| Lopez Tax Service |
209 Williams Rd Salinas, CA 93905 |
|
83175xxxx9 |
inf*@l*******.net |
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3.3 |
10 |
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| Integris Wealth Management |
456 Washington St, Monterey, CA 93940 |
|
83133xxxx7 |
ale*@i*************.com |
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| Dubon Consulting |
San Mateo, CA 94403 |
|
65074xxxx9 |
inf*@d**************.com |
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5 |
6 |
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| Lan Lam Income Tax |
550 Parrott St Ste 20B San Jose, CA 95112 |
|
66924xxxx1 |
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5 |
2 |
4.2 |
10 |
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| Buckingham Strategic Wealth |
16615 Lark Ave Ste 202 Los Gatos, CA 95032 |
|
80070xxxx5 |
ada***@b****************.com |
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535 |
3 |
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| Ravi Tax Preparation Services |
690 W Fremont Ave Ste 12 Sunnyvale, CA 94087 |
|
40873xxxx6 |
inf*@r******.com |
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1.4 |
60 |
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| Akkish |
San Jose, CA 95138 |
|
41583xxxx4 |
a18*****************************@s*****.wixpress |
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| Phuong La, EA |
San Francisco, CA 94108 |
|
41574xxxx5 |
exa****@m***.com |
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5 |
5 |
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| Evans Wealth Management Group-Ameriprise Financial Services |
2 Lower Ragsdale Dr, Monterey, CA 93940 |
|
83164xxxx4 |
chu********@a***.com |
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| Wealth Design |
1999 S Bascom Ave Ste 910 Campbell, CA 95008 |
|
40855xxxx0 |
d.j*******@w**************.com |
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| Robert Lee & Associates LLP |
999 W Taylor St Ste A San Jose, CA 95126 |
|
40885xxxx0 |
aha*****@r*****.com |
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3.5 |
8 |
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| United Wealth Education |
Santa Cruz, CA 95060 |
|
42420xxxx6 |
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| Joe Martello - RBC Wealth Management Financial Advisor |
4 Lower Ragsdale Dr Ste 120, Monterey, CA 93940 |
|
83133xxxx1 |
rbc*********@r**.com |
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14312 |
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16000 |
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| NCW Wealth Management Group |
2600 Garden Rd Ste 130 Monterey, CA 93940 |
|
83165xxxx1 |
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| J.M.SMITH |
777 N 1st St Ste 230 San Jose, CA 95112 |
|
40840xxxx4 |
bfb*****************************@s*****.wixpress |
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1 |
1 |
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| Essence Wealth & Insurance Services |
4677 Old Ironsides Dr Ste 350 Santa Clara, CA 95054 |
|
65074xxxx1 |
joh*@e************.com |
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5 |
49 |
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| RBC Wealth Management - CLOSED |
928 E Blanco Rd Ste 180, Salinas, CA 93901 |
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| Wellspring Consulting |
2635 N 1st St Ste 201 San Jose, CA 95134 |
|
40843xxxx8 |
ape**@w***********.com |
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5 |
1 |
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| Raymond James Financial Services - Heather Stiles |
2121 41st Ave Ste 206 Capitola, CA 95010 |
|
83146xxxx6 |
aar************@r***********.com |
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5 |
1 |
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17312 |
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| Julia Hsiao Insurance & Financial Services |
20480 Pacifica Dr Cupertino, CA 95014 |
|
40886xxxx6 |
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| BlueSky Wealth Advisors |
1735 N 1st St Ste 295 San Jose, CA 95054 |
|
40865xxxx0 |
ali****@b********.com |
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| INB Insurance Services |
985 University Ave Los Gatos, CA 95032 |
|
40839xxxx0 |
chu***@i******.com |
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5 |
3 |
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| Meriwest Credit Union |
1795 Hillsdale Ave, San Jose, CA 95124 |
|
87763xxxx7 |
ace*******@m*******.com |
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3.9 |
60 |
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| Atlas Wealth Management Group - UBS Financial Services Inc. |
200 Clock Tower Pl Ste C100, Carmel, CA 93923 |
|
83175xxxx3 |
abc*******@u**.com |
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| Pantheon Wealth Planning |
1798 Technology Dr Ste 200 San Jose, CA 95110 |
|
40840xxxx2 |
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| Regent Wealth Management |
1500 E Hamilton Ave Ste 201 Campbell, CA 95008 |
|
87745xxxx7 |
ann@r*******.com |
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5 |
1 |
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| Keep Your Wealth Sales Solutions |
San Jose, CA 95119 |
|
40867xxxx8 |
dat*****************@i****.de |
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| Abbott Stringham & Lynch |
1901 South Bascom Ave Ste 105 Campbell, CA 95008 |
|
40837xxxx0 |
aal****@a*****.com |
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3.7 |
3 |
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93 |
100 |
111 |
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| Bryant Estate Planning & Elder Law |
1625 The Alameda Ste 820 San Jose, CA 95126 |
|
40828xxxx2 |
lcb@b*************.com |
|
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4.2 |
47 |
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| All Cal Financial |
2571 South Main St Ste D Soquel, CA 95073 |
|
83133xxxx3 |
inf*@a**************.com |
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5 |
1 |
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| Edgar Law Group |
675 N First St Ste 675 San Jose, CA 95112 |
|
40862xxxx3 |
doe*****@e************.com |
|
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3.8 |
29 |
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| RBC Wealth Management |
928 E Blanco Rd, Salinas, CA 93901 |
|
83175xxxx0 |
cli**********@r**.com |
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|
14763 |
|
16000 |
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| Diversifi Capital |
4546 El Camino Real B10 Ste1013 Los Altos, CA 94022 |
|
65063xxxx7 |
adv*****@d***************.com |
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5 |
33 |
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| Christian Ortez, AIF - LPL Financial |
3031 Tisch Way 110 Plaza West San Jose, CA 95128 |
|
66923xxxx0 |
inf*@c**************.com |
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5 |
2 |
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| All About Your Taxes |
358 El Camino Real, San Bruno, CA 94066 |
|
65041xxxx2 |
akr**@a****************.com |
5 |
2 |
4.9 |
153 |
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| Evans Wealth Management Group - Ameriprise Financial Services, LLC |
1 Lower Ragsdale Dr Bldg 1 Ste 110, Monterey, CA 93940 |
|
83164xxxx4 |
dns*****@a***.com |
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| MCC Financial Services |
1042 W Heading St, San Jose, CA 95126 |
|
40826xxxx4 |
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3.5 |
25 |
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| Onesta Wealth Management |
Campbell, CA 95008 |
|
40878xxxx8 |
pw-********************************@p**************.org |
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| J.R. Financial & Insurance Services |
2005 De La Cruz Blvd Ste 120 Santa Clara, CA 95050 |
|
40864xxxx2 |
and***@j****.com |
|
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4.8 |
28 |
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10 |
