Financial services in San Jose, CA
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Roundleaf San Jose
● ClosedRoundleaf 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.
2055 Junction Ave Ste 115, San Jose, CA 95131, United States -
Coast Financial Services, Inc.
● ClosedCoast Financial Services, Inc. is a reputable accounting and finance institution located at 4340 Stevens Creek Boulevard in San Jose, California, United States. With a team of experienced professionals, Coast Financial Services provides a wide range of financial services to individuals and businesses in the area. Whether you need assistance with tax preparation, financial planning, or investment management, Coast Financial Services is dedicated to helping clients achieve their financial goals. Trustworthy and reliable, this institution is committed to providing top-notch financial solutions tailored to meet the unique needs of each client.
4340 Stevens Creek Blvd #161, San Jose, CA 95129, United States -
Merrill Lynch Financial Advisor Namrata Agrawal
● ClosedMerrill Lynch Financial Advisor Namrata Agrawal is a reputable finance institution located at 560 South Winchester Boulevard in San Jose, California, United States. With years of experience in the financial industry, Namrata Agrawal provides expert advice and personalized financial solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Namrata Agrawal is dedicated to providing top-notch service and guidance to help you navigate the complexities of the financial world.
560 S Winchester Blvd, San Jose, CA 95128, United States -
Merrill Lynch Financial Advisor Dione Luu-Wong
● ClosedMerrill 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.
560 S Winchester Blvd, San Jose, CA 95128, United States -
Merrill Lynch Financial Advisor Randall P Bane
● Closedinvestment product. Clients are advised to consult with their financial advisor before making any investment decisions. Merrill Lynch Financial Advisor Randall P Bane located at 560 South Winchester Boulevard, San Jose, California, is dedicated to helping clients manage their wealth and achieve their financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Randall Bane offers personalized wealth management strategies tailored to each client's unique needs.
560 S Winchester Blvd, San Jose, CA 95128, United States -
Business Financial & Tax Services LLC
● ClosedBusiness Financial & Tax Services LLC is a reputable accounting and finance institution located at 5533 Snell Avenue in San Jose, California, United States. Our team of experienced professionals provides a wide range of financial services, including tax preparation, bookkeeping, payroll services, and financial planning. We pride ourselves on delivering personalized and efficient solutions to help our clients achieve their financial goals. Whether you are a small business owner or an individual seeking financial guidance, Business Financial & Tax Services LLC is here to support you every step of the way. Contact us today to schedule a consultation and see how we can assist you with your financial needs.
5533 Snell Ave Suite #203, San Jose, CA 95123, United States -
U.S. Bancorp Investments - Financial Advisors: San Jose
● ClosedU.S. Bancorp Investments in San Jose offers a team of experienced financial advisors dedicated to helping clients achieve their financial goals. Located at 2875 The Villages Parkway, San Jose, California, this institution provides a wide range of financial services including investment planning, retirement planning, wealth management, and more. With a commitment to personalized service and expert advice, U.S. Bancorp Investments is a trusted partner for individuals and businesses looking to secure their financial future.
2875 The Villages Pkwy, San Jose, CA 95135, United States -
Merrill Lynch Financial Advisor John H. Pham
● ClosedMerrill Lynch Financial Advisor John H. Pham is a trusted financial institution located at 560 South Winchester Boulevard in San Jose, California, United States. Specializing in finance, our team of experts led by John H. Pham provides personalized financial advice and services to help clients achieve their financial goals. With a commitment to excellence and integrity, we strive to build long-lasting relationships with our clients and help them navigate the complexities of the financial world. Contact us today to schedule a consultation and take the first step towards securing your financial future.
560 S Winchester Blvd, San Jose, CA 95128, United States -
Silicon Valley Financial Group
● ClosedSilicon Valley Financial Group is a leading financial institution located at 950 South Bascom Avenue in the heart of San Jose, California. As a trusted name in the finance industry, we offer a wide range of services including investment management, financial planning, and wealth management. Our team of experienced professionals are dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are an individual looking to grow your wealth or a business seeking strategic financial solutions, Silicon Valley Financial Group is here to provide expert guidance and support. Visit us today to learn more about how we can help you reach your financial objectives.
