TOP 30 Financial advisor near me in Santa Clara, California

144 results found

Bushey Financial Services is a reputable finance institution located in Ventura, California, United States. With a prime location at 701 East Santa Clara Street, our experienced team of financial professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with investments, retirement planning, or wealth management, our experts are here to help you reach your financial goals. Trust Bushey Financial Services to provide you with personalized and comprehensive financial solutions to secure your financial future.

Wade Jones - Associate Financial Advisor at Ameriprise Financial Services, LLC is a reputable finance institution located at 225 East Santa Clara Street in Arcadia, California, United States. With a focus on providing expert financial advice and planning services, Wade Jones and his team are dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to invest, plan for retirement, or manage your wealth, you can trust Wade Jones to provide personalized solutions tailored to your unique needs. Contact them today to schedule a consultation and take the first step towards financial success.

Roberta Bautista Armijo is a dedicated and experienced financial advisor at Ameriprise Financial Services, LLC, located at 225 East Santa Clara Street in Arcadia, California. With a focus on helping clients achieve their financial goals and secure their financial future, Roberta provides personalized financial planning and investment advice tailored to each individual's needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Roberta Bautista Armijo is committed to providing you with the guidance and support you need to make informed financial decisions. Contact her today to schedule a consultation and take the first step towards financial security.

James A Christiansen is a highly experienced financial advisor at Ameriprise Financial Services, LLC, located at 225 East Santa Clara Street in Arcadia, California. With a strong background in finance and a dedication to helping clients achieve their financial goals, James provides personalized investment advice and financial planning services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, James A Christiansen can help you navigate the complex world of finance with confidence. Contact him today to schedule a consultation and take the first step towards securing your financial future.

Bradley Scott is a highly experienced Private Wealth Advisor at Ameriprise Financial Services, LLC, located in Arcadia, California. With a focus on providing personalized financial planning and investment strategies, Bradley Scott helps clients achieve their financial goals and secure their financial future. The institution is dedicated to providing top-notch financial services and guidance to individuals and families in the local community. Visit their office at 225 East Santa Clara Street to learn more about how they can help you navigate the complexities of wealth management.

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.

Santa Clara Income Tax is a reputable accounting and finance institution located at 1190 East Santa Clara Street in San Jose, California. Our team of experienced professionals specializes in providing tax preparation services, financial planning, and consulting to individuals and businesses. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complexities of income tax laws and maximize their financial well-being. Trust Santa Clara Income Tax for all your accounting and finance needs.

CompuTax Services Santa Clara is a trusted institution located at 1765 Scott Boulevard in Santa Clara, California. Specializing in accounting, finance, and insurance services, our experienced team is dedicated to providing top-notch financial solutions to individuals and businesses in the Santa Clara area. From tax preparation to financial planning, our comprehensive services are designed to help our clients achieve their financial goals. Visit us today to experience personalized and professional financial assistance.

U.S. Bancorp Investments - Financial Advisors in Alameda is a trusted financial institution located at 2424 Santa Clara Avenue in Alameda, California. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies. Whether you are planning for retirement, saving for college, or looking to grow your wealth, our advisors are here to provide expert guidance and support. With a commitment to excellence and a focus on building long-term relationships, U.S. Bancorp Investments is the premier choice for individuals seeking sound financial advice in the Alameda area.

Capital One Café is a unique hybrid institution located at 2855 Stevens Creek Boulevard in Santa Clara, California. It combines the convenience of a traditional bank with the inviting atmosphere of a café, offering customers a one-of-a-kind banking experience. Whether you're looking to grab a coffee, meet with a financial advisor, or simply relax and do some banking, Capital One Café has you covered. With a focus on providing excellent customer service and innovative financial solutions, this institution is the perfect blend of finance, food, and community.

