TOP 10 Financial security planning in San Jose, CA
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Edward Jones - Financial Advisor: Paul A Dines, CFP®
● ClosedEdward Jones - Financial Advisor: Paul A Dines, CFP® is a reputable finance institution located at 2397 Forest Avenue in San Jose, California, United States. As a Certified Financial Planner, Paul A Dines offers expert financial advice and personalized investment solutions to help clients achieve their financial goals. With a focus on long-term wealth management and retirement planning, Edward Jones provides a range of services to help individuals and families secure their financial future. Trustworthy, knowledgeable, and dedicated, Paul A Dines is committed to providing top-notch financial guidance to clients in the San Jose area.
2397 Forest Ave A, San Jose, CA 95128, United States -
Ramsay Financial Services
● ClosedRamsay Financial Services is a reputable financial institution located at 950 South Bascom Avenue in San Jose, California, United States. Specializing in finance, they offer a wide range of services to meet the needs of their clients. With a team of experienced professionals, Ramsay Financial Services is dedicated to providing expert advice and personalized solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or assistance with managing your finances, Ramsay Financial Services is committed to helping you secure a stable and prosperous financial future. Visit their office today to learn more about how they can help you navigate the complexities of the financial world.
950 S Bascom Ave Suite 2004, San Jose, CA 95128, United States -
Edward Jones - Financial Advisor: Dennis H Laughlin, CFP®|AAMS™
● ClosedEdward Jones - Financial Advisor: Dennis H Laughlin, CFP®|AAMS™ is a reputable finance institution located at 1165 Lincoln Avenue in San Jose, California, United States. With a focus on providing personalized financial planning services, Dennis H Laughlin, a Certified Financial Planner and Accredited Asset Management Specialist, helps clients achieve their financial goals and secure their future. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Dennis H Laughlin and his team at Edward Jones are dedicated to providing expert advice and guidance every step of the way. Trust in their expertise and experience to help you make informed financial decisions and build a strong financial foundation for the future.
1165 Lincoln Ave #320, San Jose, CA 95125, United States -
Sarah Clish - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedSarah Clish is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 225 West Santa Clara Street in San Jose, California, United States. Sarah holds several prestigious certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications demonstrate her expertise in asset management, estate planning, investment strategies, and retirement planning. She is also trained in behavioral financial advising, philanthropy, fixed-rate and variable annuities, and issues impacting seniors and those planning for retirement. Sarah is committed to providing comprehensive financial planning services to her clients, helping them achieve their financial goals and secure their financial future.
225 W Santa Clara St UNIT 1600, San Jose, CA 95113, United States -
Lisa Koppanyi - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedLisa Koppanyi is a Financial Advisor at Ameriprise Financial Services, LLC located at 1 South Almaden Boulevard, San Jose, California, United States. Lisa holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Lisa's expertise and commitment to providing comprehensive financial planning services to individuals and businesses. Lisa specializes in asset management, retirement planning, estate planning, investment strategies, and risk management. As a Certified Military Financial Advisor®, Lisa is also trained to serve veterans and active duty military personnel. With a strong focus on ethical practices and continuing education, Lisa is dedicated to helping clients achieve their financial goals and secure their financial future.
1 S Almaden Blvd Ste 810, San Jose, CA 95113, United States -
Justin Parkhurst - RBC Wealth Management Financial Advisor
● ClosedJustin Parkhurst - RBC Wealth Management Financial Advisor is a trusted financial institution located at 99 South Almaden Boulevard in San Jose, California. As a dedicated financial advisor, Justin Parkhurst offers personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert financial advice, Justin Parkhurst and his team are committed to helping individuals and families make informed decisions about their investments and financial future. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Justin Parkhurst - RBC Wealth Management Financial Advisor can provide the guidance and support you need to secure your financial well-being.
99 S Almaden Blvd Suite 300, San Jose, CA 95113, United States -
Clarissa Ramos - Associate Advisor, Ameriprise Financial Services, LLC
● ClosedClarissa Ramos is an Associate Advisor at Ameriprise Financial Services, LLC, located at 225 West Santa Clara Street in San Jose, California. With a focus on providing personalized financial advice and planning services, Clarissa and her team strive to help clients achieve their financial goals and secure their future. Whether you are looking to invest, plan for retirement, or protect your assets, Clarissa Ramos and Ameriprise Financial Services, LLC are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
225 W Santa Clara St UNIT 1600, San Jose, CA 95113, United States -
Clark Morgan - RBC Wealth Management Financial Advisor
● ClosedClark Morgan - RBC Wealth Management Financial Advisor is a prestigious financial institution located at 99 South Almaden Boulevard in the heart of San Jose, California. As a leading wealth management firm, we provide expert financial advice and personalized investment solutions to help our clients achieve their financial goals. Our team of experienced advisors is dedicated to providing top-notch service and guidance to ensure our clients' financial success. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Clark Morgan - RBC Wealth Management Financial Advisor is here to help you navigate the complexities of the financial world. Trust us to be your partner in building a secure financial future.
