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Top 30 Best Individual asset management in Santa Clara, California

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  • 5 9
    #1

    Pesta & Pesta Wealth Management

    ● Closed
    20370 Town Center Ln Suite 254, Cupertino, CA 95014, United States
    408-227-2700
    pestaandpesta.com

    Pesta & Pesta Wealth Management is a renowned finance institution located at 20370 Town Center Lane in Cupertino, California, United States.

    Photo of Pesta & Pesta Wealth Management - 20370 Town Center Lane, Cupertino, CA 95014, USA Photo of Pesta & Pesta Wealth Management - 20370 Town Center Lane, Cupertino, CA 95014, USA
    Financial Service
    Details
  • 5 1
    #2

    Kane Investment Management, Inc.

    ● Closed
    15466 Los Gatos Blvd #213, Los Gatos, CA 95032, United States
    408-358-5263
    kaneinvestment.com

    Kane Investment Management, Inc. is a renowned finance institution located at 15466 Los Gatos Boulevard in Los Gatos, California, United States.

    Financial Service
    Details
  • 4 2
    #3

    U.S. Bank – Wealth Management Banker: Michael Truong

    ● Closed
    1570 Grant Rd, Mountain View, CA 94040, United States
    650-965-1413
    usbank.com

    U.S. Bank's Wealth Management Banker, Michael Truong, is dedicated to helping clients in Mountain View, California, achieve their financial goals.

    Photo of U.S. Bank – Wealth Management Banker: Michael Truong - 1570 Grant Road, Mountain View, CA 94040, USA Photo of U.S. Bank – Wealth Management Banker: Michael Truong - 1570 Grant Road, Mountain View, CA 94040, USA Photo of U.S. Bank – Wealth Management Banker: Michael Truong - 1570 Grant Road, Mountain View, CA 94040, USA
    Financial Service
    Details
  • 4 4
    #4

    Marshall Wealth Management Group

    ● Closed
    634 N Santa Cruz Ave #114, Los Gatos, CA 95030, United States
    408-395-1510
    marshallwealthmanagementgroup.com

    Marshall Wealth Management Group is a leading finance institution located at 634 North Santa Cruz Avenue in Los Gatos, California, United States.

    Photo of Marshall Wealth Management Group - 634 North Santa Cruz Avenue, Los Gatos, CA 95030, USA Photo of Marshall Wealth Management Group - 634 North Santa Cruz Avenue, Los Gatos, CA 95030, USA Photo of Marshall Wealth Management Group - 634 North Santa Cruz Avenue, Los Gatos, CA 95030, USA
    Financial Service
    Details
  • 3 2
    #5

    Davis Financial Management

    ● Closed
    2105 S Bascom Ave Ste. 350, Campbell, CA 95008, United States
    408-345-4700
    davisfm.com

    Davis Financial Management is a reputable finance and insurance agency located at 2105 South Bascom Avenue in Campbell, California, United States.

    Photo of Davis Financial Management - 2105 South Bascom Avenue, Campbell, CA 95008, USA
    Financial Service Insurance Agency
    Details
  • 3 2
    #6

    The Skyline Wealth Management Group - Morgan Stanley

    ● Closed
    225 W Santa Clara St Suite 900, San Jose, CA 95113, United States
    408-947-2212

    The Skyline Wealth Management Group - Morgan Stanley is a leading finance institution located at 225 West Santa Clara Street in San Jose, California, United States.

    Financial Service
    Details
  • 1 1
    #7

    S P Asset Management

    ● Open
    20380 Town Center Ln # 205, Cupertino, CA 95014, United States
    408-257-7711
    spassetmanagement.net

    S P Asset Management is a leading finance institution located at 20380 Town Center Lane in Cupertino, California, United States. Our team of experienced professionals provides expert asset management services to help clients achieve their financial goals.

    Financial Service
    Details
  • #8

    Gallagher Insurance, Risk Management & Consulting

    ● Closed
    160 W Santa Clara St #300, San Jose, CA 95113, United States
    408-973-9500
    locations.ajg.com

    Gallagher Insurance, Risk Management & Consulting is a reputable insurance agency located at 160 West Santa Clara Street in San Jose, California.

    Photo of Gallagher Insurance, Risk Management & Consulting - 160 West Santa Clara Street, San Jose, CA 95113, USA Photo of Gallagher Insurance, Risk Management & Consulting - 160 West Santa Clara Street, San Jose, CA 95113, USA Photo of Gallagher Insurance, Risk Management & Consulting - 160 West Santa Clara Street, San Jose, CA 95113, USA
    Insurance Agency
    Details
  • #9

    CalRima Financial & Insurance Agency - office is located in Campbell

    ● Open
    900 E Hamilton Ave, Campbell, CA 95008, United States
    408-786-0508
    calrima.com

    CalRima Financial & Insurance Agency is a reputable institution located in Campbell, California. Our office is situated at 900 East Hamilton Avenue, offering a wide range of services in finance, health, and insurance.

