TOP 10 Asset management in San Jose, CA
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Gallagher Insurance, Risk Management & Consulting
Gallagher Insurance, Risk Management & Consulting is a reputable insurance agency located at 160 West Santa Clara Street in San Jose, California. With a focus on providing top-notch insurance solutions and expert risk management services, Gallagher is dedicated to helping individuals and businesses protect their assets and achieve financial security. Their team of experienced professionals offers personalized consulting services to ensure clients receive tailored insurance plans that meet their specific needs. Trust Gallagher Insurance, Risk Management & Consulting to be your partner in safeguarding what matters most to you.
Jose Ramos - State Farm Insurance Agent
Jose Ramos - State Farm Insurance Agent is an insurance agency located at 4004 Panama Lane in Bakersfield, California. Situated at the corner of Panama Lane and Akers Rd, next to Metro PCS and Terrio Physical Therapy, our agency is dedicated to providing efficient and professional service to customers in Bakersfield and surrounding areas such as Arvin, Lamont, Taft, Frazier Park, Tehachapi, Shafter, Wasco, Delano, and the San Joaquin Valley. Since 2017, we have been helping individuals, families, and business owners with all of their insurance needs. Our agency offers auto insurance, life insurance, health insurance, pet insurance, and business insurance, among others. With over 15 years of customer service and management experience, our team is committed to building life-long relationships with our customers and ensuring that they are properly protected from every life-changing event.
Utopia Property Management | San Jose, CA
Utopia Property Management in San Jose, California, has been providing expert management services for rental properties since 1994. With a local presence in San Jose and a network throughout the West Coast, we specialize in leasing, marketing, management, and accounting of real estate investments. Whether you have a large portfolio or just one condominium, we offer competitive rates and personalized service to maximize your ROI. Our property managers in San Jose are licensed professionals with knowledge of local rental trends, neighborhoods, and property laws. We work with reliable contractors and vendors to handle maintenance and repairs quickly and affordably. With our extensive reach through popular rental websites and our referral base, we ensure that your property gets maximum visibility to attract the best tenants.
Teuninck & DeBishoppe, Inc - Legal Document Assistant (LDA ) in San Jose - Rob VanSteen
Teuninck & DeBishoppe, Inc is a Legal Document Assistant (LDA) located in San Jose, California, United States. Our office, managed by Rob VanSteen, is dedicated to providing services such as property transfer, estate planning, notary public services, and more. LDAs like Rob do not offer legal advice or appear in court on behalf of clients, but they are authorized to assist in the preparation of legal documents. Rob VanSteen is known for his exceptional customer service skills and his ability to provide high-quality results. With over ten years of experience in loan, title, and legal document preparation, Rob is a certified Notary and a valuable asset to our team. Clients can rely on Rob to listen to their concerns, provide timely resolutions, and ensure that their needs are met.
Lucia Capital Group - San Jose
Lucia Capital Group in San Jose, California, is a finance institution dedicated to helping clients achieve their financial goals and plan for a secure future. With a team of experienced professionals, including CERTIFIED FINANCIAL PLANNER™ professionals and Chartered Financial Consultants, clients receive personalized financial guidance tailored to their specific needs. The institution offers a fully integrated wealth platform, providing end-to-end investment strategies, asset management, and insurance services. As a client of Lucia Capital Group, individuals can expect a comprehensive financial planning approach, with a focus on retirement planning and achieving financial confidence. With a commitment to transparency and client well-being, the institution serves as a trusted financial coach, helping clients design a personalized game plan and implement investment strategies. By working with Lucia Capital Group, clients can strive for financial confidence and ultimately achieve their life's purpose.
Corinthian Wealth Management
Corinthian Wealth Management is a leading finance institution located at 1625 The Alameda in San Jose, California, United States. Our team of experienced financial experts is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. From investment planning to retirement strategies, we offer a comprehensive range of services tailored to meet the unique needs of each individual. Trust Corinthian Wealth Management to guide you towards a secure financial future.
Sequoia Wealth Advisors and Invesment Management, Inc.
Sequoia Wealth Advisors and Investment Management, Inc. is a leading finance institution located at 99 South Almaden Boulevard in San Jose, California, United States. With a team of experienced financial advisors, they offer a range of services including investment management, financial planning, and wealth management. Their goal is to help clients achieve their financial goals and secure their financial future through personalized and strategic financial planning. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Sequoia Wealth Advisors is dedicated to providing top-notch financial guidance and support.
