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Insurance Services in Milpitas
Insurance services in Milpitas for your need to insure your life, autos, and homes. Independent, Allstate, Farmers, and State Farm insurance agents listed and linked here. Independent Insurance Agents Wettenstein Insurance & Financial Solutions Milpitas Chamber President 320 S. Abel Street 408-824-1450 Allstate Insurance Shwu Jim Chen (Chinese) 500 E. Calaveras Blvd. Ste 311 408-941-9838 Richard Dusablon 950 Thompson St. Inside Piercy Toyota. 408-240-1590 Kirk Kessler 71 S Abbott Ave. 408-733-7646 An Phan (English, Vietnamese) 1258 S Abel St. 408-941-8000 Doris Tran 1752 Clear Lake Ave 408-353-0969 Howard Tsao 500 E Calaveras Blvd, Ste 311 925-451-3186 Robert J. Varich, Pinnacle One 1313 N Milpitas Blvd. Ste 179 408-942-3331 Farmers Frederick Fernandez…
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Financial Services in Milpitas
Milpitas has a fair number of small financial service business, some franchised with large companies, and some individually owned an operated. Also check banks and credit unions for financial advising services. Accountants Alan David, CPA Tax planning, bookkeeping. 1313 N. Milpitas Blvd. #200 408-439-5933 Karen Hahn, CPA, CVA, MST Accounting, tax, investing & financial services. Useful page about record retention. 500 E. Calaveras. Blvd., Suite 333, 408-263-8888 Investment Advice Lincoln Financial Advisors Thomas J. Valore Certified Financial Planner Practitioner, Certified Senior Advisor Lincoln Financial Advisors Corp., 408-946-0703 Guardino Financial Group Sal is a Certified Financial Planner™ practitioner and Mortgage Broker who holds a MBA from Santa Clara University. 1313 N.…
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Bank Online at Your Milpitas Bank
While often it is convenient to stop by your local Milpitas bank, sometimes it is just easier to do your banking online, especially when banks are closed. More and more services are offered every year. Bank of America’s HomeBanking Service You can bank and check VISA balance right here, through the Internet. 740 E. Calaveras Blvd. (Financial services, ATM, & cardless ATM available.) 9:00 a.m. – 5:00 p.m. Monday – Friday; 9:00 a.m. – 2:00 p.m. Saturday; Closed Sunday 408-941-7970 & 15 Ranch Dr. (Walk-up ATM & Cardless ATM) Open 24 Hours every day. Bank of the West eTime Banking enrollment explained. 1360 E. Calaveras Blvd. Monday – Thursday: 9:00…
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Credit Unions: Find a Credit Union in Milpitas
Find a friendly credit union in many areas within Milpitas. Since the Commonwealth CU closed its branch doors, members can now use ATMs at Patelco and KeyPoint Credit Unions. How is a Credit Union Different from a Bank? Not for profit. For-profit corporations who offer a full range of financial products and services. Earnings are returned to members through services like free ATMs, better rates and lower fees. Earnings go to outside bond and stockholders in the form of dividends. Insured by NCUA up to $250,000. They are democratically governed and elections are based on a one-member, one-vote philosophy. Banks are governed by paid shareholders. Voting rights depend on the…
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Milpitas Square Banking and Investing
Places in Milpitas Square that will help you with investing management and everyday banking services along Barber Lane or nearby. Banks CTBC Bank Flexible and convenient online solutions. Great service and low rates are standard. Increase returns on your hard earned money. Location Hours: Monday To Thursday: 9:00 AM – 4:00 PM Friday: 9:00 AM – 5:00 PM Saturday: 10:00 AM – 2:00 PM Sunday: closed 258 Barber Ct. 408-955-7288 East West Bank Built on a foundation of purpose and entrepreneurial spirit, we are the bridge that connects people to opportunities. We do more than provide the right solutions to you. We give you the confidence to reach further. Location…
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Tax Considerations/Strategies for PPP loans and Grants
by Karen A. Hahn, CPA, Inc PPP #1: For those of you who received a PPP during the first round April – June of 2020, THE MONEY YOU SPENT FROM YOUR PPP LOAN WILL BE TAX DEDUCTIBLE!!! Be aware that California has not conformed to this non-taxable provision. The forgiveness of the loan will be taxable on California tax returns. There is a new simplified loan application for loans below $150,000. (This will apply to PPP 1 &2.) Form 3508EZ One page no documentation required. Long form is 3508, requires documentation to be attached. PPP #2: Same as original PPP Loan: The loan amount will be 2.5 times your monthly payroll (for most)…
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Investment and Retirement Advice & News
It is often nice to have a financial broker who is available to talk with you about your investments for retirement, and be nearby to where you live or work. It is great when they understand what it takes to live here in Silicon Valley. Brokers Charles Schwab Offers a toll-free telephone number (800-682-0668) for service in Mandarin and Cantonese for their Asia-Pacific Service located in Milpitas. 12 Ranch Drive, 408-467-7010 CUSO Financial Services CommonWealth has formed a relationship with CUSO Financial Services, L.P. (CFS)*, an independent broker/dealer, to provide service and support for your investment and insurance needs. As a CommonWealth member, you can enjoy CUSO’s personalized service, lower…
