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TOP 30 Financial portfolio in San Jose, CA
46 results found
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Utopia Property Management | San Jose, CA
Utopia Property Management in San Jose, California, has been providing expert management services for rental properties since 1994. With a local presence in San Jose and a network throughout the West Coast, we specialize in leasing, marketing, management, and accounting of real estate investments. Whether you have a large portfolio or just one condominium, we offer competitive rates and personalized service to maximize your ROI. Our property managers in San Jose are licensed professionals with knowledge of local rental trends, neighborhoods, and property laws. We work with reliable contractors and vendors to handle maintenance and repairs quickly and affordably. With our extensive reach through popular rental websites and our referral base, we ensure that your property gets maximum visibility to attract the best tenants.
SFI Snarr Financial & Insurance Services
SFI Snarr Financial & Insurance Services, located in San Jose, California, offers safe-money retirement solutions and complete asset protection training for agents. Founded by Roy Snarr, a nationally-recognized authority on long-term care and asset protection, the institution provides expert advice on maximizing retirement portfolios and securing guaranteed retirement income. With a focus on educating clients and agents alike, SFI Snarr Financial & Insurance Services aims to prepare individuals for life's unexpected moments and provide top-notch financial solutions. Whether you're looking for advice on Social Security, long-term care, or asset protection, Roy Snarr and his team are dedicated to helping you make informed decisions and secure your financial future. Join the Snarr Agent Academy to expand your business and learn how to protect your clients' assets effectively. With a track record of success and satisfied clients, SFI Snarr Financial & Insurance Services is a trusted resource for all your financial and insurance needs.
Merrill Lynch Financial Advisor Violet Lee
Merrill Lynch Financial Advisor Violet Lee is a trusted financial institution located at 560 South Winchester Boulevard in San Jose, California. As a finance institution, they provide expert advice and guidance on a wide range of financial matters, including investment strategies, retirement planning, and wealth management. With a focus on personalized service and tailored solutions, Merrill Lynch Financial Advisor Violet Lee is committed to helping clients achieve their financial goals and secure their future. Contact them today to schedule a consultation and take the first step towards financial success.
Don Woo - RBC Wealth Management Financial Advisor
Don Woo - RBC Wealth Management Financial Advisor is a trusted financial institution located at 99 South Almaden Boulevard in San Jose, California. As a skilled and experienced advisor, Don Woo provides personalized financial guidance and investment strategies to help clients achieve their long-term financial goals. With a focus on wealth management, retirement planning, and investment portfolio management, Don Woo is dedicated to helping clients build and preserve their wealth. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Don Woo - RBC Wealth Management Financial Advisor is committed to providing expert advice and exceptional service.
Merrill Lynch Financial Advisor Lyle J Smith
Merrill Lynch Financial Advisor Lyle J Smith is a finance institution located at 50 West San Fernando Street in San Jose, California, United States. Lyle J. Smith follows a disciplined wealth management strategy for Merrill Clients, focusing on understanding each client's individual needs and priorities. With over 30 years of experience at Merrill, Lyle is a qualified Portfolio Manager who can create personalized strategies for clients, incorporating various investment options. He holds the CERTIFIED FINANCIAL PLANNER™ certification and has a strong educational background in economics and agricultural economics. Lyle believes in building strong relationships with clients by listening to their goals and priorities, and providing personalized financial advice. He offers the Merrill Personal Wealth Analysis™ to help clients create a customized plan centered on their objectives. By utilizing the Investment Personality Assessment, Lyle can tailor his financial approach to align with each client's investing preferences.
Robert Galindo, LPL Financial
Robert Galindo, LPL Financial is a reputable finance institution located at 3880 South Bascom Avenue in San Jose, California, United States. With a focus on providing top-notch financial services and investment solutions, the institution is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Robert Galindo, LPL Financial offers personalized and expert advice to meet your needs. Trust in their experienced team to guide you through the complexities of the financial world and assist you in making informed decisions.
Sun Financial Group
Sun Financial Group is a leading finance institution located at 1590 Oakland Road in San Jose, California, United States. With a reputation for excellence in financial services, Sun Financial Group offers a wide range of solutions to meet the needs of individuals and businesses alike. From investment management to retirement planning, our team of experienced professionals is dedicated to helping our clients achieve their financial goals. Visit us today to see how Sun Financial Group can help you secure your financial future.
