The 30 Best Financial wellness programs 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.

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.

Utopia Property Management in San Jose, California, has been providing expert management services for rental properties since 1994. With a local presence in San Jose and a network throughout the West Coast, we specialize in leasing, marketing, management, and accounting of real estate investments. Whether you have a large portfolio or just one condominium, we offer competitive rates and personalized service to maximize your ROI. Our property managers in San Jose are licensed professionals with knowledge of local rental trends, neighborhoods, and property laws. We work with reliable contractors and vendors to handle maintenance and repairs quickly and affordably. With our extensive reach through popular rental websites and our referral base, we ensure that your property gets maximum visibility to attract the best tenants.

The Bank of America Financial Center at 2225 Quimby Road in San Jose, California, is a leading institution offering a wide range of banking and financial services. With a strong presence in the United States, the Bank of America is known for its reliable and customer-centric approach to banking. Whether you are looking for personal banking solutions, investment advice, or business financing, the Bank of America Financial Center has a team of experienced professionals ready to assist you. Visit us today to experience top-notch service and innovative financial solutions.

Jose Ignacio Chavez: Primerica - Financial Services is a leading finance and insurance agency located at 3954 Murphy Canyon Road in San Diego, California, United States. With a focus on providing comprehensive financial services to individuals and families, the institution is dedicated to helping clients achieve their financial goals and secure their future. From retirement planning to investment strategies, Jose Ignacio Chavez and his team offer expert guidance and personalized solutions to meet the unique needs of each client. With a commitment to excellence and integrity, Primerica is a trusted partner in navigating the complex world of finance and insurance.

Michael Garber Financial Planning is a trusted finance institution located at 111 North Market Street in San Jose, California. Our team of experienced financial planners is dedicated to helping individuals and families achieve their financial goals through personalized planning and strategic investment strategies. Whether you are saving for retirement, planning for your children's education, or looking to grow your wealth, our experts are here to provide guidance and support every step of the way. Visit us today to learn more about how Michael Garber Financial Planning can help secure your financial future.

Eric Susantio - UBS Financial Services Inc. is a renowned financial institution located at 355 Santana Row, San Jose, California, United States. Specializing in finance, they provide a wide range of services to help clients manage their wealth and achieve their financial goals. With a team of experienced professionals, Eric Susantio - UBS Financial Services Inc. offers personalized solutions tailored to each client's unique needs. Whether you are looking to invest, plan for retirement, or protect your assets, this institution is dedicated to helping you make informed decisions and secure your financial future.

Lisa 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.

Lesley Lemessurier, an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 1905 The Alameda, San Jose, California, is a highly qualified professional with multiple certifications and designations. Lesley holds the AAMS™ certification, demonstrating expertise in asset management and investment strategies. Additionally, Lesley is an ADPA™ Accredited Domestic Partnership Advisor™, specializing in wealth transfers, retirement planning, and end-of-life needs for domestic partners. With the AEP® designation from the National Association of Estate Planners & Councils, Lesley is well-versed in estate planning for various professionals. As an Accredited Investment Fiduciary® (AIF®), Lesley upholds high fiduciary standards and demonstrates comprehensive knowledge in this area. Lesley also holds the APMA™ designation, focusing on client assessment, risk/return, and modern portfolio theory. With the AWMA℠ certification, Lesley has advanced knowledge in asset management, retirement planning, and risk management for high net worth clients. Furthermore, Lesley is a Behavioral Financial Advisor, helping clients make better financial decisions through self-awareness and effective decision-making. Lesley is also a Chartered Advisor in Philanthropy® (CAP®), assisting clients in articulating and advancing their philanthropic aspirations. Additionally, Lesley holds the CAS® designation, specializing in fixed-rate and variable annuities. With the CASL® credential, Lesley is trained in issues impacting seniors and retirement planning. As a Certified Divorce Financial Analyst, Lesley specializes in the financial aspects of divorce.

Adam Ward - Ameriprise Financial Services, LLC is a finance institution located at 1 South Almaden Boulevard in San Jose, California, United States. They offer a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide personalized financial planning, investment management, retirement planning, and insurance services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Adam Ward - Ameriprise Financial Services, LLC can help you navigate the complex world of finance with confidence.

Merrill Lynch Financial Advisor Maureen M Fong, located at 560 South Winchester Boulevard in San Jose, California, is a highly experienced professional with over 35 years in the financial industry. Maureen is dedicated to providing clients with personalized financial and wealth management strategies tailored to their individual needs. She specializes in wealth accumulation, preservation, and transfer, with a focus on retirement income planning and wealth transfers to future generations. Maureen has been recognized on the Forbes "Best-in-State Wealth Advisors" list in 2022, as well as the Forbes "America's Top Women Wealth Advisors" list in 2020 and 2021. She holds the Certified Investment Management Analyst (CIMA®) and Certified Plan Fiduciary Advisor (CPFA) designations, showcasing her expertise in the field.