193 |
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| DFD Accounting & Consulting Services |
Redwood City, CA 94062 |
|
65040xxxx4 |
fil***@g******.com |
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| Cydney Crampton - RBC Wealth Management Financial Advisor |
4 Lower Ragsdale Dr Ste 120, Monterey, CA 93940 |
|
83133xxxx5 |
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| Marshall Wealth Management Group |
1586 Moffett St, Salinas, CA 93905 |
|
83175xxxx6 |
con****@n******.com |
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|
777 |
36 |
777 |
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| Cypress Private Wealth |
3031 Tisch Way 110 Plz W San Jose, CA 95128 |
|
40872xxxx1 |
inf*@c********.com |
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| Evans Wealth Management Group - Ameriprise Financial Services |
1 Lower Ragsdale Dr Bldg 1, Monterey, CA 93940 |
|
83164xxxx4 |
dns*****@a***.com |
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| Online Trading Academy |
1798 Technology Dr Ste 152 San Jose, CA 95110 |
|
40853xxxx0 |
a.g****@t*************.com |
|
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2.9 |
76 |
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| Angela Frangieh - State Farm Insurance Agent |
1465 Park Ave, San Jose, CA 95126 |
|
40879xxxx0 |
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4.7 |
225 |
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| Bay Street Capital Holdings |
Palo Alto, CA 94301 |
|
65044xxxx4 |
axx***@b***********************.com |
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| Merrill Lynch Wealth Management |
200 E Franklin St, Monterey, CA 93940 |
|
83126xxxx0 |
ali*************@m*.com |
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| Edward L Grant, CPA |
6920 Santa Teresa Blvd Ste 108 San Jose, CA 95119 |
|
40836xxxx0 |
ed@e*********.com |
|
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5 |
1 |
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| Atherton Lane Advisers |
3000 Sand Hill Rd Ste 1-270 Menlo Park, CA 94025 |
|
65023xxxx6 |
ab**@a***********.com |
|
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2 |
1 |
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|
| Technology Credit Union |
1562 S Bascom Ave, San Jose, CA 95125 |
|
80055xxxx0 |
abe*******@t*****.com |
4.8 |
18 |
4.3 |
171 |
|
|
2677 |
|
2600 |
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| Kendall Wealth Partners |
315 Grand Ave, Pacific Grove, CA 93950 |
|
83137xxxx7 |
mar*@k*********.com |
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|
| Ledwith Financial Wealth Management |
55 W 1st St, Morgan Hill, CA 95037 |
|
40877xxxx0 |
bra*@l***************.com |
5 |
5 |
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|
34 |
934 |
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| Claycomb Wealth Management - CLOSED |
3771 Rio Rd Ste 107, Carmel, CA 93923 |
|
83125xxxx3 |
|
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|
| Charles Schwab |
12 Ranch Dr Milpitas, CA 95035 |
|
40846xxxx0 |
fra***********@s*****.com |
|
|
2 |
11 |
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|
| Michael J Mikaelson - World Financial Group |
695 N 1st St, San Jose, CA 95112 |
|
51024xxxx8 |
dns******@a*******.com |
|
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|
| Juran Wealth Management Inc. |
200 Camino Aguajito Ste 300, Monterey, CA 93940 |
|
83132xxxx7 |
aar************@r***********.com |
|
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| Meriwest Credit Union |
563 E El Camino Real Sunnyvale, CA 94087 |
|
87763xxxx7 |
ace*******@m*******.com |
4.5 |
13 |
4.5 |
115 |
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| Sowards Law Firm |
2542 S Bascom Ave, Ste 210 Campbell, CA 95008 |
|
40837xxxx0 |
ben@s*************.com |
4.8 |
82 |
3.9 |
18 |
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| Honu Wealth Management |
19925 Stevens Creek Blvd Ste 100 Cupertino, CA 95014 |
|
65091xxxx0 |
gar**@h*********.com |
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| Christian Wealth Management |
650 San Benito St Ste 130, Hollister, CA 95023 |
|
83120xxxx7 |
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| King Wealth Planning |
3190 S Bascom Ave Ste 230 San Jose, CA 95124 |
|
40887xxxx9 |
cha****@k*********.com |
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| Praetorian Wealth Management Inc |
3775 Via Nona Marie Ste 220, Carmel, CA 93923 |
|
83162xxxx0 |
ben**************@p**************.biz |
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| Moss Adams LLP |
635 Campbell Technology Pkwy Campbell, CA 95008 |
|
40836xxxx0 |
aar************@m********.com |
5 |
2 |
3.1 |
8 |
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| Charles Schwab |
19620 Stevens Creek Blvd Ste 100 Cupertino, CA 95014 |
|
40844xxxx0 |
app*******************@s*****.com |
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2.5 |
12 |
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| Tax Consultation of America |
88 Tully Rd Ste 106 San Jose, CA 95111 |
|
40897xxxx8 |
joh**@t*****.com |
5 |
5 |
5 |
122 |
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| Fitzpatrick & Tucker Inc. |
4040 Moorpark Ave Ste 112 San Jose, CA 95117 |
|
40824xxxx0 |
c18*****************************@s*****.wixpress |
3.7 |
3 |
4.3 |
27 |
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| Insight Legal |
3031 Tisch Way Ste 110 San Jose, CA 95128 |
|
51051xxxx9 |
inf*@i*************.com |
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5 |
16 |
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52 |
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53 |
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| Ascending Assets |
Merced, CA 95348 |
|
70786xxxx5 |
bfb*****************************@s*****.wixpress |
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| Richard Fogg - Private Wealth Advisor, Ameriprise Financial Services, Llc |
659 Abrego St Ste 4, Monterey, Ca 93940 |
|
83129xxxx6 |
aly****************@a***.com |
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| Monterey Bay Wealth Management |
479 Pacific St, Monterey, CA 93940 |
|
83192xxxx0 |
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| Law Offices of Cheri E. Michaelis |
2570 N 1st St, Ste 200 San Jose, CA 95131 |
|
40822xxxx4 |
che**@c****************.com |
5 |
41 |
4.9 |
96 |
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77 |
2 |
79 |
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| Dfg Wealth Advisors |
2600 Garden Rd Ste 202, Monterey, CA 93940 |
|
83164xxxx5 |
dev***@d*******.com |
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| Edward Jones - Financial Advisor: John G Musni, AAMS™ |
201 Monterey Salinas Hwy suite a, Salinas, CA 93908 |
|
83142xxxx3 |
a.j*********@e**********.com |
5 |
1 |
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87601 |
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100000 |
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| Opportunity Capital |
4340 Stevens Creek Blvd Santa Clara, CA 95051 |
|
40893xxxx8 |
who**@d*******************.com |
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| Law Offices of John H. Coward |
16450 Los Gatos Blvd Los Gatos, CA 95032 |
|
40835xxxx3 |
c18*****************************@s*****.wixpress |
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4.2 |
6 |
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| Buckingham Strategic Wealth |
450 Lincoln Ave Suite 201, Salinas, CA 93901 |
|
80070xxxx5 |
adm**@b****************.com |
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557 |
6 |
651 |
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| The North - Steen Wealth Management Team - Ameriprise Financial Services |
1 Lower Ragsdale Dr Bldg 1, Monterey, CA 93940 |
|
83164xxxx8 |
ana******************@a***.com |
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| Gregory H Steinbis, CPA |
6203 San Ignacio Ave Ste 110 San Jose, CA 95119 |
|
40879xxxx7 |
kim@s**********.com |
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1 |
2 |