DWR Wealth Management LLC
DWR Wealth Management LLC is a finance institution located at 1884 The Alameda in San Jose, California, United States. We specialize in providing comprehensive wealth management services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized and tailored solutions to meet the unique needs of each individual or business. Whether you are looking to plan for retirement, invest for the future, or protect your assets, we are here to help guide you every step of the way. Contact us today to learn more about how we can assist you in managing your wealth effectively.
Solutions Wealth Management
Solutions Wealth Management is a prestigious finance institution located at 1777 Hamilton Avenue in San Jose, California, United States. Our team of experienced financial advisors are dedicated to providing personalized wealth management solutions tailored to meet the unique needs and goals of each client. Whether you are planning for retirement, investing for the future, or looking to protect your assets, Solutions Wealth Management is here to help you navigate the complexities of the financial world and achieve your financial objectives. Trust us to provide expert guidance and support as you work towards securing a brighter financial future.
Wealthstone Asset Management Group of Raymond James
Wealthstone Asset Management Group of Raymond James is a renowned finance institution located at 150 South Almaden Boulevard in San Jose, California, United States. As a part of the esteemed Raymond James family, we specialize in providing comprehensive wealth management services to our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized investment strategies and expert guidance. With a focus on building long-term relationships based on trust and integrity, we strive to deliver exceptional service and results for our clients. Visit us today to learn more about how we can help you secure your financial future.
Trust Management Services
Trust Management Services is a leading financial institution located at 1 South Almaden Boulevard in San Jose, California. Our team of experienced professionals specializes in providing expert trust management services to individuals and businesses. With a strong commitment to integrity and excellence, we strive to help our clients achieve their financial goals and secure their future. Contact us today to learn more about how Trust Management Services can help you manage your assets and investments with confidence.
Jose Cetale - Morgan Stanley
Jose Cetale - Morgan Stanley is a leading finance institution located at 101 West Broadway in San Diego, California, United States. With a strong reputation for expertise and professionalism in the financial industry, our team at Morgan Stanley is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, wealth management, or financial planning, we are here to help you achieve your financial goals. Contact us today to learn more about how Jose Cetale - Morgan Stanley can support your financial needs.
Evans Wealth Management Group - Ameriprise Financial Services, LLC
Evans Wealth Management Group - Ameriprise Financial Services, LLC is a trusted finance institution located at 225 West Santa Clara Street in San Jose, California, United States. Recognized as one of the Most Trustworthy Companies in America 2023 by Newsweek, we offer personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. Our team works closely with you to document your goals, regularly review your progress, and adjust your approach as life changes. With convenient online access to your investments and accounts, you can track your progress towards your financial goals securely from any device. Schedule a complimentary initial consultation to learn more about how we can help you achieve financial success. Our Ameriprise financial advisors are registered to do business in specific U.S. states, and we adhere to strict privacy and security guidelines to protect your information. Contact us today to discuss what's most important to you and start planning for a secure financial future.
James Park - Branch Manager, Ameriprise Financial Services, LLC
James Park is the Branch Manager at Ameriprise Financial Services, LLC located at 225 West Santa Clara Street, San Jose, California, United States. Ameriprise Financial has been recognized as one of Investor’s Business Daily’s Most Trusted Wealth Managers. James Park provides personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients have secure access to their investments and accounts from any device. Interested individuals can schedule a complimentary initial consultation to learn more about how James Park can help achieve financial goals. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. James Park may conduct securities business with residents of states where properly registered. Referrals are welcomed, and friends or family members can expect to hear from James Park soon. Privacy and security are a top priority at Ameriprise Financial Services, LLC.
Davin Lundgren - Associate Manager, Ameriprise Financial Services, LLC
Davin Lundgren is an Associate Manager at Ameriprise Financial Services, LLC located at 225 West Santa Clara Street in San Jose, California, United States. The institution offers a range of financial services and certifications to ensure the highest level of expertise and professionalism. Davin Lundgren holds certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating a commitment to providing comprehensive and specialized financial advice. With a focus on asset management, retirement planning, estate planning, and investment strategies, clients can trust Davin Lundgren for expert financial guidance.
Parkworth Wealth Management, Inc.
Parkworth Wealth Management, Inc. is a leading finance institution located at 100 Century Center Court in San Jose, California. Our team of experienced professionals is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your assets, Parkworth Wealth Management, Inc. is committed to delivering tailored solutions to meet your unique needs. Contact us today to learn more about how we can help you secure your financial future.
Pacific Capital Wealth Management
Pacific Capital Wealth Management is a leading financial institution located at 2055 Junction Avenue in San Jose, California, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management services. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide expert guidance and support. Trust Pacific Capital Wealth Management to help secure your financial future.