Merrill Lynch Financial Advisor Dione Luu-Wong
Merrill Lynch Financial Advisor Dione Luu-Wong is a dedicated and experienced finance professional located at 560 South Winchester Boulevard in San Jose, California. Dione is committed to building strong relationships with her clients and helping them make important financial decisions with confidence. With a focus on long-term relationships, Dione offers personalized wealth management strategies tailored to each client's individual needs and goals. She is fluent in Cantonese, Mandarin, and Vietnamese, and is dedicated to providing comprehensive financial services including portfolio management, retirement planning, estate planning, tax minimization, and more. Dione's goal is to help clients achieve financial success and reach their life goals through a customized approach that reflects their unique priorities and situations. Contact Dione Luu-Wong at Merrill Lynch Wealth Management for personalized investment strategies and comprehensive financial solutions.
Merrill Lynch Financial Advisor Judy Y Klink
Merrill Lynch Financial Advisor Judy Y Klink, located at 560 South Winchester Boulevard in San Jose, California, is a finance institution offering personalized wealth management services. With over 25 years of experience in the financial services industry, Judy specializes in creating customized wealth management strategies to help clients achieve their financial goals. She holds a Master's degree in Economics with a focus on Finance and is a CERTIFIED FINANCIAL PLANNER™ professional. Judy takes a comprehensive approach to managing wealth, starting with understanding each client's needs and aspirations. She leverages the investment resources of Merrill and the banking solutions of Bank of America to address all aspects of a client's financial life. Judy is dedicated to providing excellent service and helping clients pursue their financial goals.
The Alameda Financial Group
The Alameda Financial Group is a leading finance institution located at 1541 The Alameda in San Jose, California, United States. Specializing in a wide range of financial services, our team of experienced professionals is dedicated to providing personalized solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, The Alameda Financial Group is committed to delivering exceptional service and expertise. Contact us today to learn more about how we can help you secure your financial future.
Merrill Lynch Financial Advisor Kevin 'Johnny' Chen
Merrill Lynch Financial Advisor Kevin 'Johnny' Chen is located at 560 South Winchester Boulevard, San Jose, California, United States. As a Senior Financial Advisor, Kevin provides personalized financial strategies for High Net Worth Individuals, Professionals, Business Owners, Startup Companies, and Multi-Generational Families. He offers services such as personal portfolio management, retirement income planning, estate planning, and endowment fund management. Kevin also specializes in ESG investing, corporate benefit plans, and liability restructuring. With a passion for helping startup companies and founders, Kevin guides clients through the entire business cycle. He believes in understanding each client's goals and priorities to create a customized wealth management strategy. Through the Merrill Personal Wealth Analysis™, Kevin helps clients build and document personalized plans centered on their aspirations. By staying informed of life changes and financial market fluctuations, Kevin ensures that clients stay on track to achieve their goals. With a focus on building a strong client-advisor relationship, Kevin is dedicated to helping clients pursue financial success and wealth preservation.
Jose Cetale - Morgan Stanley
Jose Cetale - Morgan Stanley is a leading finance institution located at 101 West Broadway in San Diego, California, United States. With a strong reputation for expertise and professionalism in the financial industry, our team at Morgan Stanley is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, wealth management, or financial planning, we are here to help you achieve your financial goals. Contact us today to learn more about how Jose Cetale - Morgan Stanley can support your financial needs.
Edward Jones - Financial Advisor: Yuriy Lavor
Edward Jones - Financial Advisor: Yuriy Lavor is a reputable finance institution located at 3031 Tisch Way in San Jose, California, United States. As a trusted financial advisor, Yuriy Lavor provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Yuriy Lavor is committed to helping individuals and families secure their financial future.
