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TOP 30 Financial advisor for families in Santa Clara, CA
11 results found
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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.
Asako Thompson - Morgan Stanley Financial Advisor
Asako Thompson - Morgan Stanley Financial Advisor is a leading finance institution located at 225 West Santa Clara Street in San Jose, California, United States. As a trusted financial advisor with Morgan Stanley, Asako Thompson provides expert guidance and personalized financial solutions to help clients achieve their financial goals. With a focus on wealth management, investment strategies, and retirement planning, Asako Thompson offers a comprehensive range of services to individuals, families, and businesses. Trust in Asako Thompson - Morgan Stanley Financial Advisor for professional expertise and personalized financial advice.
Michael Adiutori - Financial Advisor, Ameriprise Financial Services, LLC
Michael Adiutori is a dedicated financial advisor working at Ameriprise Financial Services, LLC located at 225 West Santa Clara Street in San Jose, California. With a focus on providing personalized financial planning and investment strategies, Michael helps clients navigate their financial goals and secure their financial future. As a trusted professional in the finance industry, he is committed to helping individuals and families achieve their financial aspirations. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Michael Adiutori is here to provide expert guidance and support. Contact him today to schedule a consultation and take the first step towards a more secure financial future.
Merrill Investment & Retirement Financial Center
The Merrill Investment & Retirement Financial Center is a leading finance institution located at 2900 El Camino Real in Santa Clara, California, United States. Our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals through personalized investment and retirement planning services. Whether you are looking to grow your wealth, save for retirement, or plan for the future, our experts are here to provide you with the guidance and support you need. Visit us today to learn more about how we can help you secure your financial future.
World Financial Group Inc
World Financial Group Inc is a leading financial institution located at 1850 Warburton Avenue in Santa Clara, California, United States. Specializing in a wide range of financial services, including investment planning, retirement savings, insurance, and wealth management, World Financial Group Inc is dedicated to helping individuals and families achieve their financial goals. With a team of experienced financial advisors and a commitment to personalized service, World Financial Group Inc is a trusted partner for individuals looking to secure their financial future.
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.
Logan Bockhahn - Financial Advisor, Ameriprise Financial Services, LLC
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.
SYNQMINE Tax Planning and CFO Services
Synqmine Tax Planning and CFO Services is a top-rated accounting firm and tax consultancy located at 1525 McCarthy Boulevard in Milpitas, California. Our team of financial professionals is dedicated to helping businesses and individuals make accurate financial decisions promptly. We specialize in reducing liabilities and maximizing profits for our clients in Santa Clara County. At Synqmine, we offer a full range of tax planning and accounting services to help businesses raise capital, monitor cashflow, track expenses, reduce tax liability, and identify financial trends. Our goal is to improve our client's financial position as they expand and grow into the future.
Special Needs Planning Group
The Special Needs Planning Group is a finance institution located at 4633 Old Ironsides Drive in Santa Clara, California, United States. Our team specializes in providing comprehensive financial planning services for individuals with special needs and their families. We understand the unique challenges and opportunities that come with planning for the future of a loved one with special needs, and we are dedicated to helping our clients navigate the complex financial landscape with expertise and care. Contact us today to learn more about how we can help you secure a brighter future for your family.
Wayne Cymrot - Morgan Stanley
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.
Rothstein Michaels Group - Morgan Stanley
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.
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