TOP 30 Community financial institution in Los Gatos, California

5 results found

Edward Jones - Financial Advisor: Vince DiPiero, CFP® is a reputable financial institution located at 101 Church Street in Los Gatos, California, United States. As a Certified Financial Planner, Vince DiPiero offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is dedicated to providing top-notch financial services to individuals and families in the community.

New American Funding - Micah Gunter is a finance institution located at 16185 Los Gatos Boulevard, Los Gatos, California, United States. Micah Gunter, a dedicated Mortgage Lender in Roseville, CA, brings a strong sense of discipline and teamwork to the world of real estate finance. With a commitment to excellence and local market knowledge, Micah is here to guide you through a seamless and informed home financing experience. The institution offers the Pathway to Homeownership initiative, providing up to $8,000 in assistance to qualified borrowers in select areas. Additionally, NAF Cash allows for competitive, true cash offers without financing contingencies. Customers have praised Micah for his expertise, communication, and support throughout the home buying process. For expert advice on refinancing or purchasing a home, contact New American Funding - Micah Gunter today.

Young & Associates is a finance institution located at 750 University Avenue in Los Gatos, California, United States. Our team is dedicated to providing personalized solutions to meet the dynamic needs of each client at every stage of wealth accumulation. We offer expert guidance to empower your decision-making process and ensure seamless financial management for your family and future. With a focus on stability and community investment, we provide bespoke investment strategies aligned with your financial objectives. Our comprehensive suite of services includes holistic financial planning for individuals and institutions, as well as trust management and fiduciary oversight. Through our curated Rockefeller Lifestyle Advisory partners, we offer exclusive experiences and concierge services to help you focus on what truly matters to you. Led by your private advisor, our dedicated team will assist you in managing day-to-day finances and creating a financial plan designed to grow with you. With a strong presence on the West Coast and a commitment to innovation, we strive to provide our clients with the highest level of service and expertise. Contact us today to learn more about how Young & Associates can help you achieve your financial goals.

Matthew Mendoza is a finance institution located at 1999 South Bascom Avenue, Campbell, California, United States. We are dedicated to helping clients achieve their grandest visions through thoughtful financial planning. Our team is committed to meeting the dynamic needs of each client at every stage of wealth, providing solutions to unique challenges and offering an elevated level of service. Our office at 750 University Avenue Suite 240 in Los Gatos, CA, offers expert guidance to empower your decision-making, seamless financial management for your family and future, and a full suite of financial solutions through our network. We prioritize stability for today and the future of your family, and help you make intelligent investments in your community.

Shafer's Income Tax & Real Estate is a reputable institution located at 612 University Avenue in Los Gatos, California, United States. Specializing in accounting and finance services, this institution offers expert advice and assistance in income tax preparation and real estate transactions. With a team of experienced professionals, Shafer's Income Tax & Real Estate is dedicated to providing top-notch financial services to individuals and businesses in the local community. Whether you need help with filing your taxes or navigating the real estate market, you can trust Shafer's to provide reliable and personalized solutions to meet your needs.