Merrill Lynch Financial Advisor Mengxiao Shan is a reputable finance institution located at 50 West San Fernando Street in San Jose, California, United States. As a trusted financial advisor, Mengxiao Shan provides personalized financial guidance and investment strategies to help clients achieve their financial goals. With a strong reputation for excellence and a commitment to client satisfaction, Merrill Lynch Financial Advisor Mengxiao Shan is a top choice for individuals seeking expert financial advice and planning services.

M D Tax Insurance and Financial Services Inc is a finance institution located at 1879 Lundy Avenue in San Jose, California, United States. They offer a wide range of financial services including tax preparation, insurance services, and investment planning. With a team of experienced professionals, they provide personalized solutions to help clients achieve their financial goals. Whether you are looking to file your taxes, protect your assets with insurance, or grow your wealth through strategic investments, M D Tax Insurance and Financial Services Inc is dedicated to helping you secure a stable financial future.

Cosmotek College is a premier institution located in San Jose, California, United States. We offer a wide range of programs in beauty salon services, finance, hair care, and health. Our state-of-the-art facilities and experienced faculty provide students with the skills and knowledge needed to excel in their chosen field. Whether you are interested in pursuing a career in the beauty industry, finance, or healthcare, Cosmotek College is dedicated to helping you achieve your goals. Visit us at 1375 Blossom Hill Road and discover the opportunities that await you at Cosmotek College.

Evergreen Family Resource Center is a community hub located at 2025 Clarice Drive in San Jose, California. Our center is dedicated to providing support and resources to families in the Evergreen area. From parenting classes to job training programs, we offer a wide range of services to help families thrive. Come visit us and see how we can help you and your loved ones reach your full potential.

Bright Explorers Preschool and Daycare is a nurturing and innovative early childhood education center located at 3165 Gardendale Drive in San Jose, California. Our experienced and caring staff are dedicated to providing a safe and stimulating environment where children can learn, grow, and explore their world. We offer a comprehensive preschool curriculum, as well as daycare services for working families. At Bright Explorers, we believe in fostering a love of learning and helping children develop the skills they need to succeed in school and beyond. Come visit us today and see why we are the premier choice for early childhood education in the San Jose area.

The Family Resource Center at 593-595 North King Road in San Jose, California, is a vital health institution dedicated to providing support and resources to families in need. Our center offers a wide range of services, including counseling, education, and referrals to community resources. We strive to empower families to lead healthy and fulfilling lives by promoting wellness and prevention. Our team of dedicated professionals is committed to supporting families through every stage of life, from prenatal care to senior services. Visit us today to learn how we can help your family thrive.

Raghav Raman is a reputable health institution located at 2039 Forest Avenue in San Jose, California, United States. Specializing in providing top-quality medical care, Raghav Raman is led by a team of experienced doctors who are dedicated to improving the health and well-being of their patients. Whether you are in need of a routine check-up or treatment for a specific medical condition, Raghav Raman is committed to providing personalized and compassionate care to all individuals who walk through their doors. With a focus on patient-centered care and a commitment to excellence, Raghav Raman is a trusted healthcare provider in the San Jose community.

The Pacific Free Clinic, located at 1835 Cunningham Avenue in San Jose, California, is a non-profit health institution dedicated to providing free medical services to those in need. Our team of dedicated healthcare professionals offers a range of services including check-ups, vaccinations, screenings, and consultations. We strive to ensure that all members of our community have access to quality healthcare regardless of their financial situation. Visit us today to receive compassionate and comprehensive care at no cost.

Gardner Family Health is a well-established health institution located at 160 East Virginia Street in San Jose, California, United States. With a focus on providing comprehensive healthcare services to individuals and families in the community, Gardner Family Health offers a wide range of medical services including primary care, dental care, behavioral health, and women's health services. The institution is dedicated to promoting the health and well-being of all patients through compassionate and personalized care. With a team of experienced healthcare professionals, Gardner Family Health strives to provide high-quality and affordable healthcare to all individuals, regardless of their background or financial status.

Rota Care Bay Area is a non-profit healthcare institution located in San Jose, California, United States. They provide free medical care and services to individuals in need, regardless of their ability to pay. Their dedicated team of healthcare professionals and volunteers work tirelessly to ensure that all patients receive the quality care they deserve. Rota Care Bay Area is committed to improving the health and well-being of the community by offering a range of medical services, from routine check-ups to specialized treatments. Visit them today to experience compassionate and comprehensive healthcare.

