All Financial Services in California

Financial Services • Financial services are the economic services provided by the finance industry, which encompasses a broad range of businesses that manage money, including credit unions, banks, credit card companies, insurance companies, accountancy companies, consumer finance companies, stock brokerages, investment funds, real estate funds and some government sponsored enterprises. (Wikipedia)

Showing Financial Services 1-100 of 101
  • Favorite

    Sunrise TaxPro Services

    Price Range: $

    Founded in 1999 by Tomas Gonzalez, Sunrise Tax Service has excelled in forging close, long-lasting relationships by offering a wide range of customized tax, accounting, consulting and bookkeeping services. With the expertise of a much larger firm, we invest the time to individually tailor our services to meet the exact Read more [...]

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    Global Tax Advisers

    Price Range: $

    Von specializes in complex IRS tax matters including individual, business, and international tax matters. He received his B.B.A in Accounting from University of Michigan, his Juris Doctor from Wayne State University, and his Master of Laws in Taxation (LL.M.) from New York University. He is licensed to practice before the Read more [...]

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    Tesoro Financial Group

    Price Range: $

    Preparing for that next step in life isn’t always easy. The road to financial stability can seem complicated, time consuming, and difficult—perhaps even a bit overwhelming. Life is full of so many responsibilities and priorities that it can be hard to find time to start or even to know where Read more [...]

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    The Mortgage Firm

    Price Range: $

    Headquartered in Orlando, Florida, The Mortgage Firm has been providing quality real estate financing since 1995. With a proven track record, we serve the lending needs of real estate professionals, builders and individual homebuyers throughout Alabama, Florida, Georgia, Michigan and Tennessee.

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    Baja Insurance Services

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    Founded in 1998, Baja Insurance Services Inc. offers the community an alternative, low-cost approach to auto, home, life & various other insurance products and services. We have grown, and continue to expand, by providing value to our clients and financial opportunities to our team members. Baja Insurance Services Inc. has Read more [...]

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    HM Partners

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    Welcome to HM Partners located conveniently in midtown Sacramento. We provide a broad range of tax, bookkeeping, and notary services for individuals and businesses. Elizabeth Hambridge and Julie Morandi (formerly Julie Kever) started the company to provide expert tax assistance and exceptional client service in a comfortable setting.

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    Creating Answers

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    We are anything but what you would expect from number crunchers. Casual dress along with colorful phrases and numbers scribbled on a glass-top desk or a chalkboard wall are the norm. Fun Thursday happens every week and includes maracca shaking, in office karaoke, and games. Our office mascot ‘Pig’ might Read more [...]

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    Number Queen

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    ????Number Queen Ltd. is a tax and business strategies firm that specializes in helping people problem solve, grow, and plan for the future. All members of our firm embrace technology to streamline day-to-day operations and make client interaction the focus of our attention.

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    Credit For Life

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    We are a team of experts that go beyond credit repair. We are here to help you with all your credit needs. From fixing credit histories, to bringing credit scores higher, and lowering interst rates. Not only that we work with you from start to finish and help you have Read more [...]

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    Hanson McClain Advisors

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    In the early 90s, Scott Hanson and Pat McClain were serving clients as part of a large, national financial services company. Frustrated by working in an environment that was competitive rather than collaborative, and sales focused rather than service led, they founded Hanson McClain Advisors, an employee friendly, client-centric and Read more [...]

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    Pharos Wealth Management

    Price Range: $

    Pharos Wealth Management is a firm founded on principals that are solely focused on helping you pursue your financial goals. The term Pharos describes a guiding light. The firm was formed because of a realization that real people need practical help to navigate the seemingly confusing, opaque world of investment. Read more [...]

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    Affinity Capital Advisors

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    ACA assists individual investors, families, small businesses, non-profits and foundations with a broad spectrum of services. Our belief is that working together and establishing a trusted relationship built on communication allows us to provide the greatest value.

