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TOP 30 Financial advisor for individuals in San Jose, CA
244 results found
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AAA San Jose Stevens Creek Branch
AAA San Jose Stevens Creek Branch is a reputable insurance agency located at 5120 Stevens Creek Boulevard in San Jose, California. As a branch of the well-known AAA organization, this institution offers a wide range of insurance services to meet the needs of individuals and families in the area. With a team of knowledgeable and experienced agents, AAA San Jose Stevens Creek Branch is dedicated to providing top-notch customer service and helping clients find the right coverage for their specific needs. Whether you're looking for auto, home, life, or other types of insurance, you can trust AAA San Jose Stevens Creek Branch to provide reliable and affordable options.
New York Life Insurance Company, Todd P Langton, CLF, Financial Services Professional
New York Life Insurance Company, Todd P Langton, CLF, Financial Services Professional is a finance and insurance agency located at 25 Metro Drive, San Jose, California, United States. They specialize in providing life insurance to help individuals leave a legacy of love and financial security. Additionally, they offer affordable voluntary benefits programs for businesses. Todd P Langton is a licensed agent for New York Life Insurance Company and may also be licensed with other independent insurance companies in California. He is a Registered Representative for NYLIFE Securities LLC and is dedicated to serving professional advisors. Please consult with your own tax, legal, or accounting professional for personalized advice. Contact them at 408-724-5222 for more information.
Bank of America Financial Center
The Bank of America Financial Center located at 5710 Cottle Road in San Jose, California, is a full-service bank offering a wide range of financial services to individuals, businesses, and institutions. With a strong reputation for excellence in customer service and a commitment to helping customers achieve their financial goals, the Bank of America Financial Center is a trusted and reliable choice for all banking and finance needs. Whether you are looking for a checking account, mortgage loan, investment advice, or simply need to deposit or withdraw funds, the friendly and knowledgeable staff at this institution are ready to assist you. Visit the Bank of America Financial Center today and experience the convenience and expertise that has made it a leading financial institution in the United States.
O'Donnell Financial Group
Located at 1101 Fifth Avenue in San Rafael, California, the O'Donnell Financial Group is a finance institution dedicated to helping clients navigate retirement planning with confidence. With offices in various locations across the Bay Area and California, including San Rafael, Walnut Creek, and San Jose, O'Donnell Financial Group offers personalized financial planning services to help individuals work towards their financial goals. Whether you need guidance on investing, mortgages, or insurance, the team at O'Donnell Financial Group is ready to assist. They offer a complimentary 90-minute consultation to help you get started on creating a custom financial plan. Additionally, they provide a risk assessment test to ensure that your investments are aligned with your unique risk score and years to retirement.
Bank of America Financial Center
The Bank of America Financial Center at 4075 Evergreen Village Square in San Jose, California is a full-service bank and financial institution. Offering a wide range of banking services including checking and savings accounts, loans, mortgages, and investment opportunities, the Bank of America Financial Center is dedicated to helping individuals and businesses manage their finances effectively. With a team of experienced financial advisors and customer service representatives, customers can expect personalized assistance and expert guidance to help them achieve their financial goals. Visit the Bank of America Financial Center today for all your banking and financial needs.
Block Advisors
Block Advisors is a trusted institution located at 6467 Almaden Expressway in San Jose, California, United States. Specializing in accounting and finance services, our team of experts is dedicated to helping individuals and businesses navigate the complexities of tax preparation, financial planning, and more. With a commitment to personalized service and attention to detail, Block Advisors is the go-to destination for all your financial needs. Whether you're looking for assistance with tax filing, retirement planning, or investment strategies, our experienced professionals are here to provide expert guidance every step of the way. Visit us today to see how Block Advisors can help you achieve your financial goals.
O'Donnell Financial Group
O'Donnell Financial Group, located at 1535 North Main Street in Walnut Creek, California, is a finance institution dedicated to helping individuals make sense of retirement and achieve their financial goals. With offices in the Bay Area and throughout California, including San Rafael, Walnut Creek, and San Jose, O'Donnell Financial Group offers comprehensive financial planning, investment advice, mortgage assistance, and insurance guidance. Their team of O'Donnell Financial Master Elite Advisors is ready to work with you to create a custom plan tailored to your needs. They offer a complimentary 90-minute consultation with no obligation, as well as a risk assessment test to ensure your investments are aligned with your unique risk score and retirement timeline.
Prudential | Sherry Wang | Life Insurance & Financial Services
Prudential | Sherry Wang | Life Insurance & Financial Services is a reputable finance and insurance agency located at 1731 Technology Drive in San Jose, California, United States. With a focus on providing top-notch life insurance and financial services, our institution is dedicated to helping individuals and families secure their financial future. Our experienced team, led by Sherry Wang, is committed to offering personalized solutions tailored to meet the unique needs of each client. Whether you are looking for life insurance coverage or seeking guidance on financial planning, Prudential | Sherry Wang | Life Insurance & Financial Services is here to assist you every step of the way.
