The 30 Best Financial help in Los Altos, California

Johnson Financial & Insurance Services is a reputable health and insurance agency located at 171 Main Street in Los Altos, California. With a commitment to providing top-notch financial and insurance services, our team of professionals is dedicated to helping clients navigate the complex world of health and insurance coverage. Whether you are looking for health insurance for yourself or your family, or need assistance with other types of insurance policies, Johnson Financial & Insurance Services is here to help. Our personalized approach and attention to detail set us apart from other agencies, making us a trusted partner for all your insurance needs. Visit us today to see how we can help you secure your financial future.

Star One Credit Union in Los Altos is a trusted financial institution located at 495 South San Antonio Road in California, United States. As a credit union, they offer a wide range of financial services including savings accounts, loans, and online banking. Conveniently located in Los Altos, customers can access their accounts and conduct transactions easily at this ATM location. With a focus on customer service and community involvement, Star One Credit Union is dedicated to helping their members achieve their financial goals.

Gates 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.

Oakhurst 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.

Merrill Lynch Financial Advisor Sameera Gupta is a finance institution located at 3075A Hansen Way, Palo Alto, California, United States. Sameera Gupta has over 20 years of experience in the Financial Services industry, working with global organizations such as Wachovia/Wells Fargo, Visa Inc., and Western Union. She specializes in helping clients achieve their financial goals and simplifying the complexities of their financial lives. Sameera has a deep understanding of global financial and banking products due to her experience living and working on four different continents. She serves individuals, small businesses, and senior corporate executives with unique and complex financial situations. Sameera supports various NGOs and is actively involved in charitable organizations such as Minds Matter. She is fluent in Hindi and resides in Los Altos with her family. Sameera offers personalized wealth management services through Merrill Personal Wealth Analysis™, focusing on building strong client relationships based on trust and personalized service. Whether you are planning for retirement, funding your children's education, or passing your wealth to future generations, Sameera works with you to develop a customized approach to help you achieve your financial goals. She believes in simplifying the complexities of investing and providing transparency to help you reach your goals. Sameera is committed to helping you navigate the financial and economic landscapes to pursue your goals.

Merrill Lynch Financial Advisor Richard McHugh is located at 3075 Hansen Way in Palo Alto, California, United States. Rich McHugh is a Senior Vice President, Private Wealth Advisor, and Portfolio Manager at Merrill Private Wealth Management. He works with leaders in business, members of accomplished families, and successful individuals to help them navigate the complexities of wealth through the advice and capabilities of Merrill Private Wealth Management's world-class infrastructure. Rich and his team provide highly personalized experiences by servicing a limited number of families. With extensive experience in traditional and alternative investments, portfolio management, short-term cash management, financing, and estate planning strategies, Rich begins each relationship by gaining a thorough understanding of his clients' backgrounds, financial pictures, goals, and expectations. Prior to joining Merrill, Rich worked at J.P. Morgan Private Bank in various offices across the United States. He holds a B.A. in Political Science and Government from Purdue University and a M.S. in Finance from DePaul University. Rich resides in Los Altos, CA, and enjoys art, golf, skiing, and travel in his free time. Merrill Lynch Wealth Management focuses on building strong client relationships based on trust and personalized service, with a focus on the unique priorities and goals of each individual client. Clients can expect personalized investment strategies and comprehensive financial solutions tailored to their needs and objectives.

Edward 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.

Barbara 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.

Edward Jones - Financial Advisor: Aileen A Low, CFP® is a reputable finance institution located at 4966 El Camino Real in Los Altos, California, United States. Aileen A Low is a Certified Financial Planner who provides personalized financial advice and services to help clients achieve their financial goals. With a focus on long-term financial planning and investment strategies, Edward Jones - Financial Advisor: Aileen A Low, CFP® is committed to helping clients secure their financial future.