    Photo of CalRima Financial & Insurance Agency - office is located in Campbell - 900 East Hamilton Avenue, Campbell, CA 95008, USA Photo of CalRima Financial & Insurance Agency - office is located in Campbell - 900 East Hamilton Avenue, Campbell, CA 95008, USA Photo of CalRima Financial & Insurance Agency - office is located in Campbell - 900 East Hamilton Avenue, Campbell, CA 95008, USA
    Financial Service Insurance Agency Medical Services
    Details
  • #10

    Artha Wealth Management Group - Morgan Stanley

    ● Open
    1400 Page Mill Rd, Palo Alto, CA 94304, United States
    650-496-3934
    advisor.morganstanley.com

    Artha Wealth Management Group - Morgan Stanley is a leading financial institution located at 1400 Page Mill Road in Palo Alto, California, United States.

    Financial Service
    Details
  • #11

    ARIA Wealth Management

    ● Closed
    20640 3rd St #300, Saratoga, CA 95070, United States
    669-222-1155
    ariawm.com

    ARIA Wealth Management is a leading finance institution located at 20640 3rd Street in Saratoga, California, United States.

    Photo of ARIA Wealth Management - 20640 3rd Street, Saratoga, CA 95070, USA Photo of ARIA Wealth Management - 20640 3rd Street, Saratoga, CA 95070, USA Photo of ARIA Wealth Management - 20640 3rd Street, Saratoga, CA 95070, USA
    Financial Service
    Details
  • #12

    Meyers Wealth Management

    ● Closed
    111 1st St, Los Altos, CA 94022, United States
    800-993-2994
    meyersmoney.com

    Meyers Wealth Management is a leading finance institution located at 111 1st Street in Los Altos, California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their future.

    Financial Service
    Details
  • #13

    Wealth Management Associate - U.S. Bancorp Investments: Markjohn Tobias

    ● Closed
    1570 Grant Rd, Mountain View, CA 94040, United States
    650-426-2283
    usbank.com

    Wealth Management Associate at U.S. Bancorp Investments, Markjohn Tobias, offers expert financial guidance and investment strategies to clients in Mountain View, California.

    Photo of Wealth Management Associate - U.S. Bancorp Investments: Markjohn Tobias - 1570 Grant Road, Mountain View, CA 94040, USA Photo of Wealth Management Associate - U.S. Bancorp Investments: Markjohn Tobias - 1570 Grant Road, Mountain View, CA 94040, USA
    Financial Service
    Details
  • #14

    Riley Friedman Asset Management

    ● Closed
    4984 El Camino Real #101, Los Altos, CA 94022, United States
    650-988-1088
    rfasset.com

    Riley Friedman Asset Management is a leading financial institution located at 4984 El Camino Real in Los Altos, California, United States.

    Financial Service
    Details
  • #15

    Corinthian Wealth Management

    ● Open
    1625 The Alameda UNIT 308, San Jose, CA 95126, United States
    408-995-0915
    corinthianwealth.com

    Corinthian Wealth Management is a leading finance institution located at 1625 The Alameda in San Jose, California, United States.

    Financial Service
    Details
  • #16

    U.S. Bank – Wealth Management Banker: Yung Le

    ● Closed
    1399 Foxworthy Ave, San Jose, CA 95118, United States
    206-777-8083
    usbank.com

    U.S. Bank's Wealth Management Banker, Yung Le, offers personalized financial services at their location on 1399 Foxworthy Avenue in San Jose, California.

    Photo of U.S. Bank – Wealth Management Banker: Yung Le - 1399 Foxworthy Avenue, San Jose, CA 95118, USA Photo of U.S. Bank – Wealth Management Banker: Yung Le - 1399 Foxworthy Avenue, San Jose, CA 95118, USA Photo of U.S. Bank – Wealth Management Banker: Yung Le - 1399 Foxworthy Avenue, San Jose, CA 95118, USA
    Financial Service
    Details
  • #17

    Sierra Pacific Wealth Management

    ● Closed
    11121 Chula Vista Ave, San Jose, CA 95127, United States
    408-212-7917
    sierrapacificwealthmanagement.com

    Sierra Pacific Wealth Management is a leading finance institution located at 11121 Chula Vista Avenue in San Jose, California, United States.

    Photo of Sierra Pacific Wealth Management - 11121 Chula Vista Avenue, San Jose, CA 95127, USA Photo of Sierra Pacific Wealth Management - 11121 Chula Vista Avenue, San Jose, CA 95127, USA Photo of Sierra Pacific Wealth Management - 11121 Chula Vista Avenue, San Jose, CA 95127, USA
    Financial Service
    Details
  • #18

    Wealth Management Associate - U.S. Bancorp Investments: Annie Mai

    ● Closed
    2875 The Villages Pkwy, San Jose, CA 95135, United States
    408-223-5611
    usbank.com

    As a Wealth Management Associate at U.S. Bancorp Investments, Annie Mai provides expert financial advice and guidance to clients in San Jose, California.