Maria D Boisvert - RBC Wealth Management Financial Advisor
Maria D Boisvert - RBC Wealth Management Financial Advisor is a leading financial institution located at 99 South Almaden Boulevard in San Jose, California. As a trusted advisor, Maria D Boisvert provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships, Maria D Boisvert offers expert guidance on investments, retirement planning, estate planning, and more. Whether you are looking to grow your wealth or protect your assets, Maria D Boisvert is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Trust Maria D Boisvert - RBC Wealth Management Financial Advisor to provide you with the expertise and support you need to secure your financial future.
AJ Abdelkhalek - State Farm Insurance Agent
AJ Abdelkhalek - State Farm Insurance Agent is a trusted insurance agency located at 146 East Iowa Avenue in Sunnyvale, California. Situated in the Heritage District, our office is conveniently close to the AMC Movie Theater, Target, and Whole Foods. As we welcome the spring season and the month of March, we encourage you to review your life insurance policy to ensure your loved ones are protected. Our knowledgeable local team members are dedicated to safeguarding your greatest assets - you and your family. As a State Farm Insurance Agent, AJ Abdelkhalek brings over 20 years of experience in the Finance Industry to serving the community. Originally from Lebanon, AJ now resides in San Jose, CA with his family. Our office offers a range of insurance and financial services including Auto Insurance, Life Insurance, Health Insurance, Pet Insurance, and more. We are committed to providing great value, exceptional customer service, and quality products to our clients.
Auto International Insurance
Auto International Insurance Agency, located at 1070 South White Road in San Jose, California, is a trusted insurance agency specializing in auto, home, motorcycle, and commercial insurance. Our dedicated team works tirelessly to ensure that you have the peace of mind knowing that your assets are properly covered. We take the time to discuss each policy and available options to make sure you are protected effectively. In honor of Financial Literacy Month, we emphasize the importance of financial literacy for small business owners. Budgeting basics are crucial for managing finances and achieving profit goals. As you consider home renovations during National Rebuilding Month, it's essential to understand how these changes can impact your insurance coverage.
Ilda Mitchel - State Farm Insurance Agent
Ilda Mitchel - State Farm Insurance Agent is a bilingual Spanish-speaking insurance agency located at 6203 San Ignacio Avenue in San Jose, California. We serve Santa Clara County and Placer County, offering competitive car insurance, renters insurance, homeowners insurance, condo insurance, business insurance, and life insurance quotes tailored to your budget and needs. Our dedicated team is committed to providing excellent customer service and protecting your assets. We are available by phone or text to assist clients in the greater Bay Area, including San Jose, South Bay, East Bay, North Bay, Peninsula, and San Francisco. Our mission is to offer budget-friendly insurance policies based on individual requirements. Contact us at 408-238-0100 for assistance with auto insurance, home insurance, renters insurance, business insurance, and life insurance. James, a trilingual team member, is available to help with commercial insurance needs and is also a talented chef. Please reach out if you need a quick certificate of insurance. Life Insurance and annuities are issued by State Farm Life Insurance Company and State Farm Life and Accident Assurance Company. State Farm VP Management Corp. provides investment products, separate from banking and insurance services. For tax or legal advice, please consult a professional advisor.
Micheletti Insurance Services
them to make decisions and take actions. At Micheletti Insurance Services, our values drive us to provide the best insurance solutions for our clients. With over 63 years of experience, we are dedicated to offering comprehensive coverage options to meet the unique needs of each client. Located in San Jose, California, our agency serves clients throughout the West Coast, including Nevada and Arizona. Whether you are a business owner in need of commercial insurance, an individual looking for personal coverage, or seeking risk management solutions, our team of seasoned professionals is here to help.
Bay Area Office Solutions
Bay Area Office Solutions, located at 735 Coleman Avenue in San Jose, California, is a one-stop shop for all your office furniture and home goods needs. With over 20 years of experience, our team offers a wide selection of new, pre-owned, refurbished, and custom office furniture at competitive prices. We also provide services such as office liquidations, moves and relocations, delivery, installations, electrical services, voice and data, design services, and project/account management. At Bay Area Office Solutions, we specialize in the liquidation of pre-owned office furniture and provide free asset valuation. Our turnkey move management services make relocating a breeze, with our trained team handling every aspect of the move. We offer expert furniture delivery and installation, as well as top-notch electrical services.