Ester Ng is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 164 Main Street in Los Altos, California. With years of experience in the finance industry, Ester provides personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Ester is dedicated to providing expert guidance and support every step of the way. Contact Ester Ng today to schedule a consultation and take control of your financial future.

Kiersten Ligeti & Patricia Karoubi Team - The Agency Los Altos is a premier finance and real estate agency located in Los Altos, California. With a prime location at 161 South San Antonio Road, this dynamic duo offers expert guidance and personalized service to clients looking to buy, sell, or invest in properties in the area. With a wealth of knowledge and experience in the local market, Kiersten Ligeti & Patricia Karoubi are dedicated to helping clients achieve their real estate goals. Whether you are a first-time homebuyer or a seasoned investor, The Agency Los Altos is committed to providing top-notch service and exceptional results.

Welcome to Jason Stefely - State Farm Insurance Agent located at 20395 Pacifica Drive, Cupertino, California. Our insurance agency is conveniently situated just south of Stevens Creek Blvd and east of DeAnza Blvd. As a State Farm agent since 2004, I am proud to serve the local communities of Cupertino, Mountain View, Sunnyvale, Los Altos, and beyond. At our agency, we have a team of highly skilled and motivated individuals who are dedicated to providing outstanding service and protecting what's important to our customers. We offer a range of insurance services including Auto Insurance, Homeowners Insurance, Renters Insurance, Motorcycle Insurance, Boat Insurance, Life Insurance, Small Business Insurance, and other Commercial lines of insurance. We also provide Financial Services to help you plan for the future.

Cheryl Ching - State Farm Insurance Agent is a family-owned insurance agency located at 10025 South Tantau Avenue in Cupertino, California. With over 34s of experience, Cheryl and her team are dedicated to providing insurance and financial services to the residents of Cupertino, Sunnyvale, San Jose, Saratoga, Los Altos, Mountain View, Santa Clara, Campbell, and Milpitas. They offer auto insurance, life insurance, health insurance, and more, all tailored to fit the needs of their clients. Cheryl and her team are committed to creating a welcoming and understanding environment for their customers, delivering exceptional customer service every step of the way. They also offer services in Mandarin. Whether you are new to the area or a lifelong resident, Cheryl Ching - State Farm Insurance Agent is there to help protect close to you and your family safe and protected.

Longevity Law is a reputable law firm located at 948 Dolores Avenue in Los Altos, California. Specializing in estate planning, elder law, and long-term care planning, our team of experienced lawyers is dedicated to helping clients navigate the complexities of legal issues related to aging and ensuring their long-term well-being. With a focus on personalized service and attention to detail, Longevity Law is committed to providing comprehensive and compassionate legal support to individuals and families in the greater Los Altos area.

Northwestern Mutual is a renowned finance and insurance agency located at 745 Distel Drive in Los Altos, California, United States. With a strong reputation for providing top-notch financial planning and insurance services, Northwestern Mutual is dedicated to helping clients achieve their financial goals and secure their futures. The institution offers a wide range of financial products and services, including life insurance, retirement planning, investment management, and more. With a team of experienced and knowledgeable professionals, Northwestern Mutual is committed to providing personalized solutions tailored to each client's unique needs and objectives. Whether you're looking to protect your family's financial future or grow your wealth, Northwestern Mutual is a trusted partner you can rely on.

Heritage Bank of Commerce is a trusted financial institution located at 419 South San Antonio Road in Los Altos, California, United States. Offering a range of banking and finance services, including ATMs, Heritage Bank of Commerce is dedicated to providing innovative solutions to help businesses overcome challenges and achieve their goals. With a team of experienced bankers and a focus on high-touch service, Heritage Bank of Commerce is committed to building strong relationships with clients. The institution has been recognized for its outstanding performance and community support, making it a valuable partner for businesses and non-profit organizations alike. With a legacy of investing in the next generation of leaders and a commitment to community growth, Heritage Bank of Commerce is a reliable and supportive financial partner for all your banking needs.