99 S Almaden Blvd Suite 300, San Jose, CA 95113, United States -
Carlton Pace - RBC Wealth Management Financial Advisor
● ClosedCarlton Pace - RBC Wealth Management Financial Advisor is a trusted financial institution located at 99 South Almaden Boulevard in San Jose, California, United States. As a financial advisor, they provide personalized wealth management services to help clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships and providing expert financial advice, Carlton Pace - RBC Wealth Management is dedicated to helping clients navigate the complexities of the financial world and make informed decisions about their investments. Whether you are planning for retirement, saving for your children's education, or growing your wealth, Carlton Pace - RBC Wealth Management is committed to helping you reach your financial goals.
99 S Almaden Blvd Suite 300, San Jose, CA 95113, United States -
Clifton Santikul - RBC Wealth Management Financial Advisor
● ClosedClifton 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.
99 S Almaden Blvd Suite 300, San Jose, CA 95113, United States -
Hadi Ahmadi Aval, Founder - Aval Financial Strategies And Insurance Solutions, Inc.
● OpenHadi Ahmadi Aval is the founder of Aval Financial Strategies and Insurance Solutions, Inc. located at 550 South Winchester Boulevard in San Jose, California. Specializing in finance, the institution is dedicated to providing professional advisors with the knowledge and resources needed to make informed financial decisions for their businesses and families. With a focus on education and personalized service, Aval Financial aims to empower clients with the information they need to achieve their financial goals. At Aval Financial, clients can expect a tailored approach to their financial needs, whether it be estate planning, retirement strategies, or overall financial organization. Hadi Ahmadi Aval is licensed to sell insurance through New York Life Insurance Company and offers securities products and services through NYLIFE Securities LLC. Additionally, as a Financial Advisor, Hadi Ahmadi Aval provides investment advisory services through Eagle Strategies, LLC.
550 S Winchester Blvd #405, San Jose, CA 95128, United States -
Hathaway Financial LLC
● OpenHathaway 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.
6450 Almaden Expy, San Jose, CA 95120, United States -
True North Financial & Insurance Services
● ClosedTrue North Financial & Insurance Services is a reputable finance institution located at 1630 Oakland Road in San Jose, California. With a focus on providing comprehensive financial and insurance services, our team of experienced professionals is dedicated to helping clients navigate the complexities of managing their finances and protecting their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, True North is committed to guiding you in the right direction towards achieving your financial goals. Visit us today to learn more about how we can help secure your financial future.
1630 Oakland Rd # A210, San Jose, CA 95131, United States -
LPL Financial
● OpenLPL 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.
1735 N First St UNIT 109, San Jose, CA 95112, United States -
Lesley Lemessurier - Associate Financial Advisor, Ameriprise Financial Services, LLC
● ClosedLesley 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.
1905 The Alameda, San Jose, CA 95126, United States -
Tom Cochran - BancWest Investment Services Wealth Financial Advisor
● ClosedTom Cochran - BancWest Investment Services Wealth Financial Advisor is a leading finance institution located at 3081 McKee Road in San Jose, California, United States. As a trusted wealth management advisor, Tom Cochran offers personalized financial planning and investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert guidance, Tom Cochran is dedicated to helping individuals and families secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Tom Cochran - BancWest Investment Services Wealth Financial Advisor is committed to providing top-notch financial services tailored to your specific needs.
3081 McKee Rd, San Jose, CA 95127, United States -
Cherene Wong - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedCherene Wong - Financial Advisor at Ameriprise Financial Services, LLC is a leading financial institution located at 225 West Santa Clara Street in San Jose, California. With a focus on providing personalized financial planning and investment management services, Cherene Wong and her team are dedicated to helping clients achieve their financial goals and secure their financial futures. With a commitment to excellence and a wealth of industry experience, clients can trust Cherene Wong and Ameriprise Financial Services, LLC to provide expert guidance and support in navigating the complexities of the financial world.
225 W Santa Clara St UNIT 1600, San Jose, CA 95113, United States -
Michael Adiutori - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMichael 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.
225 W Santa Clara St UNIT 1600, San Jose, CA 95113, United States -
Mark Haq - UBS Financial Services Inc.
● OpenMark Haq - UBS Financial Services Inc. is a renowned financial institution located at 355 Santana Row, San Jose, California, United States. With a strong reputation for providing top-notch financial services, Mark Haq - UBS Financial Services Inc. offers a wide range of financial solutions and expertise to individuals, businesses, and institutions. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, wealth management, retirement planning, or any other financial service, Mark Haq - UBS Financial Services Inc. is committed to providing personalized solutions tailored to your specific needs.
