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Best financial advisor in Santa Clara, California

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  • 5 1
    #31

    WhiteSpace Financial, LLC

    ● Closed
    228 Hamilton Ave # 300, Palo Alto, CA 94301, United States
    650-777-7588
    ourwhitespace.com

    WhiteSpace Financial, LLC is a reputable finance institution located at 228 Hamilton Avenue, Palo Alto, California, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients.

    Financial Service
    Details
  • 5 7
    #32

    Castelli Financial

    ● Closed
    236 N Santa Cruz Ave #240, Los Gatos, CA 95030, United States
    408-838-4544
    castellifinancial.com

    Castelli Financial is a finance institution located at 236 North Santa Cruz Avenue, Los Gatos, California, United States.

    Financial Service
    Details
  • 5 4
    #33

    JR Financial & Insurance Services

    ● Closed
    2005 De La Cruz Blvd # 120, Santa Clara, CA 95050, United States
    408-642-1322
    jrfis.com

    JR Financial & Insurance Services is a reputable finance institution located at 2005 De La Cruz Boulevard in Santa Clara, California.

    Photo of JR Financial & Insurance Services - 2005 De La Cruz Boulevard, Santa Clara, CA 95050, USA Photo of JR Financial & Insurance Services - 2005 De La Cruz Boulevard, Santa Clara, CA 95050, USA Photo of JR Financial & Insurance Services - 2005 De La Cruz Boulevard, Santa Clara, CA 95050, USA
    Financial Service
    Details
  • 5 1
    #34

    Financial Journey Partners

    ● Closed
    101 Metro Dr Suite 264, San Jose, CA 95110, United States
    408-963-2858
    financialjourney.com

    Financial Journey Partners is a leading finance and insurance agency located at 101 Metro Drive in San Jose, California, United States.

    Photo of Financial Journey Partners - 101 Metro Drive, San Jose, CA 95110, USA Photo of Financial Journey Partners - 101 Metro Drive, San Jose, CA 95110, USA Photo of Financial Journey Partners - 101 Metro Drive, San Jose, CA 95110, USA
    Financial Service Insurance Agency
    Details
  • 5 1
    #35

    MLP Tax & Financial Services Inc

    ● Closed
    101 Metro Dr # 650, San Jose, CA 95110, United States
    408-453-2000
    mlpfinancial.com

    MLP Tax & Financial Services Inc. is an independent tax and financial services firm located at 101 Metro Drive in San Jose, California.

    Photo of MLP Tax & Financial Services Inc - 101 Metro Drive, San Jose, CA 95110, USA Photo of MLP Tax & Financial Services Inc - 101 Metro Drive, San Jose, CA 95110, USA Photo of MLP Tax & Financial Services Inc - 101 Metro Drive, San Jose, CA 95110, USA
    Accounting Service Financial Service Insurance Agency
    Details
  • 5 2
    #36

    New Assets Investment Advisors LLC

    ● Open
    1525 McCarthy Blvd #1083, Milpitas, CA 95035, United States
    408-520-9558
    new-assets.com

    New Assets Investment Advisors LLC is a finance institution located at 1525 McCarthy Boulevard in Milpitas, California, United States.

    Financial Service
    Details
  • 5 2
    #37

    Kas Financial

    ● Open
    1276 Lincoln Ave #106, San Jose, CA 95125, United States
    408-871-0660

    Kas Financial is a leading accounting and finance institution located at 1276 Lincoln Avenue in San Jose, California. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the area.

    Accounting Service Financial Service
    Details
  • 5 6
    #38

    Context Wealth Advisors

    ● Closed
    1901 S Bascom Ave suite 1500, Campbell, CA 95008, United States
    408-905-3000
    contextwealth.com

    Context Wealth Advisors is a leading finance institution located at 1901 South Bascom Avenue in Campbell, California.

    Photo of Context Wealth Advisors - 1901 South Bascom Avenue, Campbell, CA 95008, USA
    Financial Service
    Details
  • 5 19
    #39

    Investy Financial Services

    ● Closed
    919 Story Rd #1200, San Jose, CA 95122, United States
    408-855-8888
    investyfs.com

    Investy Financial Services is a leading finance institution located at 919 Story Road in San Jose, California.

