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TOP 30 Customized financial advice in San Jose, CA
52 results found
Search for local businesses, places and services near you
AAA San Jose Stevens Creek Branch
AAA San Jose Stevens Creek Branch is a reputable insurance agency located at 5120 Stevens Creek Boulevard in San Jose, California. As a branch of the well-known AAA organization, this institution offers a wide range of insurance services to meet the needs of individuals and families in the area. With a team of knowledgeable and experienced agents, AAA San Jose Stevens Creek Branch is dedicated to providing top-notch customer service and helping clients find the right coverage for their specific needs. Whether you're looking for auto, home, life, or other types of insurance, you can trust AAA San Jose Stevens Creek Branch to provide reliable and affordable options.
OneMain Financial
OneMain Financial is a finance institution located at 5132 Stevens Creek Boulevard in San Jose, California. They provide a variety of financial services including personal loans, auto loans, and debt consolidation. With a focus on helping individuals achieve their financial goals, OneMain Financial offers competitive rates and personalized solutions to meet the unique needs of each customer. Their experienced team of professionals is dedicated to providing excellent customer service and guidance throughout the loan process. Whether you are looking to fund a major purchase or consolidate debt, OneMain Financial is committed to helping you achieve financial success.
Bank of America Financial Center
The Bank of America Financial Center located at 1695 Saratoga Avenue in San Jose, California, is a full-service bank and financial institution. With a wide range of financial products and services, including checking and savings accounts, loans, mortgages, and investment options, the Bank of America Financial Center is dedicated to helping individuals and businesses achieve their financial goals. The experienced staff at this branch are committed to providing excellent customer service and expert financial advice to help customers make informed decisions about their finances. Whether you are looking to open a new account, apply for a loan, or plan for your future, the Bank of America Financial Center is here to assist you every step of the way.
Bank of America Financial Center
The Bank of America Financial Center located at 5710 Cottle Road in San Jose, California, is a full-service bank offering a wide range of financial services to individuals, businesses, and institutions. With a strong reputation for excellence in customer service and a commitment to helping customers achieve their financial goals, the Bank of America Financial Center is a trusted and reliable choice for all banking and finance needs. Whether you are looking for a checking account, mortgage loan, investment advice, or simply need to deposit or withdraw funds, the friendly and knowledgeable staff at this institution are ready to assist you. Visit the Bank of America Financial Center today and experience the convenience and expertise that has made it a leading financial institution in the United States.
Bank of America Financial Center
The Bank of America Financial Center at 1510 The Alameda in San Jose, California is a leading institution offering a wide range of banking and financial services. With its convenient location, customers can easily access services such as checking and savings accounts, loans, investment options, and wealth management. The friendly and knowledgeable staff are dedicated to providing top-notch customer service and helping clients achieve their financial goals. Whether you're looking to open a new account, apply for a loan, or receive financial advice, the Bank of America Financial Center is committed to meeting your needs.
Bank of America Financial Center
The Bank of America Financial Center at 2225 Quimby Road in San Jose, California, is a leading institution offering a wide range of banking and financial services. With a strong presence in the United States, the Bank of America is known for its reliable and customer-centric approach to banking. Whether you are looking for personal banking solutions, investment advice, or business financing, the Bank of America Financial Center has a team of experienced professionals ready to assist you. Visit us today to experience top-notch service and innovative financial solutions.
Bank of America Financial Center
The Bank of America Financial Center located at 99 South 4th Street in San Jose, California, is a leading bank and financial institution in the United States. Offering a wide range of banking and financial services, this center is committed to helping individuals and businesses achieve their financial goals. With a team of knowledgeable professionals and cutting-edge technology, Bank of America provides customers with the tools and resources they need to manage their finances effectively. Whether you're looking to open a checking account, apply for a loan, or invest in the stock market, the Bank of America Financial Center is here to assist you every step of the way. Visit us today to experience the exceptional service and expertise that sets us apart from the rest.