John F Di Palermo, Financial Professional - New York Life
John F Di Palermo, Financial Professional at New York Life, is a trusted institution located at 1731 Technology Drive in San Jose, California. Specializing in finance and insurance, they provide expert guidance and personalized solutions to help individuals and families achieve their financial goals. With a commitment to integrity and excellence, John F Di Palermo and his team strive to provide top-notch service and support to their clients. Whether you are planning for retirement, protecting your assets, or securing your family's future, you can count on John F Di Palermo, Financial Professional at New York Life, to provide the expertise and resources you need.
Prudential | Sudha Bajoria | Life Insurance & Financial Services
Prudential | Sudha Bajoria | Life Insurance & Financial Services is a reputable finance and insurance agency located at 1731 Technology Drive in San Jose, California, United States. With a focus on providing clients with top-notch life insurance and financial services, the institution is committed to helping individuals and families secure their futures. Whether you are looking for insurance coverage or financial planning assistance, Prudential | Sudha Bajoria is dedicated to providing personalized solutions to meet your specific needs. Trust in their expertise and experience to guide you towards a secure and prosperous financial future.
LTC Financial Partners
LTC Financial Partners is a leading finance, health, and insurance agency located at 5855 Pala Mesa Drive in San Jose, California, United States. Specializing in long-term care planning and insurance solutions, LTC Financial Partners offers expert advice and personalized services to help individuals and families protect their financial future and well-being. With a team of experienced professionals, they are dedicated to providing comprehensive and tailored solutions to meet the unique needs of each client. Whether you are planning for retirement, facing a health crisis, or looking to secure your legacy, LTC Financial Partners is committed to helping you navigate the complexities of long-term care and insurance options with confidence and peace of mind.
Michael Garber Financial Planning
Michael Garber Financial Planning is a trusted finance institution located at 111 North Market Street in San Jose, California. Our team of experienced financial planners is dedicated to helping individuals and families achieve their financial goals through personalized planning and strategic investment strategies. Whether you are saving for retirement, planning for your children's education, or looking to grow your wealth, our experts are here to provide guidance and support every step of the way. Visit us today to learn more about how Michael Garber Financial Planning can help secure your financial future.
Morgan Stanley Financial Advisors
Morgan Stanley Financial Advisors is a prestigious finance institution located at 225 West Santa Clara Street in San Jose, California, United States. With a team of experienced financial advisors, they provide comprehensive wealth management services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your assets, Morgan Stanley Financial Advisors offers personalized solutions tailored to your individual needs. Trust in their expertise and dedication to help secure your financial future.
Beacon Pointe Advisors
Beacon Pointe Advisors is a finance institution located at 900 East Hamilton Avenue in Campbell, California, United States. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in the San Jose, CA, and San Francisco Bay Area. Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation, working with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners in the Bay Area focus on full-service financial planning and research-driven investments. With a fiduciary responsibility to clients, Beacon Pointe's allWEALTH® approach addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, values-based investing, life transition support, financial planning for business owners, and multi-generational family wealth and legacy planning.
Beacon Pointe Advisors
Beacon Pointe Advisors is a finance institution located at 50 West San Fernando Street in San Jose, California. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe works with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners in San Jose focus on full-service financial planning and research-driven investments. Their holistic allWEALTH® approach addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, and more. They also provide life transition support for divorcées and widows, financial planning for business owners, and multi-generational family wealth and legacy planning.
Lucia Capital Group - San Jose
Lucia Capital Group in San Jose, California, is a finance institution dedicated to helping clients achieve their financial goals and plan for a secure future. With a team of experienced professionals, including CERTIFIED FINANCIAL PLANNER™ professionals and Chartered Financial Consultants, clients receive personalized financial guidance tailored to their specific needs. The institution offers a fully integrated wealth platform, providing end-to-end investment strategies, asset management, and insurance services. As a client of Lucia Capital Group, individuals can expect a comprehensive financial planning approach, with a focus on retirement planning and achieving financial confidence. With a commitment to transparency and client well-being, the institution serves as a trusted financial coach, helping clients design a personalized game plan and implement investment strategies. By working with Lucia Capital Group, clients can strive for financial confidence and ultimately achieve their life's purpose.
CBSJ Financial Corporation
CBSJ Financial Corporation is a leading finance institution located at 1735 North First Street in San Jose, California, United States. With a strong reputation for excellence in financial services, CBSJ offers a wide range of solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, wealth management, or assistance with loans and mortgages, our team of experienced professionals is dedicated to helping you achieve your financial goals. Visit us today to discover how CBSJ Financial Corporation can help you secure your financial future.