    Photo of Investy Financial Services - 919 Story Road, San Jose, CA 95122, USA Photo of Investy Financial Services - 919 Story Road, San Jose, CA 95122, USA Photo of Investy Financial Services - 919 Story Road, San Jose, CA 95122, USA
    Financial Service
    Details
  • 5 1
    #40

    Harshad Shah Financial Services

    ● Closed
    2690 S White Rd # 245, San Jose, CA 95148, United States
    408-238-1200
    multifinancials.com

    Harshad Shah Financial Services is a leading accounting and finance institution located at 2690 South White Road in San Jose, California, United States.

    Accounting Service Financial Service
    Details
  • 5 1
    #41

    Merrill Lynch Financial Advisor Dahn Lincoln

    ● Closed
    50 W San Fernando St 16th Floor, San Jose, CA 95113, United States
    408-283-3133
    fa.ml.com

    Merrill Lynch Financial Advisor Dahn Lincoln is a finance institution located at 50 West San Fernando Street, San Jose, California, United States.

    Financial Service
    Details
  • 5 2
    #42

    Sequoia Wealth Advisors and Invesment Management, Inc.

    ● Closed
    99 S Almaden Blvd #925, San Jose, CA 95113, United States
    408-645-2500
    sequoiawa.com

    Sequoia Wealth Advisors and Investment Management, Inc. is a leading finance institution located at 99 South Almaden Boulevard in San Jose, California, United States.

    Photo of Sequoia Wealth Advisors and Invesment Management, Inc. - 99 South Almaden Boulevard, San Jose, CA 95113, USA Photo of Sequoia Wealth Advisors and Invesment Management, Inc. - 99 South Almaden Boulevard, San Jose, CA 95113, USA
    Financial Service
    Details
  • 5 2
    #43

    Robert Galindo, LPL Financial

    ● Closed
    3880 S Bascom Ave #210, San Jose, CA 95124, United States
    408-540-7120
    galindofinancialgroup.com

    Robert Galindo, LPL Financial is a reputable finance institution located at 3880 South Bascom Avenue in San Jose, California, United States.

    Financial Service
    Details
  • 5 2
    #44

    Silicon Valley Financial Group

    ● Closed
    950 S Bascom Ave #2112, San Jose, CA 95128, United States
    408-280-0800
    svfg.com

    Silicon Valley Financial Group is a leading financial institution located at 950 South Bascom Avenue in the heart of San Jose, California.

    Financial Service
    Details
  • 5 1
    #45

    Transitions Wealth Advisors

    ● Closed
    1100 Lincoln Ave #241, San Jose, CA 95125, United States
    408-357-7762
    transitionswealthadvisors.com

    Transitions Wealth Advisors is a leading finance institution located at 1100 Lincoln Avenue in San Jose, California, United States.

    Photo of Transitions Wealth Advisors - 1100 Lincoln Avenue, San Jose, CA 95125, USA Photo of Transitions Wealth Advisors - 1100 Lincoln Avenue, San Jose, CA 95125, USA Photo of Transitions Wealth Advisors - 1100 Lincoln Avenue, San Jose, CA 95125, USA
    Financial Service
    Details
  • 5 4
    #46

    D&L Financial Services

    ● Closed
    280 E Hamilton Ave Ste G, Campbell, CA 95008, United States
    408-227-1472
    dlfinancial.org

    D&L Financial Services is a reputable accounting and finance institution located at 280 East Hamilton Avenue in Campbell, California, United States.

    Photo of D&L Financial Services - 280 East Hamilton Avenue, Campbell, CA 95008, USA Photo of D&L Financial Services - 280 East Hamilton Avenue, Campbell, CA 95008, USA
    Accounting Service Financial Service
    Details
  • 5 5
    #47

    Ledwith Financial Wealth Management

    ● Closed
    55 W 1st St, Morgan Hill, CA 95037, United States
    408-778-3000
    ledwithfinancial.com

    Ledwith Financial Wealth Management is a premier financial institution located at 55 West 1st Street in Morgan Hill, California.

