TOP 30 Best Financial well being in San Jose, California

Captain Dental San Jose is a premier dental institution located at 1670 Westwood Drive in San Jose, California. As a dedicated dentist and health provider, we are committed to offering exceptional dental care that exceeds expectations. We believe that everyone deserves access to top-quality dentistry, which is why we provide comprehensive solutions that prioritize both your oral health and financial well-being. At Captain Dental, we prioritize your comfort and care. We understand that dental visits can be daunting for some, so we offer gentle dentistry techniques to ensure minimal discomfort. Our state-of-the-art technologies, including a CBCT machine, digital X-rays, and intra-oral scanner, allow us to provide precise diagnoses and treatment plans. We also offer various sedation options to help manage anxiety and ensure your peace of mind.

Provident Credit Union's South San Jose Community Branch is a trusted financial institution located at 5801 Cottle Road in San Jose, California. As a member-owned credit union, Provident offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a commitment to providing personalized service and competitive rates, the South San Jose Community Branch is dedicated to serving the local community and helping members thrive financially. Whether you're looking for a checking account, savings account, loan, or investment options, Provident Credit Union has you covered. Visit the South San Jose Community Branch today to experience the difference of banking with a member-focused institution.

The Student Wellness Center in San Jose, California, United States is a dedicated facility aimed at promoting the physical, mental, and emotional well-being of students. Our center offers a range of services including counseling, health education, nutrition guidance, and fitness programs. Our team of experienced professionals is committed to supporting students in achieving a healthy and balanced lifestyle. Whether you need support with stress management, nutrition planning, or mental health concerns, the Student Wellness Center is here to help you thrive during your academic journey. Visit us today to take advantage of our resources and support services.

"A Life Well Spent" is a finance institution located at 4030 Moorpark Avenue in San Jose, California, United States. Our mission is to help individuals and families make wise financial decisions that lead to a fulfilling and prosperous life. With our expert financial advisors and personalized services, we strive to ensure that every penny is well spent and every investment is made with careful consideration. Join us on the path to financial security and a life well spent.

LTC Financial Partners is a leading finance, health, and insurance agency located at 5855 Pala Mesa Drive in San Jose, California, United States. Specializing in long-term care planning and insurance solutions, LTC Financial Partners offers expert advice and personalized services to help individuals and families protect their financial future and well-being. With a team of experienced professionals, they are dedicated to providing comprehensive and tailored solutions to meet the unique needs of each client. Whether you are planning for retirement, facing a health crisis, or looking to secure your legacy, LTC Financial Partners is committed to helping you navigate the complexities of long-term care and insurance options with confidence and peace of mind.

Merrill Lynch Financial Advisor Behrooz Ighani, located at 560 South Winchester Boulevard, San Jose, California, is dedicated to helping you manage your wealth by creating a personalized financial strategy tailored to your goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Behrooz Ighani can assist you in pursuing your financial objectives through personalized wealth management strategies. By participating in the community and volunteering with local organizations, Behrooz Ighani upholds the Merrill tradition of serving the community. Through the Merrill Personal Wealth Analysis™, a personalized plan centered on your goals can be developed and implemented to help you achieve financial success. By understanding your priorities and goals, Behrooz Ighani can provide thoughtful advice and guidance to help you pursue what matters most to you. With a focus on building a strong relationship through conversation, Behrooz Ighani aims to help you stay on track to achieve your goals. By getting to know you personally, Behrooz Ighani can design a financial approach that reflects your unique needs and priorities. With access to the latest investment insights and strategies, Behrooz Ighani is committed to helping you live your best financial life. Investing involves risk, and Behrooz Ighani is registered to do business in several states, including CA, NV, TX, WA, and WY. Prior to making any financial decisions, it is recommended to consult with legal and tax advisors. Merrill Lynch offers a range of services, including brokerage, investment advisory, and financial planning. It is important to understand the differences between these services when selecting the right one for your financial needs. Merrill Lynch is a registered broker-dealer and investment adviser, and certain investment products are provided by affiliates of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a subsidiary of Bank of America Corporation. Trust, fiduciary, and insurance services are also available through Merrill Lynch. Let Behrooz Ighani help you navigate the complexities of your financial life and work towards achieving your goals.

