The 30 Best Estate in Santa Clara, California

Evans Wealth Management Group - Ameriprise Financial Services, LLC is a trusted finance institution located at 225 West Santa Clara Street in San Jose, California, United States. Recognized as one of the Most Trustworthy Companies in America 2023 by Newsweek, we offer personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. Our team works closely with you to document your goals, regularly review your progress, and adjust your approach as life changes. With convenient online access to your investments and accounts, you can track your progress towards your financial goals securely from any device. Schedule a complimentary initial consultation to learn more about how we can help you achieve financial success. Our Ameriprise financial advisors are registered to do business in specific U.S. states, and we adhere to strict privacy and security guidelines to protect your information. Contact us today to discuss what's most important to you and start planning for a 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.

Davin Lundgren is an Associate Manager at Ameriprise Financial Services, LLC located at 225 West Santa Clara Street in San Jose, California, United States. The institution offers a range of financial services and certifications to ensure the highest level of expertise and professionalism. Davin Lundgren holds certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating a commitment to providing comprehensive and specialized financial advice. With a focus on asset management, retirement planning, estate planning, and investment strategies, clients can trust Davin Lundgren for expert financial guidance.

Joe Guttadauro is a financial advisor at Ameriprise Financial Services, LLC located at 225 West Santa Clara Street in San Jose, California. He holds multiple certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. Joe Guttadauro is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. He is committed to upholding a high standard of ethics and continuing education to ensure his clients receive the best possible financial guidance. Whether you are looking to plan for retirement, manage your investments, or navigate complex financial situations, Joe Guttadauro is here to help.

Dianne Lynch - Financial Advisor, Ameriprise Financial Services, LLC, located at 225 West Santa Clara Street in San Jose, California, offers a wide range of financial services to meet the needs of individuals and businesses. Dianne Lynch holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, and AWMA℠, demonstrating her expertise in asset management, estate planning, investment strategies, and more. Additionally, Dianne is a Behavioral Financial Advisor, Chartered Advisor in Philanthropy® (CAP®), and Certified Divorce Financial Analyst, providing specialized services to clients in various financial situations. With a commitment to excellence and ongoing education, Dianne Lynch is dedicated to helping clients achieve their financial goals.

Eric Stryker is a Financial Advisor at Ameriprise Financial Services, LLC located at 225 West Santa Clara Street in San Jose, California, United States. Eric holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, showcasing his expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on providing comprehensive financial solutions, Eric is dedicated to helping individuals achieve their financial goals and secure their future. Whether you are a retiree, small business owner, or high net worth client, Eric Stryker is committed to providing personalized financial advice tailored to your specific needs.

Thuyhuong Le - Private Wealth Advisor at Ameriprise Financial Services, LLC is a trusted financial institution located in San Jose, California. Specializing in providing personalized wealth management strategies, Thuyhuong Le offers tailored financial advice and investment solutions to help clients achieve their financial goals. With a focus on building long-term relationships built on trust and transparency, Thuyhuong Le is dedicated to helping individuals and families navigate the complexities of financial planning. Visit their office at 225 West Santa Clara Street to learn more about their comprehensive services and expertise in wealth management.

Bradley Noval is a financial advisor at Ameriprise Financial Services, LLC, located at 225 West Santa Clara Street in San Jose, California, United States. With a focus on providing personalized financial advice and services, Bradley Noval helps clients navigate through their financial goals and plan for their future. Whether it's retirement planning, investment strategies, or wealth management, Bradley Noval is dedicated to helping clients achieve financial success and security. Contact Bradley Noval at Ameriprise Financial Services, LLC for expert financial guidance and support.

Stephanie Atalla 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, Stephanie provides personalized financial planning services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to invest for the future, Stephanie Atalla can provide expert guidance and strategies tailored to your individual needs. Contact Stephanie Atalla at Ameriprise Financial Services, LLC for professional and reliable financial advice.

The Foreman-MacQuarrie Group at Morgan Stanley is a leading financial institution located at 225 West Santa Clara Street in San Jose, California. With a strong focus on providing personalized financial solutions, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, our experienced professionals are here to guide you every step of the way. Trust in The Foreman-MacQuarrie Group at Morgan Stanley for all your financial needs.

