The 30 Best Financial institution reviews in San Jose, California

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Merrill Lynch Financial Advisor Mason McKown is a finance institution located at 560 South Winchester Boulevard, San Jose, California, United States. Mason works with clients to create personalized financial plans to achieve their goals and instill confidence in their family's financial future. With a focus on professionalism and ethics, Mason builds trust and loyalty with his clients by understanding their unique needs and looking out for their best interests. As a Certified Financial Planner, Mason helps clients navigate changes in employment, family, or lifestyle to manage and grow their assets. By leveraging the resources of Merrill Lynch Wealth Management, clients can enjoy more time with their families and pursue their passions, while Mason guides them towards financial success. The institution offers personalized financial planning services centered on clients' goals and priorities, helping them achieve what matters most to them. With a focus on understanding clients' aspirations and providing tailored solutions, Mason helps clients manage, grow, and preserve their wealth for the future. By regularly reviewing and adjusting financial approaches, Mason ensures clients stay on track to achieve their goals despite changes in their lives or the financial markets. As a Merrill Lynch Wealth Management Advisor, Mason is dedicated to providing personalized investment strategies and comprehensive financial solutions to help clients live their best financial lives.

Merrill Edge Financial Solutions Advisor is a finance institution located at 5615 Snell Avenue, San Jose, California, United States. They offer online investing, trading, brokerage, and advice services. Clients can get started with Merrill Guided Investing and pay $0 in program fees for 6 months. The institution provides a broad range of brokerage, investment advisory, and financial planning services. Investing in securities involves risks, and there is always the potential of losing money. They offer information on Net Asset Value (NAV) returns and Market price returns. Expense ratios and fees are also disclosed. Banking products are provided by Bank of America, N.A. and affiliated banks. Merrill Lynch Life Agency Inc. is a licensed insurance agency and a wholly owned subsidiary of BofA Corp.

Merrill Lynch Financial Advisor C Shawn Warthen is a finance institution located at 50 West San Fernando Street, San Jose, California, United States. Shawn Warthen, Wealth Management Advisor, Senior Vice President, has been in the financial services industry since 1993. He assists clients in managing their wealth to meet their individual needs, offering a comprehensive approach that begins with understanding each client's goals. The institution provides personalized financial plans with the Merrill Personal Wealth Analysis™, supported by a team of experienced professionals dedicated to building strong client relationships. The focus is on helping clients achieve their financial goals, whether it's planning for retirement, saving for a home, or passing wealth to future generations. By using the Investment Personality Assessment, the institution customizes financial approaches to align with each client's preferences and priorities. The goal is to help clients manage, grow, and preserve their wealth while adapting to changes in life and the financial markets. With a focus on personalized service, the institution aims to help clients achieve their financial aspirations and turn their goals into reality. Consultations are held regularly to review progress and make adjustments to financial approaches as needed. The institution is registered to do business in multiple states and holds certifications from the Certified Financial Planner Board of Standards, Inc. and the Investments & Wealth Institute®. Investing involves risk, and clients are advised to consult with legal and tax advisors before making financial decisions. The institution offers a range of services, including investment advisory and financial planning.

Merrill Lynch Financial Advisor Dahn Lincoln is a finance institution located at 50 West San Fernando Street, San Jose, California, United States. Dahn is a graduate of University of California, Los Angeles (UCLA) with a bachelor's degree in Business Economics. He has extensive experience in Financial Services and is fluent in Mandarin Chinese and Japanese. Dahn focuses on helping individuals and families develop personalized plans and strategies through a transparent Goals-Based Wealth Management process. By leveraging the investment insights of Merrill and banking convenience of Bank of America, Dahn aims to provide world-class service built on trust. He believes in constantly searching for the latest and best strategies to provide more value to clients. Dahn currently works out of the downtown San Jose office in Silicon Valley, Northern California. As a Registered Senior Wealth Management Client Associate at Merrill Lynch Wealth Management, Dahn takes the time to understand what's important to his clients and provides personalized investment strategies built around their priorities, risk tolerance, time horizon, liquidity needs, and goals. By listening to his clients and understanding their aspirations, Dahn helps them manage, grow, and preserve their wealth while considering the impact it can have for years to come. He believes in developing a financial approach that helps clients pursue their goals and offers sustainable and impact investing options. With access to the investment insights of Merrill and banking solutions from Bank of America, Dahn works with his clients to develop approaches designed to address their financial needs and help them achieve their goals. Through ongoing conversations and reviews, Dahn helps his clients stay on track to achieve what's most important to them. He believes in creating a financial approach that reflects his clients' personalities and life priorities, offering advice to help them address fluctuations in the market and changes in their lives. Working with a dedicated Merrill advisor means clients get personalized investment strategies from Merrill and access to comprehensive financial solutions from Bank of America. Merrill Lynch Financial Advisor Dahn Lincoln prioritizes building strong client relationships based on trust and personalized service, putting clients first every day.

