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TOP 30 Asset management in Santa Clara, CA
38 results found
A convenient service for searching for businesses, places and services
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.
Utopia Property Management | Ventura, CA
Utopia Property Management in Ventura, California offers expert management services for income-producing rentals, including leasing, marketing, and full-service administration. Our licensed local rental managers have current market knowledge of the Ventura County market, ensuring your property is well taken care of. With a focus on professionalism and the use of the latest technology, Utopia Management is a trusted name in property management in Ventura. We provide comprehensive services at competitive rates, including thorough market analyses to ensure optimal rental rates and effective marketing strategies to attract qualified tenants. Our expert teams handle all aspects of property management, from maintenance and repairs to lease administration and evictions. With a 24-hour accessible web portal for owners and tenants, continuous marketing and promotion, and prompt communication with tenants, Utopia Management ensures your property is well-maintained and profitable.
LSJ Wealth Management
LSJ Wealth Management is a premier financial institution located at 5201 Great America Parkway in Santa Clara, California. Our team of experienced professionals is dedicated to providing personalized wealth management services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or protect your assets, LSJ Wealth Management is here to provide expert guidance and support. Contact us today to learn how we can help you secure your financial future.
Grassi Investment Management
Grassi Investment Management is a reputable finance institution located at 2350 Mission College Boulevard in Santa Clara, California, United States. With a focus on providing top-notch investment management services, Grassi Investment Management is dedicated to helping clients achieve their financial goals and secure their financial future. Their team of experienced professionals offers personalized investment strategies tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or preserve your assets, Grassi Investment Management is committed to delivering exceptional results and unparalleled service.
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.
David E. Quan Agency Insurance Brokers, Inc.
Located in Oakland, California, the David E. Quan Agency Insurance Brokers, Inc. is a full-service insurance agency serving the San Francisco Bay Area since 1955. Specializing in property, casualty, and life insurance, we offer risk management solutions to individuals and businesses throughout California. At David E. Quan Agency, Insurance Brokers, Inc., we believe in providing our clients with dedicated service, expert advice, and personalized attention. As an independent agency, we work with top-rated national and regional insurance carriers to offer a comprehensive suite of insurance solutions, including protection against cyber threats and online attacks.
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.
Farmers Insurance - Johnny Eugenio
Farmers Insurance - Johnny Eugenio is an insurance agency located at 344 Reservation Road in Marina, California, United States. Johnny Eugenio has been a Farmers Agent since 1987 and has received numerous accolades for his exceptional sales, service, and character. He has been recognized as Agent of the Year for nine consecutive years in Monterey County and has also served as a Farmers District Manager in Santa Clara County. Johnny is dedicated to providing comprehensive coverage for auto, home, life, renters, and business insurance. He is committed to helping clients protect their assets and plan for a secure financial future. Contact Johnny Eugenio for personalized insurance solutions tailored to your needs and budget.
Farmers Insurance - Richard So
Farmers Insurance - Richard So is an insurance agency located at 1572 Los Padres Boulevard, Santa Clara, California, United States. As a local Farmers® agent in Santa Clara, CA, Richard So helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers® offers a range of insurance products including auto, home, renters, business, life, and more. Richard So can help you understand your coverage options and provide personalized assistance to make you smarter about insurance. Whether you need comprehensive coverage, collision coverage, medical payments, or other types of insurance, Richard So is here to help. Contact Richard So today for a personalized insurance quote and learn about available discounts to help you save money. Protect your valuable possessions with Farmers Insurance and Financial Services, and create a solid financial plan for a secure future. Get in touch with Richard So to discuss your insurance needs and start building a customized insurance package to protect your assets and investments. Trust Farmers Insurance - Richard So for reliable insurance coverage tailored to your unique needs.
Reddaway
Reddaway, a moving company located at 751 Nuttman Street, Santa Clara, California, has unfortunately ceased operations after nearly 100 years of business. On August 6, 2023, Yellow Corporation and its affiliates, including USF Reddaway, filed for Chapter 11 bankruptcy. Ritchie Bros. and Nations Capital, LLC are managing the sale of Yellow Corp.'s rolling stock assets, which include a variety of trucks, trailers, and equipment located across the United States and Canada. For more information on auctions and tracking, visit Ritchie Bros. website. Access tracking, documents, invoices, claims, or reporting by clicking on the corresponding company logo.
