TOP 30 Custom financial plans in San Jose, California

169 results found

Merrill Lynch Financial Advisor Lauren Mader Gray, located at 50 West San Fernando Street, San Jose, California, United States, is a finance institution that provides goals-based wealth management to affluent families, accomplished professionals, and successful business owners. Lauren and her team of specialists are dedicated to cultivating long-lasting relationships by offering exceptional service, customized advice, and a disciplined approach to investing. Lauren is passionate about community involvement and volunteers for organizations such as Humane Society Silicon Valley, Soroptimist International Santa Clara Silicon Valley, CREW, and NAWBO. With the support of Merrill's global resources, Lauren's team is committed to building strong client relationships based on trust and personalized service.

Creative Planning is a top-rated independent advisory firm located at 333 Lorton Avenue in Burlingame, California. Specializing in finance, we offer comprehensive and customized wealth management services to clients globally and in the San Francisco-San Jose area. Our team of wealth managers is dedicated to helping you achieve your financial goals and providing you with peace of mind when it comes to your finances. By agreeing to provide us with your personal information, you can trust that we will not share it with any third parties. Contact us today to schedule a free, no-obligation consultation with one of our team members within one business day. Let us help you enjoy a richer way to wealth.

James Patrick Kirwan is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 225 West Santa Clara Street in San Jose, California. With years of experience in the finance industry, James Patrick Kirwan provides personalized financial planning and investment advice to help clients achieve their financial goals. Whether you are planning for retirement, saving for a child's education, or looking to grow your wealth, James Patrick Kirwan can help create a customized financial strategy that fits your unique needs. Trust Ameriprise Financial Services, LLC for expert financial guidance and exceptional customer service.

Merrill Lynch Financial Advisor Anthony Barnao is a finance institution located at 560 South Winchester Boulevard, San Jose, California, United States. This institution offers insights, observations, and ideas to help individuals pursue their financial goals. With a focus on personalized wealth management strategies, they provide access to investment insights from Merrill and banking solutions from Bank of America. By participating in the community and volunteering with local organizations, they strive to understand and prioritize the goals of their clients. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, they create customized financial plans centered on individual goals and preferences. With a commitment to helping clients navigate changes in life and markets, they offer ongoing support and advice to help achieve financial success. By getting to know each client personally, they design and implement tailored plans to address financial needs and manage investment risk. With a dedication to putting clients first, Merrill Lynch Wealth Management Advisors aim to help individuals build a customized investment approach to pursue their goals. Through a one-on-one relationship, clients can access personalized investment strategies and comprehensive financial solutions. Anthony Barnao is registered to do business in multiple states and offers the latest investment insights, tips, and strategies to help clients achieve their financial goals.

Michael Adiutori is a dedicated financial advisor working at Ameriprise Financial Services, LLC located at 225 West Santa Clara Street in San Jose, California. With a focus on providing personalized financial planning and investment strategies, Michael helps clients navigate their financial goals and secure their financial future. As a trusted professional in the finance industry, he is committed to helping individuals and families achieve their financial aspirations. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Michael Adiutori is here to provide expert guidance and support. Contact him today to schedule a consultation and take the first step towards a more secure financial future.

James Park is the Branch Manager at Ameriprise Financial Services, LLC located at 225 West Santa Clara Street, San Jose, California, United States. Ameriprise Financial has been recognized as one of Investor’s Business Daily’s Most Trusted Wealth Managers. James Park provides personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients have secure access to their investments and accounts from any device. Interested individuals can schedule a complimentary initial consultation to learn more about how James Park can help achieve financial goals. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. James Park may conduct securities business with residents of states where properly registered. Referrals are welcomed, and friends or family members can expect to hear from James Park soon. Privacy and security are a top priority at Ameriprise Financial Services, LLC.