Roundleaf San Jose is a premier finance institution located at 2055 Junction Avenue in the bustling city of San Jose, California. As a trusted financial partner, Roundleaf provides a wide range of services to help individuals and businesses achieve their financial goals. Whether you're looking for investment advice, wealth management, or assistance with loans and mortgages, our team of experienced professionals is dedicated to providing personalized solutions tailored to your unique needs. With a commitment to excellence and a focus on customer satisfaction, Roundleaf San Jose is the go-to institution for all your financial needs in the heart of Silicon Valley.

Merrill Lynch Financial Advisor Aaron Grant is a finance institution located at 50 West San Fernando Street, San Jose, California, United States. Aaron Grant, a dedicated financial advisor, takes a personalized approach to help clients improve, develop, and change their current financial picture. With a high-integrity approach, he listens to clients' goals and priorities to craft strategies that help achieve their desired results. Aaron offers a holistic approach that includes wealth management, investment management, banking services, and more, through Merrill Lynch Wealth Management and Bank of America. Born and raised in San Jose, Aaron is an honors graduate with a degree in business administration and finance. He is passionate about helping people understand their finances and building long-lasting client relationships. By using the Merrill Personal Wealth Analysis™, Aaron can create personalized financial plans centered around clients' goals. He believes in providing a path of clarity and custom-tailored strategies to help clients achieve their financial aspirations. Through the global resources of Merrill, Aaron's team is committed to providing personalized service and building strong client relationships based on trust. Whether clients are planning for retirement, saving for a home, or funding a child's education, Aaron works to understand their goals and priorities to develop a financial approach that aligns with their needs. By utilizing the Investment Personality Assessment, Aaron gains a deeper understanding of clients' investing preferences to customize their financial approach. With access to investment insights from Merrill and banking solutions from Bank of America, Aaron helps clients manage, grow, and preserve their wealth. He regularly reviews clients' goals and financial progress, making adjustments to their financial approach as needed. Aaron's mission is to understand each client's unique financial situation and create a personalized plan to help them pursue their goals while managing investment risk. By staying in tune with clients' changing lives and financial markets, he aims to help clients achieve what matters most to them. Aaron Grant is registered to do business in multiple states, offering personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.

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.

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.

Saei Company is a finance and lawyer institution located at 960 Saratoga Avenue in San Jose, California, United States. Specializing in providing expert financial and legal services, Saei Company offers a wide range of solutions to meet the needs of individuals and businesses alike. With a team of experienced professionals, Saei Company is dedicated to providing top-notch service and helping clients navigate the complexities of the financial and legal landscape.

Farmers Insurance - Mahshid Mirzaei is an insurance agency located at 1650 Zanker Road, San Jose, California, United States. As your local Farmers® agent, Mahshid Mirzaei helps customers identify the insurance coverage that best fits their needs. With a combined 120 years of insurance expertise, Mahshid is ready to help make important coverage decisions straightforward and personalized. Whether you need auto, home, renters, business, life insurance, or more, Mahshid can help you better understand your coverage options. With competitive rates and multi-line insurance discounts, Farmers Insurance has been providing insurance products for over 80 years, ensuring that your most valuable possessions are protected in the event of disaster. Whether you need car insurance, home insurance, renters insurance, business insurance, condo insurance, or a personal umbrella insurance policy, Mahshid Mirzaei can help customize an insurance package to reduce your risk and protect your investment. Contact Mahshid Mirzaei today to discuss your financial goals and create a solid financial plan. Securities are offered through Farmers Financial Solutions, LLC, and each insurer has sole financial responsibility for its own insurance. Visit the institution's website for more information and to request a quote.

Primo Personal Loans is a finance institution located at 1097 Lincoln Avenue in San Jose, California. They offer same-day funding options (if certain requirements are met) and provide a quick and efficient online inquiry form to connect borrowers with trusted third-party lenders in their network. Once a borrower's financial needs are assessed, the lender will make an offer for a fast personal loan, with funds usually available the next working day after signing the loan agreement. Primo Personal Loans aims to guide borrowers through the world of personal loans in San Jose, offering comprehensive information on different loan options, including secured and unsecured loans, as well as alternative financing solutions. By researching and comparing various lenders in the area, borrowers can find a loan that best suits their needs, with competitive interest rates and favorable terms.

