TOP 10 Comprehensive financial services in Los Gatos, CA
24 results found
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Rice Financial Consulting
● ClosedRice Financial Consulting is a reputable finance institution located at 300 East Main Street in Los Gatos, California, United States. Our team of expert financial consultants provides personalized and comprehensive financial services to individuals and businesses. Whether you need assistance with investment strategies, retirement planning, or wealth management, our experienced professionals are here to help you achieve your financial goals. Trust Rice Financial Consulting to provide you with top-notch financial advice and guidance to secure your financial future.
300 E Main St, Los Gatos, CA 95030, United States -
Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a prestigious finance institution located at 16000 Los Gatos Boulevard in Los Gatos, California, United States. Our team of expert financial advisors offers personalized wealth management services to help clients achieve their financial goals. With a strong reputation for excellence and a commitment to client satisfaction, Morgan Stanley Financial Advisors is a trusted partner for individuals and businesses seeking comprehensive financial planning and investment solutions. Contact us today to learn how we can help you secure your financial future.
16000 Los Gatos Blvd, Los Gatos, CA 95032, United States -
MainStreet Financial Planning, Inc
● ClosedMainStreet Financial Planning, Inc is a reputable finance institution located at 236 North Santa Cruz Avenue in Los Gatos, California, United States. With a team of experienced financial advisors, MainStreet Financial Planning, Inc offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment management, or estate planning services, MainStreet Financial Planning, Inc is dedicated to providing personalized and comprehensive financial solutions tailored to your specific needs. Trust MainStreet Financial Planning, Inc to guide you towards a secure financial future.
236 N Santa Cruz Ave # 237, Los Gatos, CA 95030, United States -
Castelli Financial
● ClosedCastelli Financial is a finance institution located at 236 North Santa Cruz Avenue, Los Gatos, California, United States. At Castelli Financial, we prioritize transparency and trust, providing personalized financial services to help you achieve your financial goals and live your best life. Our approach is like an Italian family dinner - personal, sophisticated, and unrushed. We take the time to review your financial landscape, educate you about your options, and ensure you have peace of mind about your finances. Our founder, Juliette Castelli-Kolev, comes from a heritage of caring deeply for others, and we treat each client like family. We offer a range of financial solutions for all stages of life, from retirement planning to comprehensive financial strategies. Castelli Financial has been recognized by Forbes as one of the Best-in-State Top Financial Security Professionals for 2022, a testament to our dedication to excellence and client satisfaction. Juliette Castelli-Kolev is a licensed agent for New York Life Insurance Company, offering a range of insurance and investment products to help you secure your financial future. We are committed to serving our clients with integrity and expertise, and we are honored to have you join the Castelli Financial family.
236 N Santa Cruz Ave #240, Los Gatos, CA 95030, United States -
Lexington Financial
● OpenLexington Financial is a leading finance institution located at 260 Saratoga-Los Gatos Road in Los Gatos, California. As a trusted provider of financial services, Lexington Financial offers a wide range of solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Lexington Financial is dedicated to providing personalized and comprehensive financial advice to help clients navigate complex financial decisions. Whether you are looking to invest, save for the future, or secure a loan, Lexington Financial is committed to helping you succeed. Visit us today to learn more about our services and how we can help you achieve financial success.
260 Saratoga-Los Gatos Rd, Los Gatos, CA 95030, United States -
Comprehensive Financial Management
● OpenComprehensive Financial Management is a leading finance institution located at 720 University Avenue in Los Gatos, California, United States. Our team of experienced professionals is dedicated to providing comprehensive financial solutions to individuals and businesses. From investment management to retirement planning, we offer a wide range of services to help our clients achieve their financial goals. With a focus on personalized attention and tailored strategies, Comprehensive Financial Management is committed to helping our clients navigate the complexities of the financial world with confidence and peace of mind.
720 University Ave # 200, Los Gatos, CA 95032, United States -
Edward Jones - Financial Advisor: Russell T Case, CFP®|AAMS™|CRPC™|CRPS™
● ClosedEdward Jones - Financial Advisor: Russell T Case, CFP®|AAMS™|CRPC™|CRPS™ is a renowned financial institution located at 987 University Avenue in Los Gatos, California, United States. Specializing in providing personalized financial planning services, Russell T Case is a Certified Financial Planner with additional designations in Accredited Asset Management Specialist, Chartered Retirement Planning Counselor, and Chartered Retirement Plans Specialist. With a commitment to helping clients achieve their financial goals and secure their financial futures, Edward Jones offers expert advice and guidance in investment strategies, retirement planning, wealth management, and more. Trust in Edward Jones and Russell T Case to provide comprehensive and tailored financial solutions to meet your individual needs.