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| Costello Wealth Strategies |
10096 Soquel Dr, Aptos, CA 95003 |
|
83170xxxx5 |
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| Empirical Wealth Management |
250 N Santa Cruz Ave Los Gatos, CA 95030 |
|
40835xxxx2 |
aba****@e********.net |
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2585 |
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| Roundleaf - San Jose |
2055 Junction Ave Ste 115 San Jose, CA 95131 |
|
40891xxxx3 |
ask@r***********.com |
4.8 |
24 |
4.7 |
121 |
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681 |
28 |
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| Hendershott Wealth Management |
2570 N First St Second Floor San Jose, CA 95131 |
|
87774xxxx0 |
adv*****@h****************.com |
5 |
1 |
4.8 |
22 |
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| TrueVir Financial |
490 Chadbourne Rd Ste A100 Fairfield, CA 94534 |
|
51092xxxx7 |
inf*@t***************.com |
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5 |
4 |
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| Jeffrey Raegen - Private Wealth Advisor, Ameriprise Financial Services |
99 Pacific St Ste 355B, Monterey, CA 93940 |
|
83132xxxx0 |
arm**********@a***.com |
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200 |
4 |
202 |
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| Wealth Architects |
800 W El Camino Real Ste 201 Mountain View, CA 94040 |
|
65032xxxx4 |
ada*@w***************.com |
|
22 |
5 |
1 |
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| Sandy Swanson - Integrated Wealth Management |
1226 Lincoln Ave Ste 200 San Jose, CA 95125 |
|
40828xxxx6 |
jsm***@w*****************.com |
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| Meriwest Wealth Advisors |
5615 Chesbro Ave San Jose, CA 95123 |
|
40886xxxx2 |
and***@m**************.com |
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| Catalyst Wealth Management |
Carmel, CA 93923 |
|
83162xxxx2 |
cha****@c*************.com |
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| Law Offices of Shahram Miri, Inc. |
80 Gilman Ave, Ste 27 Campbell, CA 95008 |
|
40886xxxx2 |
m*r*@m******.com |
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5 |
55 |
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| Corinthian Wealth Management |
1625 The Alameda Ste 308 San Jose, CA 95126 |
|
40899xxxx5 |
ang****@c***************.com |
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| UBS Financial Services Inc. |
1188 Padre Dr #118, Salinas, CA 93901 |
|
83175xxxx0 |
abc*******@u**.com |
1 |
1 |
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| The Renegade CPA |
498 Foam St Monterey, CA 93940 |
|
83164xxxx6 |
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| Premier Tax Advisors |
88 W Tully Rd Ste 106 San Jose, CA 95111 |
|
40821xxxx2 |
|
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4.8 |
62 |
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| PWJohnson Wealth and Legacy |
2051 Grant Rd Ste 240 Los Altos, CA 94024 |
|
40874xxxx2 |
aus*****@p********.com |
|
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5 |
2 |
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| Stillwater Capital Management |
NW Corner of 8th Ave Carmel-by-the-Sea, CA 93921 |
|
83187xxxx5 |
dre***@s********************.com |
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| DFG Wealth Advisors |
80 Garden Ct Ste 203, Monterey, CA 93940 |
|
83164xxxx5 |
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| Charlene Johanson - Kind Lending |
125 Mission St Ste 3 Santa Cruz, CA 95060 |
|
83133xxxx2 |
ala********@k**********.com |
|
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4.9 |
19 |
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| Teh Financial Coaching |
Milpitas, CA 95035 |
|
51036xxxx9 |
acc**********@s********.org |
|
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4.9 |
93 |
|
|
775 |
|
833 |
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| NF Wealth Management - Ameriprise Financial Services |
225 W Santa Clara St Ste 1600 San Jose, CA 95113 |
|
40896xxxx0 |
amb****************@a***.com |
|
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63 |
4 |
62 |
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| Tarantino Ljubimow Colvin Wealth Management - UBS Financial Services Inc. |
200 Clock Tower Pl Ste C100, Carmel, CA 93923 |
|
83162xxxx0 |
abc*******@u**.com |
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| East Bay Wealth Advisors |
659 Abrego St, Monterey, CA 93940 |
|
83171xxxx6 |
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| Annuity General |
Serving theSalinas Area |
|
80033xxxx4 |
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| Hutchinson And Bloodgood |
579 Auto Center Dr Watsonville, CA 95076 |
|
83147xxxx0 |
aan***@h****.com |
|
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5 |
1 |
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| Dovetail Financial |
912 Capitola Ave Ste 23 Capitola, CA 95010 |
|
91746xxxx6 |
|
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| Raymond James |
9011 Soquel Dr Ste B Aptos, CA 95003 |
|
83170xxxx5 |
eri**********@r***********.com |
|
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|
183 |
23 |
|
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| WealthPRIME |
4966 El Camino Real Ste 212 Los Altos, CA 94022 |
|
85577xxxx0 |
doe****@w**********.com |
|
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5 |
1 |
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|
| Northwestern Mutual |
60 W Alisal St #16, Salinas, CA 93901 |
|
83142xxxx7 |
a.-***********@n*****************.com |
|
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|
107325 |
16244 |
108000 |
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| BPM |
10 Almaden Blvd Ste 1000 San Jose, CA 95113 |
|
40896xxxx0 |
aa@b*****.com |
|
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2 |
2 |
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|
894 |
93 |
946 |
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|
| Chamberlain Financial Planning & Wealth Management |
303 Water Street Suite 120, Santa Cruz, CA 95060 |
|
83142xxxx0 |
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| Smart Wealth Strategies |
19925 Stevens Creek Blvd Ste 100 Cupertino, CA 95014 |
|
40840xxxx0 |
|
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|
| Charles Schwab |
100 Clock Tower Pl Ste 100 Carmel, CA 93923 |
|
83162xxxx3 |
jan*****@s*****.com |
|
|
2.6 |
5 |
|
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|
| Nathan Cruz Christian Wealth Management Advisor |
650 San Benito St Ste 130 Hollister, CA 95023 |
|
83120xxxx7 |
emm*@c**********.com |
|
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|
| Evolve Wealth Management, LLC |
20 S Santa Cruz Ave Ste 300 Los Gatos, CA 95030 |
|
40846xxxx0 |
a.s*****@e*******.com |
|
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| Ledwith Financial Wealth Management |
55 W First St Morgan Hill, CA 95037 |
|
40877xxxx0 |
bra*@l***************.com |
5 |
5 |
4.5 |
8 |
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| SFI Snarr Financial & Insurance Services |
6203 San Ignacio Ave Ste 110 San Jose, CA 95126 |
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40846xxxx4 |
inf*@r*******.com |
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5 |
14 |
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| Anderson Accountancy Corporation |
762 Rio Del Mar Blvd Aptos, CA 95003 |
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83168xxxx7 |
inf*@a**********************.com |
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108 |
3 |
2 |
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| LPL Financial - Blackmont Wealth Management Group |
99 S Almaden Blvd Ste 600 San Jose, CA 95113 |
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66923xxxx0 |
a.n*****@l**.com |
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5 |
1 |
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| Evers Law Group |
2100 Garden Rd Bldg C Monterey, CA 93940 |
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83164xxxx0 |
