TOP 10 Financial advisor for investment advice in Los Altos, CA
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Gates Pass Advisors - Financial planning - Financial Advisors - Financial Planner
● ClosedGates 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.
280 2nd St # 280, Los Altos, CA 94022, United States -
Oakhurst Financial
● ClosedOakhurst Financial is a trusted institution located at 1059 Fremont Avenue in Los Altos, California, specialized in accounting and finance. Our team of experts is dedicated to helping you make informed decisions about your 401(k) investments and investment portfolio. As fiduciaries, we prioritize your best interests and provide personalized investment management services for those who prefer professional guidance. We offer integrated financial services designed to help you achieve financial success, whether you're saving for a home, college tuition, or retirement. Our federally-licensed preparers can assist with tax preparation, planning, and representation in IRS or California FTB audits. At Oakhurst Financial, we do not receive commissions for recommending specific actions, ensuring unbiased advice tailored to your unique financial goals.
1059 Fremont Ave, Los Altos, CA 94024, United States -
Edward Jones - Financial Advisor: Cynthia A Wemyss, CFP®|ChFC®
● OpenEdward Jones - Financial Advisor: Cynthia A Wemyss, CFP®|ChFC® is a reputable finance institution located at 339 South San Antonio Road in Los Altos, California, United States. With a focus on providing personalized financial planning services, Cynthia A Wemyss, a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®), helps clients achieve their financial goals and secure their future. Whether you are looking to invest, plan for retirement, or manage your wealth, Cynthia and her team at Edward Jones are dedicated to providing expert advice and guidance to help you make informed financial decisions.
339 S San Antonio Rd Suite 1 B, Los Altos, CA 94022, United States -
Barbara Madden - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedBarbara 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.
164 Main St Unit 206, Los Altos, CA 94022, United States -
Legal Advantage Investments, Inc.
● OpenLegal 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.
26625 St Francis Rd, Los Altos Hills, CA 94022, United States -
Meyers Wealth Management
● ClosedMeyers 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.
111 1st St, Los Altos, CA 94022, United States -
MDB Group
● ClosedMDB 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.
4962 El Camino Real STE 221, Los Altos, CA 94022, United States -
Jemstep
● OpenJemstep 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.
5150 El Camino Real, Los Altos, CA 94022, United States
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