Merrill Lynch Financial Advisor Lyle J Smith
Merrill Lynch Financial Advisor Lyle J Smith is a finance institution located at 50 West San Fernando Street in San Jose, California, United States. Lyle J. Smith follows a disciplined wealth management strategy for Merrill Clients, focusing on understanding each client's individual needs and priorities. With over 30 years of experience at Merrill, Lyle is a qualified Portfolio Manager who can create personalized strategies for clients, incorporating various investment options. He holds the CERTIFIED FINANCIAL PLANNER™ certification and has a strong educational background in economics and agricultural economics. Lyle believes in building strong relationships with clients by listening to their goals and priorities, and providing personalized financial advice. He offers the Merrill Personal Wealth Analysis™ to help clients create a customized plan centered on their objectives. By utilizing the Investment Personality Assessment, Lyle can tailor his financial approach to align with each client's investing preferences.
Derek Seo - Financial Advisor, Ameriprise Financial Services, LLC
Derek Seo is a Financial Advisor at Ameriprise Financial Services, LLC, located at 1 South Almaden Boulevard, San Jose, California, United States. Derek Seo holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications cover a wide range of financial planning topics including asset management, retirement planning, estate planning, investment strategies, risk management, and more. Derek Seo is dedicated to providing expert financial advice and assistance to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.
U.S. Bancorp Investments - Financial Advisors: Adam Perez
U.S. Bancorp Investments - Financial Advisors: Adam Perez is a reputable finance institution located at 1399 Foxworthy Avenue, San Jose, California, United States. As a trusted financial advisor, Adam Perez provides expert guidance and personalized financial solutions to help clients achieve their investment goals. With a focus on building long-term relationships, U.S. Bancorp Investments offers a wide range of financial services tailored to meet the unique needs of each individual or business. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Adam Perez and his team are dedicated to helping you navigate the complexities of the financial market and make informed decisions for a secure financial future.
Edward Jones - Financial Advisor: Christina Biagi, AAMS™|CRPC™
Edward Jones - Financial Advisor: Christina Biagi, AAMS™|CRPC™ is a reputable financial institution located at 2280 Lincoln Avenue in San Jose, California, United States. With a focus on providing top-notch financial services, Christina Biagi, a certified Accredited Asset Management Specialist (AAMS) and Chartered Retirement Planning Counselor (CRPC), offers personalized financial advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to build wealth, Edward Jones - Financial Advisor: Christina Biagi, AAMS™|CRPC™ is dedicated to providing expert financial solutions tailored to your individual needs.
Fireside Financial Planning
Fireside Financial Planning is a reputable finance institution located at 1971 Hamilton Avenue in San Jose, California. Our team of experienced financial advisors are dedicated to helping individuals and families achieve their financial goals through personalized financial planning services. Whether you are looking to save for retirement, purchase a home, or invest for the future, our experts are here to provide guidance and support every step of the way. Contact Fireside Financial Planning today to start building a secure financial future.
UBS Financial Services Inc.
UBS Financial Services Inc. is a reputable finance institution located at 355 Santana Row in San Jose, California, United States. Specializing in a wide range of financial services, UBS is known for its expertise in wealth management, investment banking, asset management, and more. With a strong reputation for providing top-notch financial advice and services, UBS is a trusted partner for individuals, businesses, and institutions looking to achieve their financial goals.
Merrill Lynch Financial Advisor Chris Milner
Merrill Lynch Financial Advisor Chris Milner, located at 560 South Winchester Boulevard in San Jose, California, is dedicated to helping clients achieve their financial goals. With a focus on personalized planning centered on individual aspirations, the institution offers services tailored to each client's unique needs and priorities. From retirement planning to wealth management, the team at Merrill Lynch strives to provide comprehensive financial solutions to help clients navigate the complexities of the market and achieve their desired outcomes. With a commitment to understanding each client's personal situation and goals, Merrill Lynch Financial Advisor Chris Milner aims to build long-lasting relationships based on trust, communication, and a shared vision for financial success.
Merrill Lynch Financial Advisor Jackson Thoreson
Merrill Lynch Financial Advisor Jackson Thoreson is a finance institution located at 50 West San Fernando Street, San Jose, California, United States. The team at Merrill Lynch is dedicated to understanding your values and goals for your assets, with a focus on planning for your individual and family lifetimes. Jackson Thoreson, a resident of San Jose and a graduate of Saint Mary's College of California, leads the team with a background in professional baseball and a passion for helping clients navigate important life transitions such as retirement and job changes. The team at Merrill Lynch is committed to helping clients achieve their financial goals at every stage of life, with a personalized approach that takes into account individual priorities, risk tolerance, and long-term objectives. With a focus on communication and education, Merrill Lynch Financial Advisor Jackson Thoreson is dedicated to helping clients achieve their financial goals and secure a legacy that can last beyond their lifetime.
