The 30 Best Financial services near me in San Jose, California

Tina Elias Mortgage - The Loan Story is a finance institution located at 4880 Stevens Creek Boulevard in San Jose, California. Specializing in mortgage loans, Tina Elias Mortgage offers personalized and professional services to help individuals navigate the complex world of home financing. With a focus on customer satisfaction and transparency, the team at Tina Elias Mortgage is dedicated to helping clients achieve their homeownership goals. Whether you are a first-time homebuyer or looking to refinance, Tina Elias Mortgage is committed to guiding you through every step of the loan process.

Ann Do - Tera Capital Group is a reputable finance institution located at 2092 Concourse Drive in San Jose, California, United States. With a commitment to providing top-notch financial services, they specialize in investment management, financial planning, and wealth management. Their team of experienced professionals work tirelessly to help clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest wisely, Ann Do - Tera Capital Group is dedicated to providing personalized solutions tailored to your individual needs. Visit them today to start on the path to financial success.

Umba Express is a premier institution located at 99 South Almaden Boulevard in the vibrant city of San Jose, California, United States. Known for its exceptional service and convenient location, Umba Express offers a wide range of financial services including money transfers, currency exchange, and bill payment options. With a dedicated team of professionals and a commitment to customer satisfaction, Umba Express is the go-to destination for all your financial needs. Visit us today and experience the convenience and reliability of Umba Express.

Bollinger and Wunderlich is a bustling transit station located in the heart of San Jose, California, United States. This modern facility serves as a hub for commuters and travelers, offering a convenient and efficient transportation option for those looking to navigate the city and beyond. With a range of transportation services available, including buses, trains, and shuttles, Bollinger and Wunderlich is a vital link in the city's transportation network. Whether you're heading to work, school, or exploring the sights and sounds of San Jose, this transit station is the perfect starting point for your journey.

Servicio De Tax/ La Solucion is a professional accounting and finance institution located at 249 Willow Street in San Jose, California, United States. With a team of experienced professionals, they offer a wide range of tax services and financial solutions to individuals and businesses. Whether you need help with tax preparation, bookkeeping, payroll services, or financial planning, Servicio De Tax/ La Solucion is dedicated to providing high-quality, personalized services to meet your specific needs. Trustworthy and reliable, they strive to help their clients achieve financial success and peace of mind.

Ernst & Young (EY) is a global institution located at 303 South Almaden Boulevard, San Jose, California, United States. Specializing in accounting and finance, EY offers a wide range of services including assurance, consulting, strategy and transactions, and tax services. The institution is known for providing insights and quality services that help build trust and confidence in the capital markets and economies worldwide. EY is committed to developing outstanding leaders who work together to deliver on promises to stakeholders, playing a critical role in building a better working world for its people, clients, and communities. EY also focuses on important issues such as health equity, sustainability, and the impact of AI on businesses. Through various reports, surveys, and discussions, EY aims to provide valuable information and solutions to its clients and the public. For more information about EY and its services, visit ey.com.

Located in San Francisco, California, the Evans Law Firm, Inc. is a leading institution specializing in legal services for elder abuse and financial fraud cases. With a team of experienced attorneys, including lead attorney Ingrid Evans, who has over 15 years of experience in trial and litigation, the firm has a successful track record of recovering millions of dollars for injured victims. Our lawyers are dedicated to providing personalized attention to each client, taking a solution-oriented approach to resolving legal issues. We focus on a limited number of cases to ensure that every client receives the detailed attention and resources they deserve.

Nopar & Associates, located at 530 Lytton Avenue in Palo Alto, California, is a prominent institution offering legal services in business and real estate law. With over 35 years of experience, our team of skilled Silicon Valley business lawyers and real estate attorneys have served clients throughout the San Francisco Bay Area, including Palo Alto, Menlo Park, Woodside, Atherton, San Jose, Los Altos, Saratoga, Los Gatos, and beyond. Our firm has achieved an AV-Preeminent rating under Martindale-Hubbell's peer review system, showcasing our attorneys' high level of professional skill and integrity. Alan Nopar, our managing attorney, has been recognized as a Northern California Super Lawyer for multiple years, highlighting our commitment to excellence.

Cheasty, Cheasty & Malek is a reputable law firm located on Solano Avenue in Berkeley, California. In addition to serving clients in Albany, San Jose, and the Bay Area, our experienced personal injury lawyers are dedicated to helping individuals who have been injured due to the negligence of others. With a deep understanding of California personal injury law, our attorneys have successfully represented numerous clients and secured millions of dollars in compensation on their behalf. At Cheasty, Cheasty & Malek, we believe that you should not have to bear the financial burden of your injury alone. Our team of legal professionals is committed to providing you with strong representation and guiding you through every step of the legal process. We will work tirelessly to ensure that you receive the fair and full compensation you deserve for your injuries.