987 University Ave #11, Los Gatos, CA 95032, United States -
Edward Jones - Financial Advisor: Vince DiPiero, CFP®
● ClosedEdward 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.
101 Church St Suite 18, Los Gatos, CA 95030, United States -
Truly Financial Group, LLC
● ClosedTruly Financial Group, LLC is a finance institution located in Los Gatos, California. Our team of experts provides comprehensive tax planning services that are forward-looking and strategic, helping you make informed decisions that optimize your tax situation. With a focus on maximizing your financial resources and minimizing tax liabilities, Truly Financial Group, LLC is dedicated to helping you achieve your financial goals. Contact us at 235 Oak Meadow Drive to learn more about how we can assist you with your tax and financial planning needs.
235 Oak Meadow Dr, Los Gatos, CA 95032, United States -
Copper Tree Wealth Management - UBS Financial Services Inc.
● OpenCopper Tree Wealth Management - UBS Financial Services Inc. is a prestigious financial institution located at 750 University Avenue in Los Gatos, California. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized investment strategies and comprehensive financial planning, we strive to provide our clients with the highest level of service and expertise. Trust Copper Tree Wealth Management - UBS Financial Services Inc. to guide you towards financial success.
750 University Ave #250, Los Gatos, CA 95032, United States -
Merrill Investment & Retirement Financial Center
● ClosedMerrill Investment & Retirement Financial Center is a premier finance institution located at 780 Blossom Hill Road in Los Gatos, California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their investment and retirement goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, our experts are here to provide personalized guidance and support. Visit us today to learn more about our comprehensive range of financial services and start building a secure financial future.
780 Blossom Hill Rd, Los Gatos, CA 95032, United States -
Cruz Properties
● ClosedCruz Properties is a premier real estate agency located at 23111 Santa Cruz Highway in Los Gatos, California. With 25 years of experience selling homes and land in the area, we offer unparalleled local expertise to help you find your dream property or the right buyer for your home. Our user-friendly website allows buyers to search for listings and receive instant alerts for new properties that match their preferences. We have a network of trusted resources, including mortgage brokers and private lenders, to simplify the financial aspect of your real estate journey. Our website also provides comprehensive information about the neighborhoods, schools, and amenities in the Los Gatos and Santa Cruz Mountains, helping you make informed decisions. With a proven track record of successful negotiations, we are dedicated to getting you the best possible price for your home. When selling your home with Cruz Properties, we leverage our effective online presence to maximize exposure on top real estate websites and social media platforms. As an independent Broker, we provide personalized service and accessibility, with one of us available 7 days a week to cater to your preferred schedule. Our office in the Los Gatos Mountains near Summit Rd allows us to have intimate knowledge of the local market, making us the go-to agency for all your real estate needs.
23111 Santa Cruz Hwy, Los Gatos, CA 95033, United States -
Laura Peterson - State Farm Insurance Agent
● ClosedLaura Peterson - State Farm Insurance Agent is located at 16795 Lark Avenue in Los Gatos, California. This insurance agency, situated at the corner of Lark and Winchester off of Highway 17, offers personalized insurance and financial services to the local community. While online auto quoting is not available, customers can call, text, or visit the office for an auto quote. The team at Laura Peterson is dedicated to creating a Personal Price Plan tailored to each individual's needs. Specializing in renters insurance, the agency helps clients find the right balance in coverage for personal property and liability. In addition to insurance services, Laura Peterson - State Farm Insurance Agent offers financial advice and resources to help clients save money and protect their assets. The agency's team members are licensed in Home, Auto, Life, and Health insurance, ensuring comprehensive coverage for all aspects of life.
16795 Lark Ave #108, Los Gatos, CA 95032, 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 -
Weist Law
● ClosedWeist Law is a full-service public finance law firm located at 20 South Santa Cruz Avenue, Los Gatos, California, United States. Specializing in serving as Bond Counsel & Special Counsel for California Public Agencies, our team of lawyers and registered municipal advisors work together to provide superior legal and financial guidance for projects of all sizes and complexities. With a focus on cost-efficient, effective legal and financing strategies, we empower public agencies to think outside the box, spend public funds wisely, and promote intergenerational equity. Our team pioneers creative legal and financial strategies for financing projects and stays up to date on low-cost loan, grant, and tax credit opportunities, as well as applicable laws and regulations.
20 S Santa Cruz Ave, Los Gatos, CA 95030, United States -
Farmers Insurance - Kelli Walsh
● ClosedFarmers Insurance - Kelli Walsh is a reputable insurance agency located at 451 Los Gatos Boulevard, Los Gatos, California. As a third generation local Farmers® agent, Kelli Walsh helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, or more, Kelli is knowledgeable and experienced in helping clients understand their coverage options. With a straightforward and personalized approach, she aims to make clients smarter about insurance. Kelli Walsh offers comprehensive coverage options for auto insurance, including collision coverage, deductibles, and medical payments. She also provides competitive rates with multi-line insurance discounts. For home insurance, Farmers® has been a trusted provider for over 80 years, offering protection in the event of disasters like fires. With affordable rates and multi-line insurance discounts, clients can get a quote for home insurance.