950 S Bascom Ave #2112, San Jose, CA 95128, United States -
Merrill Lynch Financial Advisor King Wong
● ClosedMerrill Lynch Financial Advisor King Wong is a trusted finance institution located in San Jose, California. With a focus on providing top-notch financial advice and services, King Wong and his team are dedicated to helping clients achieve their financial goals. From investment strategies to retirement planning, Merrill Lynch Financial Advisor King Wong offers personalized solutions to meet the unique needs of each individual. Visit their office at 560 South Winchester Boulevard to start your journey towards financial success.
560 S Winchester Blvd, San Jose, CA 95128, United States -
LEEWARD FINANCIAL AND INSURANCE SERVICES
● OpenLeeward Financial and Insurance Services is a reputable finance and insurance agency located at 1046 West Taylor Street in San Jose, California, United States. With a team of experienced professionals, we provide a wide range of financial and insurance services to meet the needs of our clients. Whether you are looking for assistance with investments, retirement planning, or insurance coverage, our dedicated team is here to help you navigate your financial future. Contact us today to schedule a consultation and learn more about how Leeward Financial and Insurance Services can help you achieve your financial goals.
1046 W Taylor St Suite 205, San Jose, CA 95126, United States -
Merrill Lynch Financial Advisor Judy Y Klink
● ClosedMerrill 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.
560 S Winchester Blvd, San Jose, CA 95128, United States -
The Alameda Financial Group
● ClosedThe 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.
1541 The Alameda, San Jose, CA 95126, United States -
Merrill Lynch Financial Advisor John R Kettmann
● ClosedMerrill Lynch Financial Advisor John R Kettmann is located at 560 South Winchester Boulevard in San Jose, California. John Kettmann is a Senior Financial Advisor and Managing Director with over 20 years of experience in the finance industry. He specializes in retirement benefits consulting and offers a range of investment options for clients, including traditional fund lineups and self-directed investments. John and his team provide personalized financial planning services tailored to each client's individual needs and goals. They work closely with clients to create a comprehensive wealth management strategy that encompasses investments, tax planning, and retirement assets. With access to the resources of Merrill Lynch Wealth Management and Bank of America, John is dedicated to helping clients achieve their financial objectives and secure their financial future. Contact Merrill Lynch Financial Advisor John R Kettmann for personalized financial advice and wealth management services.
560 S Winchester Blvd, San Jose, CA 95128, United States -
Merrill Lynch Financial Advisor Kevin 'Johnny' Chen
● ClosedMerrill 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.
560 S Winchester Blvd, San Jose, CA 95128, United States -
Merrill Lynch Financial Advisor Ted Moorhead
● ClosedMerrill Lynch Financial Advisor Ted Moorhead, located at 560 South Winchester Boulevard, San Jose, California, United States, is a trusted institution with 27 years of experience in finance. Ted specializes in working with both working and retired business professionals, as well as parents who never retire, to help plan for their future. His focus is on helping clients meet their short and long-term goals through thoughtful planning and wealth management strategies. Ted is a dedicated member of the community, serving on the boards of organizations such as the Morgan Autism Center and Bay Area Housing Corporation. He is also a member of the Santa Clara Rotary Club, Sierra Club, and San Jose Bicycle Club. Ted believes in the importance of building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. He offers personalized financial plans tailored to each client's goals and priorities, helping them navigate life's changes and achieve financial success. Ted invites individuals seeking a goals-based approach to financial planning to connect with him to address their needs and achieve their financial goals.
560 S Winchester Blvd, San Jose, CA 95128, United States -
Elevate Financial Solutions, LLC
● ClosedElevate Financial Solutions, LLC is a leading finance institution located at 1275 South Winchester Boulevard in San Jose, California, United States. We specialize in providing innovative financial solutions to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized services and tailored financial strategies to meet the unique needs of each client. Whether you are looking to invest, save for the future, or manage your finances more effectively, Elevate Financial Solutions, LLC is here to help you elevate your financial success.