Evans Law Offices, located at 1150 North First Street in San Jose, California, is a leading institution offering legal services for individuals facing challenges related to finances or divorce. With a focus on helping clients navigate through difficult situations such as job loss, home loss, stress, and illness that may contribute to the breakdown of a marriage, our team of experienced lawyers specializes in divorce cases in Santa Clara, Monterey, and Santa Cruz counties. We understand the emotional and financial toll that divorce can take on individuals and are dedicated to providing compassionate and knowledgeable support to help our clients find resolution and move forward. As a debt relief agency, we also assist individuals in filing for bankruptcy relief under the Bankruptcy Code. With a strong reputation for our commitment to our clients and successful outcomes, Evans Law Offices is here to help you find the light at the end of the tunnel during this challenging time."

Golden State Lawyers, APC is a reputable institution located at 333 West Santa Clara Street, San Jose, California, United States. Specializing in personal injury cases, the lawyers at Golden State Lawyers are dedicated to fighting for justice on behalf of their clients. With over 40 years of experience, they have successfully represented individuals who have suffered injuries or damages due to the negligence of others. The team at Golden State Lawyers is known for providing personalized service and achieving excellent results for their clients. If you have been injured due to someone else's negligence, the experienced attorneys at Golden State Lawyers can help you navigate the legal process and seek the compensation you deserve. They understand the emotional, physical, and financial toll that injuries can take on individuals and their families, and are committed to helping you recover rightful compensation for all your losses.

The Law Office of Cheri E. Michaelis is a reputable legal institution located at 2570 North First Street in San Jose, California. Specializing in various areas of law, including but not limited to family law, estate planning, and business law, Attorney Cheri E. Michaelis provides expert legal services to clients in need of professional representation. With a commitment to excellence and a track record of successful outcomes, the Law Office of Cheri E. Michaelis is dedicated to serving the legal needs of individuals and businesses in the San Jose area. Contact them today for personalized and effective legal assistance.

The Law Offices of Berge & Berge LLP, located at 1101 South Winchester Boulevard in San Jose, California, offers expert legal services in estate planning. Specializing in creating functional and effective estate plans for clients in the South Bay Area, Berge & Berge combines experience with education to provide custom-tailored support for your needs. While currently not accepting new conservatorship or guardianship matters, the firm prioritizes flexibility and foresight in preparing for changes in health, family, financial situation, and the law. With a focus on prevention and control, the team helps clients maintain control over their assets, health care, personal care, and long-term care decisions.

Kim & Rosado LLP is a prestigious accounting, finance, and legal firm located in the heart of San Jose, California. With a prime location at 111 North Market Street, our team of dedicated professionals is committed to providing top-notch services to our clients. Whether you need assistance with tax planning, financial consulting, or legal advice, our experienced team at Kim & Rosado LLP is here to help. Trust us to handle all of your accounting, finance, and legal needs with precision and expertise.

The Moreno Family Law Firm, located at 1150 South Bascom Avenue in San Jose, California, is a team of dedicated attorneys who specialize in family law matters. Led by Certified Family Law Specialist Marilyn E. Moreno, our firm is committed to providing personalized legal guidance to help you navigate the complexities of divorce, alimony, property division, child custody, and support. With a focus solely on family law, our team offers a strategic advantage in the courtroom, backed by a deep understanding of local judges and procedures. Whether your case is straightforward or complex, we approach each situation with professionalism and experience, aiming to protect your family, finances, and future.

The Law Offices of W. Kirk Moore is a prominent finance and legal institution located at 586 North First Street in San Jose, California. Specializing in a wide range of legal services, including finance, the firm is led by experienced attorney W. Kirk Moore. With a reputation for providing top-notch legal representation and financial advice, the Law Offices of W. Kirk Moore is dedicated to helping clients navigate complex legal issues and financial matters with skill and expertise. Whether you are in need of legal guidance for a business transaction, estate planning, or any other legal matter, the team at the Law Offices of W. Kirk Moore is committed to delivering personalized and effective solutions to meet your needs.

Located at 3524 Geary Boulevard in San Francisco, California, Phil Bertetta - State Farm Insurance Agent is a trusted insurance agency with a team of experienced professionals. Phil Bertetta, a native San Franciscan Agent since 1984 and a San Jose State Graduate, has won multiple awards with his established team members. Whether you are looking for insurance coverage for your home, auto, or life, Phil Bertetta and his team are ready to assist you. They can provide you with a quote and help you navigate the different options available to meet your financial and insurance needs.