Ninva Insurance Services-CalWest Agency
Ninva Insurance Services-CalWest Agency is a leading insurance agency located at 1272 Lincoln Avenue, San Jose, California, United States. With over 20 years of experience, the agency prioritizes the needs of its clients and provides personalized care. The professional agents at CalWest Insurance Agency, LLC offer a variety of personal and business insurance solutions to protect what matters most to their clients. Specializing in cyber liability coverage, the agency helps businesses navigate the challenges of the digital age and offers comprehensive protection against data breaches and cyber-attacks. Testimonials from satisfied clients highlight the agency's prompt and thorough service, as well as their commitment to resolving insurance issues efficiently. Clients can access the agency's Service Center to manage their insurance needs. CalWest Insurance Agency, LLC is dedicated to providing value, experience, and protection to every client, ensuring that their lives, assets, and futures are well-protected.
Legacy Transportation Services
Legacy Transportation Services is a moving company, storage, and store located at 935 McLaughlin Avenue in San Jose, California, United States. As a worldwide transportation and logistics services provider headquartered in the San Francisco Bay Area, Legacy has been serving businesses for over 30 years. Our team of professionals and specialized assets can move your products and equipment to any location in North America or around the globe. From medical equipment to fine art, Legacy can transport a wide range of cargo. We offer packing services, warehousing, rigging, and installation services for various industries. Our commercial rigging teams provide install and deinstall services for medical and capital equipment manufacturing plants worldwide.
Law Offices of Berge & Berge LLP
The Law Offices of Berge & Berge LLP, located at 1101 South Winchester Boulevard in San Jose, California, offers expert legal services in estate planning. Specializing in creating functional and effective estate plans for clients in the South Bay Area, Berge & Berge combines experience with education to provide custom-tailored support for your needs. While currently not accepting new conservatorship or guardianship matters, the firm prioritizes flexibility and foresight in preparing for changes in health, family, financial situation, and the law. With a focus on prevention and control, the team helps clients maintain control over their assets, health care, personal care, and long-term care decisions.
Farmers Insurance - Jeffrey Sundquist
Farmers Insurance - Jeffrey Sundquist is a top insurance agency located at 2695 Moorpark Avenue, San Jose, California. With 24 years of experience in the insurance business and a family history of 58 years in the industry, Jeffrey Sundquist is a trusted member of Farmers® Toppers Club and Championship Club, making him one of the top Farmers agents in Northern California. His agency serves about 1100 clients, with 95% of them residing in the Bay Area. Jeffrey believes in always doing what is right for the customer, providing comprehensive insurance packages that cover all of their needs at a good value. He takes the responsibility of protecting his clients' lives and assets seriously and ensures that claims are handled thoroughly and quickly. Chanel, the CSR manager, has been part of the team for almost 9 months and is highly praised by clients for her excellent service. Whether you need auto, home, life, renters, business, or condo insurance, Jeffrey Sundquist and his team can help customize an insurance package to meet your unique needs. Contact them today for a personalized consultation.
Farmers Insurance - Gregory Wong
Located at 2684 Berryessa Road in San Jose, California, Farmers Insurance - Gregory Wong is your go-to insurance agency for all your coverage needs. As a local Farmers® agent, Gregory Wong is dedicated to helping customers like you find the insurance solutions that best fit your unique needs. Whether you're looking for auto, home, renters, business insurance, or more, Gregory has the knowledge and experience to guide you through the process and ensure you're well-informed about your coverage options. With over 80 years of experience, Farmers® has a proven track record of providing reliable insurance products to protect your most valuable possessions. From competitive rates to multi-line insurance discounts, Farmers Insurance - Gregory Wong is committed to helping you save money while ensuring you have the coverage you need.
Hagerman & Company, Inc.
Hagerman & Company, Inc. is a leading institution located at 181 Metro Drive, San Jose, California, United States. Specializing in CAD training and support, Engineering Document Management, PDM/PLM, Design Automation, Controls Engineering, and Industrial & Agricultural Automation, we are dedicated to inspiring innovation, automating systems, and boosting productivity for our clients. Founded in 1984 by Dennis Hagerman, our company has grown and evolved over the years, but our commitment to treating customers and employees like family remains unchanged. With a team of dedicated Solutions Engineers and a comprehensive Customer Success strategy, we offer best-in-class software and professional services to make projects more efficient, productive, and profitable.
Khushvinder Singh, Financial Professional - New York Life
Khushvinder Singh, Financial Professional at New York Life, is a trusted and experienced finance and insurance agency located at 1731 Technology Drive in San Jose, California. With a commitment to providing top-notch financial services and insurance products, Khushvinder Singh helps clients secure their financial future and protect their assets. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Khushvinder Singh is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and start building a solid financial plan for your future.
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