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.
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.
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.
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.
FinNest
FinNest offers expert financial strategies for retirement, legacy planning, life insurance, college savings, and estate planning—helping you protect your future and secure your family's legacy.FinNest offers expert financial strategies for retirement, legacy planning, life insurance, college savings, and estate planning—helping you protect your future and secure your family's legacy.
Synergy One Lending
Synergy One Lending | MORTGAGES & HOME LOANSSynergy One Lending | MORTGAGES & HOME LOANS
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.
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.
Ledwith Financial Wealth Management
Aiming for your financial success since 1998.Aiming for your financial success since 1998.
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.
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.
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.
Zooza Financial
Zooza Financial provides modern, hassle-free ATM placement for local businesses and events—boosting foot traffic, offering convenience, and generating passive revenue.Zooza Financial provides modern, hassle-free ATM placement for local businesses and events—boosting foot traffic, offering convenience, and generating passive revenue.
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.
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.
.png){kind=logo}
Meriwest Credit Union
Meriwest Credit Union | BANKS & CREDIT UNIONSMeriwest Credit Union | BANKS & CREDIT UNIONS
Focus Partners Wealth
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.
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.
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.
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.
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
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
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.
JOHN CONCANNON CPA LLC
JOHN CONCANNON CPA LLC | ACCOUNTANT - CPA / TAXESJOHN CONCANNON CPA LLC | ACCOUNTANT - CPA / TAXES
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.
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.
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!
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
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.
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.
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
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.
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
Cheri Brown Insurance Services LLC
Specializing in Medicare Advantage and Medicare Supplement policies.Specializing in Medicare Advantage and Medicare Supplement policies.
.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.
Gabriela Ruvalcaba Insurance and Financial Services, Inc.
Gabriela Ruvalcaba State Farm Insurance Agency serving our community with Auto, Home, Business, Life and Health Insurance & Financial Services with the best service at great rates.Gabriela Ruvalcaba State Farm Insurance Agency serving our community with Auto, Home, Business, Life and Health Insurance & Financial Services with the best service at great rates.
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.
.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
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.
Nichols, Rick & Company, CPA
Full service accounting & information technology firm serving privately held businesses.Full service accounting & information technology firm serving privately held businesses.
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
