Dedicated financial advisor in Los Gatos, CA
57 results found
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MainStreet Financial Planning, Inc
● OpenMainStreet 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 -
UBS Financial Services Inc.
● OpenUBS Financial Services Inc. is a reputable finance institution located at 750 University Avenue in Los Gatos, California, United States. With a strong presence in the financial industry, UBS offers a wide range of financial services to its clients, including wealth management, investment banking, asset management, and more. Known for its expertise and professionalism, UBS Financial Services Inc. is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future.
750 University Ave #250, Los Gatos, CA 95032, United States -
Castelli Financial
● OpenCastelli 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 -
Padgett Business Advisors Silicon Valley West Inc. DBA Padgett Business Services
● OpenPadgett Business Advisors Silicon Valley West Inc. DBA Padgett Business Services is a leading accounting and finance institution located at 15813 Poppy Lane, Monte Sereno, California, United States. With a team of highly skilled professionals, they offer a wide range of financial services to help businesses thrive and grow. Whether you need assistance with tax preparation, payroll services, or financial planning, Padgett Business Services is dedicated to providing personalized solutions tailored to meet your specific needs. Trustworthy, reliable, and experienced, Padgett Business Services is the go-to choice for businesses looking to streamline their financial processes and achieve long-term success.
15813 Poppy Ln, Monte Sereno, CA 95030, United States -
Vasona Financial & Tax Services
● OpenVasona Financial & Tax Services is a reputable accounting and finance institution located at 16615 Lark Avenue in Los Gatos, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and accounting services to individuals and businesses. Their personalized approach and attention to detail ensure that clients receive the highest level of service and support in managing their financial needs. Whether you are looking for assistance with tax filing or need help with budgeting and financial analysis, Vasona Financial & Tax Services is dedicated to helping you achieve your financial goals.
16615 Lark Ave # 200, Los Gatos, CA 95032, United States -
Olma Tax & Financial
● OpenOlma Tax & Financial is a reputable institution located at 459 Monterey Avenue in Los Gatos, California, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch financial solutions to individuals and businesses alike. With years of experience and a commitment to excellence, we strive to help our clients achieve their financial goals and secure their financial futures. Trust Olma Tax & Financial for all your accounting and financial needs.
459 Monterey Ave #207, 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 -
UBS Financial Services Inc.
● OpenUBS Financial Services Inc. is a leading finance institution located at 750 University Avenue in Los Gatos, California, United States. With a strong reputation for excellence and expertise in financial services, UBS offers a wide range of investment and wealth management solutions to individuals, businesses, and institutions. Their team of experienced professionals is dedicated to providing personalized advice and tailored solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, UBS Financial Services Inc. is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
750 University Ave #250, Los Gatos, CA 95032, 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 -
Ferguson Wealth Management - UBS Financial Services Inc.
● OpenFerguson Wealth Management - UBS Financial Services Inc. is a premier financial institution located at 750 University Avenue in Los Gatos, California, United States. Specializing in wealth management services, their team of experienced professionals offers personalized financial planning and investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Ferguson Wealth Management - UBS Financial Services Inc. is dedicated to providing top-notch financial guidance and support to individuals and families in the Los Gatos area.
750 University Ave #250, Los Gatos, CA 95032, United States -
Chamberlain Financial Planning & Wealth Management
● OpenChamberlain Financial Planning & Wealth Management is a leading institution specializing in accounting and finance services. Located at 644 North Santa Cruz Avenue in Los Gatos, California, United States, our team of experienced professionals is dedicated to helping our clients achieve their financial goals. Whether you are looking to plan for retirement, invest wisely, or manage your wealth effectively, Chamberlain Financial Planning & Wealth Management is here to provide personalized solutions tailored to your specific needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.
644 N Santa Cruz Ave #8, Los Gatos, CA 95030, United States -
Edward Jones - Financial Advisor: Vince DiPiero, CFP®
● OpenEdward 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 -
Michael Glomb, CFP - UBS Financial Services Inc.
● OpenMichael Glomb, CFP - UBS Financial Services Inc. is a leading financial institution located at 750 University Avenue in Los Gatos, California. As a Certified Financial Planner, Michael Glomb and his team offer a wide range of financial services to help clients achieve their financial goals. With a focus on personalized financial planning and investment management, they strive to provide expert advice and guidance to individuals and families looking to secure their financial future. Whether you are planning for retirement, saving for education, or investing for long-term growth, Michael Glomb, CFP - UBS Financial Services Inc. is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
750 University Ave #250, Los Gatos, CA 95032, United States -
Truly Financial Group, LLC
● OpenTruly 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 -
Douglas Brady - UBS Financial Services Inc.
● OpenDouglas Brady - UBS Financial Services Inc. is a reputable financial institution located at 750 University Avenue in Los Gatos, California, United States. Specializing in finance, they offer a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Douglas Brady - UBS Financial Services Inc. provides personalized financial solutions tailored to meet the unique needs of each client. Whether you are looking to invest, plan for retirement, or manage your wealth, this institution is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
750 University Ave #250, Los Gatos, CA 95032, United States -
Christian Glomb, CFP - UBS Financial Services Inc.