355 Santana Row Suite 2050, San Jose, CA 95128, United States -
Hynek Financial Adviser's
● OpenHynek Financial Adviser's is a leading finance institution located at 333 West Santa Clara Street in San Jose, California, United States. With a team of experienced financial experts, we provide personalized financial advice and solutions to help our clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to invest for the future, our dedicated team is here to help you every step of the way. Trust Hynek Financial Adviser's to guide you towards financial success and security.
333 W Santa Clara St # 606, San Jose, CA 95113, United States -
Papadoyannis & Associates - Ameriprise Financial Services, LLC
● OpenPapadoyannis & Associates - Ameriprise Financial Services, LLC is a reputable financial institution located at 1 South Almaden Boulevard in San Jose, California. Specializing in a wide range of financial services, including wealth management, retirement planning, investment strategies, and more, their team of experienced professionals is dedicated to helping clients achieve their financial goals. With a commitment to providing personalized solutions and expert advice, Papadoyannis & Associates is a trusted partner for individuals and businesses looking to secure their financial future.
1 S Almaden Blvd #810, San Jose, CA 95113, United States -
Kessler Financial Services
● OpenKessler Financial Services is a trusted finance institution located at 45 East Julian Street in San Jose, California. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you need assistance with investments, retirement planning, or wealth management, Kessler Financial Services is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.
45 E Julian St, San Jose, CA 95112, United States -
Ting O’Connor Private Wealth - UBS Financial Services Inc.
● OpenTing O'Connor Private Wealth - UBS Financial Services Inc. is a premier financial institution located in San Jose, California. As a part of UBS Financial Services Inc., we offer personalized wealth management services to high-net-worth individuals, families, and businesses. Our team of experienced financial advisors provide tailored investment strategies, retirement planning, estate planning, and more to help our clients achieve their financial goals. Visit us at 50 West San Fernando Street to learn more about how we can help you secure your financial future.
50 W San Fernando St 8th Floor, San Jose, CA 95113, United States -
Lincoln Financial Securities
● OpenLincoln Financial Securities is a reputable finance institution situated at 1042 West Hedding Street in San Jose, California, United States. With a focus on providing top-notch financial services, Lincoln Financial Securities is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management solutions, the experienced professionals at Lincoln Financial Securities are here to assist you every step of the way. Trustworthy, reliable, and committed to excellence, Lincoln Financial Securities is your go-to institution for all your financial needs.
1042 W Hedding St # 241, San Jose, CA 95126, United States -
Wayne Loi - Wealth Financial Advisor
● ClosedWayne Loi - Wealth Financial Advisor is a leading financial institution located in San Jose, California. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management and investment strategies. Whether you are looking to plan for retirement, grow your savings, or protect your assets, we are here to provide expert guidance and support every step of the way. Visit us at 50 West San Fernando Street to learn more about how we can help you secure a prosperous financial future.
50 W San Fernando St Suite 425, San Jose, CA 95113, United States -
Evans Wealth Management Group - Ameriprise Financial Services, LLC
● ClosedEvans 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.
225 W Santa Clara St UNIT 1600, San Jose, CA 95113, United States -
James Park - Branch Manager, Ameriprise Financial Services, LLC
● ClosedJames 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 -
Raegen, Parker and Associates - Ameriprise Financial Services, LLC
● ClosedRaegen, Parker and Associates - Ameriprise Financial Services, LLC is a reputable finance institution located at 1905 The Alameda in San Jose, California, United States. With a focus on providing personalized financial planning and investment services, their team of experienced professionals strive to help clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Raegen, Parker and Associates is dedicated to providing expert guidance and tailored solutions to meet your unique needs.
1905 The Alameda, San Jose, CA 95126, United States -
Kris Sorensen - RBC Wealth Management Financial Advisor
● ClosedKris Sorensen - RBC Wealth Management Financial Advisor is a reputable finance institution located at 99 South Almaden Boulevard in San Jose, California, United States. As a trusted financial advisor, Kris Sorensen offers personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Kris Sorensen provides expert financial advice and investment strategies tailored to each client's unique needs. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Kris Sorensen - RBC Wealth Management Financial Advisor is dedicated to helping you secure a stable financial future.
99 S Almaden Blvd Suite 300, San Jose, CA 95113, United States -
Amado Q. Rivera Jr. - RBC Wealth Management Financial Advisor
● ClosedAmado Q. Rivera Jr. - RBC Wealth Management Financial Advisor is a trusted financial institution located at 99 South Almaden Boulevard in San Jose, California, United States. Specializing in wealth management services, their team of experienced advisors are dedicated to helping clients achieve their financial goals and secure their financial futures. With a focus on personalized financial planning and investment strategies, Amado Q. Rivera Jr. - RBC Wealth Management Financial Advisor is committed to providing top-notch financial guidance and support to individuals and families in the San Jose area.
99 S Almaden Blvd Suite 300, San Jose, CA 95113, United States
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