Kramer Radin, LLP
Kramer Radin, LLP is a well-established law firm located in Los Altos, California, specializing in estate planning, probate, trust administration, conservatorships, and estate management. With a team of experienced legal professionals, the firm offers guidance on a range of related issues such as gifting, charitable giving, business succession planning, elder abuse prevention, and dispute resolution. The firm's goal is to help clients plan and administer their estates wisely to protect assets, minimize legal and tax expenses, and ensure estate protection and continuity. Serving clients in Santa Clara and San Mateo Counties, including Palo Alto, Sunnyvale, Cupertino, and Silicon Valley, Kramer Radin, LLP is dedicated to providing comprehensive legal services in estate planning and related matters. Attorney Advertising. This website provides general information and does not constitute formal legal advice or establish a lawyer/client relationship.
Patent PC
Patent PC is a leading intellectual property law institution located at 4701 Patrick Henry Drive in Santa Clara, California. Specializing in patent, trademark, and design protection, we make safeguarding your innovations simple and efficient. Our experienced team offers a range of services including provisional application filings, utility patent protection, design application services, and comprehensive trademark portfolio management. For larger clients, we offer custom software solutions to streamline IP workflow management, ensuring clear communication and quality control throughout the process. Additionally, our in-house software tools such as IPChecker help identify and maximize the value of your intellectual property assets, providing valuable insights for your venture.
Douglass Law Group
Douglass Law Group is a top-notch estate planning and probate law firm located at 16185 Los Gatos Boulevard in Los Gatos, California. Specializing in providing expert legal representation in estate planning, probate, and trust administration, our boutique law firm caters to clients in Santa Clara County, Silicon Valley, and throughout California. Lead attorney Judith Douglass, a certified Estate Planning, Trust & Probate Law Specialist, brings a wealth of experience and a strong commitment to offering high-quality legal services. With a client-centered approach, we offer a range of services tailored to protect your assets and ensure a seamless transition for your loved ones.
Fernando & Partners, LLP
Fernando & Partners, LLP is a leading law firm located in the heart of Silicon Valley, specializing in Intellectual Property (IP) services. Our team of experienced attorneys offers a wide range of services including patent preparation, prosecution, legal opinions on patentability, noninfringement, and invalidity, as well as patent portfolio management and strategy. We work with clients in diverse industries such as consumer electronics, medical devices, software, cyber-security, privacy, alternative energy, imaging, computer vision, machine learning and artificial intelligence, quantum computing, optics, and mobile communication devices and systems. Our firm is dedicated to providing top-notch legal services to protect and maximize the value of our clients' intellectual property assets.
Morgan Stanley Financial Advisors
Morgan Stanley Financial Advisors is a prestigious finance institution located at 225 West Santa Clara Street in San Jose, California, United States. With a team of experienced financial advisors, they provide comprehensive wealth management services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your assets, Morgan Stanley Financial Advisors offers personalized solutions tailored to your individual needs. Trust in their expertise and dedication to help secure your financial future.
Edelman Financial Engines
Edelman Financial Engines is a leading financial institution located at 3945 Freedom Circle in Santa Clara, California, United States. Specializing in finance, they offer a wide range of services to help individuals and businesses manage their wealth and achieve their financial goals. With a team of experienced professionals, Edelman Financial Engines provides personalized financial planning, investment management, retirement planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Edelman Financial Engines is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
A3C Financial Services
A3C Financial Services is a reputable accounting and finance institution located at 1700 Wyatt Drive in Santa Clara, California, United States. With a team of experienced professionals, we provide a wide range of financial services including tax preparation, bookkeeping, budgeting, and financial planning. Our goal is to help individuals and businesses achieve their financial goals through personalized and reliable services. Contact us today to schedule a consultation and learn how we can assist you in managing your finances effectively.
NRI Wealth
NRI Wealth is a leading finance institution located at 5201 Great America Parkway in Santa Clara, California, United States. We specialize in providing wealth management services to Non-Resident Indians (NRIs) looking to grow and protect their assets. Our team of experienced financial advisors offers personalized solutions to help clients achieve their financial goals and secure a prosperous future. With a focus on integrity and excellence, NRI Wealth is committed to delivering superior financial services tailored to the unique needs of our clients.
Essence Wealth & Insurance Services
Essence Wealth & Insurance Services is a leading financial institution located at 4677 Old Ironsides Drive in Santa Clara, California. Specializing in wealth management and insurance services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking to grow your wealth through strategic investment planning or safeguard your future with comprehensive insurance coverage, Essence Wealth & Insurance Services is here to provide personalized solutions tailored to your unique needs. Trust us to guide you towards a secure financial future.