1275 S Winchester Blvd C, San Jose, CA 95128, United States -
Merrill Lynch Financial Advisor Adela Lee
● ClosedMerrill Lynch Financial Advisor Adela Lee is a reputable finance institution located at 560 South Winchester Boulevard in San Jose, California, United States. Specializing in providing expert financial advice and services, Adela Lee and her team are dedicated to helping clients achieve their financial goals and secure their financial futures. With a focus on personalized solutions and a commitment to excellence, Merrill Lynch Financial Advisor Adela Lee is a trusted partner for individuals and businesses seeking financial guidance.
560 S Winchester Blvd, San Jose, CA 95128, United States -
Merrill Lynch Financial Advisor Vivek V Thoppay
● ClosedMerrill Lynch Financial Advisor Vivek V Thoppay is a finance institution located at 50 West San Fernando Street, San Jose, California, United States. Merrill is proud of their advisors who have received recognition from financial industry publications or directly from Bank of America Corporation. The institution is known for setting the standard for exemplary client service, with accolades such as Forbes “Best-in-State Wealth Management Teams” and Barron's "Top 1,200 Financial Advisors: State-by-State". Supported by the global resources of Merrill, the team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The institution's mission is to understand each client and what matters most to them, in order to design and implement a personalized financial plan to help them pursue their goals while managing investment risk. Through conversations and the Investment Personality Assessment, Merrill works to get to know each client personally and develop a financial approach that reflects their unique needs and priorities. The institution offers a range of financial solutions and strategies to help clients achieve their goals, with a focus on staying on track regardless of market fluctuations. Merrill Lynch Financial Advisor Vivek V Thoppay is dedicated to providing one-on-one guidance and support to help clients live their best financial lives.
50 W San Fernando St 16th Floor, San Jose, CA 95113, United States -
Trust Management Services
● OpenTrust Management Services is a leading financial institution located at 1 South Almaden Boulevard in San Jose, California. Our team of experienced professionals specializes in providing expert trust management services to individuals and businesses. With a strong commitment to integrity and excellence, we strive to help our clients achieve their financial goals and secure their future. Contact us today to learn more about how Trust Management Services can help you manage your assets and investments with confidence.
1 S Almaden Blvd, San Jose, CA 95113, United States -
InsTax Financial Services
● ClosedInsTax Financial Services is a comprehensive financial institution located in San Jose, California. Specializing in accounting, finance, and insurance services, we cater to both individuals and small businesses in the Bay Area and beyond. With over two decades of experience, our team of experts is dedicated to helping clients maximize their financial potential and achieve their goals. We now offer virtual tax services for added convenience. Our secure portal allows clients to easily upload their tax documents and have our professional preparers handle the rest. Visit us at 2726 Aborn Road Suite 201 to experience the InsTax difference today.
2726 Aborn Rd Suite 201, San Jose, CA 95121, United States -
Alves Tax and Financial Services Inc
● ClosedAlves Tax and Financial Services Inc is a finance institution located at 325 Soquel Avenue in Santa Cruz, California, United States. With a background as a retired IRS agent, Mary Alves offers expert advice and solutions to help individuals facing tax debt and IRS issues. With a focus on protecting families and assets, Mary can help stop tax liens, wage garnishment, late penalties, and levies with delinquent payroll taxes. She provides free confidential consultations and prides herself on her knowledge of tax laws and her ability to navigate through audits and collection matters with government bodies. Clients have praised Mary for her excellent knowledge, timely preparation of taxes, and personable nature. With appointments available in Santa Cruz and San Jose, Mary guarantees the best service in the business. Stop the anxiety and get help facing the IRS today with Alves Tax and Financial Services Inc.
325 Soquel Ave, Santa Cruz, CA 95062, United States -
KNR Services, Inc.