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5 |
1 |
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| MJ Partners |
2880 Zanker Rd Ste 203 San Jose, CA 95134 |
|
40885xxxx8 |
dan*@m*******************.com |
4.6 |
26 |
4.3 |
13 |
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| Billy Guan, Real Estate and Financial Professional |
Walnut Creek, CA 94596 |
|
53034xxxx4 |
ali****@r********.com |
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5 |
4 |
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| Abacus Forensic Accounting |
Soquel, CA 95073 |
|
83146xxxx0 |
aba***@f******************.org |
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| Eight Oaks Financial and Insurance Services |
101 Metro Dr Ste 550 San Jose, CA 95110 |
|
86653xxxx4 |
and*@e*****************.com |
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| Laddi Jhuty, CFP |
5201 Great America Pkwy Ste 350 Santa Clara, CA 95054 |
|
51081xxxx4 |
inf*@n********.com |
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4.2 |
20 |
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| Buckingham Strategic Wealth |
2409 Park Blvd Palo Alto, CA 94306 |
|
65056xxxx1 |
adm**@b****************.com |
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| Law Offices of Berge & Berge |
1101 S Winchester Blvd Ste I-208 San Jose, CA 95128 |
|
66924xxxx6 |
amy*****@b**************.com |
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4 |
7 |
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| Health Wealth Management And Insurance Agency |
10455 Torre Ave Cupertino, CA 95070 |
|
40885xxxx6 |
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| Samantha Quintanilla - Keller Williams Peninsula Estates |
1430 Howard Ave, Burlingame, CA 94010 |
|
65097xxxx9 |
acc**********@k*.com |
5 |
4 |
5 |
18 |
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199106 |
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| Nexus Wealth Advisors |
365 Lake Ave, Santa Cruz, CA 95062 |
|
83147xxxx3 |
aam***@w******.com |
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12 |
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19968 |
202 |
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| Praetorian Wealth Management |
3775 Via Nona Marie Carmel, CA 93923 |
|
83162xxxx1 |
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| Burroughs-Braley-Alibrandi Wealth Management |
521 Capitola Ave, Capitola, CA 95010 |
|
83142xxxx0 |
****@b********.com |
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| Stevens Sloan & Shah CPAs |
975 W Alisal St Ste D Salinas, CA 93901 |
|
83142xxxx4 |
s*a*@s*****.com |
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5 |
5 |
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| Evans Wealth Management Group-Ameriprise Financial Services |
2 Lower Ragsdale Dr Ste 180, Monterey, CA 93940-7861 |
|
83164xxxx4 |
dns*****@a***.com |
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| Beach House Wealth Management |
521 Capitola Ave, Capitola, CA 95010 |
|
83142xxxx0 |
****@b********.com |
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| Financial Insights & Strategies |
Cupertino, CA 95014 |
|
40871xxxx9 |
san*********************@g****.com |
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5 |
15 |
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| Meridian Wealth MGMT |
100 Clock Tower Pl, Carmel, CA 93923 |
|
83164xxxx5 |
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| Lina’s Tax Team |
69 E Hamilton Ave, Campbell, CA 95008 |
|
40886xxxx0 |
ela***@f*********.com |
4.4 |
7 |
4.6 |
100 |
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41 |
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| Veritas Wealth Advisors |
100 Clock Tower Pl Ste 215 Carmel, CA 93923 |
|
83162xxxx0 |
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| CommonWealth Central Credit Union |
3075 Union Ave San Jose, CA 95124 |
|
80056xxxx8 |
aca****@w*******.org |
3.9 |
50 |
2.8 |
76 |
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|
1893 |
78 |
1800 |
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| Advantum Tax and Accounting Services |
3790 El Camino Real Palo Alto, CA 94306 |
|
65052xxxx7 |
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4.3 |
14 |
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| Law Office of Thomas E Rossmeissl |
16450 Los Gatos Boulevard Ste 108 Los Gatos, CA 95032 |
|
40888xxxx0 |
joh*@r************.com |
4.9 |
7 |
5 |
4 |
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| Pacific Capital Wealth Management |
Monterey, CA 93940 |
|
83165xxxx8 |
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| RBC Wealth Management |
99 Almaden Blvd Ste 300 San Jose, CA 95113 |
|
40829xxxx2 |
|
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3.7 |
3 |
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| College Financial Consultants |
15559 Union Ave Ste 198 Los Gatos, CA 95032 |
|
40839xxxx0 |
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| WTG Wealth Solutions |
9719 Lincoln Village Dr Ste 101 Sacramento, CA 95827 |
|
91658xxxx1 |
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5 |
1 |
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| Libra Wealth |
901 Center St, Santa Cruz, CA 95060 |
|
83142xxxx0 |
hel**@r*****.io |
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| ESTATE DOCTOR Suddenly Single Wealth Management |
4192 Sunridge Rd Pebble Beach, CA 93953 |
|
83164xxxx0 |
use*@d*****.com |
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| Premier Tax |
2601 Cortez Dr Santa Clara, CA 95051 |
|
40882xxxx3 |
con****@p******.tax |
|
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1 |
1 |
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|
2800 |
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| Sequoia Wealth Advisors |
23 Seascape Vlg, Aptos, CA 95003 |
|
83166xxxx4 |
*nn*@s********.com |
5 |
2 |
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257 |
4 |
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| Ferber & Bouslog |
2525 Fountain Oaks Dr Morgan Hill, CA 95037 |
|
40827xxxx8 |
|
5 |
19 |
5 |
24 |
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| Monterey Private Wealth |
2340 Garden Rd Ste 202 Monterey, CA 93940 |
|
83137xxxx6 |
ann*@m********************.com |
3 |
2 |
5 |
1 |
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| Gina Lopez - State Farm Insurance Agent |
581 McCray St Ste G Hollister, CA 95023 |
|
83163xxxx2 |
|
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4.5 |
10 |
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| Eddy Feldmeier - Stone Creek Insurance Agency |
800 W El Camino Real Ste 180 Mountain View, CA 94040 |
|
92529xxxx2 |
|
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5 |
22 |
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| Falcon Wealth Planning |
2570 N First St Ste 200 San Jose, CA 95131 |
|
85596xxxx6 |
inf*@f*******.com |
4.7 |
14 |
1 |
1 |
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| Seal Rock Wealth Management |
26352 Carmel Rancho Ln, Carmel, CA 93923 |
|
83129xxxx6 |
|
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| RBC Wealth Management |
4 Lower Ragsdale Dr Ste 120 Monterey, CA 93940 |
|
83133xxxx0 |
aar*******@r**.com |
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| Bay Federal Credit Union |
420 River St Santa Cruz, CA 95060 |
|
83188xxxx7 |
abe******@b*****.com |
3.5 |
19 |
3.9 |
113 |
|
|
3056 |
400 |
3000 |
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| SURE88 Insurance Brokers, LLC |
1061 MONROE STREET Santa Clara, CA 95050 |
|
40845xxxx1 |
dim*******@s******.com |
|
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4.9 |
12 |
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| Morgan Stanley Wealth Management |
6004 La Madrona Dr, Scotts Valley, CA 95060 |
|
83144xxxx0 |
acm***********@m************.com |
3.5 |
2 |
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| Edelman Financial Engines |
3945 Freedom Cir Ste 950 Santa Clara, CA 95054 |
|
83375xxxx3 |
aar*******@e**********************.com |
|
