Comprehensive asset management solutions in Santa Clara, CA
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David E. Quan Agency Insurance Brokers, Inc.
● ClosedLocated 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.
1767 16th St, Oakland, CA 94607, United States -
Farmers Insurance - Johnny Eugenio
● ClosedFarmers 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.
344 Reservation Rd Ste B, Marina, CA 93933, United States -
Patent PC
● OpenPatent 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.
4701 Patrick Henry Dr Building 16, Santa Clara, CA 95054, United States -
Morgan Stanley Financial Advisors
● OpenMorgan 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.
225 W Santa Clara St Suite 900, San Jose, CA 95113, United States -
A3C Financial Services
● ClosedA3C 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.
1700 Wyatt Dr Suite #9, Santa Clara, CA 95054, United States -
Essence Wealth & Insurance Services
● ClosedEssence 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.
4677 Old Ironsides Dr # 350, Santa Clara, CA 95054, United States -
Daniel Chang - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedDaniel 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.
225 W Santa Clara St UNIT 1600, San Jose, CA 95113, United States -
World Financial Group Inc
● ClosedWorld 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.
1850 Warburton Ave #203, Santa Clara, CA 95050, United States -
Eric Stryker - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedEric Stryker is a Financial Advisor at Ameriprise Financial Services, LLC located at 225 West Santa Clara Street in San Jose, California, United States. Eric holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, showcasing his expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on providing comprehensive financial solutions, Eric is dedicated to helping individuals achieve their financial goals and secure their future. Whether you are a retiree, small business owner, or high net worth client, Eric Stryker is committed to providing personalized financial advice tailored to your specific needs.
225 W Santa Clara St UNIT 1600, San Jose, CA 95113, United States
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