Jay Larrick - BancWest Investment Services Financial Advisor is a reputable financial institution located at 50 West San Fernando Street in San Jose, California. As a trusted financial advisor, Jay Larrick provides expert guidance and personalized financial solutions to help clients achieve their investment goals. With a focus on customer satisfaction and wealth management, Jay Larrick offers a range of services tailored to individual needs, including retirement planning, portfolio management, and investment strategies. Whether you are looking to grow your wealth or plan for the future, Jay Larrick - BancWest Investment Services Financial Advisor is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Financial Advisor Michael D McKay is a finance institution located at 50 West San Fernando Street, San Jose, California, United States. The Lloyd McKay Wealth Management Group believes in building strong relationships through teamwork and involvement, utilizing the global investment capabilities of Merrill and the banking convenience of Bank of America. The institution aims to be your primary source for financial advice and guidance, valuing dedication and diligence at every step of the financial planning process. The institution believes in starting every relationship with a conversation to identify and prioritize your goals. By utilizing the Investment Personality Assessment, they aim to understand your investing preferences and customize a financial approach to help you pursue your goals. The team at Merrill Lynch Wealth Management Advisors is committed to providing personalized service and building strong client relationships based on trust.

Merrill Lynch Financial Advisor Brandon Picone, located at 50 West San Fernando Street, San Jose, California, United States, is a prestigious finance institution supported by the global resources of Merrill. Their team of talented and experienced individuals is dedicated to building strong client relationships based on trust and personalized service. Recognized for their exemplary client service, Merrill advisors strive to understand each client's unique goals and priorities, providing customized financial strategies to meet their short and long-term needs. Through the Investment Personality Assessment and Merrill Personal Wealth Analysis™, clients can work with advisors to develop a personalized plan centered on their goals. With a focus on staying on track and adapting to life changes, Merrill Lynch Wealth Management Advisors are committed to helping clients achieve what's most important to them. By offering a breadth of potential solutions and premier customer service, Merrill aims to provide clients with the tools and resources needed to navigate the complexities of their financial lives.

Merrill Lynch Financial Advisor Shayne Fleming is a prestigious finance institution located at 50 West San Fernando Street, San Jose, California, United States. This institution is dedicated to providing exemplary client service and personalized financial strategies to meet the specific needs of attorneys, business owners, entrepreneurs, high-net-worth individuals, and more. The team at Merrill is supported by global resources and is committed to building strong client relationships based on trust. By utilizing sound risk management principles and tax efficient strategies, they aim to help clients achieve their short and long-term financial goals. The advisors at Merrill Lynch Wealth Management focus on understanding the unique priorities and goals of each client to create a personalized plan rooted in the complexities of their life. With the Investment Personality Assessment, they gain a deeper understanding of how clients think and feel about investing to customize their approach. The institution offers a breadth of financial solutions, premier customer service, and tools to help clients track changes in their financial approach as their life evolves. Merrill Lynch Financial Advisor Shayne Fleming puts clients first, offering personalized investment strategies and access to comprehensive financial solutions. Certified by the Certified Financial Planner Board of Standards, Inc., Merrill Lynch advisors are dedicated to providing thoughtful analysis and guidance to help clients navigate the complexities of their financial lives.

roducing Merrill Lynch Financial Advisor William M Lloyd, located at 50 West San Fernando Street in San Jose, California, United States. As part of the Lloyd McKay Wealth Management Group, our team believes in the power of teamwork and involvement to build strong relationships with our clients. With access to the global investment capabilities of Merrill and the banking convenience of Bank of America, we strive to be your primary source for financial advice and guidance. At Lloyd McKay Wealth Management Group, we value the dedication and diligence offered to you at each step of the financial planning process. We believe that every relationship begins with a conversation, where we listen to learn more about you and your family, helping you identify and prioritize your financial goals. Our goal is to help you make investment-related decisions and trade-offs that align with your personally meaningful goals.

Merrill Lynch Financial Advisor Graham John Bruce is a finance institution located at 560 South Winchester Boulevard, San Jose, California, United States. Supported by the global resources of Merrill, the team at this institution is dedicated to building strong client relationships based on trust and personalized service. Michael, a Financial Advisor at Merrill Lynch Wealth Management, focuses on developing and implementing globally diversified financial strategies customized for high-net-worth individuals, business owners, corporate executives, and technology professionals. With a background in economics and a Chartered Retirement Planning Counselor designation, Michael is committed to delivering exceptional service and always putting the interests of clients first. The institution offers personalized financial planning services to help clients pursue their goals while managing investment risk. With access to the investment insights of Merrill and banking solutions from Bank of America, the team at Merrill Lynch Financial Advisor Graham John Bruce works with clients to develop an approach designed to address their financial needs and goals. By getting to know clients personally and understanding their priorities, the team can create a financial approach that reflects their unique needs and helps them achieve their goals. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Graham John Bruce is committed to helping clients navigate the complexities of their financial lives and pursue their goals.