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| Morgan Stanley Financial Advisors |
1418 S Main St #200, Salinas, CA 93908 |
|
83175xxxx1 |
acc**********@m************.com |
|
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| Morgan Stanley Wealth Management |
401 Fremont St, Monterey, CA 93940 |
|
83137xxxx1 |
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| Law Offices of Robert E Greeley |
2166 The Alameda, San Jose, CA 95126 |
|
40827xxxx0 |
rob***@r***************.com |
|
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5 |
116 |
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|
| Johanson Financial Advisors, Inc. |
2105 S Bascom Ave Ste 255 Campbell, CA 95008 |
|
40840xxxx9 |
inf*@j****************.com |
3.5 |
2 |
5 |
1 |
|
|
5398 |
47 |
5500 |
|
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|
| Burroughsbraley Wealth Management |
133 Mission St Ste 104, Santa Cruz, CA 95060 |
|
83142xxxx0 |
joh*@b*****************.com |
|
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| Asuncion Rodriguez | Provident Wealth |
1721 Independence Blvd Apt 205 Salinas, CA 93906 |
|
83124xxxx6 |
|
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|
| Rivermark Wealth Management |
800 W El Camino Real Ste 180 Mountain View, CA 94040 |
|
40837xxxx7 |
inf*@f*******.com |
5 |
6 |
5 |
1 |
|
|
254 |
21 |
290 |
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|
| Kera Capital Partners |
Sacramento, CA 95817 |
|
40866xxxx4 |
inf*@k******.com |
|
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| Kayak Tax Prep and Planning |
San Juan Bautista, CA 95045 |
|
83152xxxx3 |
|
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|
| Merrill Lynch Wealth Management |
560 S Winchester Blvd San Jose, CA 95128 |
|
40826xxxx1 |
bri*************@m*.com |
2 |
1 |
|
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|
| Charles Schwab |
240 3rd St Ste 100 Los Altos, CA 94022 |
|
65091xxxx3 |
ask******@s*****.com |
|
|
3.4 |
9 |
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| Allied Financial Network |
3141 Stevens Creek Blvd Ste 40003 Santa Clara, CA 95117 |
|
40825xxxx9 |
joh*@a*********************.com |
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4.6 |
9 |
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| Jay Sondhi, U.S. Bank Home Mortgage |
1998 Mountain Blvd, Oakland, CA 94611 |
|
51039xxxx0 |
all*********@a*****.usbank |
5 |
53 |
5 |
131 |
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345310 |
5614 |
347000 |
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| The Law Firm of Lisa Chan |
10080 N Wolfe Rd Ste SW3-200 Cupertino, CA 95014 |
|
40823xxxx6 |
lis*@l**********.com |
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4.7 |
15 |
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73 |
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| Wealth Recovery Solutions |
255 N Market St Ste 120 San Jose, CA 95110 |
|
40827xxxx9 |
col*************@g****.com |
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4.6 |
7 |
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232 |
51 |
234 |
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| SJ Accounting Consulting, CPA CFP |
1525 Mccarthy Blvd Ste 1000 Milpitas, CA 95035 |
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c18*****************************@s*****.wixpress |
5 |
5 |
4.8 |
37 |
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| Parkworth Wealth Management |
475 Alberto Way Ste 210 Los Gatos, CA 95032 |
|
40843xxxx0 |
adv***@p********.com |
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| KeyPoint Credit Union |
10815 Wolfe Rd Ste 100 Cupertino, CA 95014 |
|
88825xxxx7 |
aba***@k***.com |
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4.6 |
109 |
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4490 |
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| Law Offices of Robert P Bergman |
3535 Ross Ave Ste 200 San Jose, CA 95124 |
|
40824xxxx4 |
joh******@l*****.com |
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4.9 |
18 |
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320 |
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331 |
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| Hayashi Wayland |
1188 Padre Dr Ste 200, Salinas, CA 93901 |
|
83175xxxx0 |
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| Tech Wealth Management |
2010 N 1st St Ste 500 San Jose, CA 95131 |
|
80085xxxx9 |
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| MYeCFO |
171 Main St Ste 230 Los Altos, CA 94022 |
|
65023xxxx9 |
adv*****@m*****.com |
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2 |
1 |
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| Vertex Wealth Management |
640 W California Ave Ste 210 Sunnyvale, CA 94086 |
|
40876xxxx4 |
mer**************@l**.com |
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| Simon Chew, CIC - eHealth Plans/Amazing Wealth Insurance Agency |
4320 Stevens Creek Blvd Ste 191 San Jose, CA 95129 |
|
88874xxxx8 |
inf*@h***********.com |
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5 |
1 |
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160 |
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158 |
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| Thrive Wealth Solutions |
1798 Technology Dr Ste 178 San Jose, CA 95110 |
|
40828xxxx8 |
adm**@t*************.com |
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| Merrill Lynch Wealth Management |
3775 Via Nona Marie Ste 101, Carmel, CA 93923 |
|
83162xxxx0 |
ban********************@m*.com |
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| Flournoy Wealth Management |
1165 Lincoln Ave Ste 330 San Jose, CA 95125 |
|
40827xxxx0 |
pam*********@l**.com |
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| Merrill Lynch Financial Advisor Kay F Sullivan |
200 E Franklin St, Monterey, CA 93940 |
|
83126xxxx7 |
aan********@m*.com |
5 |
1 |
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| The North - Steen Wealth Management Team - Ameriprise Financial Services, LLC |
1 Lower Ragsdale Dr Bldg 1 Ste 100, Monterey, CA 93940 |
|
83164xxxx8 |
ana******************@a***.com |
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| AJ Abdelkhalek - State Farm Insurance Agent |
146 E Iowa Ave Sunnyvale, CA 94086 |
|
40873xxxx0 |
aj@i************.com |
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4.8 |
34 |
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727 |
125 |
748 |
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| Tax Relief USA |
20065 Stevens Creek Blvd, Ste B1 B Cupertino, CA 95014 |
|
40853xxxx6 |
9d0*************************************@w*****************.com |
4.4 |
14 |
4.4 |
69 |
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| Amaral Financial Planning |
San Jose, CA 95123 |
|
40879xxxx9 |
ama*********@p*********.is |
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5 |
44 |
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| Potentia Wealth |
1226 Lincoln Ave Ste 200 San Jose, CA 95125 |
|
40828xxxx6 |
ask@p*************.com |
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5 |
7 |
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355 |
19 |
357 |
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| Divorce Capital Planning |
1 Almaden Blvd, Ste 610 San Jose, CA 95113 |
|
40899xxxx0 |
doe*****@d*********************.com |
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5 |
9 |
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| Global Wealth Partners |
1764 The Alameda San Jose, CA 95126 |
|
40823xxxx0 |
ana***@g**********************.com |
|
87 |
1 |
1 |
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35 |
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| Wooten Grants Consulting |
Fresno, CA 93727 |
|
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ali***@w***********.com |
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| Ria Money Transfer |
860 E Alisal St, Salinas, CA 93905 |
|
85535xxxx1 |
akf********@r***************.com |
3.8 |
5 |
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| Costello Wealth Strategies |
9053 Soquel Dr Ste A, Aptos, CA 95003 |
|