451 Los Gatos Blvd, Los Gatos, CA 95032, United States -
The Krenzin Wealth Management Group - Morgan Stanley
● OpenThe Krenzin Wealth Management Group at Morgan Stanley is a leading finance institution located at 16000 Los Gatos Boulevard in Los Gatos, California. With a team of experienced professionals, they provide comprehensive wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, the Krenzin Wealth Management Group offers personalized solutions tailored to your unique needs. Trust in their expertise and dedication to help secure your financial future.
16000 Los Gatos Blvd, Los Gatos, CA 95032, United States -
Glomb Private Wealth
● ClosedGlomb Private Wealth, located at 720 University Avenue in Los Gatos, California, is a finance institution dedicated to helping clients protect and grow their wealth. Our team of experienced professionals is committed to building strong relationships with our clients, providing personalized service and comprehensive financial solutions. As an independent firm, we offer the personalized service of a boutique firm while also leveraging the resources of global financial institutions. With over 70 years of collective experience, our team is credentialed and industry awarded, ensuring that we can guide you through each stage of your financial journey.
720 University Ave ste 250 a, Los Gatos, CA 95032, United States -
Marshall Wealth Management Group
● ClosedMarshall Wealth Management Group is a leading finance institution located at 634 North Santa Cruz Avenue in Los Gatos, California, United States. Specializing in comprehensive wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized financial planning and investment strategies, Marshall Wealth Management Group provides tailored solutions to meet the unique needs of each individual client. Trust us to guide you towards financial success and peace of mind.
634 N Santa Cruz Ave #114, Los Gatos, CA 95030, United States -
Cheryl Young
● OpenCheryl Young is a finance institution located at 750 University Avenue in Los Gatos, California, United States. Our team is dedicated to providing personalized financial solutions that adapt to the evolving needs of each client at every stage of wealth. We offer a comprehensive suite of services for individuals and institutions, including bespoke investment strategies and holistic financial planning. Through our curated Rockefeller Lifestyle Advisory partners, we provide exclusive experiences and concierge services to help you focus on what matters most to you. Led by your private advisor, our dedicated team can assist with day-to-day finances and create a financial plan designed to grow with you on your wealth journey. Rockefeller Global's Cheryl Young offers expert guidance on investing in big tech and maximizing success with Name, Image, and Likeness (NIL) deals. Our firm is a broker-dealer and investment adviser registered with the SEC and FINRA, providing a range of investment, insurance, and annuity products. Investing involves risk, and past performance is not a guarantee of future results. Consult your tax advisor and attorney for personalized advice on taxation and legal matters.
750 University Ave Suite 240, Los Gatos, CA 95032, United States -
Young & Associates
● OpenYoung & 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.
750 University Ave Suite 240, Los Gatos, CA 95032, United States -
Scott Cruse - Morgan Stanley
● OpenScott Cruse - Morgan Stanley is a leading finance institution located at 16000 Los Gatos Boulevard in Los Gatos, California, United States. With a team of experienced financial advisors, they provide comprehensive wealth management services to individuals, families, and businesses. Whether you are looking to grow your investments, plan for retirement, or navigate complex financial decisions, Scott Cruse - Morgan Stanley offers personalized solutions tailored to your unique goals and needs. Trust in their expertise and dedication to help you achieve financial success.
16000 Los Gatos Blvd, Los Gatos, CA 95032, United States -
Matthew Mendoza
● OpenMatthew 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.
1999 S Bascom Ave Suite 700, Campbell, CA 95008, United States -
Elizabeth McKown
● OpenElizabeth McKown is a finance institution located at 1999 South Bascom Avenue in Campbell, California, United States. Our team is dedicated to meeting the dynamic needs of each client, providing tailored solutions for every stage of wealth. From seamless financial management for your family and future to bespoke investment strategies aligned with your financial objectives, we empower your decision-making with expert guidance. As an extension of your team, we offer a comprehensive suite of solutions for holistic financial planning, catering to individuals and institutions alike. Through our curated Rockefeller Lifestyle Advisory partners, we provide access to exclusive experiences and concierge services, allowing you to focus on what matters most to you. With a focus on stability for today and your family's future, we aim to provide the most exceptional service experience our clients ever encounter. Visit us at our office in Los Gatos, CA, and let us help you create a financial plan designed to grow with you on every step of your wealth journey.
1999 S Bascom Ave Suite 700, Campbell, CA 95008, United States
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