AMERIPRISE FINANCIAL

Elevate Financial Solutions, founded in 2008, specializes in providing fund accounting and administrative services to venture capital and private equity firms, streamlining back office functions in accounting and financial reporting to allow clients to focus on investing and generating above market returns. With a commitment to customization and collaboration, Elevate offers a comprehensive range of services including fund accounting, financial reporting, audit support, tax coordination, and investor liaison, while tailoring pricing to match the specific needs of each client.Generated from the website

Located in Santa Clara, CA, Edward Jones Investments - Steve Duffy is a distinguished financial services firm dedicated to assisting individuals, families, and small businesses in achieving their financial aspirations. Specializing in personalized guidance, they excel in offering tailored solutions in investment management, retirement planning, estate planning, and education savings programs, ensuring a comprehensive approach to financial well-being. With a commitment to fostering strong relationships between financial advisors and clients, Edward Jones prioritizes individualized care and ongoing support to help clients navigate the complexities of financial planning across different life stages. By focusing on customized strategies rather than generic transactions, Edward Jones Investments - Steve Duffy provides accessible and thoughtful planning solutions that cater to a diverse range of investors, making financial success attainable for all. Generated using this brand's available information

Dan Cfp Olmstead Ea is a financial services firm based in Santa Clara, CA. Specializing in tax preparation and planning, the company offers personalized solutions to individuals and small businesses. With a focus on maximizing tax efficiency and compliance, Dan Cfp Olmstead Ea assists clients in navigating complex financial matters and making informed decisions for their financial well-being. Generated from their business information