The Fuller Law Firm, PC is a finance and lawyer institution located at 60 North Keeble Avenue, San Jose, California, United States. Specializing in bankruptcy cases, the firm is dedicated to helping individuals find a brighter financial future. With a focus on providing exceptional service to clients throughout the Bay Area, including Oakland and Salinas, their team of California bankruptcy attorneys are committed to guiding you through the process with care and expertise. With over 90% of their practice dedicated to bankruptcy, The Fuller Law Firm, PC has extensive experience in Chapter 7, Chapter 11, and Chapter 13 cases. Unlike other firms that may dabble in various areas of law, their specialized focus ensures that you receive the best possible advice tailored to your specific situation.

Farmers Insurance - Roger Heighton is an insurance agency located at 980 David Road in Burlingame, California. Roger Heighton, a resident of northern California with over 35 years of experience in the insurance industry, is proud to serve the community of Burlingame and its surrounding areas. The agency focuses on addressing clients' insurance needs and finding solutions to their problems, with a strong emphasis on educating clients about their coverage options. Whether you are in San Mateo, Foster City, San Jose, San Francisco, or anywhere in the Bay Area, Farmers Insurance - Roger Heighton welcomes you to their office conveniently located near the Millbrae BART stop. They also offer virtual zoom meetings for clients with busy schedules. Roger Heighton has received multiple awards and accolades for his exceptional service, including the Farmers' Blue Vase Award and Topper's Clubs recognition. The agency provides a range of insurance services, including car insurance, home insurance, life insurance, renters insurance, business insurance, condo insurance, and financial planning. With a focus on personalized service and helping clients protect what matters most to them, Farmers Insurance - Roger Heighton is dedicated to providing peace of mind and security to their clients. Contact them today for a customized insurance plan tailored to your needs and budget.

DPA Law APC is a reputable law firm located at 1100 Lincoln Avenue in San Jose, California, United States. Specializing in a wide range of legal services, our team of experienced attorneys is dedicated to providing high-quality representation and personalized attention to each and every client. With a commitment to excellence and a track record of successful outcomes, DPA Law APC is a trusted partner for all your legal needs. Contact us today to schedule a consultation and see how we can help you.

The Law Offices of Maynard & Hogan, located at 1151 Minnesota Avenue in San Jose, California, is a unique institution that brings together experienced courtroom attorneys specializing in Tax Law and Family Law. With decades of experience handling a wide range of legal issues in Northern California, our attorneys have the judgment and understanding needed to advise and resolve even the most complex cases. Founded in 1979, our firm is dedicated to providing strong yet realistic representation to our clients. We are committed to working harder than our adversaries to achieve fair and just results, whether through negotiation or trial. Our focus on responsiveness, individual attention, and high-quality work sets us apart and ensures a better working relationship with our clients.

Paul Middleton - State Farm Insurance Agent is an established insurance agency located at 1468 South De Anza Boulevard in San Jose, California. Conveniently situated near Saratoga and Cupertino, just one block south of Hwy 85 on De Anza Blvd, this agency specializes in providing auto insurance coverage to ensure your peace of mind while on the road. With a dedicated team of experienced professionals, including Lucy who has managed the office for 25 years, Pamela with 28 years of insurance experience, and Peter who has been in the industry for 21 years, you can trust that you are in good hands. At Paul Middleton - State Farm Insurance Agent, customer service is a top priority. The team is committed to helping you navigate the complexities of insurance, whether you need auto, home, renter's, or life insurance. With over 150 years of combined experience in the insurance industry, this agency is one of the most experienced State Farm offices in the San Jose region. They are available 24/7 to assist you with personalized insurance solutions in both English and Spanish.

Farmers Insurance - Oliver Huang is a local insurance agency located at 920 Saratoga Avenue in San Jose, California. As an experienced Farmers® agent with a background in engineering, Oliver Huang is dedicated to helping customers protect their assets and make informed decisions about their insurance coverage. Whether you need auto, home, renters, business, or life insurance, Oliver can provide you with personalized guidance and options to meet your needs and budget. Additionally, he offers financial services to help you plan for a secure future. You can visit Oliver's office near Mitsuwa or give him a call to get started on finding the right insurance coverage for you. Farmers Insurance has been in business for over 80 years, providing reliable insurance products to customers in times of need. From car insurance to renters insurance to business insurance, Oliver Huang can help you customize a policy that suits your unique situation. Contact Oliver today for a consultation and take the first step towards protecting what matters most to you.