Located at 1262 East Hamilton Avenue in Campbell, California, Holly LaBarber - State Farm Insurance Agent is your go-to local insurance resource. As a small business owner in the Bay Area/Santa Clara County, we prioritize taking care of your insurance and financial needs. With over 50 years of combined industry experience, our dedicated team of professionals is committed to properly insuring what matters most to you. We offer a wide range of insurance products including auto, business specialty products, life and health insurance, and more. Our goal is to provide personalized service and ensure that you feel confident in your coverage. Whether you're a long-time resident or new to the area, we are here to help you with all your insurance needs. Our team includes experienced professionals like Laila, our exceptional Office Manager, and Claudia, our newest addition with expertise in life, auto, and health insurance. Together, we work hard to ensure that you receive top-notch administrative support and personalized service. We understand that insurance is not a one-size-fits-all plan, which is why we take the time to analyze your needs and goals in order to tailor the right coverage for you.

John Hancock Life Insurance Co, located at 100 North Winchester Boulevard, Santa Clara, California, United States, is an insurance agency that provides financial advisory services with a personal touch. With a history spanning over 160 years, John Hancock is committed to honesty, reliability, and customer satisfaction. The institution offers a variety of products designed to add real value to life insurance policies. John Hancock partners with leading companies to provide innovative solutions, such as the Galleri multi-cancer early detection test for eligible Vitality members. Their team of Advisors can help clients navigate financial challenges and plan for a secure future, whether it's retirement, college savings, or personalized financial goals. John Hancock is dedicated to empowering individuals to protect what matters most and live longer, healthier, and better lives.

Gail C. Moser is a highly experienced bankruptcy and estate planning attorney based in Santa Clara, California. With a proven track record of success, Gail is dedicated to helping clients navigate the complexities of bankruptcy and estate planning with expertise and compassion. Located at 4701 Patrick Henry Drive, Gail C. Moser's office provides personalized legal services tailored to each client's unique needs. Whether you are facing financial difficulties or need assistance with estate planning, Gail C. Moser is committed to providing top-notch legal representation to help you achieve your goals.

Victory Finance Inc is a reputable finance institution located at 2445 Augustine Drive in Santa Clara, California. We specialize in providing a wide range of financial services to our clients, including investment management, financial planning, and loan services. Our team of experienced professionals 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 secure a loan, Victory Finance Inc is here to help. Contact us today to learn more about how we can assist you with your financial needs.

ERATE is a finance institution located at 4701 Patrick Henry Drive in Santa Clara, California, United States. When it comes to finding the best mortgage rate, ERATE understands that it's not just about the lowest interest rate available. They help clients select a home loan based on their financial goals, ownership duration, and credit history, offering adjustable rates for short-term stays and fixed rates for long-term stability. In addition to mortgage services, ERATE also offers information on refinancing, including the three common types of refinanced mortgages. They advise clients to stay informed and consider their financial goals when navigating the mortgage market, as rates can change unexpectedly.

Margarita Nicol - State Farm Insurance Agent is a trusted insurance agency located at 2121 41st Avenue, Capitola, California. While online auto quoting is not available at this time, customers can call, text, or visit the office for an auto quote. The team at Margarita Nicol State Farm is dedicated to serving all financial and insurance needs, with a focus on Auto, Motorcycle, ATV, Life Insurance, and Med Supplement. The office proudly serves Santa Cruz, San Benito, Santa Clara, and Monterey Counties. Margarita Nicol, the State Farm agent, has over 30 years of experience in the insurance industry and is dedicated to helping customers protect what matters most. She provides services such as Car Insurance, Motorcycle and ATV Insurance, Life Insurance, and Med Supplement. Customers can reach out for a personalized Auto Insurance Quote.

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.

Ken Prodger CFP®,ChFC®,ChSNC®, AIF® is a prestigious finance institution located at 4633 Old Ironsides Drive, Santa Clara, California, United States. With a team of highly qualified professionals holding various certifications such as CFP®, ChFC®, ChSNC®, and AIF®, this institution offers expert financial planning and investment services to individuals and businesses alike. Whether you are looking to secure your financial future, plan for retirement, or grow your wealth, Ken Prodger and his team are dedicated to providing personalized solutions tailored to your specific needs and goals. Trust in their expertise and experience to help you achieve financial success and peace of mind.