83170xxxx5 |
eri**********@r***********.com |
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183 |
23 |
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| Adobe Insurance Brokers |
60 W Main Ave Ste 11B Morgan Hill, CA 95037 |
|
85523xxxx6 |
ash***@a***********.com |
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4.2 |
10 |
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| Charles Schwab |
335 N Santa Cruz Ave, Los Gatos, CA 95030 |
|
40835xxxx0 |
ej.********@s*****.com |
3 |
5 |
2.3 |
13 |
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| Heart Of The Valley Wealth Advisors - Thrivent |
2021 The Alameda Ste 140 San Jose, CA 95126 |
|
40821xxxx4 |
adm**@d***********.com |
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1 |
1 |
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| Run Right Business Consulting |
San Francisco, CA 94110 |
|
41560xxxx8 |
cry****@r*****************.com |
5 |
132 |
5 |
132 |
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118 |
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| CommonWealth Central Credit Union |
400 Tennant Sta, Morgan Hill, CA 95037 |
|
80056xxxx8 |
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| Los Altos Vault & Safe Deposit Company |
121 First St Los Altos, CA 94022 |
|
65094xxxx1 |
c18*****************************@s*****.wixpress |
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5 |
1 |
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| McDowall Cotter |
800 W El Camino Real Ste 180 Mountain View, CA 94040 |
|
65058xxxx1 |
aga****@m*********.net |
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2 |
1 |
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| James Bizzack - Private Wealth Advisor, Ameriprise Financial Services |
125 Water St Ste A-3, Santa Cruz, CA 95060 |
|
83145xxxx5 |
ann***********@a***.com |
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| Goodview Financial & Real Estate |
2350 Mission College Blvd Ste 242 Santa Clara, CA 95054 |
|
40862xxxx0 |
|
4.9 |
109 |
4.6 |
16 |
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| Suddenly Single Wealth Management |
1504 Viscaino Rd, Pebble Beach, CA 93953 |
|
83162xxxx0 |
use*@d*****.com |
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| Craig Uffelman, CFP, CRPC |
2105 S Bascom Ave Ste 295 Campbell, CA 95008 |
|
40866xxxx7 |
dns*****@a***.com |
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| Charles Schwab |
2407 Porter St Ste 100 Soquel, CA 95073 |
|
83146xxxx0 |
ej.********@s*****.com |
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3.6 |
10 |
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| Brett Jennings - Associate Financial Advisor, Ameriprise Financial Services, LLC |
99 Pacific St, Ste 355B 355C, Monterey, CA 93940 |
|
83132xxxx0 |
arm**********@a***.com |
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| InvestCraft Advisors |
Campbell, CA 95070 |
|
40856xxxx1 |
73c*************************************@w*****************.com |
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| Claycomb Wealth Management |
3771 Rio Rd Ste 107 Carmel, CA 93923 |
|
83125xxxx3 |
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| Sharda Ryan-Wealth Design Group |
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|
91648xxxx9 |
gar*@w****************.com |
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| Financial Journey Partners |
101 Metro Dr Ste 264 San Jose, CA 95110 |
|
40896xxxx8 |
ari****@f***************.com |
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5 |
2 |
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| Coast Financial Services |
4340 Scotts Valley Dr Ste J Scotts Valley, CA 95066 |
|
83177xxxx1 |
adm**********@c*********************.com |
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4 |
20 |
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| Index Gurus |
5350 Paso Del Rio Way, Concord, CA 94521 |
|
92535xxxx0 |
far**@i*********.com |
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5 |
48 |
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| Sweeney Mason |
983 University Ave, Ste 104C Los Gatos, CA 95032 |
|
40835xxxx0 |
b@s***.com |
|
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4 |
12 |
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78 |
64 |
81 |
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| Guardian Wealth Management |
900 E Hamilton Ave Ste 100 Campbell, CA 95008 |
|
40879xxxx0 |
jan*@g*****.com |
|
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5 |
1 |
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| Minjoo Lee, CPA |
2950 Merced Street Suite 102D San Leandro, CA 94577 |
|
41525xxxx1 |
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5 |
2 |
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| Ohana Wealth Mangement |
288 Pearl St Ste 101, Monterey, CA 93940 |
|
83121xxxx9 |
con****@o********************.net |
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| Context Wealth |
1901 S Bascom Ave Ste 1500 Campbell, CA 95008 |
|
40890xxxx0 |
chr**@c************.com |
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| Chamberlain Financial Planning & Wealth Management |
644 N Santa Cruz Ave Ste 12 Los Gatos, CA 95030 |
|
80034xxxx0 |
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5 |
1 |
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| New Dawn Investments |
Cupertino, CA 95014 |
|
51266xxxx2 |
aar**@n*****************.com |
|
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5 |
2 |
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| SeniorWealthPartners |
40 Primrose St., Aptos, CA 95003 |
|
40862xxxx3 |
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| Tax Deferral Strategies |
3031 Tisch Way Ste 901 San Jose, CA 95128 |
|
40826xxxx6 |
car*@d*******.com |
|
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5 |
1 |
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267 |
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| Christian Wealth Management |
350 6th St, Hollister, CA 95023 |
|
83163xxxx4 |
aar*******@i***************.com |
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| Johanson & Yau |
42 W Campbell Ave Third Fl Campbell, CA 95008 |
|
40828xxxx1 |
adm**@j***.com |
|
|
2.8 |
9 |
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| Wealth Cairn |
910 E Hamilton Ave Ste 350 Campbell, CA 95008 |
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40852xxxx8 |
c18*****************************@s*****.wixpress |
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235 |
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| WaveCrest Wealth Management |
San Carlos 2 Se Of 13th, Carmel By The Sea, CA 93921 |
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83147xxxx5 |
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| Christian Wealth Management |
90 W Main Ave, Morgan Hill, CA 95037 |
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40878xxxx2 |
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| CommonWealth Central Credit Union |
5890 Silver Creek Valley Rd San Jose, CA 95138 |
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40853xxxx0 |
aca****@w*******.org |
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3.4 |
26 |
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| Technology Credit Union |
846 Blossom Hill Rd San Jose, CA 95123 |
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80055xxxx0 |
abe*******@t*****.com |
4.1 |
10 |
4.4 |
77 |
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| RBC Wealth Management |
928 E Blanco Rd # 200, Salinas, CA 93901 |
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83175xxxx0 |
rbc*********@r**.com |
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| Charles Schwab |
438 E El Camino Real Sunnyvale, CA 94087 |
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40852xxxx0 |
ej.********@s*****.com |
3.7 |
15 |
3.2 |
18 |
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| Charles Schwab |
30 S First St Campbell, CA 95008 |
|
40834xxxx0 |
app*******************@s*****.com |
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3 |
24 |