Lucia Capital Group in San Jose, California, is a finance institution dedicated to helping clients achieve their financial goals and plan for a secure future. With a team of experienced professionals, including CERTIFIED FINANCIAL PLANNER™ professionals and Chartered Financial Consultants, clients receive personalized financial guidance tailored to their specific needs. The institution offers a fully integrated wealth platform, providing end-to-end investment strategies, asset management, and insurance services. As a client of Lucia Capital Group, individuals can expect a comprehensive financial planning approach, with a focus on retirement planning and achieving financial confidence. With a commitment to transparency and client well-being, the institution serves as a trusted financial coach, helping clients design a personalized game plan and implement investment strategies. By working with Lucia Capital Group, clients can strive for financial confidence and ultimately achieve their life's purpose.

Justin 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.

Tom 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.

occurring loss when investing in securities or other financial products. Clients should consider their investment objectives and risks carefully before investing. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets. Past performance is no guarantee of future results, and the value of investments and the income they generate can fluctuate. This information is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, clients should consult with a qualified tax advisor, CPA, financial planner or investment manager. At Merrill Lynch Financial Advisor Justin R Pearce, located in San Jose, California, our team of experienced professionals is dedicated to providing personalized financial advice and guidance tailored to your unique needs and goals. We believe in building strong relationships through teamwork and collaboration, and we have access to the global investment capabilities of Merrill and the banking convenience of Bank of America.

Wynn Insurance Agency is a reputable health insurance agency located at 1590 Oakland Road in San Jose, California. Our experienced team is dedicated to providing personalized insurance solutions to meet the specific 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 you. Contact us today to learn more about our services and how we can help protect your health and financial well-being.

The Mark Hicks Agency - Farmers Insurance Broker is a local insurance agency located at 6455 Almaden Expressway in San Jose, California. They specialize in helping customers find the insurance coverage that best suits their individual needs, whether it be for life, business, auto, home, home warranties, rental properties, and more. The agency is dedicated to building trust with their clients and growing with their families for generations to come. They strive to be seen as family by offering needs-based conversations to uncover true goals and help clients realize their dreams and aspirations. The agency offers comprehensive coverage options for cars, homes, renters, condos, and businesses, as well as life insurance policies. They also provide financial planning services and personal umbrella insurance policies for added protection. The agency represents various insurers under the Farmers Insurance Group and is committed to providing quality service and competitive rates. Contact the Mark Hicks Agency today for all your insurance needs.

Welcome to Sage Real Estate, located at 2734 East Broadway, Long Beach, California. As the highest-rated multifamily and commercial brokerage in Long Beach, we are proud to be ranked within the top 1.5% of real estate professionals nationwide. Our firm stands out as the only one specializing in fourplex apartment buildings in the area, dedicated to helping you create wealth and secure a stable retirement through strategic investments in multifamily properties. At Sage Real Estate, we believe in the power of diligent decision-making and the right team to make real estate investing a guaranteed path to wealth. Our recent success story with Ali Rafie, a young and ambitious investor, exemplifies this philosophy. Ali's journey from San Jose to Long Beach, culminating in his first investment property, showcases the potential of strategic thinking and seizing opportunities.

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.

S & S Tax Service is a reputable accounting and finance institution located at 175 Bernal Road in San Jose, California, United States. With a team of experienced professionals, we provide a wide range of tax services to individuals and businesses, helping them navigate the complexities of the tax system and maximize their financial well-being. Our commitment to excellence and personalized service sets us apart as a trusted partner in managing your financial affairs. Contact us today to see how we can help you achieve your financial goals.

