Financial advisors for investors in Santa Clara, CA
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Merrill Lynch Financial Advisor Lauren Mader Gray
● OpenMerrill 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.
50 W San Fernando St 16th Floor, San Jose, CA 95113, United States -
James Park - Branch Manager, Ameriprise Financial Services, LLC
● OpenJames 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.
225 W Santa Clara St UNIT 1600, San Jose, CA 95113, United States -
ERATE
● OpenERATE 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.
BLDG 16, 4701 Patrick Henry Dr #100, Santa Clara, CA 95054, United States -
SYNQMINE Tax Planning and CFO Services
● OpenSynqmine 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.
1525 McCarthy Blvd Suite 1082, Milpitas, CA 95035, United States
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