Bank of America Financial Center
The Bank of America Financial Center located at 4150 Monterey Street in San Jose, California, is a leading financial institution offering a wide range of banking and finance services. With a strong presence in the United States, Bank of America provides customers with convenient access to banking products, investment opportunities, and financial planning services. Whether you're looking to open a savings account, apply for a loan, or seek advice on managing your finances, the knowledgeable staff at this financial center are ready to assist you. Visit the Bank of America Financial Center in San Jose for all your banking needs.
O'Donnell Financial Group
O'Donnell Financial Group, located at 1535 North Main Street in Walnut Creek, California, is a finance institution dedicated to helping individuals make sense of retirement and achieve their financial goals. With offices in the Bay Area and throughout California, including San Rafael, Walnut Creek, and San Jose, O'Donnell Financial Group offers comprehensive financial planning, investment advice, mortgage assistance, and insurance guidance. Their team of O'Donnell Financial Master Elite Advisors is ready to work with you to create a custom plan tailored to your needs. They offer a complimentary 90-minute consultation with no obligation, as well as a risk assessment test to ensure your investments are aligned with your unique risk score and retirement timeline.
Merrill Lynch Financial Advisor Lyle J Smith
Merrill Lynch Financial Advisor Lyle J Smith is a finance institution located at 50 West San Fernando Street in San Jose, California, United States. Lyle J. Smith follows a disciplined wealth management strategy for Merrill Clients, focusing on understanding each client's individual needs and priorities. With over 30 years of experience at Merrill, Lyle is a qualified Portfolio Manager who can create personalized strategies for clients, incorporating various investment options. He holds the CERTIFIED FINANCIAL PLANNER™ certification and has a strong educational background in economics and agricultural economics. Lyle believes in building strong relationships with clients by listening to their goals and priorities, and providing personalized financial advice. He offers the Merrill Personal Wealth Analysis™ to help clients create a customized plan centered on their objectives. By utilizing the Investment Personality Assessment, Lyle can tailor his financial approach to align with each client's investing preferences.
Robert Galindo, LPL Financial
Robert Galindo, LPL Financial is a reputable finance institution located at 3880 South Bascom Avenue in San Jose, California, United States. With a focus on providing top-notch financial services and investment solutions, the institution is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Robert Galindo, LPL Financial offers personalized and expert advice to meet your needs. Trust in their experienced team to guide you through the complexities of the financial world and assist you in making informed decisions.
Sun Financial Group
Sun Financial Group is a leading finance institution located at 1590 Oakland Road in San Jose, California, United States. With a reputation for excellence in financial services, Sun Financial Group offers a wide range of solutions to meet the needs of individuals and businesses alike. From investment management to retirement planning, our team of experienced professionals is dedicated to helping our clients achieve their financial goals. Visit us today to see how Sun Financial Group can help you secure your financial future.
Roundleaf San Jose
Roundleaf San Jose is a premier finance institution located at 2055 Junction Avenue in the bustling city of San Jose, California. As a trusted financial partner, Roundleaf provides a wide range of services to help individuals and businesses achieve their financial goals. Whether you're looking for investment advice, wealth management, or assistance with loans and mortgages, our team of experienced professionals is dedicated to providing personalized solutions tailored to your unique needs. With a commitment to excellence and a focus on customer satisfaction, Roundleaf San Jose is the go-to institution for all your financial needs in the heart of Silicon Valley.
Merrill Lynch Financial Advisor Judy Y Klink
Merrill Lynch Financial Advisor Judy Y Klink, located at 560 South Winchester Boulevard in San Jose, California, is a finance institution offering personalized wealth management services. With over 25 years of experience in the financial services industry, Judy specializes in creating customized wealth management strategies to help clients achieve their financial goals. She holds a Master's degree in Economics with a focus on Finance and is a CERTIFIED FINANCIAL PLANNER™ professional. Judy takes a comprehensive approach to managing wealth, starting with understanding each client's needs and aspirations. She leverages the investment resources of Merrill and the banking solutions of Bank of America to address all aspects of a client's financial life. Judy is dedicated to providing excellent service and helping clients pursue their financial goals.
The Alameda Financial Group
The Alameda Financial Group is a leading finance institution located at 1541 The Alameda in San Jose, California, United States. Specializing in a wide range of financial services, our team of experienced professionals is dedicated to providing personalized solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, The Alameda Financial Group is committed to delivering exceptional service and expertise. Contact us today to learn more about how we can help you secure your financial future.
