Customized financial planning in Los Altos, CA
10 results found
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Merrill Lynch Financial Advisor Sameera Gupta
● ClosedMerrill Lynch Financial Advisor Sameera Gupta is a finance institution located at 3075A Hansen Way, Palo Alto, California, United States. Sameera Gupta has over 20 years of experience in the Financial Services industry, working with global organizations such as Wachovia/Wells Fargo, Visa Inc., and Western Union. She specializes in helping clients achieve their financial goals and simplifying the complexities of their financial lives. Sameera has a deep understanding of global financial and banking products due to her experience living and working on four different continents. She serves individuals, small businesses, and senior corporate executives with unique and complex financial situations. Sameera supports various NGOs and is actively involved in charitable organizations such as Minds Matter. She is fluent in Hindi and resides in Los Altos with her family. Sameera offers personalized wealth management services through Merrill Personal Wealth Analysis™, focusing on building strong client relationships based on trust and personalized service. Whether you are planning for retirement, funding your children's education, or passing your wealth to future generations, Sameera works with you to develop a customized approach to help you achieve your financial goals. She believes in simplifying the complexities of investing and providing transparency to help you reach your goals. Sameera is committed to helping you navigate the financial and economic landscapes to pursue your goals.
3075A Hansen Way, Palo Alto, CA 94304, United States -
Edward Jones - Financial Advisor: Cynthia A Wemyss, CFP®|ChFC®
● ClosedEdward Jones - Financial Advisor: Cynthia A Wemyss, CFP®|ChFC® is a reputable finance institution located at 339 South San Antonio Road in Los Altos, California, United States. With a focus on providing personalized financial planning services, Cynthia A Wemyss, a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®), helps clients achieve their financial goals and secure their future. Whether you are looking to invest, plan for retirement, or manage your wealth, Cynthia and her team at Edward Jones are dedicated to providing expert advice and guidance to help you make informed financial decisions.
339 S San Antonio Rd Suite 1 B, Los Altos, CA 94022, United States -
Jason Stefely - State Farm Insurance Agent
● ClosedWelcome to Jason Stefely - State Farm Insurance Agent located at 20395 Pacifica Drive, Cupertino, California. Our insurance agency is conveniently situated just south of Stevens Creek Blvd and east of DeAnza Blvd. As a State Farm agent since 2004, I am proud to serve the local communities of Cupertino, Mountain View, Sunnyvale, Los Altos, and beyond. At our agency, we have a team of highly skilled and motivated individuals who are dedicated to providing outstanding service and protecting what's important to our customers. We offer a range of insurance services including Auto Insurance, Homeowners Insurance, Renters Insurance, Motorcycle Insurance, Boat Insurance, Life Insurance, Small Business Insurance, and other Commercial lines of insurance. We also provide Financial Services to help you plan for the future.
20395 Pacifica Dr STE 108, Cupertino, CA 95014, United States -
Dwight Matthews - State Farm Insurance Agent
● ClosedDwight Matthews - State Farm Insurance Agent is a trusted insurance agency located at 1564 Miramonte Avenue in Los Altos, California. Situated at the Loyola corner near Fremont and Foothill expressway, we are dedicated to serving the insurance and financial needs of individuals and families in the area. With a focus on providing protection from the unexpected, we take pride in offering State Farm's financial stability to our clients. As an active member of the Los Altos Chamber of Commerce and Los Altos Rotary, we are deeply involved in the local community. Our team, led by Sheila and Chris, has extensive experience in the insurance industry and is committed to helping policyholders achieve their financial goals. With a focus on customer care, we have been serving the Los Altos community for 29 years.