Joanne Cirocco - Private Wealth Advisor, Ameriprise Financial Services, LLC
Joanne Cirocco - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious financial institution located at 1 South Almaden Boulevard, San Jose, California, United States. Joanne Cirocco holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, showcasing her expertise in asset management, estate planning, retirement planning, and investment strategies. The institution offers a wide range of services tailored to the individual needs of clients, including specialized certifications in areas such as domestic partnership advising, estate planning, portfolio management, and behavioral financial advising. With a commitment to ethical practices and ongoing education, Joanne Cirocco provides comprehensive financial planning solutions for retirees, small business owners, high net worth clients, and individuals with specific needs such as military veterans and families with special needs children. Trust in Joanne Cirocco - Private Wealth Advisor for expert financial guidance and personalized wealth management strategies.
Clifton Santikul - RBC Wealth Management Financial Advisor
Clifton Santikul - RBC Wealth Management Financial Advisor is a reputable financial institution located in the heart of San Jose, California. With a focus on providing expert financial advice and wealth management services, Clifton Santikul is dedicated to helping clients achieve their financial goals and secure their futures. Whether you are looking to invest, plan for retirement, or build a diversified portfolio, Clifton Santikul and his team are committed to providing personalized solutions tailored to your individual needs. Trust in their expertise and experience to guide you towards financial success.
Hathaway Financial LLC
Hathaway Financial LLC is a finance institution located at 6450 Almaden Expressway in San Jose, California, United States. Founded with a passion for helping people invest wisely, plan for the long term, and retire comfortably, Hathaway Financial is a fiduciary and fee-only Registered Investment Advisor. Unlike many financial advisors, Hathaway Financial does not receive kick-backs from funds or institutions where your money is invested. The institution offers comprehensive advice, planning, and no conflicts of interest. Hathaway Financial provides access to sophisticated software for tracking cash flows and investment analysis, without charging extra for financial planning. The institution builds diversified, tax-efficient portfolios for long-term success, using index funds from reputable firms like Schwab, Vanguard, and BlackRock. With a transparent fee structure and real-time consultation, Hathaway Financial ensures that its interests are aligned with yours.
LPL Financial
LPL Financial is a leading finance institution located at 1735 North First Street in San Jose, California, United States. With a focus on providing comprehensive financial services and investment solutions, LPL Financial is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offer personalized guidance and expertise to assist clients in navigating the complexities of the financial world. Whether you are looking to plan for retirement, manage your investments, or secure your financial future, LPL Financial is committed to providing top-notch service and support to help you succeed.
Lesley Lemessurier - Associate Financial Advisor, Ameriprise Financial Services, LLC
Lesley Lemessurier, an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 1905 The Alameda, San Jose, California, is a highly qualified professional with multiple certifications and designations. Lesley holds the AAMS™ certification, demonstrating expertise in asset management and investment strategies. Additionally, Lesley is an ADPA™ Accredited Domestic Partnership Advisor™, specializing in wealth transfers, retirement planning, and end-of-life needs for domestic partners. With the AEP® designation from the National Association of Estate Planners & Councils, Lesley is well-versed in estate planning for various professionals. As an Accredited Investment Fiduciary® (AIF®), Lesley upholds high fiduciary standards and demonstrates comprehensive knowledge in this area. Lesley also holds the APMA™ designation, focusing on client assessment, risk/return, and modern portfolio theory. With the AWMA℠ certification, Lesley has advanced knowledge in asset management, retirement planning, and risk management for high net worth clients. Furthermore, Lesley is a Behavioral Financial Advisor, helping clients make better financial decisions through self-awareness and effective decision-making. Lesley is also a Chartered Advisor in Philanthropy® (CAP®), assisting clients in articulating and advancing their philanthropic aspirations. Additionally, Lesley holds the CAS® designation, specializing in fixed-rate and variable annuities. With the CASL® credential, Lesley is trained in issues impacting seniors and retirement planning. As a Certified Divorce Financial Analyst, Lesley specializes in the financial aspects of divorce.
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.
Jay Larrick - BancWest Investment Services Financial Advisor
Jay Larrick - BancWest Investment Services Financial Advisor is a reputable financial institution located at 50 West San Fernando Street in San Jose, California. As a trusted financial advisor, Jay Larrick provides expert guidance and personalized financial solutions to help clients achieve their investment goals. With a focus on customer satisfaction and wealth management, Jay Larrick offers a range of services tailored to individual needs, including retirement planning, portfolio management, and investment strategies. Whether you are looking to grow your wealth or plan for the future, Jay Larrick - BancWest Investment Services Financial Advisor is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Spiridon Kabitsis - Ameriprise Financial Services, Inc.