    Photo of Ledwith Financial Wealth Management - 55 West 1st Street, Morgan Hill, CA 95037, USA Photo of Ledwith Financial Wealth Management - 55 West 1st Street, Morgan Hill, CA 95037, USA
    Financial Service
    Details
  • 5 1
    #48

    InsTax Financial Services

    ● Closed
    2726 Aborn Rd Suite 201, San Jose, CA 95121, United States
    408-272-1067
    instaxfinancialservices.com

    InsTax Financial Services is a comprehensive financial institution located in San Jose, California. Specializing in accounting, finance, and insurance services, we cater to both individuals and small businesses in the Bay Area and beyond.

    Photo of InsTax Financial Services - 2726 Aborn Road, San Jose, CA 95121, USA Photo of InsTax Financial Services - 2726 Aborn Road, San Jose, CA 95121, USA Photo of InsTax Financial Services - 2726 Aborn Road, San Jose, CA 95121, USA
    Accounting Service Financial Service Insurance Agency
    Details
  • 5 1
    #49

    Kristi Ellington Financial

    ● Open
    8343 Church St, Gilroy, CA 95020, United States
    408-848-0874
    ellingtonfinancialgroup.com

    Kristi Ellington Financial is a finance institution located at 8343 Church Street in Gilroy, California.

    Financial Service
    Details
  • 5 1
    #50

    TechGirl Financial

    ● Closed
    18181 Butterfield Blvd #170, Morgan Hill, CA 95037, United States
    800-584-3652
    techgirlfinancial.com

    TechGirl Financial is a cutting-edge finance institution located at 18181 Butterfield Boulevard in Morgan Hill, California, United States. Our team of expert financial advisors are dedicated to empowering women through financial education and guidance.

    Photo of TechGirl Financial - 18181 Butterfield Boulevard, Morgan Hill, CA 95037, USA Photo of TechGirl Financial - 18181 Butterfield Boulevard, Morgan Hill, CA 95037, USA Photo of TechGirl Financial - 18181 Butterfield Boulevard, Morgan Hill, CA 95037, USA
    Financial Service
    Details
  • 5 1
    #51

    Marcia Queen Financial

    ● Open
    none, Gilroy, CA 95020, United States
    408-848-5645
    marciaqueen.com

    Marcia Queen Financial is a reputable accounting and finance institution located in Gilroy, California, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses.

    Accounting Service Financial Service
    Details
  • 5 2
    #52

    Olma Tax & Financial

    ● Closed
    459 Monterey Ave #207, Los Gatos, CA 95030, United States
    650-353-7737
    olmatax.com

    Olma Tax & Financial is a reputable institution located at 459 Monterey Avenue in Los Gatos, California, United States.

    Photo of Olma Tax & Financial - 459 Monterey Avenue, Los Gatos, CA 95030, USA Photo of Olma Tax & Financial - 459 Monterey Avenue, Los Gatos, CA 95030, USA
    Accounting Service Financial Service
    Details
  • 5 1
    #53

    Edward Jones - Financial Advisor: Murthy Nyayapati, AAMS™|CRPC™

    ● Open
    1045 W El Camino Real Suite C, Mountain View, CA 94040, United States
    650-321-8586
    edwardjones.com

    Edward Jones - Financial Advisor: Murthy Nyayapati, AAMS™|CRPC™ is a reputable finance institution located at 1045 West El Camino Real in Mountain View, California, United States.

    Photo of Edward Jones - Financial Advisor: Murthy Nyayapati, AAMS™|CRPC™ - 1045 West El Camino Real, Mountain View, CA 94040, USA
    Financial Service
    Details
  • 5 1
    #54

    Edward Jones - Financial Advisor: Cynthia A Wemyss, CFP®|ChFC®

    ● Closed
    339 S San Antonio Rd Suite 1 B, Los Altos, CA 94022, United States
    650-948-4886
    edwardjones.com

    Edward Jones - Financial Advisor: Cynthia A Wemyss, CFP®|ChFC® is a reputable finance institution located at 339 South San Antonio Road in Los Altos, California, United States.

    Photo of Edward Jones - Financial Advisor: Cynthia A Wemyss, CFP®|ChFC® - 339 South San Antonio Road, Los Altos, CA 94022, USA
    Financial Service
    Details
  • 5 5
    #55

    Edward Jones - Financial Advisor: Mandy Andrei, CFP®|AAMS™

    ● Closed
    1045 W El Camino Real Suite C, Mountain View, CA 94040, United States
    650-321-8586
    edwardjones.com

    Edward Jones - Financial Advisor: Mandy Andrei, CFP®|AAMS™ is a reputable finance institution located at 1045 West El Camino Real in Mountain View, California.

