith Financial Wealth Management
Aiming for your financial success since 1998.Aiming for your financial success since 1998.
J.D. Van Nest & Associates
J. D. Van Nest & Associates is a dedicated employee benefits specialist with more than a decade of experience in providing insurance coverage to small & medium-sized businesses.J. D. Van Nest & Associates is a dedicated employee benefits specialist with more than a decade of experience in providing insurance coverage to small & medium-sized businesses.
.jpg){kind=logo}
Taxes By Design
Personalized tax planning and tax return preparation for small business and individualsPersonalized tax planning and tax return preparation for small business and individuals
Authentikos Advisory
Retirement, Estate, and Investment Planning. Authentikos Advisory's mission is to ethically and responsibly preserve, protect, and grow our clients assets.Retirement, Estate, and Investment Planning. Authentikos Advisory's mission is to ethically and responsibly preserve, protect, and grow our clients assets.
Shannon Wilkinson, CPA
Licensed CPA & Certified Advanced QuickBooks ProAdvisor offering bookkeeping and tax services for small businesses, trusts and individuals.Licensed CPA & Certified Advanced QuickBooks ProAdvisor offering bookkeeping and tax services for small businesses, trusts and individuals.
.png)
Acrisure, LLC
Full service insurance brokerage, auto, home, life, health, employee benefits, business insurance, bond and worker's compensation.Full service insurance brokerage, auto, home, life, health, employee benefits, business insurance, bond and worker's compensation.
Geneharmonics Human Health Solutions
Group Health Insurance Brokerage providing the specialize program to reduce health plan cost by 20%+ as well as improving the benefits to include $ 0 Co-pays for Visits, RX and 100% Hospital coverage.Group Health Insurance Brokerage providing the specialize program to reduce health plan cost by 20%+ as well as improving the benefits to include $ 0 Co-pays for Visits, RX and 100% Hospital coverage.
David L. Bandy, C.P.A.
With tax laws getting more complex every year, it only makes sense to utilize the services of a professional who knows how to get your tax bite down to the lowest possible level.With tax laws getting more complex every year, it only makes sense to utilize the services of a professional who knows how to get your tax bite down to the lowest possible level.
Cheri Brown Insurance Services LLC
Specializing in Medicare Advantage and Medicare Supplement policies.Specializing in Medicare Advantage and Medicare Supplement policies.
Guild Mortgage
With 15 yrs in MH we provide home financing in CA, AZ, NV, ID & UT. We deliver exceptional personalized service, whether you’re a first-time homebuyer, upgrading, downsizing, or investing in a home.With 15 yrs in MH we provide home financing in CA, AZ, NV, ID & UT. We deliver exceptional personalized service, whether you’re a first-time homebuyer, upgrading, downsizing, or investing in a home.
WELLS FARGO BANK
Wells Fargo & Co (NYSE: WFC) is a diversified, community-based financial services company with $1.92 trillion in assets. Wells Fargo provides banking, investment and mortgage products and services.Wells Fargo & Co (NYSE: WFC) is a diversified, community-based financial services company with $1.92 trillion in assets. Wells Fargo provides banking, investment and mortgage products and services.
Fortitude Medical Billing Company, LLC.
Fortitude Medical Billing is a medical billing company that provides a wide range of services to healthcare providers.Fortitude Medical Billing is a medical billing company that provides a wide range of services to healthcare providers.
Kelly Mandani Insurance & Financial Services, Inc.
We provide: Auto, Home, Landlord, Tenant, Condo, Life, Annuities, Commercial loans/refinances & Disability.We provide: Auto, Home, Landlord, Tenant, Condo, Life, Annuities, Commercial loans/refinances & Disability.
Santa Clara County Federal Credit Union
Santa Clara County Federal Credit Union is a local community-focused credit union. For 70 + years, we have been providing personalized service that helps our members achieve their financial goals.Santa Clara County Federal Credit Union is a local community-focused credit union. For 70 + years, we have been providing personalized service that helps our members achieve their financial goals.
Heritage Bank of Commerce
At Heritage Bank, we understand that your success is framed by how you envision starting, growing, expanding, and sustaining your business. And we can help you make your vision for success a reality.At Heritage Bank, we understand that your success is framed by how you envision starting, growing, expanding, and sustaining your business. And we can help you make your vision for success a reality.
