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Finance & Legal

Professional Finance & Legal services throughout the Bay Area. Every business is hand-picked and verified for quality.

Customer Favorites

Top-rated by customers in this category

Jeffrey S. Lind
San Jose, CA

Personalized estate planning and probate guidance with a trusted attorney's touch

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Ginger Chien
San Francisco, CA

Empowering smart financial decisions with data-driven insights and independent analysis

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Ken Wong
Sunnyvale, CA

Trusted CFO & bookkeeping partner delivering ongoing financial clarity and growth

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160 Featured Businesses

Each carefully vetted for quality and reliability

Ginger Chien
San Francisco, CA

Empowering smart financial decisions with data-driven insights and independent analysis

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Jeffrey S. Lind
San Jose, CA

Personalized estate planning and probate guidance with a trusted attorney's touch

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ROSE PONCE
RP Accountancy

Certified Public Accountant

1
ROSE PONCE
San Jose, CA

Bringing calm and clarity to business, individual, and nonprofit tax returns nationwide

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Gianna Aiello
New York Life

Financial Adviser

1
Gianna Aiello
San Jose, CA

Creative life insurance solutions for business growth and estate planning

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Paul Stella
New Vintage Mortgage

Mortgage Broker

1
Paul Stella
San Ramon, CA

Guiding Californians to smart home financing with transparency and care

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Sal Guardino
C2 Financial

Mortgage Loan Officer

1
Sal Guardino
Milpitas, CA

Comprehensive mortgage solutions with expert financial planning guidance

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Austin Trevino
San Jose, CA

Relationship-driven business banking and tailored commercial lending solutions

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Mike Malik
San Francisco, CA

Customized wealth management and financial planning for high net worth tech families

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Trey Seals
San Francisco, CA

Coordinating your entire financial ecosystem with a family office approach

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Ken Wong
Sunnyvale, CA

Trusted CFO & bookkeeping partner delivering ongoing financial clarity and growth

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Din Leib
New Jersey, US

Building lasting funding partnerships tailored to your business growth

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Luis M. Zambrana
San Leandro, CA

Trusted Bay Area commercial insurance broker embedded in the local business community

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Poni insurance agency

Insurance Agent

Sofia Poni
Moraga, CA

Protecting your assets with clear, comprehensive insurance solutions

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Cherie Goodenough
Crux Bookkeeping & Advisory Services

Bookkeeper And Financial Advisor

Cherie Goodenough
Milpitas, CA

Bookkeeping with CFO-level insight to help small businesses scale successfully

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Allasia Holmes-Hyett
California

Bringing heart and clarity to bookkeeping and accounting for thriving businesses

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Eleonora Tomasello
San Jose, CA

Holistic wealth management that starts with your plan, not products

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Marcus Leung
Dublin, CA

Aligning your financial decisions with your deepest values for meaningful outcomes

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Chris Brooke
Morgan Hill, CA

Client-first insurance solutions tailored for personal and commercial needs

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Paula Clancy
Brentwood, CA

Honest, reliable bookkeeping that empowers small business owners nationwide

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Scott Jacobs
San Jose, CA

Expert financial planning for tech professionals and LGBTQ families with complex equity

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Saad Akhtar
Campbell, CA

Seamlessly integrating bookkeeping and payroll for stress-free financial management

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Jessica Hawkins
San Jose, CA

Making insurance understandable and engaging for families across California

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ART SANCHEZ
Stockton, CA

Fast, reliable insurance solutions with specialized construction coverage

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Jenifer Holley
Oakley, CA

Protecting businesses and farms with tailored, education-first insurance solutions

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