Spiridon Kabitsis - Ameriprise Financial Services, Inc. is a finance institution located at 50 West San Fernando Street in San Jose, California, United States. With a focus on providing personalized financial planning and investment services, our team of professionals is dedicated to helping individuals and families achieve their financial goals. Whether you are looking to build wealth, plan for retirement, or protect your assets, we are here to guide you every step of the way. Contact us today to schedule a consultation and start planning for a secure financial future.
Lucie Honosutomo - RBC Wealth Management Financial Advisor
Lucie Honosutomo - RBC Wealth Management Financial Advisor is a reputable financial institution located at 99 South Almaden Boulevard in San Jose, California. As a dedicated financial advisor, Lucie Honosutomo provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships, Lucie offers expert advice and tailored investment solutions to individuals and businesses alike. Whether you are planning for retirement, saving for your children's education, or growing your investment portfolio, Lucie Honosutomo is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
Merrill Investment & Retirement Financial Center
Merrill Investment & Retirement Financial Center is a leading finance institution located at 5710 Cottle Road in San Jose, California, United States. Our team of experienced financial advisors are dedicated to helping clients achieve their investment and retirement goals through personalized financial planning and wealth management services. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investment portfolio, our experts are here to provide guidance and support every step of the way. Visit us today to learn more about how Merrill Investment & Retirement Financial Center can help you secure your financial future.
Merrill Investment & Retirement Financial Center
Merrill Investment & Retirement Financial Center is a leading finance institution located at 3491 McKee Road in San Jose, California, United States. Specializing in investment and retirement planning, our experienced team of financial advisors is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth through strategic investments or plan for a secure retirement, our experts are here to provide personalized guidance and support every step of the way. Visit us today to start building a brighter financial future.
Merrill Lynch Financial Advisor Huan "Ruth" Lai
. Ruth Lai is a financial advisor at Merrill Lynch located at 560 South Winchester Boulevard in San Jose, California. Ruth specializes in working with High Net Worth individuals to help preserve and grow their assets through proactive planning and a disciplined investment process. She focuses on customized portfolio construction, tax minimization strategies, wealth transfer strategies, and philanthropic solutions. Ruth believes in understanding her clients' goals and needs beyond just finance and serves as a gateway to full balance sheet solutions available at Merrill and Bank of America banking services. Her team offers a wide range of services including wealth planning, corporate cash management, executive compensation planning, estate planning strategies, and more. Ruth is a Certified Financial Planner and Chartered Financial Consultant and is dedicated to helping clients achieve their financial goals. With a personalized approach and access to the resources of Merrill Lynch and Bank of America, Ruth works with clients to develop a financial plan tailored to their individual needs and priorities.
Auto International Insurance
Auto International Insurance Agency, located at 1745 Story Road in San Jose, California, is a trusted insurance agency specializing in Auto, Home, Motorcycle, and Commercial Insurance. Our dedicated team is committed to providing you with peace of mind by ensuring that you are properly covered. We work with you to create a comprehensive portfolio of policies tailored to your needs, so you can have confidence in your coverage. In honor of Financial Literacy Month, we emphasize the importance of financial literacy for small business owners. Budgeting basics are essential for managing finances and achieving profit goals effectively. We are here to help you understand the fundamentals of financial literacy and how they apply to your business.
Tonk Insurance Agency
Tonk Insurance Agency is a reputable health insurance agency located in the heart of San Jose, California. Our dedicated team of professionals is committed to providing personalized and comprehensive insurance solutions to meet the unique needs of our clients. Whether you are looking for individual or group health insurance coverage, we are here to help you navigate the complex world of insurance and find the best plan for your specific situation. With our convenient location on Silver Creek Valley Road, we are easily accessible to residents in the San Jose area. Trust Tonk Insurance Agency to safeguard your health and financial well-being with our top-notch insurance services.
AAD Services
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.
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