Cost-U-Less Insurance is a reputable health insurance agency located at 1915 Alum Rock Avenue in San Jose, California. We are dedicated to providing affordable and comprehensive insurance coverage to our clients. Our experienced agents are committed to helping you find the best insurance plan that fits your needs and budget. Whether you are looking for individual, family, or group health insurance, Cost-U-Less Insurance is here to assist you every step of the way. Contact us today to learn more about our services and how we can help you protect your health and financial well-being.

Technology Credit Union is a finance institution located at 1562 South Bascom Avenue in San Jose, California, United States. With a focus on putting members' needs first, Tech CU offers a variety of financial services including short-term certificates with a competitive 4.50% APY*, adjustable-rate mortgages, low or no fee checking and savings accounts, and virtual meetings with Tech CU Bankers. The institution is federally insured by NCUA and prioritizes security with multiple layers of protection. Tech CU has been recognized for its strong financial position with a 5-star rating from Bauer Financial in 2023. Members can trust that profits are returned to them in the form of lower loan rates, low fees, outstanding service, and great benefits. Joining Tech CU is not just about opening an account, but about becoming a part of a credit union that values its members and their financial well-being.

Melin Insurance Services is a reputable health insurance agency located at 2598 Mabury Square in San Jose, California. We specialize in providing personalized insurance solutions to meet the unique needs of our clients. Our team of experienced agents is dedicated to helping individuals and families find the right coverage at the best possible rates. Whether you are looking for health insurance for yourself or your business, we are here to help. Contact us today to learn more about our services and how we can assist you in protecting your health and financial well-being.

Protected Profits Insurance Services, Inc. is a reputable insurance agency located at 6472 Camden Avenue in San Jose, California. Our dedicated team of professionals is committed to providing personalized insurance solutions to protect our clients' assets and financial well-being. Whether you are looking for auto, home, life, or business insurance, we have you covered. With our expertise and exceptional customer service, you can trust us to safeguard your profits and give you peace of mind. Contact us today to learn more about our comprehensive insurance options.

Rich Storelee - State Farm Insurance Agent is a trusted insurance agency located at 43195 Mission Boulevard, Fremont, California, United States. Conveniently situated across the street from Mission San Jose, our agency is dedicated to helping individuals and families protect themselves and their assets. We offer a range of insurance products including Home Insurance, Condo Insurance, Renters Insurance, and Auto Insurance. Our experienced agents, Tasha & Tamara, are passionate about providing personalized service and finding the best coverage options for our clients in Fremont and the surrounding areas.

Farmers Insurance - Linda Lynn is an insurance agency located at 4155 Moorpark Avenue, San Jose, California, United States. Linda Lynn, a resident of California for over 15 years, serves as the local Farmers® agent for San Jose and surrounding areas. The agency is dedicated to providing excellent customer service and ensuring clients are well-informed about their coverage options. With over 10 years of experience in the insurance industry, Linda Lynn can help clients understand and select the most suitable insurance solutions for their needs, whether it be for home, auto, life, business insurance, and more. The agency is conveniently located at the corner of Saratoga Ave and Moorpark Ave, making it easily accessible for clients. Customers can also get online quotes for auto, home, renters, condo, and business insurance. Additionally, Farmers Insurance offers financial services and personal umbrella insurance for added protection. The agency represents various insurers under the Farmers brand and is committed to helping clients secure a stable and secure financial future.

Hendershott Wealth Management is a finance institution located at 2025 Gateway Place in San Jose, California, United States. Specializing in financial planning and investment management for high-net-worth women and couples, we offer fee-only fiduciary financial advisors and wealth managers who prioritize building a true financial partnership with our clients. Many women feel overwhelmed by finances and left out of wealth conversations, which is why we strive to provide a welcoming and inclusive environment for all clients. Our goal is to help you understand your financial options, maximize your investments, and prepare for all of life's milestones.