316 Lending is a finance institution located at 1936 Camden Avenue, San Jose, California, United States. We offer easy and secure online applications for individuals seeking financing. Specializing in all credit scores, we excel in non-prime financing, making it possible for individuals to secure loans for their desired purchases. Our satisfied customers have praised us for our ability to secure loans for items such as boats, exceeding their expectations. Trust 316 Lending to help you secure the financing you need.

Montana Capital Car Title Loans is a finance institution located at 521 Charcot Avenue in San Jose, California, United States. Whether you apply online or by phone, Montana Capital is dedicated to helping you secure a fast cash loan using your car title. Depending on the value of your car, the amount of money you need, and your ability to repay, you could receive up to $50,000. You can have your funds sent directly to your bank account, debit card, or pick up the money at a nearby MoneyGram location. The Charcot Ave branch of Montana Capital Car Title Loans in San Jose is now open for customers. Located in the Golden Asset Services store, this branch provides unmatched customer service and also offers GPS installment and removal services. San Jose has a rich history, with the Ohlone Indians once inhabiting the area before the Spanish arrived. Despite being prone to earthquakes due to its geological faults, hopeful residents still flock to San Jose for a better life.

Excite Credit Union, located at 265 Curtner Avenue in San Jose, California, is a full-service financial institution offering banking and finance services. In addition to traditional services such as ATMs and loans, Excite Credit Union provides individualized advising through BALANCE with coaches who speak Spanish. These coaches can help with creating a budget, debt management, credit report review, home ownership education, and fraud and identity theft solutions. These services are free to Excite members and nonprofit affiliates. Excite Credit Union is committed to helping all members build a financially stronger future. They offer products designed to save members money and are owned by their members. Rates for services such as loans are subject to change without notice, with APR and APY clearly disclosed to ensure transparency. Join Excite Credit Union today to start on the path to financial wellness and security.

ACE Cash Express is a trusted financial institution located at 456 East Hedding Street in San Jose, California. As a leading provider of financial services, ACE Cash Express offers a variety of services including payday loans, installment loans, check cashing, and prepaid debit cards. With a focus on providing convenient and reliable financial solutions, ACE Cash Express is committed to helping customers meet their short-term financial needs. Visit us today to experience our friendly service and efficient financial solutions.

M&J Notary is a trusted financial institution located in San Jose, California, United States. Our team of experienced notaries provides a wide range of services to meet all your financial needs. Whether you need documents notarized, loan signings, or other financial transactions, we are here to help. Our commitment to professionalism and efficiency ensures a smooth and seamless experience for our clients. Visit M&J Notary today for all your notary needs.

May Phan, Mobile Notary and Signing Services is a finance institution located at 858 Brevins Loop in San Jose, California. They offer convenient and reliable mobile notary services for a variety of financial transactions. Whether you need documents notarized for a loan, real estate transaction, or legal matter, May Phan is dedicated to providing efficient and professional services. With years of experience and a commitment to customer satisfaction, May Phan, Mobile Notary and Signing Services is the go-to choice for all your notary needs in the San Jose area.

Annie Tyler, Mobile Notary is a dependable and professional finance institution located at 1760 Gilda Way in San Jose, California. Specializing in notary services, Annie Tyler offers mobile services to accommodate clients in the comfort of their own homes or offices. With years of experience and a commitment to accuracy and efficiency, clients can trust Annie Tyler for all their notary needs. Whether you require notarization for real estate transactions, legal documents, or any other important paperwork, Annie Tyler is here to provide convenient and reliable services. Contact us today to schedule an appointment.

M&J Notary Service is a trusted finance institution located at 514 War Admiral Avenue in San Jose, California. We provide professional notary services for a variety of financial transactions, ensuring accuracy and legality in all documents. Our experienced team is dedicated to providing efficient and reliable services to meet the needs of our clients. Whether you need assistance with loan signings, real estate transactions, or other financial documents, M&J Notary Service is here to help. Visit us today to experience our exceptional service and attention to detail.

Rocket Notary Services is a trusted mobile notary and signing agent institution located on Santa Teresa Boulevard in San Jose, California. Our team provides efficient and reliable notary services for a variety of financial transactions. Whether you need documents notarized in the comfort of your own home or at a convenient location, our experienced professionals are here to help. Trust Rocket Notary Services for all your notary needs in the San Jose area.