New York Life Insurance is a reputable finance and insurance agency located at 550 South Winchester Boulevard in San Jose, California. With a long-standing history of providing reliable and customizable insurance solutions to individuals and families, New York Life Insurance is committed to helping clients protect their financial future. Their team of experienced agents offers a wide range of insurance products, including life, health, and retirement plans, tailored to meet the unique needs of each customer. Whether you are looking for coverage for yourself, your family, or your business, New York Life Insurance is dedicated to providing top-notch service and peace of mind.

The Law Office of Derryl H. Molina is a reputable finance and legal institution located at 1142 South Winchester Boulevard in San Jose, California, United States. Specializing in various areas of law, including finance and business law, the experienced team at this office is dedicated to providing top-notch legal services to clients in need. Whether you are facing a complex financial issue or require legal representation for a business matter, the Law Office of Derryl H. Molina is here to help. With a commitment to excellence and a track record of success, you can trust this institution to handle your legal needs with professionalism and expertise.

Alexandra Anderson - State Farm Insurance Agent is an insurance agency located at 980 El Camino Real in Santa Clara, California. Situated at the corner of El Camino Real & Lafayette, across from Jack-n-the-Box, on the 3rd floor. March is the perfect time to review your auto insurance coverage, especially with spring break approaching. Our dedicated team is committed to helping customers build a more promising future by providing the necessary tools and resources for financial security. We offer a range of insurance services including life, health, and income replacement insurance, with a focus on explaining the benefits of each plan. By bundling your auto, home, condo, or renters insurance with State Farm, you can start saving today. Serving Santa Clara County since 2004, we are a Good Neighbor Agency catering to Santa Clara, Campbell, San Jose, Milpitas, Sunnyvale, and more. Our professional and licensed staff offers personalized insurance quotes and small business protection. Alexandra's agency has received numerous awards over the years for outstanding service. Our team is genuine, hardworking, and personable, dedicated to providing exceptional service to our customers. Whether you need car insurance, home insurance, life insurance, or more, our bilingual team is here to assist you. Contact us today for a one-of-a-kind insurance experience.

Aleene "Ace" Althouse - State Farm Insurance Agent is a well-established insurance agency located at 1215 Mission Street in Santa Cruz, California. While online auto quoting is not available, customers can call, text, or visit the office for a personalized insurance quote. Aleene Althouse and her team are dedicated to serving all financial and insurance needs of the Santa Cruz County area. Aleene Althouse has been a State Farm agent since 2003 and holds a B.S. from California State University, San Jose. She is actively involved in the community, being a member of the Santa Cruz Chamber of Commerce, Santa Cruz Rotary, and a foster family for Native Animal Rescue. Aleene is a licensed private pilot and a long-time resident of Santa Cruz, with a passion for animals and wildlife rehabilitation.

Alexandra Anderson - State Farm Insurance Agent is a trusted insurance agency located at 1865 Winchester Boulevard, Campbell, California. With over 20 years of experience, we specialize in providing a wide range of insurance services including life insurance, health insurance, and income replacement insurance. Our dedicated team of professionals is committed to helping our customers secure a prosperous future by offering personalized insurance quotes for auto, home, renters, and condo insurance. We are proud to serve the communities of Santa Clara, Campbell, San Jose, Milpitas, Sunnyvale, Mountain View, Morgan Hill, Gilroy, and more. Our agency has received numerous awards for our outstanding customer service and commitment to excellence. Whether you are looking to bundle your insurance policies or need assistance with financial planning, we are here to help.

Farmers Insurance - Elnaz Omrani is an insurance agency located at 2695 Moorpark Avenue in San Jose, California. As a local Farmers® agent in San Jose, Elnaz Omrani helps customers identify insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance offers a variety of coverage options including auto, home, renters, business insurance, and more. Elnaz Omrani can help you understand your coverage options and provide personalized assistance to make you smarter about insurance. Whether you need comprehensive coverage, collision coverage, or are looking to protect your home or business, Elnaz Omrani can help. Contact Farmers Insurance - Elnaz Omrani today to get started on creating a solid financial plan to protect your assets and future earnings.

Joe Frangieh - State Farm Insurance Agent is a local insurance agency located at 120 West Campbell Avenue in Campbell, California. Situated directly across from the Campbell Community Center and just moments from Downtown Campbell, our agency is dedicated to providing personalized insurance options to customers in Campbell, San Jose, Los Gatos, Saratoga, and throughout California to Nevada. As a second-generation State Farm Agent with over 10 years of experience in the insurance industry, I am committed to helping our customers protect their hard-earned dollars through a variety of insurance options. Our agency offers Auto Insurance, Home Insurance, Condo Insurance, Personal Liability Insurance, Life Insurance, Income Replacement Insurance, Financial Services, Commercial Insurance, and more, all backed by State Farm's financial stability of over 100 years.