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    Kaizen Accounting Solutions

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    Kaizen Accounting Solutions rests firmly on the founding principles of quality, integrity, and service. Our Value-Centered approach is what sets us apart from other accounting firms. We stand out because we continually improve our operations. With a broad outlook and strong auditing roots offering diversity and flexibility, our clients have Read more [...]

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    Asti Financial Management

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    Comprehensive financial planning analyzes all facets of your financial situation in order to create a customized, integrated financial plan. Your plan will include specific recommendations to help you meet your short, intermediate and long-term financial goals. Your plan may cover budgeting, taxes, insurance, investments, retirement and estate planning.

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    Infinite Financial Firm

    Price Range: $

    Infinite Financial Firm is a fully bonded credit repair and consultant company that deals with every credit issue, ranging from charge-offs to bankruptcies. Infinite Financial Firm has over 10 years of Credit Repair experience. We work with the Credit industry through all mediums, so you can achieve your highest credit Read more [...]

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    Velin & Associates Losangelescpa.org

    Price Range: $

    Our foremost priority as the Los Angeles CPA is your success. At Velin & Associates, Inc. we strive to help you achieve your goals, whether they are financial or career-related. We stand for hard work, integrity and a commitment to serving our clients. Nothing takes precedence over our obligation to meet your needs.

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    Malakian Financial Services, Inc.

    Price Range: $

    Established in 1985 by Henry Artin Marlakian. We offer full Accounting, Payroll, Bookkeeping, Tax Preparation and Planning Services for Individuals, Corporations, S Corps, Partnerships, LLC, and LLP Returns. We are authorized e-file providers, RTRP and CTEC. Our extensive experience allows us to provide Business start-up and incorporation services. We assist Read more [...]

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    Malakian Financial Services, Inc.

    Price Range: $

    Established in 1985 by Henry Artin Marlakian. We offer full Accounting, Payroll, Bookkeeping, Tax Preparation and Planning Services for Individuals, Corporations, S Corps, Partnerships, LLC, and LLP Returns. We are authorized e-file providers, RTRP and CTEC. Our extensive experience allows us to provide Business start-up and incorporation services. We assist Read more [...]

  • Favorite

    Malakian Financial Services, Inc.

    Price Range: $

    Established in 1985 by Henry Artin Marlakian. We offer full Accounting, Payroll, Bookkeeping, Tax Preparation and Planning Services for Individuals, Corporations, S Corps, Partnerships, LLC, and LLP Returns. We are authorized e-file providers, RTRP and CTEC. Our extensive experience allows us to provide Business start-up and incorporation services. We assist Read more [...]

  • Favorite

    Pathway Financial Services, LLC

    Price Range: $

    Pathway Financial Services, LLC offers fee-only financial planning and investment management services to clients throughout the country. We specialize in helping you to make better financial decisions so that you can find your pathway to financial freedom. Pathway Financial Services, LLC is a Registered Investment Adviser. Advisory services are only Read more [...]

  • Favorite

    Miracle Mile Advisors

    Price Range: $

    Miracle Mile Advisors is an SEC Registered Investment Advisory firm that specializes in providing comprehensive financial planning and tactical investment advice using low cost index funds and ETFs to high net worth individuals and families. Miracle Mile was founded by experienced Wall Street advisors on the belief that investment advice Read more [...]

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    Kendall Financial Services

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    In an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time to manage one that can grow with you over the years. But without an up-to-date and flexible strategy in place, it can be difficult for you to achieve your goals.

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    DeYoe Wealth Management

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    The DeYoe Wealth Management team practices comprehensive, holistic financial planning and asset management. We can create a financial plan and investment strategy that is firmly-rooted in your personal values, and help you build a sustainable financial future for you, your family, or your chosen community. Our clients are individuals, families, Read more [...]

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    Raphael & Associates

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    Since 1986 Raphael & Associates has provided accounting and tax preparation services to businesses, individuals, estates, and trusts. Our business clients are concentrated in the technical services, software, and rental real estate industries.

