Financial
Services in Milpitas
Accountants
Virginia N. Davi,
CPA
Accounting, tax, investing & financial services, 500 E. Calaveras.
Blvd., Suite 325, 408-942-8800
Consumer Debt Solution
NegotiateBills.com
A privately held company headquartered in Milpitas. Provides "The Consumer Debt Solution" enabling consumers to achieve financial freedom through unsecured consumer debt negotiation, unsecured business debt negotiation, debt arbitration, and federal tax debt settlement. 800-665-1566.
Investment Advice
Lincoln Financial Advisors
Thomas J. Valore, email: tjvalore@LNC.com
Certified Financial Planner Practitioner, Certified Senior Advisor
Lincoln Financial Advisors Corp., 408-946-0703
Life Insurance and
Annuities
Foresters
Non-profit, fraternal organization which sponsors children's
charities, scholarships. Financial packages designed for the
security of young families. 1313 N. Milpitas Bl. 586-9924.
Loans
Loan Pros
Tina Broyles, email: stv1na@aol.com
1355 Jacklin Rd., Milpitas, CA 95035, 408-262-8700
Savings
and Loan Rates
Intuit, Bay Area maker of Quicken financial software, offers
these links to locate going rates.
Property Insurance
Allstate
Alan L.
McNabb
1297 S Park Victoria
408-263-3881
Shwu Jim
Chen (Chinese)
500 E. Calaveras #311
408-941-9838
Shiao-Wen
Fan (Mandarin, English, German)
500 E. Calveras Ste 311
408-941-9838
An Phan
(English, Vietnamese)
1258 S Abel St
408-941-8000
Bruce Ha
326 S Abel St
408-942-6969
Savings Programs
Golden State Scholarshare
Trust College Savings Program
This tax-deferred, college savings program will help California
families and others to save in order to meet the increasing costs
of higher education.
Taxes
C&S Technologies
Makers of free onine tax software - eSmart
Tax. Available in English and in Español.
920 Hillview Court, Suite 250.
H & R Block
H&R Block Premium Office, Year-Round Assistance, Business
Services. 920 Jacklin Rd. 408-263-8716
Jackson Hewitt
Tax Service
Our tax preparers understand your concerns and are equipped to
answer all of your questions. 227 S Main St. 408-262-2600
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