WaFd Bank, located at 4546 El Camino Real in Los Altos, California, is your neighborhood bank that prioritizes personal relationships with customers. Our friendly bankers are dedicated to helping you achieve financial success within the community. Whether you're a business in the San Jose area or an individual seeking banking services, WaFd Bank offers a range of options to meet your needs. From free checking accounts to small business banking and commercial lending services, we are here to support you. Additionally, our online and mobile banking platforms provide convenient access to your accounts anytime, anywhere. As the Best-in-State Bank in Washington, Idaho, Oregon, and Nevada, WaFd Bank is committed to providing exceptional service. WaFd Bank is a DBA of Washington Federal Bank. Visit us today to experience the difference of a community-focused bank.

US Bank Mortgage is a leading financial institution located in Los Altos, California. As a leader in the mortgage industry, US Bank offers a wide range of loan options to meet almost every mortgage need. Military members have the option to make $0 down payments. The institution provides tools and resources for first-time home buyers to navigate the home-buying process with confidence. Mortgage loans are offered by US Bank to qualifying borrowers based on factors such as credit score, debt to income ratio, and credit history. By monitoring your credit score and taking steps to improve it, you can strengthen your ability to qualify for a mortgage.

Farmers & Merchants Bank is a trusted financial institution located at 2302 North Bellflower Boulevard in Long Beach, California. As a full-service bank, we offer a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. Our convenient ATM services provide easy access to your funds 24/7. With a long history of serving the community, Farmers & Merchants Bank is committed to providing personalized and reliable banking solutions to help our customers achieve their financial goals. Visit us today to experience the difference of banking with a local institution that truly cares about your financial well-being.

PiCircle LLC is a finance institution located at 14380 Debell Road, Los Altos Hills, California, United States. We specialize in providing financial services and solutions to individuals and businesses in the area. Our team of experts is dedicated to helping our clients achieve their financial goals and secure their future. Whether you need assistance with investments, retirement planning, or wealth management, PiCircle LLC is here to help. Contact us today to learn more about how we can assist you with your financial needs.

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.

Josh Anderson - State Farm Insurance Agent is located at 4546 El Camino Real in Los Altos, California, United States. Situated at the San Antonio and El Camino Real in the Village Court Shopping Center, this insurance agency specializes in providing comprehensive coverage for auto, homeowners, life, and health insurance. With 20 years of experience, Josh Anderson, a 2nd generation State Farm agent, is dedicated to helping customers safeguard their assets and secure their future. As a resident of the South Bay Area, Josh is deeply rooted in the community and is passionate about giving back through coaching and sponsoring local sports teams. Whether you're looking for auto insurance for a road trip or life insurance to protect your loved ones, Josh Anderson is here to assist you every step of the way. Contact him at (650) 941-5000 for personalized insurance options that fit your unique needs.

Dwight Matthews - State Farm Insurance Agent is a trusted insurance agency located at 1564 Miramonte Avenue in Los Altos, California. Situated at the Loyola corner near Fremont and Foothill expressway, we are dedicated to serving the insurance and financial needs of individuals and families in the area. With a focus on providing protection from the unexpected, we take pride in offering State Farm's financial stability to our clients. As an active member of the Los Altos Chamber of Commerce and Los Altos Rotary, we are deeply involved in the local community. Our team, led by Sheila and Chris, has extensive experience in the insurance industry and is committed to helping policyholders achieve their financial goals. With a focus on customer care, we have been serving the Los Altos community for 29 years.

Farmers Insurance - Anna Perez-Villafranca is an insurance agency located at 16165 Monterey Street, Morgan Hill, California, United States. As a local Farmers® agent in Los Altos, CA, Anna Perez-Villafranca helps customers identify the insurance coverage that best fits their needs. With over 20 years of experience with Farmers Insurance®, Anna has the knowledge and expertise to help clients understand their coverage options, whether it's for auto, home, renters, business insurance, and more. The agency is bilingual, offering services in Spanish as well. Clients can get personalized assistance in selecting the right car insurance coverage, home insurance, life insurance, renters insurance, business insurance, condo insurance, and more. Farmers Insurance has been providing insurance products for over 80 years, ensuring that clients have reliable coverage in case of any unexpected events.