Jose Cetale - Morgan Stanley
Jose Cetale - Morgan Stanley is a leading finance institution located at 101 West Broadway in San Diego, California, United States. With a strong reputation for expertise and professionalism in the financial industry, our team at Morgan Stanley is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, wealth management, or financial planning, we are here to help you achieve your financial goals. Contact us today to learn more about how Jose Cetale - Morgan Stanley can support your financial needs.
Merrill Lynch Financial Advisor Lia Zheng
Merrill Lynch Financial Advisor Lia Zheng is a finance institution located at 560 South Winchester Boulevard in San Jose, California, United States. They specialize in managing your wealth by creating personalized strategies tailored to your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, they offer a comprehensive approach to wealth management. Their team is dedicated to building strong client relationships based on trust and personalized service. At Merrill Lynch Wealth Management, your financial advisor focuses on what matters most to you, whether it's family, goals, or priorities that may change over time. They believe in starting every relationship with a conversation to understand your aspirations and provide advice and guidance to help you achieve your financial goals. By conducting a Personal Wealth Analysis and an Investment Personality Assessment, they can customize a financial approach that aligns with your objectives.
Merrill Lynch Financial Advisor Lauren Mader Gray
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.
James Patrick Kirwan - Financial Advisor, Ameriprise Financial Services, LLC
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
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.
James Park - Branch Manager, Ameriprise Financial Services, LLC
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.
Merrill Lynch Financial Advisor Michael D McKay
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 William M Lloyd
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 Justin R Pearce
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.
Merrill Lynch Financial Advisor Huan "Ruth" Lai
. 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
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
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.
Angela Frangieh - State Farm Insurance Agent
Angela Frangieh - State Farm Insurance Agent is a dedicated insurance agency located at 120 West Campbell Avenue in Campbell, California. With a motto of "Big enough to serve you, small enough to know you," this agency prides itself on providing personalized financial and insurance strategies to the San Jose, CA area. Angela Frangieh, the agent, brings a unique perspective as an entrepreneur in Silicon Valley and holds a Bachelor of Science degree from the University of San Francisco. The agency offers a range of insurance services including Auto Insurance, Homeowner's Insurance, Renter's Insurance, Life Insurance, and Business Insurance. The bilingual staff is fluent in Spanish and is committed to helping customers in San Jose and surrounding areas. With prestigious awards and a focus on customer service, Angela Frangieh - State Farm Insurance Agent is a leading agency in the region. Call or visit their office today for a free quote and personalized assistance with all your insurance needs.
Farmers Insurance - Dereck Caso
Farmers Insurance - Dereck Caso is an insurance agency located at 4990 Speak Lane, San Jose, California, United States. As your local Farmers® agent near the Robertsville Car Wash in San Jose, CA, Dereck Caso is dedicated to educating customers on insurance and finding the coverage that best fits their lifestyle. With over 17 years of experience with Farmers, Dereck will travel to you to help you understand your coverage options, whether it's auto, home, renters, life, business insurance, and more. The agency offers comprehensive coverage, collision coverage, deductibles, medical payments, and more. They also provide personalized service to make customers more educated and confident about insurance. In addition to offering auto, home, renters, life, business, and condo insurance, Farmers Insurance - Dereck Caso also provides personal umbrella insurance policies for added protection above and beyond the liability limits of auto or home insurance. They can help customers create a solid financial plan to reach their goals and secure a stable future.
Tonk Insurance Agency
Tonk Insurance Agency is a reputable health insurance agency located in the heart of San Jose, California. Our dedicated team of professionals is committed to providing personalized and comprehensive insurance solutions to meet the unique needs of our clients. Whether you are looking for individual or group health insurance coverage, we are here to help you navigate the complex world of insurance and find the best plan for your specific situation. With our convenient location on Silver Creek Valley Road, we are easily accessible to residents in the San Jose area. Trust Tonk Insurance Agency to safeguard your health and financial well-being with our top-notch insurance services.
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