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TOP 30 Financial advisor reviews in Santa Clara, CA
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Merrill Lynch Financial Advisor Lauren Mader Gray
Merrill Lynch Financial Advisor Lauren Mader Gray, located at 50 West San Fernando Street, San Jose, California, United States, is a finance institution that provides goals-based wealth management to affluent families, accomplished professionals, and successful business owners. Lauren and her team of specialists are dedicated to cultivating long-lasting relationships by offering exceptional service, customized advice, and a disciplined approach to investing. Lauren is passionate about community involvement and volunteers for organizations such as Humane Society Silicon Valley, Soroptimist International Santa Clara Silicon Valley, CREW, and NAWBO. With the support of Merrill's global resources, Lauren's team is committed to building strong client relationships based on trust and personalized service.
Michael Adiutori - Financial Advisor, Ameriprise Financial Services, LLC
Michael Adiutori is a dedicated financial advisor working at Ameriprise Financial Services, LLC located at 225 West Santa Clara Street in San Jose, California. With a focus on providing personalized financial planning and investment strategies, Michael helps clients navigate their financial goals and secure their financial future. As a trusted professional in the finance industry, he is committed to helping individuals and families achieve their financial aspirations. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Michael Adiutori is here to provide expert guidance and support. Contact him today to schedule a consultation and take the first step towards a more secure financial future.
Evans Wealth Management Group - Ameriprise Financial Services, LLC
Evans Wealth Management Group - Ameriprise Financial Services, LLC is a trusted finance institution located at 225 West Santa Clara Street in San Jose, California, United States. Recognized as one of the Most Trustworthy Companies in America 2023 by Newsweek, we offer personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. Our team works closely with you to document your goals, regularly review your progress, and adjust your approach as life changes. With convenient online access to your investments and accounts, you can track your progress towards your financial goals securely from any device. Schedule a complimentary initial consultation to learn more about how we can help you achieve financial success. Our Ameriprise financial advisors are registered to do business in specific U.S. states, and we adhere to strict privacy and security guidelines to protect your information. Contact us today to discuss what's most important to you and start planning for a secure financial future.
James Park - Branch Manager, Ameriprise Financial Services, LLC
James Park is the Branch Manager at Ameriprise Financial Services, LLC located at 225 West Santa Clara Street, San Jose, California, United States. Ameriprise Financial has been recognized as one of Investor’s Business Daily’s Most Trusted Wealth Managers. James Park provides personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients have secure access to their investments and accounts from any device. Interested individuals can schedule a complimentary initial consultation to learn more about how James Park can help achieve financial goals. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. James Park may conduct securities business with residents of states where properly registered. Referrals are welcomed, and friends or family members can expect to hear from James Park soon. Privacy and security are a top priority at Ameriprise Financial Services, LLC.
Capital One Café
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.
SYNQMINE Tax Planning and CFO Services
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.
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