Resource Links

We make every effort to meet your needs. Sometimes our clients require the specialties of other professionals. The following is a list of trusted advisors with whom we have worked. Feel free to contact them directly or speak with our staff about providing an introduction.

Business Phone   Services Uniqueness
McEwan &
Associates
408-229-6257 www.mcewan
cpa.com
CPA "A full service CPA firm - Monthly financial reporting, incorporation services, AP&AR, tax planning, accounting guidance & consultation, bank reconciliation, Quick Books entries & review, audits and valuations"
Premier Benefits Insurance Services 408-227-9996 www.premier
benefits.com
Employee
Benefits
"Offering a wide range of employee benefit services for small to medium size
businesses."
Law Offices
of
Hemant R. Habbu, Inc.
408-993-9577 www.habbu
law.com
Immigration, Business/
Corporate Law,
International Transactions
"Experienced in handling myriad issues relating to establishment of companies in US (and India ), including planning the corporate structure, strategic partnerships etc. plus any US immigration needs. We work through a network of professionals in India for assisting a client's many business needs."
A.G.
Edwards & Sons, Inc.
408-288-8700

800-876-4848
www.aged
wards.com
Retirement
and
Investment Advisor
"Business Service Consultant, DC & DB Retirement Plans, Executive Bonus and NQDC plans, Personal Investments, estate planning."
Clark Associates 650-328-1165 www.clark
assoc.com
HR
Consulting
"We provide comprehensive Human Resource management by seasoned professionals on a consulting basis. We work with you to establish your HR function, with your staff to complete HR projects, and with individuals to resolve problems and develop career plans."
Creative-i 650-470-8400 www.creative
-i.com
Advertising "Since 1990, Creative i has thrived by helping B2B, high-tech marketers build brands. Break sales records. And bury the competition."
Heritage
Bank of Commerce
408-792-4019 www.heritage
bankof
commerce.com
Banking "The fine art of Business and Personal Banking"
Probus Business Sales/ Mel Weisblatt 408-437-7760 www.probus
brokers.com
Business
Broker
"At Probus Business Sales our business - and our ONLY business - is facilitating the transfer of business opportunities from seller to buyer."
New
Business Consultants
408-733-2663 www.newbizc
onsultants.com
Business
Consultant
"We Build Businesses with our Bare Hands"
New
Business Consultants
408-733-2663 www.newbizc
onsultants.com
Business
Consultant
"New Business Consultants builds better businesses by bringing Strategy, Implementation and Visibility to start-ups and emerging companies."
Cornish & Carey 408-987-4140 www.cca
rey.com
Commercial
Real Estate
"Cornish & Carey Commercial • ONCOR International provides real estate services for tenants and occupiers as well as owners and investors in the lease and sale of all types of properties including office, R&D, industrial/manufacturing, warehouse, multi-family residential, land and retail."
Michael J. Clark,
CPA
650-363-7040 www.greatac
counting.com
CPA "Individual & Business Tax Returns, Tax Planning, Bookkeeping and Cash Flow Analysis."
Trumark Financial 925-648-5207 www.trumark
financial.com
Insurance
Services
"Financial services professionals and consumers are recognizing the benefits provided by a team approach in handling complex financial planning needs. Trumark's staff (CLU, CFP, JD, CLTC) has 100+ years of combined experience in providing expert planning and product evaluations."
Law Offices
of Barry N. Young
650-326-2701 www.young-
iplaw.com
IP Law "Intellectual
Property
Protection"
All
Covered
650-486-5061 www.all
covered.com
IT "Your business can perform better with smooth-running information technology (IT) services. All Covered can help."
Wentworth, Hauser,
and
Violich
415-288-6141 www.whv.com Money
Management
"For seven decades, Wentworth, Hauser and Violich has provided investment management services to individuals, institutions, brokers and financial advisors with a consistent record of strong risk-adjusted performance. We currently manage more than $8.9 billion in assets."
E-chx, Inc. 925-570-8563 www.e-chx.com Payroll
Services
"The premier small business payroll outsourcing company, E-chx delivers tailored payroll solutions designed to meet the individual needs of every client."
Law Offices
of Michael
D. Brayton
408-369-1499 www.michael
brayton.com
Pension
Law
"Employee Qualified and Non-Qualified Benefit Plan Design and Compliance Consulting. Executive Taxation and Compensation Consulting"
Garland, Sturges & Quirk 408-227-9991 www.gsq.com Property/
Casualty
Insurance
""Insurance You Understand". We endeavor to invest the necessary time and skills to keep ourselves current with our clients' activities and the special hazards they may face. We keep you informed, but not overwhelmed."
Retirement Administration 650-961-5736 www.retirement
admin.com
Retirement
Plan
Administration
"Retirement Administration, Inc. (RAI) provides complete design, reporting, record keeping and consulting services for all types of retirement plans."
CPI
Qualified Plan Consultants
800-573-9001 www.cpiqpc.com Retirement
Plan
Administration
"The country's largest and most experienced employee-owned retirement plan administration firm"
Insight
Group
408-392-9724 www.insight
group.net
Security "Our mission is to form positive partnerships with our clients in order to develop appropriate solutions that will effectively address their short and long term security goals"
San Jose Software Business Cluster 408-535-2709 www.sjsbc.org Start-up
Incubator
"Incubator for start up software, clean energy and foreign companies seeking US Market Access"
Cuesta Technologies 408-376-2001 www.cuesta.com Web Design "Cuesta Technologies is a full-service Web business solutions provider offering consulting, planning, design, development, hosting and maintenance of e-business and e-commerce Web sites for medium to large corporations, government agencies and non-profit organizations."

The attorneys of Phillip J. Griego & Associates represent clients throughout the state of California, including San Jose, Santa Cruz, Silicon Valley, the South Bay Area, Campbell, Cupertino, Los Gatos, Morgan Hill, Gilroy, Sunnyvale, Mountain View, Saratoga, Palo Alto, Ukiah, and San Andreas, and Santa Clara, San Benito, Mendocino, and Calaveras counties.

Phillip J. Griego & Associates
95 S. Market St. Suite 520
San Jose, CA 95113