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.
Monterey Credit Union
Established in 1968, Monterey Credit Union serves 20K+ members. Now in Morgan Hill, we blend local commitment with modern banking to support communities and evolving financial needs.Established in 1968, Monterey Credit Union serves 20K+ members. Now in Morgan Hill, we blend local commitment with modern banking to support communities and evolving financial needs.
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.
Wholesale Payments
If your business accepts debit or credit cards, I can help reduce or eliminate per-item charges, percentage fees & other costly processing expenses. Contact me to learn how these savings can help you.If your business accepts debit or credit cards, I can help reduce or eliminate per-item charges, percentage fees & other costly processing expenses. Contact me to learn how these savings can help you.
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.
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.
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.
SVA, PC
Full service accounting firm providing tax, accounting, and audit services.Full service accounting firm providing tax, accounting, and audit services.
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.
FREDERICK H DIMEO INSURANCE AGENCY INC
FREDERICK H DIMEO INSURANCE AGENCY INC | INSURANCE & FINANCIAL SERVICESFREDERICK H DIMEO INSURANCE AGENCY INC | INSURANCE & FINANCIAL SERVICES
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
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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.
BMO Bank
California's 5th largest bank, offering customers a full range of personal and business products and services.California's 5th largest bank, offering customers a full range of personal and business products and services.
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.
FinNest
FinNest Strategies empowers individuals, families & business owners with tailored financial, retirement, and estate planning solutions to build, protect, and preserve wealth through every life stage.FinNest Strategies empowers individuals, families & business owners with tailored financial, retirement, and estate planning solutions to build, protect, and preserve wealth through every life stage.
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!
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.
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Meriwest Credit Union
Meriwest Credit Union | BANKS & CREDIT UNIONSMeriwest Credit Union | BANKS & CREDIT UNIONS
Anusha Sapharu / Edward Jones Investments
At Edward Jones, we take time to get to know what is important to you and help you achieve your financial goals. We help turn your vision into reality with big ideas, practical plans and guidance.At Edward Jones, we take time to get to know what is important to you and help you achieve your financial goals. We help turn your vision into reality with big ideas, practical plans and guidance.
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.
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.
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 group 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 group coverage to small & medium-sized businesses.
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.
Cheri Brown Insurance Services LLC
Specializing in Medicare Advantage and Medicare Supplement policies.Specializing in Medicare Advantage and Medicare Supplement policies.
Citizens Business Bank
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.
Ledwith Financial Wealth Management
Aiming for your financial success since 1998.Aiming for your financial success since 1998.
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.
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 ofProfessionals 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
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.
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
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
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.
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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
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.
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.
Galloway Uhlenberg Accountants Inc
Our CPA firm delivers personalized Tax & Accounting services backed by years of expertise. Including:• Tax Prep/Planning
• Accounting
• Bookkeeping
• Payroll
• Financial Reporting
• Close
Our CPA firm delivers personalized Tax & Accounting services backed by years of expertise. Including:
• Tax Prep/Planning
• Accounting
• Bookkeeping
• Payroll
• Financial Reporting
• Close
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.
South Valley Associates
Full service accounting & information technology firm serving privately held businesses.Full service accounting & information technology firm serving privately held businesses.
Gabriela Ruvalcaba Insurance and Financial Services, Inc.
Gabriela Ruvalcaba Ins. & Fin. Svcs. Agency serving our community with all your insurance & financial services needs. Voted 2025 best agency in Morgan Hill! Call us or stop by!Gabriela Ruvalcaba Ins. & Fin. Svcs. Agency serving our community with all your insurance & financial services needs. Voted 2025 best agency in Morgan Hill! Call us or stop by!