The Perinatal Diagnostic Center Salinas, located at 212 San Jose Street in Salinas, California, is a health institution that offers a comprehensive range of diagnostic, treatment, consultation, and counseling services specifically tailored for pregnant women. Our clinic is dedicated to providing top-notch care and support for expectant mothers throughout their pregnancy journey. Whether you need prenatal testing, ultrasound services, genetic counseling, or any other perinatal care, our experienced team of healthcare professionals is here to assist you every step of the way. For detailed directions to our clinic, please refer to our English map and guide available in PDF format. Plan your visit today and let us help you ensure a healthy and happy pregnancy.

HealthMarkets Insurance - Scott Zhang is a reputable health insurance agency located in San Jose, California. With a commitment to providing personalized and comprehensive insurance solutions, Scott Zhang and his team strive to help individuals and families find the best coverage options that meet their unique needs and budget. Whether you are looking for health, dental, vision, or Medicare insurance, HealthMarkets Insurance is dedicated to guiding you through the process and ensuring you have the protection you deserve. Visit us at 543 West Capitol Expressway to learn more about how we can help you secure your health and financial future.

South Bay Health & Insurance Services is a reputable health and insurance agency located at 989 Story Road in San Jose, California, United States. Our dedicated team of professionals is committed to providing top-notch services in the areas of health and insurance. Whether you are looking for health coverage or insurance options, we are here to help you navigate through the complexities of the industry and find the best solutions for your needs. Visit us today to learn more about our services and how we can assist you in securing your health and financial future.

Evergreen Teachers Association Health and Welfare Trust is an insurance agency located at 6800 Santa Teresa Boulevard in San Jose, California. This institution provides health and welfare benefits to teachers who are members of the Evergreen Teachers Association. With a focus on supporting the well-being of educators, the trust offers a range of insurance options to ensure that teachers have access to quality healthcare and other essential benefits. By providing comprehensive coverage and support, Evergreen Teachers Association Health and Welfare Trust strives to enhance the overall health and happiness of its members.

Almaden Country Day School is a prestigious primary school located in San Jose, California. Our institution is dedicated to providing a well-rounded education for students in a nurturing and supportive environment. With a focus on academic excellence, character development, and community involvement, we strive to prepare our students for success in their future endeavors. Our campus is located at 6835 Trinidad Drive, where students have access to state-of-the-art facilities and a beautiful outdoor environment for learning and play. Join us at Almaden Country Day School and watch your child grow and thrive in a dynamic and enriching educational setting.

Excite Credit Union, located at 265 Curtner Avenue in San Jose, California, is a full-service financial institution offering banking and finance services. In addition to traditional services such as ATMs and loans, Excite Credit Union provides individualized advising through BALANCE with coaches who speak Spanish. These coaches can help with creating a budget, debt management, credit report review, home ownership education, and fraud and identity theft solutions. These services are free to Excite members and nonprofit affiliates. Excite Credit Union is committed to helping all members build a financially stronger future. They offer products designed to save members money and are owned by their members. Rates for services such as loans are subject to change without notice, with APR and APY clearly disclosed to ensure transparency. Join Excite Credit Union today to start on the path to financial wellness and security.

Umpqua Bank Home Lending, located at 225 West Santa Clara Street in San Jose, California, has been serving the community for over 50 years. They offer a variety of fixed and adjustable rate mortgages for buying, remodeling, and refinancing homes. Their Loan Officers are available to guide first-time homebuyers through the process and explore financing options. They also provide options for higher loan limits, federal and Oregon veterans' home loan programs, as well as FHA, USDA, and state bond programs for low down-payment options. Umpqua Bank Home Lending also offers financing for second homes and investment properties. They provide lines of credit with flexible payment options and no origination fees. For assistance, customers can call (866) 470-2852 Monday through Friday. Umpqua Bank Home Lending is a Member FDIC, Equal Housing Lender, and SBA Preferred Lender.

KeyPoint Credit Union is a financial institution located in San Jose, California, United States. We are dedicated to helping our members thrive financially throughout all stages of life. Our commitment to the community goes beyond just providing financial services – we actively invest in the communities we serve by fostering financial literacy, volunteering to help those in need, and contributing to charitable organizations. Join KeyPoint Credit Union and experience the difference of banking with a financial institution that truly cares about your financial well-being.

Excite Credit Union, located at 848-A Blossom Hill Road in San Jose, California, is a bank and financial institution that offers individualized advising through BALANCE with coaches who speak Spanish. These coaches can discuss a variety of topics including creating a budget, debt management, credit report review, home ownership education, and fraud and identity theft solutions. These services are free to Excite members and nonprofit affiliates. Excite Credit Union aims to help everyone build a financially stronger future by designing products that save you more money. As a credit union, Excite is owned by its members, ensuring that the institution always has their best interests in mind.