● OpenChristian Glomb, CFP - UBS Financial Services Inc. is a prestigious finance institution located at 750 University Avenue in Los Gatos, California, United States. With a team of dedicated professionals led by certified financial planner Christian Glomb, this institution offers a wide range of financial services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Christian Glomb, CFP - UBS Financial Services Inc. is committed to providing personalized solutions tailored to meet your individual needs. Trust in their expertise and experience to guide you towards a secure financial future.
750 University Ave #250, 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
● OpenMerrill Investment & Retirement Financial Center, located at 333 North Santa Cruz Avenue in Los Gatos, California, is a finance institution that offers personalized advice and guidance to help individuals turn their ambitions into action. With a team of Merrill Financial Solutions Advisors available in Los Gatos, CA, clients can work towards their financial goals and plan for their future with confidence. Whether you are looking for investment advice, retirement planning, or other financial services, Merrill is dedicated to providing the tools and support needed to help you succeed. Please note that Merrill is a subsidiary of Bank of America and offers a wide range of services, including brokerage, investment advisory, and insurance products. Contact Merrill Investment & Retirement Financial Center today to learn more about how they can help you achieve your financial objectives.
333 N Santa Cruz Ave, Los Gatos, CA 95030, United States -
Merrill Investment & Retirement Financial Center
● OpenMerrill 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 -
Trike Financial
● OpenTrike Financial is a trusted financial institution located at 16548 Oleander Avenue in Los Gatos, California, United States. With a team of experienced professionals, Trike Financial offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, Trike Financial is dedicated to providing personalized solutions tailored to your specific needs. Visit us today to learn more about how we can help you secure your financial future.
16548 Oleander Ave, Los Gatos, CA 95032, United States -
Catherine Chen - State Farm Insurance Agent
● OpenCatherine 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.
20132 Stevens Creek Blvd, Cupertino, CA 95014, 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 -
Jerry Rojas - State Farm Insurance Agent
● OpenJerry Rojas - State Farm Insurance Agent is a trusted insurance agency located at 2542 South Bascom Avenue in Campbell, California. While online auto quoting is not available at this time, customers can call, text, or visit the office for a personalized auto quote. The dedicated team at Jerry Rojas is ready to create a Personal Price Plan tailored to individual needs. As a California native, Jerry Rojas understands the unique needs of Bay Area residents. With a background in the financial industry, he brings valuable insights to help customers find the perfect insurance plan within their lifestyle and budget. Serving areas such as Campbell, Los Gatos, San Jose, and more, Jerry Rojas and his team prioritize exceptional service and ensuring customers feel confident about their coverage.
2542 S Bascom Ave STE 200, Campbell, CA 95008, United States -
Fidelity Investments
● OpenFidelity Investments is a renowned finance institution located at 434 North Santa Cruz Avenue in Los Gatos, California, United States. With a strong reputation for providing top-notch financial services, Fidelity Investments offers a wide range of investment options and financial planning solutions to help individuals and businesses achieve their financial goals. Their team of experienced professionals is dedicated to providing expert guidance and personalized advice to clients, ensuring they make informed decisions and secure their financial future. Whether you are looking to invest for retirement, save for a major purchase, or grow your wealth, Fidelity Investments is committed to helping you succeed.
434 N Santa Cruz Ave, Los Gatos, CA 95030, United States -
Weist Law
● OpenWeist 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 -
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 -
Raymond James
● OpenRaymond James is a renowned finance institution located at 229 West Main Street in Los Gatos, California, United States. With a strong reputation for providing personalized financial services, Raymond James offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. Whether you are looking for retirement planning, investment advice, or estate planning, the experienced professionals at Raymond James are dedicated to helping you make informed decisions and secure your financial future.
229 W Main St Suite B, Los Gatos, CA 95030, United States -
Victor Adint - Raymond James
● OpenVictor Adint - Raymond James is a reputable finance institution located at 229 West Main Street in the charming town of Los Gatos, California, United States. With a focus on providing top-notch financial services and expertise, the team at Victor Adint - Raymond James is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, you can trust the experienced professionals at Victor Adint - Raymond James to provide personalized solutions tailored to your specific needs. Visit us today and let us help you navigate the world of finance with confidence and peace of mind.
229 W Main St, Los Gatos, CA 95030, United States -
The Cribari Waggoner Group - Morgan Stanley
● OpenThe Cribari Waggoner Group at Morgan Stanley is a renowned finance institution located at 16000 Los Gatos Boulevard in Los Gatos, California, United States. With a team of experienced financial advisors, they offer a wide range of services including wealth management, investment planning, retirement planning, and more. Their dedication to providing personalized financial solutions tailored to each client's unique needs sets them apart in the industry. Trust The Cribari Waggoner Group to help you achieve your financial goals and secure your financial future.
16000 Los Gatos Blvd, Los Gatos, CA 95032, United States -
Empirical Wealth Management
● OpenEmpirical Wealth Management is a leading finance institution located at 250 North Santa Cruz Avenue in Los Gatos, California, United States. Our team of experienced financial professionals is dedicated to providing personalized wealth management solutions tailored to meet the unique needs and goals of our clients. With a focus on evidence-based investing and a commitment to transparency, we strive to help our clients build and preserve their wealth for the long term. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investment portfolio, Empirical Wealth Management is here to help you achieve financial success.
250 N Santa Cruz Ave, Los Gatos, CA 95030, United States
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