The Cymrot Group - Morgan Stanley
The Cymrot Group - Morgan Stanley is a finance institution located at 225 West Santa Clara Street in San Jose, California, United States. As part of the prestigious Morgan Stanley network, The Cymrot Group offers a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, they provide personalized solutions to help clients achieve their financial goals and secure their financial future. Whether you are an individual investor, business owner, or institution, The Cymrot Group - Morgan Stanley is dedicated to providing top-tier financial services and expertise.
Todd Ferreira - Financial Advisor, Ameriprise Financial Services, LLC
Todd Ferreira is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 225 West Santa Clara Street in San Jose, California. With a strong background in finance and a commitment to helping clients achieve their financial goals, Todd provides personalized financial planning services tailored to each individual's unique needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Todd Ferreira is here to help guide you on the path to financial success. Contact Todd Ferreira at Ameriprise Financial Services, LLC today to schedule a consultation and take control of your financial future.
Sarah Clish - Private Wealth Advisor, Ameriprise Financial Services, LLC
Sarah Clish is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 225 West Santa Clara Street in San Jose, California, United States. Sarah holds several prestigious certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications demonstrate her expertise in asset management, estate planning, investment strategies, and retirement planning. She is also trained in behavioral financial advising, philanthropy, fixed-rate and variable annuities, and issues impacting seniors and those planning for retirement. Sarah is committed to providing comprehensive financial planning services to her clients, helping them achieve their financial goals and secure their financial future.
David Farkouh - Private Wealth Advisor, Ameriprise Financial Services, LLC
David Farkouh - Private Wealth Advisor at Ameriprise Financial Services, LLC is a leading finance institution located in San Jose, California. With a focus on providing personalized wealth management services, David Farkouh helps clients navigate the complexities of financial planning and investment strategies. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, David Farkouh and his team are dedicated to helping you achieve your financial goals. Visit them at 225 West Santa Clara Street for expert advice and guidance on managing your wealth effectively.
Phuong Pham - Private Wealth Advisor, Ameriprise Financial Services, LLC
Phuong Pham - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 225 West Santa Clara Street in San Jose, California, is a finance institution offering a range of services to meet the diverse needs of individuals. Phuong Pham holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications demonstrate Phuong Pham's expertise in asset management, retirement planning, estate planning, investment strategies, and more. With a commitment to ethical practices and ongoing education, Phuong Pham is dedicated to providing high-quality financial advice to clients in San Jose and beyond.
Daniel Chang - Private Wealth Advisor, Ameriprise Financial Services, LLC
Daniel Chang is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 225 West Santa Clara Street in San Jose, California, United States. Daniel holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and comprehensive financial planning, Daniel provides personalized wealth management solutions to individuals, retirees, small business owners, and high net worth clients. His commitment to ongoing education and training ensures that he stays up-to-date on the latest financial trends and strategies to help his clients achieve their financial goals. Whether you are looking for retirement planning advice, estate planning services, or investment management solutions, Daniel Chang is a trusted advisor who can help you navigate the complexities of wealth management.
James Motteler - Financial Advisor, Ameriprise Financial Services, LLC
James Motteler is a Financial Advisor at Ameriprise Financial Services, LLC, located at 225 West Santa Clara Street, San Jose, California, United States. James Motteler holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate James Motteler's expertise in asset management, retirement planning, estate planning, investment strategies, and more. James Motteler is dedicated to providing comprehensive financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.
Michael Adiutori - Financial Advisor, Ameriprise Financial Services, LLC
Michael Adiutori is a dedicated financial advisor working at Ameriprise Financial Services, LLC located at 225 West Santa Clara Street in San Jose, California. With a focus on providing personalized financial planning and investment strategies, Michael helps clients navigate their financial goals and secure their financial future. As a trusted professional in the finance industry, he is committed to helping individuals and families achieve their financial aspirations. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Michael Adiutori is here to provide expert guidance and support. Contact him today to schedule a consultation and take the first step towards a more secure financial future.
World Financial Group Inc
World Financial Group Inc is a leading financial institution located at 1850 Warburton Avenue in Santa Clara, California, United States. Specializing in a wide range of financial services, including investment planning, retirement savings, insurance, and wealth management, World Financial Group Inc is dedicated to helping individuals and families achieve their financial goals. With a team of experienced financial advisors and a commitment to personalized service, World Financial Group Inc is a trusted partner for individuals looking to secure their financial future.
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