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TOP 30 Financial advisor for individuals in Los Altos, CA
21 results found
Search for local businesses, places and services near you
Gates Pass Advisors - Financial planning - Financial Advisors - Financial Planner
Gates Pass Advisors is a financial institution located at 280 2nd Street in Los Altos, California, United States. Specializing in financial planning and advising, the team at Gates Pass is dedicated to helping families, particularly women, navigate the complexities of today's financial landscape. Led by K. Esther Szabo, CFP® and CeFT®, and Erik Schei, CFA and CeFT®, Gates Pass offers a unique approach to financial planning that focuses on the individual needs and goals of each client. Unlike traditional brokerage houses, Gates Pass takes a holistic approach to financial planning, encompassing both financial planning and investment management. As fiduciary advisors, they prioritize the best interests of their clients and offer a wide range of investment solutions tailored to each client's specific needs.
Johnson Lyman Wealth Advisors
Johnson Lyman Wealth Advisors is a premier finance institution located at 4966 El Camino Real in Los Altos, California, United States. With a team of experienced financial advisors, they provide personalized wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or create a comprehensive financial strategy, Johnson Lyman Wealth Advisors offers expert guidance and support every step of the way. Trustworthy, reliable, and committed to client success, Johnson Lyman Wealth Advisors is dedicated to helping individuals and families build and preserve their wealth for the long term.
Merrill Lynch Financial Advisor Sameera Gupta
Merrill 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.
Barbara Madden - Financial Advisor, Ameriprise Financial Services, LLC
Barbara Madden - Financial Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 164 Main Street, Los Altos, California, United States. Barbara Madden holds several certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating her expertise and commitment to providing top-notch financial advice and services. With a strong focus on asset management, retirement planning, estate planning, and investment opportunities, Barbara Madden is well-equipped to assist individuals, retirees, small business owners, and high net worth clients with their financial needs. Additionally, Barbara Madden is dedicated to ongoing education and training to stay current with the latest trends and best practices in the finance industry. Whether you are looking for assistance with portfolio management, wealth transfers, retirement planning, or any other financial need, Barbara Madden - Financial Advisor, Ameriprise Financial Services, LLC is here to help you achieve your financial goals.
Tim Liu - Private Client Advisor
Tim Liu - Private Client Advisor is a leading finance institution located at 531 Cowper Street in Palo Alto, California, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions for high-net-worth individuals and families. With a focus on wealth management, investment strategies, and retirement planning, we strive to help our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and learn more about how we can help you reach your financial objectives.
Thoits Law
Located at 400 Main Street in Los Altos, California, Thoits Law has been a trusted advisor to successful individuals and businesses in Silicon Valley and throughout California for over 70 years. Our team of experienced attorneys specializes in transactional law and civil litigation, including areas such as business, employment, intellectual property, real estate, and trusts and estates. With a commitment to excellence and a focus on building strong relationships with our clients, we strive to achieve superior outcomes for our select clientele. Our Business Group attorneys offer tailored solutions to legal questions, while our employment attorneys provide strategic counseling and litigation services. We also assist clients in preserving proprietary information, navigating real estate decisions, and providing comprehensive advice and counseling for families, individuals, and business entities.
Dwight Matthews - State Farm Insurance Agent
Dwight 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.
Charles Schwab
Charles Schwab is a renowned financial institution located at 240 3rd Street in Los Altos, California, United States. With a strong reputation for providing top-notch financial services, Charles Schwab offers a wide range of investment options, retirement planning, wealth management, and banking services to individuals and businesses. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or simply manage your finances more effectively, Charles Schwab is a trusted partner that you can rely on.
DiversiFi Capital
DiversiFi Capital is a finance institution located at 1013 El Camino Real in Los Altos, California, United States. Specializing in investment and capital management, DiversiFi Capital offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, DiversiFi Capital is committed to providing personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or secure funding for your business, DiversiFi Capital is here to help you navigate the complex world of finance with confidence.
Meyers Wealth Management
Meyers Wealth Management is a leading finance institution located at 111 1st Street in Los Altos, California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their future. We offer personalized wealth management services, investment advice, and financial planning to individuals, families, and businesses. With a focus on long-term growth and risk management, Meyers Wealth Management is committed to providing top-notch financial solutions tailored to each client's unique needs. Contact us today to start planning for a secure financial future.
MDB Group
MDB Group is a prestigious finance institution located at 4962 El Camino Real in Los Altos, California, United States. With a strong reputation for providing top-notch financial services, MDB Group offers a wide range of financial solutions to individuals and businesses alike. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, MDB Group's team of experienced professionals is dedicated to helping you achieve your financial goals. Visit MDB Group today and take the first step towards securing your financial future.
