Financial advisor near me in Los Gatos, California

Jerry Rojas - State Farm Insurance Agent is a trusted insurance agency located at 2542 South Bascom Avenue in Campbell, California. While online auto quoting is not available at this time, customers can call, text, or visit the office for a personalized auto quote. The dedicated team at Jerry Rojas is ready to create a Personal Price Plan tailored to individual needs. As a California native, Jerry Rojas understands the unique needs of Bay Area residents. With a background in the financial industry, he brings valuable insights to help customers find the perfect insurance plan within their lifestyle and budget. Serving areas such as Campbell, Los Gatos, San Jose, and more, Jerry Rojas and his team prioritize exceptional service and ensuring customers feel confident about their coverage.

Catherine Chen - State Farm Insurance Agent is a reputable insurance agency located at 20132 Stevens Creek Boulevard in Cupertino, California. Situated near the Apple campus, De Anza College, and Cupertino Main Street, our agency serves the community with a focus on personalized service and excellent customer care. As April is distracted driving awareness month, we encourage you to review your auto insurance liability coverage to ensure you and your family are adequately protected. With over two decades of experience, Catherine Chen brings a dedicated work ethic and a commitment to helping her neighbors in Cupertino and surrounding areas such as San Jose, Saratoga, Sunnyvale, and Los Gatos.

The State Farm Insurance - Greg Pond Agency is located at 14500 Big Basin Way in Saratoga, California. Greg Pond serves as the State Farm Insurance Agent for the greater San Jose – South Bay Area, with the office conveniently situated in downtown Saratoga. The agency caters to the insurance needs of various communities, including Saratoga, Los Gatos, Los Gatos Mountains, Cupertino, and Campbell, as well as the entire state of California. The agency offers a range of insurance products, including Homeowners Insurance, Auto Insurance, Renters Insurance, Life Insurance, Business Insurance, and more. Greg Pond, who was born and raised in Los Gatos, is dedicated to providing award-winning customer service and top-quality insurance products to protect clients from the risks of modern life.

Nopar & Associates, located at 530 Lytton Avenue in Palo Alto, California, is a prominent institution offering legal services in business and real estate law. With over 35 years of experience, our team of skilled Silicon Valley business lawyers and real estate attorneys have served clients throughout the San Francisco Bay Area, including Palo Alto, Menlo Park, Woodside, Atherton, San Jose, Los Altos, Saratoga, Los Gatos, and beyond. Our firm has achieved an AV-Preeminent rating under Martindale-Hubbell's peer review system, showcasing our attorneys' high level of professional skill and integrity. Alan Nopar, our managing attorney, has been recognized as a Northern California Super Lawyer for multiple years, highlighting our commitment to excellence.

Tammy M. Kettler, CPA is a reputable accounting and finance institution located at 16185 Los Gatos Boulevard in Los Gatos, California, United States. With a focus on providing professional and reliable services, Tammy M. Kettler, CPA offers a wide range of accounting and financial solutions to individuals and businesses. From tax preparation to financial planning, clients can trust in the expertise and experience of the team at Tammy M. Kettler, CPA to help them achieve their financial goals.

Sherer Group LLC is a finance institution located at 61 East Main Street in the beautiful town of Los Gatos, California, United States. We specialize in providing a wide range of financial services to individuals and businesses, including wealth management, investment advisory, and financial planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you navigate the complexities of the financial world.

Legacy Capital Group California is a finance institution located at 459 Monterey Avenue in Los Gatos, California, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions for our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your wealth, we are here to help. Trust Legacy Capital Group California to help you achieve your financial goals and secure your financial future.

Glomb Private Wealth, located at 720 University Avenue in Los Gatos, California, is a finance institution dedicated to helping clients protect and grow their wealth. Our team of experienced professionals is committed to building strong relationships with our clients, providing personalized service and comprehensive financial solutions. As an independent firm, we offer the personalized service of a boutique firm while also leveraging the resources of global financial institutions. With over 70 years of collective experience, our team is credentialed and industry awarded, ensuring that we can guide you through each stage of your financial journey.

Merrill Edge is a finance institution located at 333 North Santa Cruz Avenue, Los Gatos, California, United States. At Merrill, they have the people, tools, and personalized advice and guidance to help turn your ambitions into action. A Merrill Advisor can help you pursue your goals and plan for what matters most to you. They strive to provide you with information about products and services you might find interesting and useful. Investing in securities involves risks, and there is always the potential of losing money. They offer a broad range of brokerage, investment advisory, and other services. Additional information is available in their Client Relationship Summary. Banking products are provided by Bank of America, N.A. and affiliated banks. Merrill Lynch Life Agency Inc. is a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.