1564 Miramonte Ave, Los Altos, CA 94024, United States -
Farmers Insurance - Anna Perez-Villafranca
● ClosedFarmers Insurance - Anna Perez-Villafranca is an insurance agency located at 16165 Monterey Street, Morgan Hill, California, United States. As a local Farmers® agent in Los Altos, CA, Anna Perez-Villafranca helps customers identify the insurance coverage that best fits their needs. With over 20 years of experience with Farmers Insurance®, Anna has the knowledge and expertise to help clients understand their coverage options, whether it's for auto, home, renters, business insurance, and more. The agency is bilingual, offering services in Spanish as well. Clients can get personalized assistance in selecting the right car insurance coverage, home insurance, life insurance, renters insurance, business insurance, condo insurance, and more. Farmers Insurance has been providing insurance products for over 80 years, ensuring that clients have reliable coverage in case of any unexpected events.
16165 Monterey Hwy Ste 204, Morgan Hill, CA 95037, United States -
First Republic Bank
● ClosedFirst Republic Bank, located at 400 South San Antonio Road in Los Altos, California, is a full-service institution offering a range of banking and financial services. With a focus on customization and exceptional service, our team is dedicated to providing responsive solutions to meet your needs. Deposit products and services are provided by JPMorgan Chase Bank, N.A., ensuring a secure and reliable banking experience. When it comes to investing, our experienced team at J.P. Morgan Wealth Management can help you navigate market risks and work towards achieving your financial goals. We offer a variety of investment products and services through J.P. Morgan Securities LLC, a registered broker-dealer and investment adviser. Trust and fiduciary services are also available through JPMorgan Chase Bank, N.A., providing comprehensive wealth management solutions.
400 S San Antonio Rd, Los Altos, CA 94022, United States -
Family CFO, Inc.
● OpenFamily CFO, Inc. is a finance institution located at 4966 El Camino Real in Los Altos, California, United States. As a trusted financial advisor, we provide personalized financial management services to individuals and families, helping them navigate complex financial decisions and achieve their long-term goals. Our team of experienced professionals offers comprehensive financial planning, investment management, tax planning, and estate planning services to ensure that our clients' financial well-being is secure. With a focus on building long-lasting relationships and providing top-notch customer service, Family CFO, Inc. is dedicated to helping our clients achieve financial success and peace of mind.
4966 El Camino Real STE 227, Los Altos, CA 94022, United States -
Flywheel Private Wealth
● ClosedFlywheel Private Wealth is a premier financial institution located at 4 Main Street in the bustling city of Los Altos, California, United States. Our team of experienced professionals is dedicated to providing personalized wealth management services to high-net-worth individuals and families. With a focus on long-term financial planning and investment strategies, we strive to help our clients achieve their financial goals and secure their financial future. Trust Flywheel Private Wealth to be your partner in navigating the complex world of finance and wealth management.
4 Main St Suite 240, Los Altos, CA 94022, United States -
Jemstep
● OpenJemstep is a finance institution located at 5150 El Camino Real in Los Altos, California, United States. They specialize in providing personalized investment advice and portfolio management services to help individuals reach their financial goals. With a team of experienced financial advisors and cutting-edge technology, Jemstep offers tailored solutions to help clients navigate the complexities of investing and grow their wealth. Whether you are planning for retirement, saving for a major purchase, or looking to build a diversified investment portfolio, Jemstep can help you make informed decisions and optimize your financial future.
5150 El Camino Real, Los Altos, CA 94022, United States -
Tabcon Services Inc
● OpenTabcon Services Inc is a trusted accounting and finance institution located at 4962 El Camino Real in Los Altos, California, United States. With a team of experienced professionals, we offer a wide range of services including tax preparation, bookkeeping, financial planning, and more. Our goal is to help individuals and businesses achieve their financial goals through personalized and efficient solutions. Contact us today to learn more about how Tabcon Services Inc can assist you with your accounting and finance needs.
4962 El Camino Real STE 107, Los Altos, CA 94022, United States
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- customized financial planning in Cupertino
- customized financial planning in Morgan Hill
- customized financial planning in Palo Alto
List of local businesses, places and services in California
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