PWJohnson Wealth Management
PWJohnson Wealth Management, located at 2051 Grant Road in Los Altos, California, is a finance institution dedicated to providing personalized portfolios that avoid common investor pitfalls. With expertise in all areas of financial planning, PWJohnson offers comprehensive ongoing services to help clients manage their wealth and legacy. The institution offers the Willing Wisdom Index™, a free questionnaire that measures a family's performance in critical areas such as health care, taxes, litigation, communication, planning, and governance. The dynamic team at PWJohnson is committed to inspiring individuals, families, and communities to grow wealth and expand their lives, guiding them to peace of mind. Through their work with clients, financial professionals, and consumer education programs, the team delivers education, support, and tools to help people make intelligent financial decisions.
SCHERTAX
SCHERTAX is a reputable accounting and finance institution located at 1440 Villa Drive in Los Altos, California, United States. With a team of experienced professionals, SCHERTAX provides a wide range of financial services including tax preparation, financial planning, and bookkeeping. Clients can trust SCHERTAX to provide accurate and reliable financial guidance to help them achieve their financial goals. With a commitment to excellence and personalized service, SCHERTAX is a trusted partner for individuals and businesses seeking expert financial advice.
Retirement Administration Inc
Retirement Administration Inc is a finance institution located at 4966 West El Camino Real in Los Altos, California, United States. Specializing in retirement planning and administration, this institution offers a range of services to help individuals prepare for their golden years. Whether you are looking to invest for the future or need assistance with managing your retirement funds, Retirement Administration Inc provides expert guidance and support to help you achieve your financial goals. With a team of experienced professionals, they are dedicated to helping clients navigate the complexities of retirement planning and ensure a secure financial future.
Wong Timothy CPA
Wong Timothy CPA is a reputable accounting and finance institution located at 4966 West El Camino Real in Los Altos, California. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. Whether you are an individual or a business, Wong Timothy CPA is dedicated to helping you achieve your financial goals and navigate the complexities of the financial world. Visit them today for expert advice and personalized financial solutions.
Legal Advantage Investments, Inc.
Legal Advantage Investments, Inc. is a registered investment advisor located in California, United States. We are regulated by the Securities and Exchange Commission (SEC) and provide investment advice to clients. Our firm only conducts business in states where we are properly registered or exempt from registration. The information on our website is for informational purposes only and is subject to change without notice. We do not provide personalized investment advice, and investors should determine if our services are suitable for their needs. Please note that other similar services may be available at a lower cost. We do not offer tax or legal advice, so individuals should consult with their own advisors for such guidance. All investments carry risk, and past performance does not guarantee future results. We strive to help clients achieve their investment goals, but there is no guarantee of success.
WealthPRIME
WealthPRIME is a leading financial institution located at 4966 El Camino Real in Los Altos, California, United States. Our team of experienced financial experts is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, WealthPRIME offers a wide range of services tailored to meet your individual needs. Contact us today to learn more about how we can help you achieve financial success.
Lesti Structured Settlements
Lesti Structured Settlements is a finance institution located at 745 Distel Drive in Los Altos, California, United States. Specializing in structured settlements, they offer expert financial advice and services to help individuals and businesses manage their assets and plan for the future. With a team of experienced professionals, Lesti Structured Settlements is committed to providing personalized solutions and innovative strategies to help clients achieve their financial goals.
Jemstep
Jemstep 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.
Tax Office of Robert H. Scher
The Tax Office of Robert H. Scher is a reputable finance institution located at 1440 Villa Drive in Los Altos, California, United States. Specializing in tax services, this institution is dedicated to providing expert advice and assistance to individuals and businesses in navigating the complexities of tax laws and regulations. With a focus on accuracy and efficiency, the Tax Office of Robert H. Scher aims to help clients maximize their financial benefits and minimize their tax liabilities. Trustworthy and reliable, this institution is committed to delivering top-notch service to its clients.
Knight & Co
Knight & Co is an accounting and finance institution located at 419 South San Antonio Road in Los Altos, California, United States. Established in 1954, our family firm has been dedicated to serving individuals and small businesses with their tax filings and accounting needs. Over the years, our clientele has expanded to include a wide range of entities and individuals, and our services have grown to encompass all types of tax and accounting engagements, as well as consulting for operations management and wealth management services. At Knight & Co, we pride ourselves on leveraging technology, common sense, and technical skill to help our clients save time and money. Our goal is to assist you in reaching your financial goals, whether it be through tax planning, accounting services, or wealth management. With our expertise and personalized approach, we strive to help you succeed in all your financial endeavors. Let Knight & Co be your trusted partner in achieving financial success.
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