Kane Investment Management, Inc. is a renowned finance institution located at 15466 Los Gatos Boulevard in Los Gatos, California, United States. With a strong reputation for providing expert financial advice and management services, Kane Investment Management, Inc. helps clients navigate the complex world of investments with confidence and success. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Kane Investment Management, Inc. is committed to guiding you every step of the way.

Bauerle Lee & Associates is a reputable accounting and finance institution located at 20 South Santa Cruz Avenue in Los Gatos, California. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their dedication to providing personalized and reliable services has earned them a strong reputation in the industry. Whether you are an individual or a business in need of financial guidance, Bauerle Lee & Associates is committed to helping you achieve your financial goals.

Cheryl Young is a finance institution located at 750 University Avenue in Los Gatos, California, United States. Our team is dedicated to providing personalized financial solutions that adapt to the evolving needs of each client at every stage of wealth. We offer a comprehensive suite of services for individuals and institutions, including bespoke investment strategies and holistic financial planning. Through our curated Rockefeller Lifestyle Advisory partners, we provide exclusive experiences and concierge services to help you focus on what matters most to you. Led by your private advisor, our dedicated team can assist with day-to-day finances and create a financial plan designed to grow with you on your wealth journey. Rockefeller Global's Cheryl Young offers expert guidance on investing in big tech and maximizing success with Name, Image, and Likeness (NIL) deals. Our firm is a broker-dealer and investment adviser registered with the SEC and FINRA, providing a range of investment, insurance, and annuity products. Investing involves risk, and past performance is not a guarantee of future results. Consult your tax advisor and attorney for personalized advice on taxation and legal matters.

Scharf Investments, LLC is a finance institution located at 16450 Los Gatos Boulevard in Los Gatos, California, United States. Specializing in investment management and financial planning, Scharf Investments offers a range of services to help clients achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, Scharf Investments is dedicated to helping clients make informed decisions and secure their financial future.

Robert Chaykin - Morgan Stanley is a prestigious finance institution located at 16000 Los Gatos Boulevard in Los Gatos, California, United States. With a strong reputation for providing top-notch financial services, Robert Chaykin - Morgan Stanley offers a wide range of investment opportunities and wealth management solutions to their clients. The team of experienced professionals at this institution is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your portfolio or plan for retirement, Robert Chaykin - Morgan Stanley is committed to providing you with the guidance and support you need to succeed in the world of finance.

Frederick Tax Services is a trusted accounting and finance institution located at 15814 Winchester Boulevard in Los Gatos, California. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. With our personalized approach and attention to detail, you can trust Frederick Tax Services to help you navigate the complex world of taxes and finances with ease. Contact us today to schedule an appointment and see how we can help you achieve your financial goals.

Hawker Gregg is a reputable accounting and finance institution located at 14127 Capri Drive in Los Gatos, California, United States. With a team of experienced professionals, they provide top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, Hawker Gregg is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart from other institutions in the industry. Visit Hawker Gregg today and take the first step towards securing your financial future.

Offereins Janda Roe & McCahan is a reputable accounting and finance institution located at 987 University Avenue in Los Gatos, California, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses, including tax preparation, auditing, financial planning, and more. Their commitment to excellence and personalized service sets them apart as a trusted partner in helping clients achieve their financial goals. Visit Offereins Janda Roe & McCahan for expert financial advice and support.

Janda Jeffrey CPA is a professional accounting and finance institution located at 987 University Avenue in Los Gatos, California, United States. With a team of experienced Certified Public Accountants, we provide a wide range of financial services including tax preparation, auditing, consulting, and more. Our focus is on delivering personalized and reliable financial solutions to help individuals and businesses achieve their financial goals. Contact us today to schedule a consultation and see how we can assist you with your accounting and finance needs.

Fidelity Investments is a renowned finance institution located at 434 North Santa Cruz Avenue in Los Gatos, California, United States. With a strong reputation for providing top-notch financial services, Fidelity Investments offers a wide range of investment options and financial planning solutions to help individuals and businesses achieve their financial goals. Their team of experienced professionals is dedicated to providing expert guidance and personalized advice to clients, ensuring they make informed decisions and secure their financial future. Whether you are looking to invest for retirement, save for a major purchase, or grow your wealth, Fidelity Investments is committed to helping you succeed.

Marshall Wealth Management Group is a leading finance institution located at 634 North Santa Cruz Avenue in Los Gatos, California, United States. Specializing in comprehensive wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized financial planning and investment strategies, Marshall Wealth Management Group provides tailored solutions to meet the unique needs of each individual client. Trust us to guide you towards financial success and peace of mind.