The College and Career Center located at 201 Almond Avenue in Los Altos, California is a valuable resource for students seeking guidance and support in planning for their future. As a school-based institution, the center offers a wide range of services including college admissions assistance, career exploration, internship opportunities, and job search support. Whether students are looking to further their education or enter the workforce after graduation, the College and Career Center provides the tools and resources needed to help them achieve their goals. With a dedicated staff of counselors and advisors, students can receive personalized guidance and support as they navigate the college and career planning process. Visit the College and Career Center today to start preparing for a successful future!

The Student Services Building is a school located at 201 Almond Avenue in Los Altos, California. This institution provides a wide range of services to support students in their academic and personal development. From academic advising and counseling to financial aid assistance and career services, the Student Services Building is dedicated to helping students succeed in their educational journey. With a team of dedicated professionals, this institution aims to create a supportive and inclusive environment where students can thrive and reach their full potential.

Susie Atwood - State Farm Insurance Agent is a reputable insurance agency located at 5624 2nd Street in Long Beach, California. As an experienced State Farm agent, Susie Atwood offers a range of insurance products including auto, life, and financial services. With over 30 years in the industry, Susie and her dedicated team, Recki, Michele, and Dina, are committed to providing exceptional service to customers in Long Beach, Lakewood, Signal Hill, Seal Beach, and Orange County. Whether you need assistance with auto insurance, home insurance, life insurance, or business insurance, the team at Susie Atwood is here to help. They also offer in-person and virtual appointments to accommodate your schedule. Susie Atwood's personal journey from Olympic swimmer to successful State Farm agent reflects her dedication to the Long Beach community. She values local businesses and actively supports charitable organizations like the Joy of Giving/Spark of Love toy drive. Additionally, she is a member of the Long Beach Century Club and serves on the board for the Los Altos YMCA.

Vali De Vries - State Farm Insurance Agent is a trusted insurance agency located at 1777 North Bellflower Boulevard in Long Beach, California. Vali De Vries, the owner, has a strong connection to her community and a passion for helping others. Raised on Catalina Island, she brings a unique perspective to her work. With over 30 years of experience, Vali is dedicated to providing personalized service for Auto Insurance, Life Insurance, and more. Located in the Los Altos Medical Center Building, Vali's office is easily accessible and offers a welcoming environment for all clients. Alongside Vali, Rosalva, a seasoned insurance professional, provides valuable support and expertise. Together, they strive to ensure that all clients feel secure and informed about their insurance needs.

First Republic Bank, located at 400 South San Antonio Road in Los Altos, California, is a full-service institution offering a range of banking and financial services. With a focus on customization and exceptional service, our team is dedicated to providing responsive solutions to meet your needs. Deposit products and services are provided by JPMorgan Chase Bank, N.A., ensuring a secure and reliable banking experience. When it comes to investing, our experienced team at J.P. Morgan Wealth Management can help you navigate market risks and work towards achieving your financial goals. We offer a variety of investment products and services through J.P. Morgan Securities LLC, a registered broker-dealer and investment adviser. Trust and fiduciary services are also available through JPMorgan Chase Bank, N.A., providing comprehensive wealth management solutions.

Foothill College is a renowned university located at 12345 El Monte Road, Los Altos Hills, California, United States. Known for its exceptional academic programs and dedicated faculty, Foothill College offers a wide range of courses and degrees to help students achieve their educational goals. The institution prides itself on providing a supportive and inclusive learning environment, where students can thrive both academically and personally. With state-of-the-art facilities and a commitment to excellence, Foothill College is a top choice for students seeking a quality education in the heart of California.