Comprehensive financial planning services in Saratoga, CA
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LTC Financial Partners
● ClosedLTC Financial Partners is a finance, health, and insurance agency located at 18746 Devon Avenue in Saratoga, California, United States. Specializing in long-term care planning, they provide expert guidance and personalized solutions to help individuals and families prepare for the costs and challenges of aging. With a team of experienced professionals, LTC Financial Partners offers comprehensive services to ensure clients have the financial security and peace of mind they need for the future.
18746 Devon Ave, Saratoga, CA 95070, United States -
Student Services Center
● OpenThe Student Services Center at 14000 Fruitvale Avenue in Saratoga, California, is a vital resource for students at the university. This center provides a wide range of services to support student success, including academic advising, career counseling, financial aid assistance, and disability services. Whether students need help navigating their academic journey, planning for their future careers, or accessing necessary accommodations, the Student Services Center is there to help. With dedicated staff members and comprehensive resources, this institution is committed to ensuring that every student has the support they need to thrive during their time at the university.
Counseling Buidling, 14000 Fruitvale Ave, Saratoga, CA 95070, United States -
Edward Jones - Financial Advisor: Lucy McGuire, CFP®|AAMS™|CRPS™
● ClosedEdward Jones - Financial Advisor: Lucy McGuire, CFP®|AAMS™|CRPS™ is a reputable finance institution located at 14375 Saratoga Avenue in Saratoga, California, United States. Lucy McGuire, a Certified Financial Planner (CFP®), Accredited Asset Management Specialist (AAMS™), and Chartered Retirement Plans Specialist (CRPS™), offers expert financial advice and planning services to help clients achieve their financial goals. With a focus on personalized service and a comprehensive approach to financial planning, Lucy McGuire and the team at Edward Jones are dedicated to helping clients navigate the complexities of investing and retirement planning. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Edward Jones - Financial Advisor: Lucy McGuire is committed to providing you with the guidance and support you need to make informed financial decisions.
14375 Saratoga Ave Suite 105, Saratoga, CA 95070, United States -
Herminia Ojeda - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedHerminia Ojeda - Financial Advisor at Ameriprise Financial Services, LLC is a trusted financial institution located at 920 Saratoga Avenue in San Jose, California. Specializing in providing personalized financial planning and investment advice, Herminia Ojeda helps clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships and offering comprehensive financial solutions, Herminia Ojeda is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind. Contact Herminia Ojeda today to start your journey towards financial success.
920 Saratoga Ave # 105C, San Jose, CA 95129, United States -
Woodard & Associates
● ClosedWoodard & Associates is a renowned institution located at 21025 Bank Mill Lane in Saratoga, California, United States. Specializing in interior design and home remodeling, our team, led by principal designer Carol Woodard, ASID, brings a wealth of resources to Silicon Valley projects. Our clients, many of whom are busy female executives, trust us to handle the details and bring their design dreams to life. With award-winning talent, expertise in sourcing the best materials, and attentive project management, we strive to exceed expectations and transform spaces. Recognized with the NARI Lifetime Achievement Award in April 2019, Carol Woodard is a trusted expert in the industry. She was also featured on Joe Cucchiara’s podcast, Real Estate Radio Live, discussing the importance of interior design in creating healthy living and working environments.
21025 Bank Mill Ln, Saratoga, CA 95070, United States -
Paul Middleton - State Farm Insurance Agent
● OpenPaul Middleton - State Farm Insurance Agent is an established insurance agency located at 1468 South De Anza Boulevard in San Jose, California. Conveniently situated near Saratoga and Cupertino, just one block south of Hwy 85 on De Anza Blvd, this agency specializes in providing auto insurance coverage to ensure your peace of mind while on the road. With a dedicated team of experienced professionals, including Lucy who has managed the office for 25 years, Pamela with 28 years of insurance experience, and Peter who has been in the industry for 21 years, you can trust that you are in good hands. At Paul Middleton - State Farm Insurance Agent, customer service is a top priority. The team is committed to helping you navigate the complexities of insurance, whether you need auto, home, renter's, or life insurance. With over 150 years of combined experience in the insurance industry, this agency is one of the most experienced State Farm offices in the San Jose region. They are available 24/7 to assist you with personalized insurance solutions in both English and Spanish.
1468 S De Anza Blvd, San Jose, CA 95129, United States -
ARIA Wealth Management
● ClosedARIA Wealth Management is a leading finance institution located at 20640 3rd Street in Saratoga, California, United States. With a focus on personalized financial planning and investment strategies, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, ARIA Wealth Management offers comprehensive services tailored to meet your individual needs. Trust us to provide expert guidance and support as you navigate the complexities of the financial world. Visit us today to learn more about how we can help you secure a brighter financial future.
20640 3rd St #300, Saratoga, CA 95070, United States -
Jain Capital
● OpenJain Capital is a finance institution located at 14662 Aloha Avenue in Saratoga, California, United States. Known for its expertise in investment management and financial advisory services, Jain Capital is dedicated to helping clients achieve their financial goals through strategic planning and personalized solutions. With a team of experienced professionals, Jain Capital provides comprehensive financial services tailored to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Jain Capital is committed to delivering exceptional results and unparalleled service.
14662 Aloha Ave, Saratoga, CA 95070, United States -
Albert Lee CFP
● ClosedAlbert Lee CFP is a reputable finance institution located at 275 Saratoga Avenue in Santa Clara, California, United States. Specializing in financial planning and investment management, Albert Lee CFP provides personalized services to help clients achieve their financial goals. With a team of experienced professionals, they offer comprehensive financial advice and strategies tailored to each individual's unique needs. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Albert Lee CFP is dedicated to helping you secure a stable financial future.
275 Saratoga Ave STE 220, Santa Clara, CA 95050, United States
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