Merrill Lynch Financial Advisor C Shawn Warthen
Merrill Lynch Financial Advisor C Shawn Warthen is a finance institution located at 50 West San Fernando Street, San Jose, California, United States. Shawn Warthen, Wealth Management Advisor, Senior Vice President, has been in the financial services industry since 1993. He assists clients in managing their wealth to meet their individual needs, offering a comprehensive approach that begins with understanding each client's goals. The institution provides personalized financial plans with the Merrill Personal Wealth Analysis™, supported by a team of experienced professionals dedicated to building strong client relationships. The focus is on helping clients achieve their financial goals, whether it's planning for retirement, saving for a home, or passing wealth to future generations. By using the Investment Personality Assessment, the institution customizes financial approaches to align with each client's preferences and priorities. The goal is to help clients manage, grow, and preserve their wealth while adapting to changes in life and the financial markets. With a focus on personalized service, the institution aims to help clients achieve their financial aspirations and turn their goals into reality. Consultations are held regularly to review progress and make adjustments to financial approaches as needed. The institution is registered to do business in multiple states and holds certifications from the Certified Financial Planner Board of Standards, Inc. and the Investments & Wealth Institute®. Investing involves risk, and clients are advised to consult with legal and tax advisors before making financial decisions. The institution offers a range of services, including investment advisory and financial planning.
Cetera Wealth Partners is a region of Cetera Advisor Networks LLC
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. Specializing in wealth management and financial planning, Cetera Wealth Partners offers a wide range of services to help clients achieve their financial goals. With a team of experienced advisors and a commitment to personalized service, Cetera Wealth Partners is dedicated to helping individuals and families build and protect their wealth.
Harshad Shah Financial Services
Harshad Shah Financial Services is a leading accounting and finance institution located at 2690 South White Road in San Jose, California, United States. Our services include financial consulting, tax preparation, year-round bookkeeping, corporation set-up, payroll services, real estate assistance for both home and business properties, and property management. With a team of experienced professionals, we are dedicated to helping individuals and businesses achieve their financial goals and navigate the complexities of the financial world. Contact us today to learn more about how we can assist you with your financial needs.
Merrill Lynch Financial Advisor Dahn Lincoln
Merrill Lynch Financial Advisor Dahn Lincoln is a finance institution located at 50 West San Fernando Street, San Jose, California, United States. Dahn is a graduate of University of California, Los Angeles (UCLA) with a bachelor's degree in Business Economics. He has extensive experience in Financial Services and is fluent in Mandarin Chinese and Japanese. Dahn focuses on helping individuals and families develop personalized plans and strategies through a transparent Goals-Based Wealth Management process. By leveraging the investment insights of Merrill and banking convenience of Bank of America, Dahn aims to provide world-class service built on trust. He believes in constantly searching for the latest and best strategies to provide more value to clients. Dahn currently works out of the downtown San Jose office in Silicon Valley, Northern California. As a Registered Senior Wealth Management Client Associate at Merrill Lynch Wealth Management, Dahn takes the time to understand what's important to his clients and provides personalized investment strategies built around their priorities, risk tolerance, time horizon, liquidity needs, and goals. By listening to his clients and understanding their aspirations, Dahn helps them manage, grow, and preserve their wealth while considering the impact it can have for years to come. He believes in developing a financial approach that helps clients pursue their goals and offers sustainable and impact investing options. With access to the investment insights of Merrill and banking solutions from Bank of America, Dahn works with his clients to develop approaches designed to address their financial needs and help them achieve their goals. Through ongoing conversations and reviews, Dahn helps his clients stay on track to achieve what's most important to them. He believes in creating a financial approach that reflects his clients' personalities and life priorities, offering advice to help them address fluctuations in the market and changes in their lives. Working with a dedicated Merrill advisor means clients get personalized investment strategies from Merrill and access to comprehensive financial solutions from Bank of America. Merrill Lynch Financial Advisor Dahn Lincoln prioritizes building strong client relationships based on trust and personalized service, putting clients first every day.
David Kirst, CPA | San Jose Tax Preparation Expert
David Kirst, CPA is a trusted tax preparation expert located in San Jose, California. With years of experience in accounting and finance, David Kirst offers professional services to help individuals and businesses navigate the complexities of tax preparation. Located at 675 North First Street, David Kirst, CPA is dedicated to providing personalized and reliable assistance to ensure clients meet their financial goals. Trust David Kirst, CPA for expert tax preparation services in San Jose.
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