● ClosedKNR Services, Inc. is a reputable accounting and finance institution located at 2670 South White Road in San Jose, California, United States. With a team of experienced professionals, KNR Services, Inc. offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for assistance with your personal finances or a business in need of accounting support, KNR Services, Inc. is dedicated to providing top-notch services tailored to meet your specific needs. Trust KNR Services, Inc. for all your accounting and finance needs in the heart of Silicon Valley.
2670 S White Rd #125, San Jose, CA 95148, United States -
Merrill Lynch Financial Advisor Aaron Grant
● ClosedMerrill 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.
50 W San Fernando St 16th Floor, San Jose, CA 95113, United States -
Merrill Lynch Financial Advisor Eric Weitz
● ClosedMerrill Lynch Financial Advisor Eric Weitz is a trusted finance institution located at 560 South Winchester Boulevard in San Jose, California, United States. With a team of experienced professionals led by Eric Weitz, they provide expert financial advice and services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Eric Weitz is dedicated to providing personalized solutions tailored to your individual needs. Contact them today to schedule a consultation and start planning for a secure financial future.
560 S Winchester Blvd, San Jose, CA 95128, United States -
Merrill Lynch Financial Advisor Steven C Nieto
● ClosedMerrill Lynch Financial Advisor Steven C Nieto is a reputable finance institution located at 560 South Winchester Boulevard in San Jose, California, United States. As a trusted financial advisor, Steven C Nieto provides expert guidance and personalized financial solutions to help clients achieve their financial goals. With a strong focus on wealth management and investment strategies, clients can expect top-notch service and tailored advice to navigate the complexities of the financial world. Whether you are planning for retirement, investing for the future, or seeking financial planning assistance, Merrill Lynch Financial Advisor Steven C Nieto is dedicated to helping you secure your financial future.
560 S Winchester Blvd, San Jose, CA 95128, United States -
Merrill Lynch Financial Advisor Martin Hsu
● ClosedMerrill Lynch Financial Advisor Martin Hsu is a renowned finance institution located at 560 South Winchester Boulevard in San Jose, California, United States. With a team of highly skilled professionals led by Martin Hsu, the institution offers expert financial advice and services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Martin Hsu is dedicated to providing personalized solutions tailored to your individual needs. Trust in their expertise and experience to secure your financial future.
560 S Winchester Blvd, San Jose, CA 95128, United States -
Records In Order
● OpenRecords In Order is a leading institution in financial improvement for small business owners, specializing in accounting, tax strategy, and consultation services. Located at 111 North Market Street in San Jose, California, our team is dedicated to providing uncompromising service to the community, helping clients increase profitability and achieve financial success. Whether you are just starting out in business, looking to streamline your record keeping, or seeking advice on tax strategies, Records In Order is here to help. Our experienced team works with small business owners to meet their individual needs and maximize their financial potential.
111 N Market St Ste 300, San Jose, CA 95113, United States -
Alam One Stop Tax and Accounting Services
● ClosedAlam One Stop Tax and Accounting Services is a reputable institution located at 3933 Baronet Court, San Jose, California, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch tax preparation, financial planning, bookkeeping, and consulting services to individuals and businesses alike. With a focus on accuracy, integrity, and personalized attention, we strive to help our clients achieve their financial goals and maximize their returns. Contact us today to learn more about how we can assist you with all your accounting and finance needs.
3933 Baronet Ct, San Jose, CA 95121, United States -
Abadilla Insurance Services
● OpenAbadilla Insurance Services is a trusted insurance agency located at 3308 Moncucco Court in San Jose, California. Our dedicated team of experienced professionals is committed to providing personalized insurance solutions to meet the unique needs of each of our clients. Whether you are looking for auto, home, life, or business insurance, we have the knowledge and expertise to help you find the perfect coverage at the best possible rates. Contact us today to schedule a consultation and let us help you protect what matters most.
3308 Moncucco Ct, San Jose, CA 95148, United States
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