    Photo of Wealth Management Associate - U.S. Bancorp Investments: Annie Mai - 2875 The Villages Parkway, San Jose, CA 95135, USA Photo of Wealth Management Associate - U.S. Bancorp Investments: Annie Mai - 2875 The Villages Parkway, San Jose, CA 95135, USA
    Financial Service
    Details
  • #19

    DWR Wealth Management LLC

    ● Closed
    1884 The Alameda, San Jose, CA 95126, United States
    408-260-9600
    dwrwealth.com

    DWR Wealth Management LLC is a finance institution located at 1884 The Alameda in San Jose, California, United States. We specialize in providing comprehensive wealth management services to help our clients achieve their financial goals.

    Photo of DWR Wealth Management LLC - 1884 The Alameda, San Jose, CA 95126, USA
    Financial Service
    Details
  • #20

    Wealthstone Asset Management Group of Raymond James

    ● Open
    150 S Almaden Blvd Suite # 1375, San Jose, CA 95113, United States
    408-533-9115
    raymondjames.com

    Wealthstone Asset Management Group of Raymond James is a renowned finance institution located at 150 South Almaden Boulevard in San Jose, California, United States.

    Financial Service
    Details
  • #21

    Trust Management Services

    ● Open
    1 S Almaden Blvd, San Jose, CA 95113, United States
    408-377-3441
    trustmanagementservicesca.com

    Trust 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.

    Details
  • #22

    Landmark Wealth Management Group- San Jose

    ● Closed
    2021 The Alameda STE 390, San Jose, CA 95126, United States
    408-984-8777
    landmarkwealth.com

    Landmark Wealth Management Group in San Jose is a leading financial institution located at 2021 The Alameda in San Jose, California.

    Photo of Landmark Wealth Management Group- San Jose - 2021 The Alameda, San Jose, CA 95126, USA
    Financial Service
    Details
  • #23

    Andreja Dugacki - TIAA Wealth Management Advisor

    ● Open
    535 Cowper St Suite 200, Palo Alto, CA 94301, United States
    866-842-2906
    locations.tiaa.org

    Andreja Dugacki - TIAA Wealth Management Advisor is a leading financial institution located at 535 Cowper Street in Palo Alto, California.

    Financial Service
    Details
  • #24

    Palo Alto, CA Private Wealth Management - UBS Financial Services Inc.

    ● Open
    775 Page Mill Rd, Palo Alto, CA 94304, United States
    888-771-8949
    local.ubs.com

    Palo Alto, CA Private Wealth Management - UBS Financial Services Inc. is a leading finance institution located in the heart of Silicon Valley at 775 Page Mill Road, Palo Alto, California.

    Financial Service
    Details
  • #25

    Phillip Campit - TIAA Wealth Management Advisor

    ● Open
    535 Cowper St Suite 200, Palo Alto, CA 94301, United States
    866-842-2906
    locations.tiaa.org

    Phillip Campit - TIAA Wealth Management Advisor is a top-notch financial institution located at 535 Cowper Street in Palo Alto, California, United States.

    Financial Service
    Details
  • #26

    Derrick Hobbs - TIAA Wealth Management Advisor

    ● Open
    535 Cowper St Suite 200, Palo Alto, CA 94301, United States
    866-842-2906

    Derrick Hobbs - TIAA Wealth Management Advisor is a leading finance institution located at 535 Cowper Street in Palo Alto, California, United States.

    Financial Service
    Details
  • #27

    Robert Nicolosi - TIAA Wealth Management Advisor

    ● Closed
    535 Cowper St Suite 200, Palo Alto, CA 94301, United States
    866-842-2906
    locations.tiaa.org

    Robert Nicolosi - TIAA Wealth Management Advisor is a leading financial institution located at 535 Cowper Street in Palo Alto, California, United States.

    Photo of Robert Nicolosi - TIAA Wealth Management Advisor - 535 Cowper Street, Palo Alto, CA 94301, USA
    Financial Service
    Details
  • #28

    Thriving Asset Management

    ● Closed
    499 Middlefield Rd, Palo Alto, CA 94301, United States
    650-643-1460
    thrivingam.com

    Thriving Asset Management is a leading finance and insurance agency located in the bustling city of Palo Alto, California. Our dedicated team of financial experts is committed to helping clients secure their assets and achieve their financial goals.

    Financial Service Insurance Agency
    Details
  • #29

    Ferguson Wealth Management - UBS Financial Services Inc.

    ● Open
    750 University Ave #250, Los Gatos, CA 95032, United States
    408-282-8429
    advisors.ubs.com

    Ferguson Wealth Management - UBS Financial Services Inc. is a premier financial institution located at 750 University Avenue in Los Gatos, California, United States.

    Financial Service
    Details
  • #30

    Alpha Wealth Management Group - UBS Financial Services Inc.

    ● Open
    355 Santana Row Suite 2050, San Jose, CA 95128, United States
    408-282-8456
    advisors.ubs.com

    Alpha Wealth Management Group - UBS Financial Services Inc. is a premier financial institution located in the heart of San Jose, California.

    Financial Service
    Details
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