Founded in 1998, Community Accounting and Management Services was created to serve the financial needs of condominiums, planned unit development and single-family communities. It offers flexible management packages, depending on the community’s needs. Prices are all-inclusive, which means the board pays the same price every month. Community Accounting and Management Services uses Tops 212 Software to track and maintain all services in one database, organized with the subtle needs of your community in mind.
Founded in 1912, Liberty Mutual Group provides a broad range of insurance products and services. It is the fifth-largest P&C insurance company in the United States and has an 'A' (excellent) rating from the A.M. Best Co, a respected insurance company rater. Liberty Mutual offers both individual and business insurance. A list of its products include automobile, homeowner, renter and life insurance, as well as annuity and equity products. It has a user-friendly website where customers can view and manage their policies, 24/7.
The Pacific Mortgage Group helps its clients finance their first home or refinance an existing home. Its online loan application process makes applying for a mortgage quick, convenient and simple. The company’s user-friendly design prompts customers to gather the necessary documents and smoothly click through the loan application process, whether they’re applying for conventional, FHA or ARM loans. The company offers competitive rates, a pre-qualification process and even loans for customers who have less-than-perfect credit.
Miles Mochizuki & Associates, CPA, is a full-service CPA firm. Some of the services it provides for its clients include accounting, bookkeeping, tax planning, outsourced CFO services, IRS representation and problem resolution, business consulting, QuickBooks support, business plan development, litigation support and more. For its clients, the company offers a secure file transfer, free newsletter, a user-friendly tax center and other resources. An initial consultation for potential business and individual clients is free.
A certified public accountant, Jeffrey D. Wilson offers accounting, auditing, consulting, tax preparation services and advice, as well as wealth management and preservation for his clients. Wilson provides accounting advice to individuals and small businesses. Some of his areas of expertise include cash tax planning, tax accounting and risk, small business development, valuation and business modeling, internal and external audit services and internal controls.
This lending firm headquartered on Crow Canyon Place offers home, commercial, construction and land loans.
First Allied Securities is a San Diego-based financial firm with an office on Crow Canyon Place in San Ramon. The firm offers comprehensive stock brokerage and investment advisory services. To schedule a consultation appointment, call First Allied Securities during regular business hours.
San Ramon Valley Investment is a real estate agency and mortgage lender located on San Ramon Valley Blvd. The firm offers brokerage services for buyers and sellers of foreclosed homes, in addition to mortage lending and funding services for construction. Visit the San Ramon Valley Investment Web site for more information about the firm's services.
Reliance Financial is a lending agency headquartered on Bishop Drive in San Ramon. Founded in 2004, the firm offers residential and commercial loans at competetive interest rates. Call Reliance Financial during regular business hours to schedule a consultation appointment.
Norm Loofbourrow is a financial advisor with an office on Camino Ramon in San Ramon. Mr. Loofbourrow offers investment advice, financial planning and tax planning services for individual clients in the Tri Valley area. Call Mr. Loofbourrow's office during regular business hours to schedule a consultation appointment.
Barbara C. Hause is a San Ramon financial counselor with an office on Crow Canyon Road. She offers bankruptcy and financial recovery services for clients across the country.
A certified public accountant, Randall A. Bradford specializes in national and international tax law. He is a principal in RabTax and part owner of Bradford and Moura, CPA, PC. Both businesses are located in San Ramon, California. RabTax serves growing, medium-sized companies. It prepares taxes and gives accounting and tax advice. As a member of Bradford and Moura, CPA, Bradford advises individual clients on specific accounting needs and tax items.