Venuti & Associates offer risk assessment and benefits helping companies organize their pension and benefits packages. In regards to Venuti & Associates' retirement planning, the company offers annual valuations of potential risks, assist at Board of Trustee's meetings, help provide certification and more. Visit Venuti & Associates' official website for information on the company's stock options services as well as more information on retirement planning.
Tax Reducers provides income tax preparation services for personal and business clients. Tax Reducers is staffed with specialists with more than 20 years of experience. Visit Tax Reducers' official website for more information on the tax services provided.
Marianne Conway is an indepedent insurance agent and financial advisor in Los Altos. She specializes in specialized insurance policies for her wealth management services clients. For example, she could sell boat insurance policies to insure a yacht of a client. More information is available by calling her office.
Located in Los Altos, Torrey Pines Bank provides business and personal banking options, including checking and savings accounts, home equity loans, secured and unsecured loans, ATM, debit and business credit cards, overdraft protection, commercial real estate loans, and wire transfer services.
For more information on banking services or to talk to a representative, call or visit the web address provided.
Redwood Venture Partners provides financial advice to businesses in such industries as software and communications, among others. Call its office for more information.
Janetta Price, CPA is an accounting firm in Los Altos owned and operated by Janetta Price. The firm specializes in bookkeeping and accounting services for small to mid-sized businesses. During tax season, it also provides tax preparation services from the same offices. More information is available by calling the office at the number provided.
SDL Ventures is an investment firm located in downtown Los Altos. Since 2003, SDL Ventures has financed several companies focused on optical technology, medical, Internet, and alternative energy industries. Invested companies include TherMark, Calient Networks, BridgeWave, AviaraD, Page Mage and Konarka.
The company's philosophy is: "Building great and lasting companies will provide a superior return on investment."
Gil Koury Insurance is an independent, family-owned insurance agency in Los Altos. The agency specializes in selling auto, home, renters, and a variety of other forms of individual and family insurance policies. It also sells some business-related insurance. More information is available by visiting the website or calling the office.
Marshalla Asset Management is an investment advisory firm in Los Altos. It specializes in helping both individual and institutional investors make decisions regarding their investment portfolios. It provides comprehensive wealth management services. More information is available on the company website.
Prime Fiduciary Services is a company that serves as an estate administrator, trustee or conservator to a person or estate. The organization is a member of the California Licensed Professional Fiduciary, National Certified Guardian, Professional Fiduciary Association of California and the Registered Private Professional Conservator/Guardian, Santa Clara County and California State Registry. Call for more information.