Loreen E. Huddleston CPA is a reputable accounting and finance institution located at 236 North Santa Cruz Avenue in Los Gatos, California, United States. With years of experience and expertise in the field, they provide a wide range of services including tax preparation, financial planning, and consulting for individuals and businesses. Their team of certified public accountants is dedicated to helping clients achieve their financial goals and navigate complex financial matters with ease. Trust Loreen E. Huddleston CPA for all your accounting and finance needs.

Charles Schwab is a leading finance institution located at 335 North Santa Cruz Avenue in Los Gatos, California, United States. Known for its innovative investment services and personalized financial advice, Charles Schwab offers a wide range of products and services to help individuals and businesses achieve their financial goals. With a strong reputation for integrity and customer service, Charles Schwab is a trusted partner for those looking to grow and manage their wealth effectively.

Weist Law is a full-service public finance law firm located at 20 South Santa Cruz Avenue, Los Gatos, California, United States. Specializing in serving as Bond Counsel & Special Counsel for California Public Agencies, our team of lawyers and registered municipal advisors work together to provide superior legal and financial guidance for projects of all sizes and complexities. With a focus on cost-efficient, effective legal and financing strategies, we empower public agencies to think outside the box, spend public funds wisely, and promote intergenerational equity. Our team pioneers creative legal and financial strategies for financing projects and stays up to date on low-cost loan, grant, and tax credit opportunities, as well as applicable laws and regulations.

Farmers Insurance - Kelli Walsh is a reputable insurance agency located at 451 Los Gatos Boulevard, Los Gatos, California. As a third generation local Farmers® agent, Kelli Walsh helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, or more, Kelli is knowledgeable and experienced in helping clients understand their coverage options. With a straightforward and personalized approach, she aims to make clients smarter about insurance. Kelli Walsh offers comprehensive coverage options for auto insurance, including collision coverage, deductibles, and medical payments. She also provides competitive rates with multi-line insurance discounts. For home insurance, Farmers® has been a trusted provider for over 80 years, offering protection in the event of disasters like fires. With affordable rates and multi-line insurance discounts, clients can get a quote for home insurance.

The Krenzin Wealth Management Group at Morgan Stanley is a leading finance institution located at 16000 Los Gatos Boulevard in Los Gatos, California. With a team of experienced professionals, they provide comprehensive wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, the Krenzin Wealth Management Group offers personalized solutions tailored to your unique needs. Trust in their expertise and dedication to help secure your financial future.

Raymond James is a renowned finance institution located at 229 West Main Street in Los Gatos, California, United States. With a strong reputation for providing personalized financial services, Raymond James offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. Whether you are looking for retirement planning, investment advice, or estate planning, the experienced professionals at Raymond James are dedicated to helping you make informed decisions and secure your financial future.

Victor Adint - Raymond James is a reputable finance institution located at 229 West Main Street in the charming town of Los Gatos, California, United States. With a focus on providing top-notch financial services and expertise, the team at Victor Adint - Raymond James is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, you can trust the experienced professionals at Victor Adint - Raymond James to provide personalized solutions tailored to your specific needs. Visit us today and let us help you navigate the world of finance with confidence and peace of mind.

The Cribari Waggoner Group at Morgan Stanley is a renowned finance institution located at 16000 Los Gatos Boulevard in Los Gatos, California, United States. With a team of experienced financial advisors, they offer a wide range of services including wealth management, investment planning, retirement planning, and more. Their dedication to providing personalized financial solutions tailored to each client's unique needs sets them apart in the industry. Trust The Cribari Waggoner Group to help you achieve your financial goals and secure your financial future.

Empirical Wealth Management is a leading finance institution located at 250 North Santa Cruz Avenue in Los Gatos, California, United States. Our team of experienced financial professionals is dedicated to providing personalized wealth management solutions tailored to meet the unique needs and goals of our clients. With a focus on evidence-based investing and a commitment to transparency, we strive to help our clients build and preserve their wealth for the long term. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investment portfolio, Empirical Wealth Management is here to help you achieve financial success.

U.S. Bank's Wealth Management Banker, Debbie Leekavousi, located at 127 North Santa Cruz Avenue in Los Gatos, California, offers personalized financial services and investment strategies to help clients achieve their financial goals. With a focus on wealth management, Debbie Leekavousi provides expert advice and guidance on a range of financial matters, including retirement planning, investment management, and estate planning. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Debbie Leekavousi and U.S. Bank's wealth management team are dedicated to helping you navigate the complexities of the financial world and secure your financial future.