Flournoy Wealth Management is a finance institution located at 1165 Lincoln Avenue in San Jose, California, United States. As a CERTIFIED FINANCIAL PLANNER™ professional, the team at Flournoy Wealth Management specializes in helping women in transition by creating personalized planning and investment strategies for every stage of life. With a focus on lasting financial health and well-being, the team offers complimentary 30-minute consultations to discuss individual financial goals. The financial Consultants at Flournoy Wealth Management are registered representatives with LPL Financial, offering securities, financial planning, and advisory services. Pam Flournoy, CFP® CDFA® LPL Financial Advisor, can be contacted at 408-271-8800 or Pam.Flournoy@lpl.com. Schedule a consultation today to start planning for a secure financial future.

Santa Clara Income Tax is a reputable accounting and finance institution located at 1190 East Santa Clara Street in San Jose, California. Our team of experienced professionals specializes in providing tax preparation services, financial planning, and consulting to individuals and businesses. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complexities of income tax laws and maximize their financial well-being. Trust Santa Clara Income Tax for all your accounting and finance needs.

Familia Tax & Bookkeeping is a top-notch accounting and finance institution located at 2114 Senter Road in San Jose, California. Our expert team is ready to assist you with all your tax and bookkeeping needs. Whether you need help with tax planning, bookkeeping, notary services, or digital marketing strategies, we have you covered. When you visit Familia Tax & Bookkeeping, be sure to bring your W-2 forms, Social Security cards, and IDs for yourself and any dependents. Homeowners should also bring their 1098 form and personal expenses for optimal tax savings. Our personalized tax planning services are designed to help you maximize your savings while staying compliant with tax laws.

Chris Scott Tax Services is a reputable accounting and finance institution located at 2584 McLaughlin Avenue in San Jose, California. With a team of experienced professionals, we provide a wide range of tax services to individuals and businesses. Our goal is to help our clients navigate the complexities of tax laws and regulations to maximize their financial well-being. Whether you need assistance with tax preparation, planning, or IRS representation, our dedicated team is here to provide personalized and reliable service. Trust Chris Scott Tax Services to handle all your accounting and finance needs with professionalism and expertise.

Servicio De Tax is a reputable accounting and finance institution located at 3126 Story Road in San Jose, California, United States. Our experienced professionals strive to provide top-notch tax services to individuals and businesses in the area. With a commitment to excellence and customer satisfaction, we aim to help our clients navigate the complex world of taxes and financial planning. Whether you need assistance with tax preparation, bookkeeping, or financial consulting, Servicio De Tax is here to help you achieve your financial goals. Contact us today to schedule an appointment and experience the difference our expertise can make for your financial well-being.

Welcome to Affordable Home Finance, your trusted mortgage broker located at 120 Bulkhead Street, Santa Cruz, California. We specialize in finding the best home financing solutions by shopping the nation's top lenders on your behalf. As a cloud-based company and a leader in low-price markets, we are perfectly positioned to navigate the evolving landscape of home finance. Our mission is to provide our clients with an exceptional experience, ensuring you receive expert guidance to confidently choose from a wide array of home finance options. Whether you are interested in 15-year or 30-year fixed loans, FHA, USDA, VA, or non-traditional loans, our licensed loan originators are here to lead you through the process with professionalism and trust.

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

Tina Choi - State Farm Insurance Agent is an insurance agency located at 4030 Moorpark Avenue, San Jose, California, United States. Tina Choi can help you customize a coverage plan to protect what's important to you, whether it's your family, belongings, or financial well-being. With options for safe driving rewards, bundling, and discounts, Tina Choi can create a solution that fits your needs. The institution offers auto insurance, homeowners insurance, renters insurance, personal articles policies, business insurance, life insurance, health insurance, and pet medical insurance. Tina Choi can also assist with U.S. Bank banking products and State Farm Investment Planning Services. Start your online quote today to find the right coverage for you and your loved ones.