Merrill Lynch Financial Advisor Michael J Burns is a finance institution located at 560 South Winchester Boulevard, San Jose, California, United States. Supported by the global resources of Merrill, the team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. Michael Burns, a Financial Advisor at Merrill Lynch, focuses on developing and implementing globally diversified, multi-asset class financial strategies customized to meet the specific needs of high-net-worth individuals, business owners, corporate executives, and technology professionals. Michael takes pride in delivering exceptional service and always putting the interests of clients first. He holds the Chartered Retirement Planning Counselor designation and is passionate about economics and financial history. At Merrill Lynch, the team works to understand clients' goals, priorities, and financial situations to design personalized plans to help manage investment risk and pursue financial goals. The institution offers personalized investment strategies and comprehensive financial solutions to help clients achieve their goals and stay on track, regardless of market fluctuations. With a focus on understanding clients' unique needs and priorities, Merrill Lynch Financial Advisor Michael J Burns aims to help clients live their best financial lives.

Merrill Lynch Financial Advisor Julie Marie Saso, located at 50 West San Fernando Street in San Jose, California, is a finance institution dedicated to building strong relationships with clients based on trust and collaboration. Their team of experienced financial advisors works with clients to identify and prioritize their goals, whether it be wealth transfer, customized financial approaches, or education planning. By utilizing the Investment Personality Assessment, they tailor financial strategies to meet individual needs and preferences. With access to the resources of Merrill and Bank of America, they develop personalized plans to help clients manage, grow, and preserve their wealth. The team's expertise and personalized service aim to help clients achieve their financial goals and navigate market changes. Through ongoing communication and adjustments, they strive to keep clients on track towards achieving what matters most to them. Merrill Lynch Wealth Management Advisors provide personalized investment strategies and comprehensive financial solutions to help clients pursue their goals and address their financial needs. With a focus on building a customized approach centered on clients' goals and priorities, the team at Merrill Lynch is committed to helping clients achieve their financial aspirations.

Merrill Lynch Financial Advisor Rosario M Oliveri is a finance institution located at 560 South Winchester Boulevard, San Jose, California, United States. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. Michael Oliveri, a Financial Advisor with Merrill Lynch since 2012, focuses on developing and implementing globally diversified financial strategies customized to meet the specific needs of high-net-worth individuals, business owners, corporate executives, and technology professionals. With a background in Business Management Economics and a Chartered Retirement Planning Counselor designation, Michael is committed to delivering exceptional service and always prioritizing the interests of his clients. The institution believes in understanding each client's goals and priorities to design and implement personalized plans to help manage investment risk and pursue financial goals. Through the Investment Personality Assessment and Merrill Personal Wealth Analysis™, Merrill Lynch aims to provide tailored financial approaches centered on individual goals and preferences. The institution offers comprehensive financial solutions supported by the global resources of Merrill and Bank of America. Whether planning for retirement, buying a home, or funding education, Merrill Lynch Wealth Management Advisors are dedicated to helping clients achieve their financial goals.

Merrill Lynch Financial Advisor Maureen M Fong, located at 560 South Winchester Boulevard in San Jose, California, is a highly experienced professional with over 35 years in the financial industry. Maureen is dedicated to providing clients with personalized financial and wealth management strategies tailored to their individual needs. She specializes in wealth accumulation, preservation, and transfer, with a focus on retirement income planning and wealth transfers to future generations. Maureen has been recognized on the Forbes "Best-in-State Wealth Advisors" list in 2022, as well as the Forbes "America's Top Women Wealth Advisors" list in 2020 and 2021. She holds the Certified Investment Management Analyst (CIMA®) and Certified Plan Fiduciary Advisor (CPFA) designations, showcasing her expertise in the field.

occurring loss when investing in securities or other financial products. Clients should consider their investment objectives and risks carefully before investing. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets. Past performance is no guarantee of future results, and the value of investments and the income they generate can fluctuate. This information is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, clients should consult with a qualified tax advisor, CPA, financial planner or investment manager. At Merrill Lynch Financial Advisor Justin R Pearce, located in San Jose, California, our team of experienced professionals is dedicated to providing personalized financial advice and guidance tailored to your unique needs and goals. We believe in building strong relationships through teamwork and collaboration, and we have access to the global investment capabilities of Merrill and the banking convenience of Bank of America.