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| Jordan Smith - Morgan Stanley |
20400 Stevens Creek Blvd Ste 350 Cupertino, CA 95014 |
|
40886xxxx7 |
acc**********@m************.com |
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| Tactical Wealth Management |
9699 Blue Larkspur Ln, Monterey, CA 93940 |
|
83171xxxx4 |
fhu*******@t********.com |
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| Lisa C Silva, CPA/PFS - Taxes By Design |
15325 Calle Enrique Ste 1 Morgan Hill, CA 95037 |
|
66925xxxx0 |
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4.7 |
13 |
5 |
12 |
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| Solutions Wealth Management |
1777 Hamilton Ave Ste 1040 San Jose, CA 95125 |
|
40862xxxx8 |
jon**********@l**.com |
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4 |
4 |
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| GT Product Consulting |
San Bruno, CA 94066 |
|
65042xxxx1 |
gt@g****************.co |
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5 |
1 |
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14 |
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| Trusted Legal Documents |
Millbrae, CA 94030 |
|
65027xxxx5 |
imp******@g****.com |
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4.9 |
24 |
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| Kim & Rosado |
111 N Market St Ste 300 San Jose, CA 95113 |
|
40829xxxx0 |
inf*@k********.com |
5 |
31 |
5 |
5 |
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174 |
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228 |
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| Bizzack Wealth Advisory Group - Ameriprise Financial Services |
125 Water St Ste A-3, Santa Cruz, CA 95060 |
|
83145xxxx5 |
ann***********@a***.com |
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| Just 1 Real Estate |
2181 N Tracy Blvd, Ste 275, Tracy, CA 95377 |
|
20965xxxx5 |
l*l*@j**************.com |
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5 |
5 |
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| Integris Wealth Management |
435 Washington St Ste A Monterey, CA 93940 |
|
83133xxxx7 |
gi**@i*************.com |
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| Pi Wealth Plan |
San Jose, CA 95135 |
|
41532xxxx8 |
cvb************@p****.dreamhost |
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| Karen Turner - Private Wealth Advisor, Ameriprise Financial Services, LLC |
99 Pacific St, Monterey, CA 93940 |
|
83141xxxx5 |
dns*****@a***.com |
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| Peter J Tansill CPA |
706 Forest Ave Pacific Grove, CA 93950 |
|
83164xxxx0 |
joh*******@t*********.com |
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5 |
2 |
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| Schroeder Insurance Services |
Morgan Hill, CA 95037 |
|
40877xxxx8 |
c18*****************************@s*****.wixpress |
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5 |
30 |
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| Hanley Law |
256 E Hamilton Ave Ste B Campbell, CA 95008 |
|
40829xxxx4 |
dan@h********.com |
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4.8 |
21 |
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| Village Insurance Services |
12280 Saratoga Sunnyvale Rd Ste 112 Saratoga, CA 95070 |
|
40897xxxx0 |
vis*@a**.net |
5 |
5 |
4.4 |
19 |
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| Chad Parker - Private Wealth Advisor, Ameriprise Financial Services |
99 Pacific St Ste 355B, Monterey, CA 93940 |
|
83132xxxx0 |
arm**********@a***.com |
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200 |
4 |
202 |
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| David Farkouh - Ameriprise Financial Services |
1919 S Bascom Ave Ste 100 Campbell, CA 95008 |
|
40896xxxx2 |
arn**********@a***.com |
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3 |
2 |
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98 |
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| Springwater Wealth Management |
615 Water St Santa Cruz, CA 95060 |
|
88899xxxx6 |
jim********@s****************.com |
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| Stonebridge Global Investments |
111 W St John St Ste 230 San Jose, CA 95113 |
|
88833xxxx6 |
dea***@s**************.com |
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| Pesta & Pesta Wealth Management |
20370 Town Center Ln Cupertino, CA 95014 |
|
40822xxxx0 |
oli***@p************.com |
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| Wealth Strategies Group |
225 W Santa Clara St Ste 1450 San Jose, CA 95113 |
|
51057xxxx8 |
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| Joe Wu, CPA |
Walnut Creek, CA 94598 |
|
92577xxxx9 |
joe**@j*******.com |
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4.9 |
35 |
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| Ericson Financial Solutions |
18790 Withey Rd Monte Sereno, CA 95030 |
|
40835xxxx0 |
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| Heckman Financial & Insurance Services |
333 W Santa Clara St Ste 604 San Jose, CA 95113 |
|
40829xxxx0 |
*nn*@w************.com |
4.6 |
7 |
5 |
2 |
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100 |
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| Morgan Stanley Wealth Management |
401 Fremont St Ste 100, Monterey, CA 93940 |
|
83164xxxx4 |
aal*******@m************.com |
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113354 |
3089 |
131000 |
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| Giordano Wealth Management Group |
644 N Santa Cruz Ave Ste 4 Los Gatos, CA 95030 |
|
40835xxxx4 |
chr**@t******.com |
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5258 |
47 |
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| Chase Bank |
291 Alvarado St Monterey, CA 93940 |
|
83137xxxx2 |
abc*******@c****.com |
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3 |
36 |
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| Vestnomics Wealth Management |
65 W Hamilton Ave Ste 2 Campbell, CA 95008 |
|
40833xxxx0 |
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| Tomita, Penning & Gee |
2502 Stevens Creek Blvd, San Jose, CA 95128 |
|
40820xxxx0 |
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5 |
2 |
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| Kilzer Wealth Management |
26465 Carmel Rancho Blvd, Carmel, CA 93923 |
|
83162xxxx3 |
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| Richard Fogg-Private Wealth Advisor, Ameriprise Financial Services |
659 Abrego St, Monterey, CA 93940 |
|
83129xxxx6 |
aly****************@a***.com |
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193 |
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201 |
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| Beacon Wealth Advisory |
800 W El Camino Real Ste 180 Mountain View, CA 94040 |
|
65088xxxx0 |
inf*@b*******.com |
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| Anita Shahbazian - State Farm Insurance Agent |
6950 Santa Teresa Blvd Ste A San Jose, CA 95119 |
|
40822xxxx7 |
ani**@i**************.com |
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4.9 |
37 |
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| Chamberlain Financial Planning & Wealth Management |
125 Mission St, Santa Cruz, CA 95060 |
|
83160xxxx4 |
kin*****@g****.com |
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| Von Baron Wealth Management |
174 N 14th St San Jose, CA 95112 |
|
40888xxxx0 |
dj@v*********.com |
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| Stanford Property & Finance |
425 Sherman Ave, Ste 330 Palo Alto, CA 94306 |
|
65049xxxx0 |
and***@s*********.com |
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3.9 |
11 |
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| Piedmont Avenue Consulting |
3873 Piedmont Ave Ste 2 Oakland, CA 94611 |
|
51076xxxx5 |
aub***@p**********.com |
5 |
6 |
5 |
41 |
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582 |
9 |
579 |
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| The Corman Law Offices |
740 Front St Ste 200 Santa Cruz, CA 95060 |
|
83128xxxx6 |
