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Guide > Fiduciary financial advisor in California > Fiduciary financial advisor in Santa Clara

Top 30 Best Fiduciary financial advisor in Santa Clara, California

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  • 5 1
    #1

    Orchid Wealth Management | Registered Investment Advisor | Fee-Only | Fiduciary Financial Advisor

    ● Open
    970 Palo Alto Ave, Palo Alto, CA 94301, United States
    (650) 334-6104
    orchidwealthmanagement.com

    Orchid Wealth Management is a registered investment advisor located in the heart of Palo Alto, California. As a fee-only and fiduciary financial advisor, we prioritize our clients' best interests above all else.

    Photo of Orchid Wealth Management | Registered Investment Advisor | Fee-Only | Fiduciary Financial Advisor - 970 Palo Alto Avenue, Palo Alto, CA 94301, USA Photo of Orchid Wealth Management | Registered Investment Advisor | Fee-Only | Fiduciary Financial Advisor - 970 Palo Alto Avenue, Palo Alto, CA 94301, USA Photo of Orchid Wealth Management | Registered Investment Advisor | Fee-Only | Fiduciary Financial Advisor - 970 Palo Alto Avenue, Palo Alto, CA 94301, USA
    Financial Service
    Details
  • 5 1
    #2

    Oakhurst Financial

    ● Closed
    1059 Fremont Ave, Los Altos, CA 94024, United States
    oakhurstfinancial.com

    Oakhurst Financial is a trusted institution located at 1059 Fremont Avenue in Los Altos, California, specialized in accounting and finance.

    Accounting Service Financial Service
    Details
  • 5 2
    #3

    Robert Galindo, LPL Financial

    ● Closed
    3880 S Bascom Ave #210, San Jose, CA 95124, United States
    (408) 540-7120
    galindofinancialgroup.com

    Robert Galindo, LPL Financial is a reputable finance institution located at 3880 South Bascom Avenue in San Jose, California, United States.

    Financial Service
    Details
  • 5 4
    #4

    Paige Fiduciary Services

    ● Closed
    2059 Camden Ave #344, San Jose, CA 95124, United States
    (408) 858-1714
    paigefiduciary.com

    Paige Fiduciary Services, located at 2059 Camden Avenue in San Jose, California, is dedicated to helping those who are struggling to help themselves.

    Photo of Paige Fiduciary Services - 2059 Camden Avenue, San Jose, CA 95124, USA Photo of Paige Fiduciary Services - 2059 Camden Avenue, San Jose, CA 95124, USA
    Details
  • 2.3 3
    #5

    Beacon Pointe Advisors

    ● Open
    900 E Hamilton Ave #120, Campbell, CA 95008, United States
    (949) 718-1634
    beaconpointe.com

    Beacon Pointe Advisors is a finance institution located at 900 East Hamilton Avenue in Campbell, California, United States.

    Photo of Beacon Pointe Advisors - 900 East Hamilton Avenue, Campbell, CA 95008, USA Photo of Beacon Pointe Advisors - 900 East Hamilton Avenue, Campbell, CA 95008, USA
    Financial Service
    Details
  • #6

    Gates Pass Advisors - Financial planning - Financial Advisors - Financial Planner

    ● Closed
    280 2nd St # 280, Los Altos, CA 94022, United States
    (650) 797-0280
    gatespassadvisors.com

    Gates Pass Advisors is a financial institution located at 280 2nd Street in Los Altos, California, United States.

    Photo of Gates Pass Advisors - Financial planning - Financial Advisors - Financial Planner - 280 2nd Street, Los Altos, CA 94022, USA Photo of Gates Pass Advisors - Financial planning - Financial Advisors - Financial Planner - 280 2nd Street, Los Altos, CA 94022, USA Photo of Gates Pass Advisors - Financial planning - Financial Advisors - Financial Planner - 280 2nd Street, Los Altos, CA 94022, USA
    Financial Service
    Details
  • #7

    UBS Financial Services Inc.

    ● Open
    775 Page Mill Rd, Palo Alto, CA 94304, United States
    (650) 496-7400
    local.ubs.com

    UBS Financial Services Inc. is a leading finance institution located at 775 Page Mill Road in Palo Alto, California.

    Photo of UBS Financial Services Inc. - 775 Page Mill Road, Palo Alto, CA 94304, USA Photo of UBS Financial Services Inc. - 775 Page Mill Road, Palo Alto, CA 94304, USA
    Financial Service
    Details
  • #8

    Merrill Lynch Financial Advisor Curtis L Bunch

    ● Closed
    3075A Hansen Way, Palo Alto, CA 94304, United States
    (650) 473-7917
    fa.ml.com

    Merrill Lynch Financial Advisor Curtis L. Bunch, located at 3075A Hansen Way, Palo Alto, California, United States, is a renowned finance institution offering personalized wealth management and planning services to clients.