The Bank of America Financial Center located at 5615 Snell Avenue in San Jose, California, is a trusted banking institution offering a wide range of financial services to individuals, businesses, and communities. With a strong presence in the United States, Bank of America is known for its comprehensive banking solutions, personalized customer service, and innovative financial products. Whether you need assistance with personal banking, wealth management, loans, or investments, the knowledgeable staff at this financial center is ready to help you achieve your financial goals. Visit the Bank of America Financial Center today to experience the convenience and expertise of a leading financial institution.

. Ruth Lai is a financial advisor at Merrill Lynch located at 560 South Winchester Boulevard in San Jose, California. Ruth specializes in working with High Net Worth individuals to help preserve and grow their assets through proactive planning and a disciplined investment process. She focuses on customized portfolio construction, tax minimization strategies, wealth transfer strategies, and philanthropic solutions. Ruth believes in understanding her clients' goals and needs beyond just finance and serves as a gateway to full balance sheet solutions available at Merrill and Bank of America banking services. Her team offers a wide range of services including wealth planning, corporate cash management, executive compensation planning, estate planning strategies, and more. Ruth is a Certified Financial Planner and Chartered Financial Consultant and is dedicated to helping clients achieve their financial goals. With a personalized approach and access to the resources of Merrill Lynch and Bank of America, Ruth works with clients to develop a financial plan tailored to their individual needs and priorities.

Unchained Financial Services is a leading accounting and finance institution located at 410 East Santa Clara Street in San Jose, California, United States. With a team of skilled professionals, they offer a wide range of services including tax preparation, financial planning, and investment management. Their commitment to providing personalized solutions and excellent customer service sets them apart in the industry. Whether you are an individual or a business looking for expert financial advice, Unchained Financial Services is the trusted partner you need to achieve your financial goals.

Catherine Chen - State Farm Insurance Agent is a reputable insurance agency located at 20132 Stevens Creek Boulevard in Cupertino, California. Situated near the Apple campus, De Anza College, and Cupertino Main Street, our agency serves the community with a focus on personalized service and excellent customer care. As April is distracted driving awareness month, we encourage you to review your auto insurance liability coverage to ensure you and your family are adequately protected. With over two decades of experience, Catherine Chen brings a dedicated work ethic and a commitment to helping her neighbors in Cupertino and surrounding areas such as San Jose, Saratoga, Sunnyvale, and Los Gatos.

Paul Nelson Insurance Services is a locally owned full service insurance agency located at 730 Mission Street in Santa Cruz, California. We proudly serve the Santa Cruz and Bay Areas, including Santa Clara, San Jose, Monterey, and San Francisco Bay. As an independent agency, we have the ability to shop up to a dozen companies at once to find you the right policy at the lowest rate, giving you options and flexibility that no single insurance company can offer. Our services include small business insurance such as General Liability, Workers Comp, E&O, Commercial Auto, and Commercial Property insurance. We can help you compare coverage options so you know exactly what you are paying for while staying within your budget. We also offer Homeowner’s policies to protect you from financial loss and help you pay for repairs if there is damage to your home.

Debbie Yang - State Farm Insurance Agent is a reputable insurance agency located at 3484 Stevens Creek Boulevard, San Jose, California. Conveniently situated near downtown San Jose shopping malls, our dedicated team is committed to building strong relationships with our customers. We offer a variety of insurance services including Financial Services, Life, Motorcycle, and Pet Insurance to residents of Sunnyvale, Mountain View, Campbell, Cupertino, and other areas in California. Our office is easily accessible, with free parking and a welcoming environment. Our experienced team is bilingual in English and Korean, with a combined 30 years of experience. We are here to assist you with all your insurance and financial needs, and look forward to helping you plan for your future. Stop by our office to meet our friendly team and our office mascot, Jake, or give us a call for more information. Remember, we are here to be your Good Neighbor and provide you with the support you need.