    Photo of Edward Jones - Financial Advisor: Mandy Andrei, CFP®|AAMS™ - 1045 West El Camino Real, Mountain View, CA 94040, USA Photo of Edward Jones - Financial Advisor: Mandy Andrei, CFP®|AAMS™ - 1045 West El Camino Real, Mountain View, CA 94040, USA
    Financial Service
    Details
  • 5 1
    #56

    Edward Jones - Financial Advisor: Swanellie Paulin, CEPA®|AAMS™|CRPC™

    ● Closed
    1309 S Mary Ave #204, Sunnyvale, CA 94087, United States
    408-746-3800
    edwardjones.com

    Edward Jones - Financial Advisor Swanellie Paulin, CEPA®, AAMS™, CRPC™ is a reputable financial institution located at 1309 South Mary Avenue, Sunnyvale, California, United States.

    Photo of Edward Jones - Financial Advisor: Swanellie Paulin, CEPA®|AAMS™|CRPC™ - 1309 South Mary Avenue, Sunnyvale, CA 94087, USA
    Financial Service
    Details
  • 5 2
    #57

    Edward Jones - Financial Advisor: Shane Jacksteit, CFP®|CAP®|AAMS™|CRPC™

    ● Closed
    438 S Murphy Ave Suite 201, Sunnyvale, CA 94086, United States
    408-732-9532
    edwardjones.com

    Edward Jones - Financial Advisor: Shane Jacksteit, CFP®|CAP®|AAMS™|CRPC™ is a reputable financial institution located at 438 South Murphy Avenue, Sunnyvale, California, United States.

    Photo of Edward Jones - Financial Advisor: Shane Jacksteit, CFP®|CAP®|AAMS™|CRPC™ - 438 South Murphy Avenue, Sunnyvale, CA 94086, USA
    Financial Service
    Details
  • 5 1
    #58

    David T. Lee - BancWest Investment Services Wealth Financial Advisor

    ● Closed
    531 Cowper St, Palo Alto, CA 94301, United States
    650-269-0476
    bankofthewest.com

    David T. Lee - BancWest Investment Services Wealth Financial Advisor is a reputable financial institution located at 531 Cowper Street in Palo Alto, California, United States.

    Photo of David T. Lee - BancWest Investment Services Wealth Financial Advisor - 531 Cowper Street, Palo Alto, CA 94301, USA Photo of David T. Lee - BancWest Investment Services Wealth Financial Advisor - 531 Cowper Street, Palo Alto, CA 94301, USA
    Financial Service
    Details
  • 5 3
    #59

    Edward Jones - Financial Advisor: Lucy McGuire, CFP®|AAMS™|CRPS™

    ● Closed
    14375 Saratoga Ave Suite 105, Saratoga, CA 95070, United States
    408-868-4005
    edwardjones.com

    Edward Jones - Financial Advisor: Lucy McGuire, CFP®|AAMS™|CRPS™ is a reputable finance institution located at 14375 Saratoga Avenue in Saratoga, California, United States.

    Photo of Edward Jones - Financial Advisor: Lucy McGuire, CFP®|AAMS™|CRPS™ - 14375 Saratoga Avenue, Saratoga, CA 95070, USA
    Financial Service
    Details
  • 5 1
    #60

    Henry Plata - Private Wealth Advisor, Ameriprise Financial Services, LLC

    ● Open
    591 W Hamilton Ave Ste 110, Campbell, CA 95008, United States
    408-663-6418
    ameripriseadvisors.com

    Henry Plata is a highly experienced Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 591 West Hamilton Avenue in Campbell, California.

    Photo of Henry Plata - Private Wealth Advisor, Ameriprise Financial Services, LLC - 591 West Hamilton Avenue, Campbell, CA 95008, USA Photo of Henry Plata - Private Wealth Advisor, Ameriprise Financial Services, LLC - 591 West Hamilton Avenue, Campbell, CA 95008, USA
    Financial Service
    Details
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