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    SF Police Credit Union

    Price Range: $

    Stop by regularly for the latest news and tips from SFPCU! We are proud to serve first responders, their family members, and police associations and organizations in the greater Bay Area. Find a branch near you with our branch locator: http://www.sfpcu.org/branch-locator.aspx Please check out our moderation policy under the “General Read more [...]

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    Barbary Insurance Brokerage

    Price Range: $

    We represent a large number of insurance carriers that write many types of businesses including: apartment buildings, condominium associations, restaurants, hotels, retail businesses, caterers, non-profit organizations, high tech, bio tech, consultants, attorneys, architects, professionals, delivery companies, food product manufacturers, plastic manufacturers, metal manufacturers, solar and green technology, software developers, computer Read more [...]

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    Cortes Tax Service

    Price Range: $

    We’re a small tax office located in the Bernal Heights/Outer Mission area of beautiful San Francisco, California. We have been serving the community at this location since 2006 with 20 years experience and pride ourselves for our fast and friendly service in a relaxed atmosphere.

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    Wilusz and Associates

    Price Range: $

    My Approach: I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you Read more [...]

  • Favorite

    Zelaya Financial Services

    Price Range: $

    Al Zelaya provides Tax Preparation year-round including 1099s and W-7s, Bookkeeping Services, Document Translation, and Notary Public. NOTE: Business hours during Tax Season are M-F 10:30am-6pm, Saturday 10:30-3pm, Sundays by appointment only 10:30am-1pm.

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    BOL GLOBAL CPA, INC

    Price Range: $

    B.O.L. Global, Inc. is located at 2830 Geary St. in San Francisco, and is a full-service Certified Public Accounting firm licensed in the State of California specializing in supporting the needs of small to medium sized businesses.

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    Pesta & Pesta Tax Preparation

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    Did you receive RSU’s and ESPP’s from your company this year? If so, you came to the right place. The certified tax experts at Pesta & Pesta specialize in these complicated matters and have saved clients countless dollars by properly reporting their stock sales with the correct cost basis.

  • Favorite

    Albert Lee, CFP – The Loan Story

    Price Range:

    We aim to make home financing as simple and pain-free as possible. Whether you are buying your first home, refinancing an old one, or just getting married, our loan advisors will help you figure out how much you can afford and the perfect mortgage program, just for you.

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    Premier Tax Advisors

    Price Range:

    After working at a local accounting firm for a couple of years preparing taxes and performing audits, I got my CPA and IRS Enrolled Agent licenses. Since 2001, I’ve spent my days working on nearly all areas of taxation from individuals to non-profits to major corporations. Later in my career, Read more [...]

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    Roundleaf

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    We understand it’s stressful to find answers when you need it most. That’s why we make it a priority to collaborate to reach goals, provide guidance to make informed decisions, and execute for results

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    J.R. Financial & Insurance Services

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    My ideal client is someone who needs help with retirement, estate planning, tax planning, loans, home sale/purchase, estate buildup or estate transfer, advanced planning & financial analysis. I want to support their goals by identifying problems and helping to develop solutions.

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    All Spectrum Insurance Brokers

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    All Spectrum Insurance Brokers combines years of experience with leading-edge products to provide exceptional service and value to our customers. We attribute the tremendous success to our top-notch people, consultative approach, use of advanced technology, our excellent clients and strong insurance carrier partners.

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    Fleetridge Financial

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    High level tax preparation, tax resolution, and small business consulting for individuals and small businesses. You can expect excellent service at reasonable rates. We offer a high level of personal service and expertise in tax preparation, small business consulting.

  • Favorite

    Hicks Financial Services

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    In addition, the firm provides exceptional bookkeeping services that are customized to fit each client’s changing needs. Hicks Financial has assembled a team of knowledgeable professionals and support staff with a combined 91 years of tax and accounting experience

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    Next Gen Financial Planning

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    Next Gen Financial Planning is a fee-only financial planning firm in San Diego, California, serving clients locally and also nationwide through virtual meetings. We specialize in helping high-earning professionals in their 20’s-40’s make better financial decisions, and teach them to use money as a tool to balance today’s pressing needs Read more [...]