    Financial Service
    Details
  • #9

    Sierra Pacific Financial Advisors, LLC

    ● Closed
    19925 Stevens Creek Blvd #100, Cupertino, CA 95014, United States
    (925) 223-8868
    sierrapfa.com

    Sierra Pacific Financial Advisors, LLC is a finance institution located at 19925 Stevens Creek Boulevard in Cupertino, California, United States.

    Photo of Sierra Pacific Financial Advisors, LLC - 19925 Stevens Creek Boulevard, Cupertino, CA 95014, USA Photo of Sierra Pacific Financial Advisors, LLC - 19925 Stevens Creek Boulevard, Cupertino, CA 95014, USA
    Financial Service
    Details
  • #10

    Cognizant Wealth Advisors

    ● Closed
    530 Lytton Ave 2nd Floor, Palo Alto, CA 94301, United States
    (650) 209-4062
    cognizantwealth.com

    Cognizant Wealth Advisors is a finance institution located at 530 Lytton Avenue in Palo Alto, California.

    Photo of Cognizant Wealth Advisors - 530 Lytton Avenue, Palo Alto, CA 94301, USA
    Financial Service
    Details
  • #11

    Merrill Lynch Financial Advisor Behrooz Ighani

    ● Closed
    560 S Winchester Blvd, San Jose, CA 95128, United States
    (408) 554-7903
    fa.ml.com

    Merrill Lynch Financial Advisor Behrooz Ighani, located at 560 South Winchester Boulevard, San Jose, California, is dedicated to helping you manage your wealth by creating a personalized financial strategy tailored to your goals.

    Financial Service
    Details
  • #12

    Merrill Lynch Financial Advisor Avanti Pakrasi

    ● Closed
    3075A Hansen Way, Palo Alto, CA 94304, United States
    (650) 473-7920
    fa.ml.com

    Merrill Lynch Financial Advisor Avanti Pakrasi, located at 3075A Hansen Way, Palo Alto, California, United States, offers personalized financial advice and guidance to help you develop a customized financial strategy.

    Financial Service
    Details
  • #13

    A3C Financial Services

    ● Closed
    1700 Wyatt Dr Suite #9, Santa Clara, CA 95054, United States
    (925) 302-6902
    a3cfinancial.com

    A3C Financial Services is a reputable accounting and finance institution located at 1700 Wyatt Drive in Santa Clara, California, United States.

    Accounting Service Financial Service
    Details
  • #14

    Cetera Wealth Partners is a region of Cetera Advisor Networks LLC

    ● Closed
    31 E Julian St, San Jose, CA 95112, United States
    (408) 249-4612
    fmg-group.com

    Cetera Wealth Partners is a branch of Cetera Advisor Networks LLC, a leading financial institution located at 31 East Julian Street in San Jose, California, United States.

    Photo of Cetera Wealth Partners is a region of Cetera Advisor Networks LLC - 31 East Julian Street, San Jose, CA 95112, USA Photo of Cetera Wealth Partners is a region of Cetera Advisor Networks LLC - 31 East Julian Street, San Jose, CA 95112, USA
    Financial Service
    Details
  • #15

    The Alameda Financial Group

    ● Closed
    1541 The Alameda, San Jose, CA 95126, United States
    (408) 213-6930
    alamedafinancialgroup.com

    The Alameda Financial Group is a leading finance institution located at 1541 The Alameda in San Jose, California, United States.

    Financial Service
    Details
  • #16

    Merrill Lynch Financial Advisor Martin Hsu

    ● Closed
    560 S Winchester Blvd, San Jose, CA 95128, United States
    (408) 260-6060
    fa.ml.com

    Merrill Lynch Financial Advisor Martin Hsu is a renowned finance institution located at 560 South Winchester Boulevard in San Jose, California, United States.

    Financial Service
    Details
  • #17

    Merrill Lynch Private Wealth Advisor Annie M Etchegoyhen

    ● Open
    3075A Hansen Way, Palo Alto, CA 94304, United States
    (650) 473-7912
    pwa.ml.com

    Merrill Lynch Private Wealth Advisor Annie M Etchegoyhen is a finance institution located at 3075A Hansen Way, Palo Alto, California, United States.

    Financial Service
    Details
  • #18

    Bank of America Private Client Advisor Amanda R Solomon

    ● Open
    3075 Hansen Way, Palo Alto, CA 94304, United States
    (650) 849-2150
    private.bankofamerica.com

    Bank of America Private Client Advisor Amanda R Solomon, located at 3075 Hansen Way in Palo Alto, California, offers personalized financial strategies for individuals, families, businesses, and institutions.

    Photo of Bank of America Private Client Advisor Amanda R Solomon - 3075 Hansen Way, Palo Alto, CA 94304, USA
    Financial Service
    Details
  • #19

    Michelle Peng - Morgan Stanley Financial Advisor

    ● Open
    20400 Stevens Creek Blvd STE 350, Cupertino, CA 95014, United States
    (408) 861-2177
    advisor.morganstanley.com

    Michelle Peng is a dedicated Financial Advisor at Morgan Stanley, located at 20400 Stevens Creek Boulevard in Cupertino, California.