JS Notary is a reputable finance institution located at 351 Kiely Boulevard in San Jose, California. Our experienced notaries provide a wide range of notarial services to meet the needs of our clients. Whether you need documents notarized for real estate transactions, legal matters, or any other financial transactions, our dedicated team is here to assist you. Trust JS Notary for professional and reliable notary services in the heart of Silicon Valley.

Evergreen Notary is a trusted finance institution located at 3018 Brook Estates Court in San Jose, California, United States. We specialize in providing professional notary services to individuals and businesses in need of legal document verification and certification. Our team of experienced and knowledgeable notaries are dedicated to providing efficient and reliable services to ensure all your important documents are properly authenticated. Whether you need assistance with real estate transactions, contracts, or other legal documents, Evergreen Notary is here to help. Contact us today to schedule an appointment and experience our commitment to excellence in notary services.

The Legal Document and Signing Center is a trusted finance institution located at 1271 Story Road in San Jose, California. Our expert team is dedicated to providing professional assistance with legal documents and signatures, ensuring accuracy and compliance with all necessary regulations. Whether you need help with notarization, loan documents, or other financial paperwork, our center is here to help. Trust us to handle your important documents with care and efficiency.

123 We Fix Credit is a finance institution located at 1900 Camden Avenue in San Jose, California. Our dedicated team of experts specializes in helping individuals repair and improve their credit scores. Whether you are looking to buy a home, car, or simply want to boost your credit profile, we are here to provide personalized solutions tailored to your specific needs. With years of experience and a proven track record of success, you can trust 123 We Fix Credit to help you achieve your financial goals. Contact us today to learn more about our services and start your journey towards a better credit future.

Balans Notary is a reputable finance institution located at 3057 Harvestwood Court in San Jose, California. Our team of experienced notaries provides a wide range of financial services to meet the needs of our clients. Whether you require notarization services for legal documents or assistance with financial transactions, Balans Notary is here to help. Trustworthy, reliable, and professional, Balans Notary is committed to providing excellent service to our valued customers. Contact us today for all your finance needs.

Excite Credit Union, located at 848-A Blossom Hill Road in San Jose, California, is a bank and financial institution that offers individualized advising through BALANCE with coaches who speak Spanish. These coaches can discuss a variety of topics including creating a budget, debt management, credit report review, home ownership education, and fraud and identity theft solutions. These services are free to Excite members and nonprofit affiliates. Excite Credit Union aims to help everyone build a financially stronger future by designing products that save you more money. As a credit union, Excite is owned by its members, ensuring that the institution always has their best interests in mind.

Wisfor Notary Service is a reputable institution located at 2077 Gold Street in San Jose, California, United States. Specializing in finance, health, and insurance services, Wisfor Notary Service is dedicated to providing professional and efficient notary services to meet the needs of their clients. With a team of experienced and knowledgeable professionals, Wisfor Notary Service ensures that all documents are accurately notarized and processed in a timely manner. Trust Wisfor Notary Service for all your notary needs.

Ezie Notary is a reputable finance institution located at 7199 Galli Court in San Jose, California, United States. Our team of experienced notaries provides efficient and reliable notarization services for a variety of financial documents. Whether you need to notarize a loan agreement, mortgage paperwork, or any other financial document, you can trust Ezie Notary to handle your notarization needs with professionalism and accuracy. Contact us today to schedule an appointment and experience our exceptional service firsthand.

AAD Services is a reputable accounting and finance institution located at 2680 South White Road in San Jose, California, United States. With a team of experienced professionals, AAD Services offers a wide range of financial services including tax preparation, bookkeeping, payroll management, and financial consulting. Clients can expect personalized and expert advice to help them achieve their financial goals. Whether you are an individual or a business owner, AAD Services is dedicated to providing top-notch financial solutions to meet your needs.

The 5th Avenue Lending Team, led by Mortgage Broker Pari Thiagasundaram, is a reputable finance institution located at 2195 Tully Road in San Jose, California. With a focus on providing personalized and professional mortgage services, the team is dedicated to helping clients secure the best financing options for their home purchases or refinancing needs. With years of experience in the industry, Pari Thiagasundaram and the 5th Avenue Lending Team strive to make the loan process smooth and stress-free for their clients. Whether you are a first-time homebuyer or a seasoned investor, you can trust the expertise and commitment of the 5th Avenue Lending Team to guide you through the mortgage process with integrity and efficiency.