Emilio de Sousa - Morgan Stanley is a leading finance institution located at 225 West Santa Clara Street in San Jose, California, United States. With a strong reputation for excellence and expertise in the financial industry, Emilio de Sousa - Morgan Stanley offers a wide range of financial services to individuals, businesses, and institutions. Whether you are looking for investment advice, wealth management, or financial planning, our team of experienced professionals is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can help you secure your financial future.

Wayne Cymrot - Morgan Stanley is a finance institution located at 225 West Santa Clara Street in San Jose, California, United States. With a focus on providing top-notch financial services, Wayne Cymrot - Morgan Stanley offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized and comprehensive financial advice to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Wayne Cymrot - Morgan Stanley is committed to helping you navigate the complexities of the financial world with confidence and clarity.

WisdomSource Wealth Advisory Group - Ameriprise Financial Services, LLC is a reputable financial institution located in San Jose, California. Our dedicated team of financial advisors provides personalized wealth management services to help clients achieve their financial goals. With a focus on wisdom and expertise, we offer comprehensive financial planning, investment management, and retirement planning services. Visit us at 225 West Santa Clara Street to start your journey towards financial success with WisdomSource Wealth Advisory Group.

Craig Cymrot - Morgan Stanley is a finance institution located at 225 West Santa Clara Street in San Jose, California, United States. Specializing in wealth management and investment services, this institution offers personalized financial planning and guidance to help clients achieve their financial goals. With a team of experienced advisors, Craig Cymrot - Morgan Stanley is dedicated to providing top-notch financial advice and strategies to help individuals and businesses secure their financial future.

Wade Jones - Associate Financial Advisor at Ameriprise Financial Services, LLC is a reputable finance institution located at 225 East Santa Clara Street in Arcadia, California, United States. With a focus on providing expert financial advice and planning services, Wade Jones and his team are dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to invest, plan for retirement, or manage your wealth, you can trust Wade Jones to provide personalized solutions tailored to your unique needs. Contact them today to schedule a consultation and take the first step towards financial success.

Roberta Bautista Armijo is a dedicated and experienced financial advisor at Ameriprise Financial Services, LLC, located at 225 East Santa Clara Street in Arcadia, California. With a focus on helping clients achieve their financial goals and secure their financial future, Roberta provides personalized financial planning and investment advice tailored to each individual's needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Roberta Bautista Armijo is committed to providing you with the guidance and support you need to make informed financial decisions. Contact her today to schedule a consultation and take the first step towards financial security.

James A Christiansen is a highly experienced financial advisor at Ameriprise Financial Services, LLC, located at 225 East Santa Clara Street in Arcadia, California. With a strong background in finance and a dedication to helping clients achieve their financial goals, James provides personalized investment advice and financial planning services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, James A Christiansen can help you navigate the complex world of finance with confidence. Contact him today to schedule a consultation and take the first step towards securing your financial future.

Bradley Scott is a highly experienced Private Wealth Advisor at Ameriprise Financial Services, LLC, located in Arcadia, California. With a focus on providing personalized financial planning and investment strategies, Bradley Scott helps clients achieve their financial goals and secure their financial future. The institution is dedicated to providing top-notch financial services and guidance to individuals and families in the local community. Visit their office at 225 East Santa Clara Street to learn more about how they can help you navigate the complexities of wealth management.

Logan Bockhahn, a financial advisor at Ameriprise Financial Services, LLC, is dedicated to helping clients in Arcadia, California achieve their financial goals. Located at 225 East Santa Clara Street, Logan offers personalized financial planning services to individuals and families. With a focus on building long-term relationships and providing comprehensive financial advice, Logan Bockhahn strives to empower clients to make informed decisions about their finances. Contact Logan today to start planning for a secure financial future.

Albert Lee CFP is a reputable finance institution located at 275 Saratoga Avenue in Santa Clara, California, United States. Specializing in financial planning and investment management, Albert Lee CFP provides personalized services to help clients achieve their financial goals. With a team of experienced professionals, they offer comprehensive financial advice and strategies tailored to each individual's unique needs. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Albert Lee CFP is dedicated to helping you secure a stable financial future.