cor******@g****.com |
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4.5 |
6 |
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| Sequoia Wealth Advisors & Investment Management |
99 Almaden Blvd Ste 925 San Jose, CA 95113 |
|
40864xxxx0 |
*nn*@s********.com |
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| Flex Tax and Consulting Group |
1160 Battery St E, Ste 100 San Francisco, CA 94111 |
|
62830xxxx4 |
ale******@f******.com |
4.8 |
53 |
4.8 |
156 |
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1100 |
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| RBC Wealth Management Branch - Monterey |
4 Lower Ragsdale Dr Ste 120, Monterey, CA 93940 |
|
83133xxxx0 |
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| Morgan Stanley Wealth Management |
1418 S Main St, Salinas, CA 93908 |
|
83175xxxx1 |
int**********@m************.com |
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| Law offices of Salciccia & Scire |
870 N 1st St, San Jose, CA 95112 |
|
40829xxxx5 |
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5 |
2 |
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| The Pacific Coast Wealth Management Group |
4 Lower Ragsdale Dr Ste 120, Monterey, CA 93940 |
|
83133xxxx1 |
joh*******@c*.rbcwealthmanagement |
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14763 |
|
16000 |
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| Farmers Insurance - Randall Talley |
6203 San Ignacio Ave Ste 110 San Jose, CA 95119 |
|
66922xxxx3 |
aar*****@f***********.com |
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3.7 |
3 |
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| Allied Wealth Management |
200 Clock Tower Pl, Carmel, CA 93923 |
|
83129xxxx2 |
doe*****@a*******.com |
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| Peak Accounting Services |
783 Rio Del Mar Blvd Ste 43 Aptos, CA 95003 |
|
83168xxxx1 |
cur*@p***********.net |
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4.2 |
5 |
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| Law Offices of Linda J. MacKay |
1361 S Winchester Blvd, Ste 210 San Jose, CA 95128 |
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40837xxxx0 |
adm**@l*******.com |
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| Julie Ping He, CFP - Gateway Financial Advisor |
2570 North First St Ste 200 San Jose, CA 95131 |
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40850xxxx8 |
adm*****@g*************.com |
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| DWR Wealth Management |
1884 The Alameda, San Jose, CA 95126 |
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40826xxxx0 |
rex@d*********.com |
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| Castelli Financial |
236 N Santa Cruz Avenue Ste 240 Los Gatos, CA 95030 |
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40883xxxx4 |
joh*@c****************.com |
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| Ohana Wealth Management |
2901 Park Ave Ste B1 Soquel, CA 95073 |
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83121xxxx9 |
ali***@o********************.net |
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| John Paul Breckenridge |
2901 Moorpark Ave, Ste 175 San Jose, CA 95128 |
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40824xxxx2 |
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| Phuong Nguyen |
5149 Moorpark Ave Unit 108a San Jose, CA 95129 |
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40881xxxx5 |
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| Buckingham Strategic Wealth |
17190 Monterey St Ste 202, Morgan Hill, CA 95037 |
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80070xxxx5 |
adm**@b****************.com |
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| RLS Private Wealth Consulting |
343 Pacheco Creek Ln, Hollister, CA 95023 |
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55999xxxx0 |
rho***@r******************.com |
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| Global Capital Wealth Management |
1048 Lincoln Ave San Jose, CA 95125 |
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40827xxxx7 |
maz***@g*****.com |
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| Kennsei Trading |
83 Metro Dr Silicon Valley, CA 95110 |
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40863xxxx3 |
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| Michael Hua, CPA |
2055 Junction Ave Ste 115 San Jose, CA 95131 |
|
40847xxxx1 |
c18*****************************@s*****.wixpress |
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| Gina Lopez - State Farm Insurance Agent |
8401 Church St Ste B Gilroy, CA 95020 |
|
40884xxxx7 |
gin*@g**************.com |
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| Law Offices Of John D Teter |
1361 S Winchester Blvd Ste 113 San Jose, CA 95128 |
|
40886xxxx0 |
joh******@j*********.com |
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3.1 |
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| Hastie Financial Group |
307 Main St #300, Salinas, CA 93901 |
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83142xxxx0 |
hfg@h*******.com |
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574 |
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| Salinas |
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| Authentikos Advisory |
1295 E Dunne Ave Ste 215 Morgan Hill, CA 95037 |
|
84432xxxx1 |
bxx********@a**********.com |
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3.3 |
7 |
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| Regent Wealth Management |
1295 E Dunne Ave, Morgan Hill, CA 95037 |
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87745xxxx7 |
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| Hastie Financial Group |
307 Main St, Salinas, CA 93901 |
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83142xxxx0 |
hfg@h*******.com |
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| Jim Edington - State Farm Insurance Agent |
361 Piercy Rd San Jose, CA 95138 |
|
40822xxxx3 |
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| Angel Eyes Web Designs |
6180 Jarvis Ave Ste R Newark, CA 94560 |
|
51073xxxx7 |
amk******@g****.com |
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| Carlos Rodezno - Financial Professional |
Salinas, CA 93906 |
|
83126xxxx0 |
dns******@a*******.com |
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| Ruth B Freitas-Wealth Financial Advisor |
206 Tennant Sta, Morgan Hill, CA 95037 |
|
40879xxxx2 |
aab****@b************.com |
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40840 |
176 |
41000 |
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| Clarity Wealth Advisors |
2160 The Alameda Ste A San Jose, CA 95126 |
|
40856xxxx0 |
inf*@c********.com |
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| Joseph J Martello - RBC Wealth Management Financial Advisor |
4 Lower Ragsdale Dr Ste 120, Monterey, CA 93940 |
|
83133xxxx1 |
joh*******@c*.rbcwealthmanagement |
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14763 |
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16000 |
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| Sierra Pacific Wealth Management |
San Jose, CA 95127 |
|
40821xxxx7 |
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| Vestus Group |
2600 Garden Rd Ste 410 Monterey, CA 93940 |
|
83165xxxx1 |
joh*@v**********.com |
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5 |
1 |
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| Erik Nelson Financial Advisor |
685 Coleman Ave Ste 10 San Jose, CA 95110 |
|
40866xxxx7 |
ami**************@w*****************.com |
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| Tax Law offices of Shiva Moozoun |
51 E Campbell Ave Campbell, CA 95008 |
|
41531xxxx3 |
shi**@s*******.com |
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4.4 |
5 |
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| Brainshare Business Mentors |
3350 Scott Blvd Bldg 54 Santa Clara, CA 95054 |
|
40889xxxx7 |
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4.9 |
38 |
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