Sunny Susanto - State Farm Insurance Agent is an insurance agency located at 618 Blossom Hill Road in San Jose, California, United States. The agency offers a range of insurance products including Auto Insurance, Life Insurance, Business Insurance, and various financial services. The team at Sunny Susanto Agency is dedicated to providing excellent customer service and helping clients protect their assets and plan for the future. The agency is led by Sunny Susanto, a seasoned professional with a background in technology and a commitment to making a difference in people's lives. The team is multilingual, with staff fluent in English, Indonesian, and Chinese (Mandarin). Whether you need a free insurance quote or assistance with your insurance and financial needs, the team at Sunny Susanto - State Farm Insurance Agent is ready to help you. Contact them today to schedule a virtual or in-person appointment and secure your future with State Farm Life Insurance.

Tina Choi - State Farm Insurance Agent is an insurance agency located at 4030 Moorpark Avenue, San Jose, California, United States. Tina Choi can help you customize a coverage plan to protect what's important to you, whether it's your family, belongings, or financial well-being. With options for safe driving rewards, bundling, and discounts, Tina Choi can create a solution that fits your needs. The institution offers auto insurance, homeowners insurance, renters insurance, personal articles policies, business insurance, life insurance, health insurance, and pet medical insurance. Tina Choi can also assist with U.S. Bank banking products and State Farm Investment Planning Services. Start your online quote today to find the right coverage for you and your loved ones.

Farmers Insurance Group of Co is an insurance agency located at 432 East Santa Clara Street, San Jose, California, United States. They work with specific insurers such as Farmers Insurance Exchange, Fire Insurance Exchange, and Mid-Century Insurance Company, among others, to provide a variety of insurance products including home, auto, and life insurance. Their home office is in Los Angeles, CA, and they offer securities through Farmers Financial Solutions, LLC. Each insurer has financial responsibility for its own insurance products, and not all products and discounts may be available in every state. Contact an agent for more information on the insurance options available through Farmers Insurance Group of Co.

New York Life Insurance, located at 25 Metro Drive in San Jose, California, is a reputable finance and insurance agency. With a long-standing history of providing reliable and comprehensive insurance coverage to individuals and families, New York Life Insurance is committed to helping clients protect their financial futures. Their team of experienced agents is dedicated to offering personalized service and tailored insurance solutions to meet the unique needs of each customer. Whether you are looking for life insurance, retirement planning, or investment options, New York Life Insurance is a trusted partner in securing your financial well-being.

Farmers Insurance - Steve Heald is a trusted insurance agency located at 6806 Fallsbrook Court, Granite Bay, California, United States. With over 30 years of experience, Steve Heald has been providing insurance services to clients in San Jose and Granite Bay since 1989. As a local Farmers® agent, Steve helps customers identify the insurance coverage that best fits their needs, whether it's auto, home, renters, business insurance, and more. Steve is dedicated to making the insurance process straightforward and personalized to help clients make informed decisions. Whether you're looking for comprehensive coverage, collision coverage, deductibles, or medical payments, Steve Heald can help you navigate the complexities of insurance and find the right coverage for your budget. With competitive rates and multi-line insurance discounts, Farmers Insurance offers peace of mind for your most valuable possessions, including your home, car, and personal belongings.

Worldwide Services, LLC is a professional accounting and finance institution located at 15437 Stratford Drive in San Jose, California, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses worldwide. Whether you need help with tax preparation, financial planning, or budgeting, Worldwide Services, LLC is dedicated to providing top-notch service and expertise to help you achieve your financial goals. Contact them today to learn more about how they can assist you with your accounting and finance needs.

The Law Offices of Robert P. Bergman, located in San Jose, California, offers expert legal services in estate planning, probate administration, and trust administration. Attorney Bob Bergman has been practicing law since 1980 and approaches estate planning like designing a custom home for his clients, creating a personalized blueprint for their estate plan. Clients can schedule consultations for various legal services, including Court Petitions to gather assets into a trust or modify an irrevocable trust. The firm also provides guidance on advance health care directives, financial power of attorney, and other important legal documents. Clients can expect thorough and patient assistance from Attorney Bob Bergman, as recommended by satisfied clients. To schedule a consultation, clients can use the provided links or contact the office directly.