    Financial Service
    Details
  • #20

    Derrick Hobbs - TIAA Wealth Management Advisor

    ● Open
    535 Cowper St Suite 200, Palo Alto, CA 94301, United States
    (866) 842-2906

    Derrick Hobbs - TIAA Wealth Management Advisor is a leading finance institution located at 535 Cowper Street in Palo Alto, California, United States.

    Financial Service
    Details
  • #21

    Ferguson Wealth Management - UBS Financial Services Inc.

    ● Open
    750 University Ave #250, Los Gatos, CA 95032, United States
    (408) 282-8429
    advisors.ubs.com

    Ferguson Wealth Management - UBS Financial Services Inc. is a premier financial institution located at 750 University Avenue in Los Gatos, California, United States.

    Financial Service
    Details
  • #22

    Bank of America Private Client Advisor Linh Nguyen

    ● Open
    3075 Hansen Way, Palo Alto, CA 94304, United States
    (408) 909-4446
    private.bankofamerica.com

    Bank of America Private Client Advisor Linh Nguyen is a Senior Vice President and Private Client Advisor located in Palo Alto, California.

    Photo of Bank of America Private Client Advisor Linh Nguyen - 3075 Hansen Way, Palo Alto, CA 94304, USA
    Financial Service
    Details
  • #23

    Bank of America Private Client Advisor Matthew Jude Howard

    ● Open
    560 S Winchester Blvd, San Jose, CA 95128, United States
    (408) 615-4215
    private.bankofamerica.com

    Bank of America Private Client Advisor Matthew Jude Howard, located at 560 South Winchester Boulevard, San Jose, California, United States, is a finance institution dedicated to providing personalized wealth management services.

    Financial Service
    Details
  • #24

    Hathaway Financial LLC

    ● Open
    6450 Almaden Expy, San Jose, CA 95120, United States
    (971) 409-4180
    hathawayfinancial.com

    Hathaway Financial LLC is a finance institution located at 6450 Almaden Expressway in San Jose, California, United States.

    Financial Service
    Details
  • #25

    Lesley Lemessurier - Associate Financial Advisor, Ameriprise Financial Services, LLC

    ● Closed
    1905 The Alameda, San Jose, CA 95126, United States
    (408) 287-6500
    ameripriseadvisors.com

    Lesley Lemessurier, an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 1905 The Alameda, San Jose, California, is a highly qualified professional with multiple certifications and designations.

    Photo of Lesley Lemessurier - Associate Financial Advisor, Ameriprise Financial Services, LLC - 1905 The Alameda, San Jose, CA 95126, USA Photo of Lesley Lemessurier - Associate Financial Advisor, Ameriprise Financial Services, LLC - 1905 The Alameda, San Jose, CA 95126, USA Photo of Lesley Lemessurier - Associate Financial Advisor, Ameriprise Financial Services, LLC - 1905 The Alameda, San Jose, CA 95126, USA
    Financial Service
    Details
  • #26

    Tone Tran - Private Client Advisor

    ● Closed
    50 W San Fernando St Suite 425, San Jose, CA 95113, United States
    (408) 309-5309
    bankofthewest.com

    Tone Tran - Private Client Advisor is a premier finance institution located in the heart of San Jose, California.

    Photo of Tone Tran - Private Client Advisor - 50 West San Fernando Street, San Jose, CA 95113, USA
    Financial Service
    Details
  • #27

    Raymond James Financial Services

    ● Open
    1901 S Bascom Ave #1550, Campbell, CA 95008, United States
    (408) 371-0504
    raymondjames.com

    Raymond James Financial Services is a leading finance institution located at 1901 South Bascom Avenue in Campbell, California, United States.

    Financial Service
    Details
  • #28

    Merrill Lynch Financial Advisor Andrew "Andy" Sinsigalli

    ● Closed
    50 W San Fernando St 16th Floor, San Jose, CA 95113, United States
    (408) 283-3067
    fa.ml.com

    Merrill Lynch Financial Advisor Andrew "Andy" Sinsigalli, located at 50 West San Fernando Street in San Jose, California, offers insights, observations, and ideas to help clients pursue their financial goals.

    Financial Service
    Details
  • #29

    Merrill Lynch Financial Advisor Maureen M Fong

    ● Closed
    560 S Winchester Blvd, San Jose, CA 95128, United States
    (408) 554-7958
    fa.ml.com

    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.

    Financial Service
    Details
  • 5 1
    #30

    The Palo Alto Group - Morgan Stanley

    ● Open
    1400 Page Mill Rd, Palo Alto, CA 94304, United States
    (650) 856-4520
    advisor.morganstanley.com

    The Palo Alto Group - Morgan Stanley is a prestigious finance institution located at 1400 Page Mill Road in Palo Alto, California, United States.

    Financial Service
    Details
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