The Dwyer Group - Morgan Stanley is a reputable finance institution located at 225 West Santa Clara Street in San Jose, California, United States. With a strong presence in the financial industry, this institution offers a wide range of services including wealth management, investment banking, and financial advisory. Known for their expertise and professionalism, The Dwyer Group - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future.

The 225 Group - Morgan Stanley is a prestigious finance institution located at 225 West Santa Clara Street in San Jose, California, United States. With a strong reputation for excellence in financial services, The 225 Group - Morgan Stanley offers a wide range of investment and wealth management solutions to clients. Their team of experienced professionals is dedicated to providing top-notch financial advice and personalized strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, The 225 Group - Morgan Stanley is committed to helping you navigate the complexities of the financial world with confidence and expertise.

Misawa/St. Claire Group - Morgan Stanley is a prestigious finance institution located at 225 West Santa Clara Street in San Jose, California, United States. As a part of the renowned Morgan Stanley brand, this institution offers a wide range of financial services and expertise to clients in the San Jose area. With a focus on providing personalized solutions and top-notch customer service, Misawa/St. Claire Group - Morgan Stanley is a trusted partner for individuals and businesses looking to achieve their financial goals.

Outforce LLC is a leading finance institution located at 2445 Augustine Drive in Santa Clara, California, United States. Specializing in providing top-notch financial services, Outforce LLC is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Outforce LLC is a trusted partner for all your financial needs.

Gulati & Associates is a reputable finance institution located at 2350 Mission College Boulevard in Santa Clara, California, United States. With a team of experienced professionals, they offer a wide range of financial services including investment planning, wealth management, retirement planning, and more. Their commitment to providing personalized solutions and exceptional customer service sets them apart in the industry. Visit Gulati & Associates for all your financial needs and experience the difference they can make in helping you achieve your financial goals.

NRI Wealth is a leading finance institution located at 5201 Great America Parkway in Santa Clara, California, United States. We specialize in providing wealth management services to Non-Resident Indians (NRIs) looking to grow and protect their assets. Our team of experienced financial advisors offers personalized solutions to help clients achieve their financial goals and secure a prosperous future. With a focus on integrity and excellence, NRI Wealth is committed to delivering superior financial services tailored to the unique needs of our clients.

Pacific Coast Accounting is a premier accounting and finance institution located at 3382 Rayanna Avenue in Santa Clara, California. Our team of experienced professionals provides a wide range of financial services to individuals and businesses in the United States. With a commitment to excellence and personalized service, Pacific Coast Accounting is dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with all of your accounting and finance needs.

Dan-Min Wang is a prestigious finance institution located at 3375 Scott Boulevard in Santa Clara, California, United States. With a reputation for excellence and expertise in the field of finance, Dan-Min Wang offers a wide range of services to meet the financial needs of individuals and businesses alike. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, the experienced professionals at Dan-Min Wang are dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can help you secure your financial future.

Albert Law is a reputable finance institution located at 3375 Scott Boulevard in Santa Clara, California, United States. Specializing in various aspects of finance, including investments, banking, and legal services, Albert Law is dedicated to providing top-notch financial solutions to individuals and businesses alike. With a team of experienced professionals and a commitment to excellence, Albert Law is a trusted partner for all your financial needs.

Essence Wealth & Insurance Services is a leading financial institution located at 4677 Old Ironsides Drive in Santa Clara, California. Specializing in wealth management and insurance services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking to grow your wealth through strategic investment planning or safeguard your future with comprehensive insurance coverage, Essence Wealth & Insurance Services is here to provide personalized solutions tailored to your unique needs. Trust us to guide you towards a secure financial future.

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.

Ash Varikkat, CPA is a reputable accounting and finance institution located at 2620 Augustine Drive in Santa Clara, California, United States. With a strong focus on providing high-quality services to individuals and businesses, Ash Varikkat, CPA offers a wide range of financial solutions including tax preparation, auditing, and financial planning. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and navigate complex financial matters with ease. Whether you are looking for personal accounting services or assistance with business finances, Ash Varikkat, CPA is committed to delivering excellent results and personalized attention to each client.