Rothstein Michaels Group - Morgan Stanley is a leading finance institution located at 225 West Santa Clara Street in San Jose, California, United States. Specializing in investment services, wealth management, and financial planning, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a strong commitment to excellence and personalized service, we strive to provide innovative solutions and expert guidance to individuals, families, and businesses. Trust Rothstein Michaels Group - Morgan Stanley to navigate the complexities of the financial world and secure a prosperous future for you and your loved ones.

Ryan J. Seay - Morgan Stanley is a prestigious finance institution located at 225 West Santa Clara Street in San Jose, California, United States. With a focus on providing top-notch financial services, Ryan J. Seay - Morgan Stanley offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. The institution is known for its expertise, professionalism, and dedication to client satisfaction. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Ryan J. Seay - Morgan Stanley is the trusted partner you need.

Ryan Van Valer, E.A. is a reputable accounting and finance institution located at 2447 Santa Clara Avenue in Alameda, California, United States. With a team of experienced and qualified Enrolled Agents, they offer a wide range of financial services including tax preparation, bookkeeping, financial planning, and more. Clients can expect personalized and professional assistance to help them manage their finances effectively. Whether you are an individual or a business owner, Ryan Van Valer, E.A. is dedicated to providing top-notch financial solutions to meet your needs.

NRI Tax Group is a leading accounting and finance institution located at 5201 Great America Parkway in Santa Clara, California, United States. Specializing in tax services for non-resident Indians (NRI), the institution offers expert guidance and assistance in navigating the complex world of international tax laws and regulations. With a team of experienced professionals, NRI Tax Group is dedicated to providing personalized solutions to help individuals and businesses optimize their financial strategies and minimize tax liabilities. Whether you are a student, professional, or entrepreneur, NRI Tax Group is your trusted partner in achieving financial success.

H&R Block is a trusted accounting and finance institution located at 3959 Rivermark Plaza in Santa Clara, California. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and small business accounting. Whether you are an individual looking for assistance with your taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and reliable solutions. Visit us today to learn more about how we can help you achieve your financial goals.

Bennet Shay & Company is a prestigious financial institution located at 4675 Stevens Creek Boulevard in Santa Clara, California, United States. With a focus on providing top-notch financial services to individuals and businesses, Bennet Shay & Company is known for their expertise in wealth management, investment strategies, and financial planning. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Visit Bennet Shay & Company today to experience personalized and comprehensive financial services tailored to your needs.

Diwakar Taxes Inc is a reputable accounting and finance institution located at 2332 Walsh Avenue in Santa Clara, California. Our team of experienced professionals is dedicated to providing top-notch tax preparation, financial planning, and accounting services to individuals and businesses in the area. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and financial management. Whether you need assistance with filing your taxes or creating a personalized financial plan, Diwakar Taxes Inc is here to help. Contact us today to schedule a consultation and take control of your financial future.

RC Blackwell's Tax Service, located at 900 Lafayette Street in Santa Clara, California, is a reputable institution specializing in tax preparation and financial services. Our team of tax professionals, known as Authorized IRS e-file Providers, are experts in assisting individuals, small businesses, estates, trusts, corporations, and partnerships with their tax needs. In addition to tax preparation, we also offer bookeeping services, offer in compromise assistance, eFile services, and payment arrangements. As the Electronic Return Originator (ERO), we transmit tax return information directly to the IRS on behalf of our clients.

New Century Tax Services Center is a reputable institution located at 2395 De La Cruz Boulevard in Santa Clara, California, United States. Specializing in accounting and finance, our dedicated team of experts is committed to providing top-notch tax services to individuals and businesses. With years of experience and a strong track record of client satisfaction, we strive to ensure that all your financial needs are met with accuracy and efficiency. Whether you need assistance with tax preparation, bookkeeping, or financial planning, New Century Tax Services Center is here to help you navigate the complex world of finance with ease. Visit us today and let us take the stress out of managing your finances.

Hovav Tax is a reputable accounting and finance institution located at 4675 Stevens Creek Boulevard in Santa Clara, California, United States. Specializing in tax services, financial planning, and accounting solutions, Hovav Tax is dedicated to helping individuals and businesses navigate the complex world of taxes and finances. With a team of experienced professionals, they provide personalized and reliable services to meet the unique needs of each client. Whether you need assistance with tax preparation, bookkeeping, or financial consulting, Hovav Tax is committed to delivering top-notch expertise and customer service. Contact them today to schedule a consultation and take control of your financial future.