  • Favorite

    Bull Oak Capital

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    Bull Oak Capital is a firm that provides fee-only financial planning and investment management services in San Diego. We serve clients both locally in southern California and across the U.S. We pride ourselves on providing an easy-to-understand business model, fee transparency, and excellent client service. Contact us to learn more Read more [...]

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    Bair Financial Planning

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    We believe that as a conscious business leader we can make a positive impact through environmental sustainability, social responsibility and corporate transparency. With this said, we have created our High Impact Portfolios to align our clients’ money with their values. These portfolios integrate sustainability and ESG criteria in our investment Read more [...]

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    PracticeCFO

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    PracticeCFO helps dental and medical practice owners achieve their personally authored definition of success. We do this through the efficient and integrated management of their finances with a single point of contact. Our services include business and personal financial planning, comprehensive tax management, accounting, and practice transition services

  • Favorite

    Amigo Mex Insurance

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    Amigo Mex Insurance is part of ABIS Group, International Insurance Brokers with over 25 years of experience ofering quality and reliable Auto Insurance for Mexico. We are licensed in the state of California, Arizona and Texas, we specialize and provide protection to US & Canadian Residents driving their vehicles into Read more [...]

  • Favorite

    One Place Financial

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    One Place Financial is your neighborhood office for your financial planning and professional tax service needs. We employ experienced tax management consultants and insurance brokers for auto, home, health and life insurance to help you find affordable insurance policies, and even provide you with financial planning education

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    Zenith Financial Group

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    Imax Credit Repair Firm

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    Ever since the Fair Credit Reporting Act (FCRA) made credit repair possible, abusive creditors have been working to make it complicated and difficult. Our vast experience fighting for consumers has helped us develop an arsenal of tools and strategies to make credit repair services fast and effective – the way Read more [...]

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    Keyser Financial Services

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    “KFS” is a newly founded organization with over 15 years of accounting, bookkeeping, and business management experience; that is founded on the principle of customer service. As such we are focused solely on providing a level of service to individuals; and small businesses that is unmatched within the industry.

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    Conifer Securities

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    Conifer Financial Services is an institutional firm with an entrepreneurial heritage. Bringing together some of the best and brightest professionals from the asset management and hedge fund servicing industries, we have built a high-caliber team of experts, along with a suite of innovative products, to meet the needs of our Read more [...]

  • Favorite

    Maxwell Money

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    Unless you are one those individuals who relish rolling up your sleeves and spending your time processing payroll, balancing bank statements, paying bills, and invoicing—Maxwell is for you. We help you take back your time and free yourself from financial clutter.

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    Brio Financial Group

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    At Brio Financial Group, our clients’ success always comes first. No matter our endeavor — from studying market trends to researching the latest tools and laws — we focus on finding new ways to improve our clients’ lives.

  • Favorite

    Michael Biggica

    Price Range:

    Hello, my name is Mike Biggica. I grew up in New York and moved to the Bay Area in 2011. Living and working in two major metropolises, I understand a busy lifestyle and financial complexities that go along with it. Among the chaos, sometimes the world’s agenda overcomes yours – Read more [...]

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    Jutta Reichert Associates

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    Welcome and thank you for visiting Jutta Reichert Associates, a Tax Firm, that is as professional as it is personable! We offer a full range of tax and accounting services designed to meet the needs of individuals and businesses and assist clientele not only in California, but in other states Read more [...]

  • Favorite

    Citrine Capital

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    Citrine Capital is a boutique, San Francisco-based financial planning and wealth advisory firm committed to helping Gen X and Gen Y families, tech professionals and small business owners thrive

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    SF Bay Financial

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    It has always been our goal to ensure that your financial needs are taken care of with minimal effort on your part. We have always customized our methods to suit your individual business needs to streamline duties and take the stress off your shoulders.

Showing Financial Services 1-100 of 101