TOP 30 Individual financial advice in Los Altos, California

20 results found

Gates Pass Advisors is a financial institution located at 280 2nd Street in Los Altos, California, United States. Specializing in financial planning and advising, the team at Gates Pass is dedicated to helping families, particularly women, navigate the complexities of today's financial landscape. Led by K. Esther Szabo, CFP® and CeFT®, and Erik Schei, CFA and CeFT®, Gates Pass offers a unique approach to financial planning that focuses on the individual needs and goals of each client. Unlike traditional brokerage houses, Gates Pass takes a holistic approach to financial planning, encompassing both financial planning and investment management. As fiduciary advisors, they prioritize the best interests of their clients and offer a wide range of investment solutions tailored to each client's specific needs.

Merrill Lynch Financial Advisor Richard McHugh is located at 3075 Hansen Way in Palo Alto, California, United States. Rich McHugh is a Senior Vice President, Private Wealth Advisor, and Portfolio Manager at Merrill Private Wealth Management. He works with leaders in business, members of accomplished families, and successful individuals to help them navigate the complexities of wealth through the advice and capabilities of Merrill Private Wealth Management's world-class infrastructure. Rich and his team provide highly personalized experiences by servicing a limited number of families. With extensive experience in traditional and alternative investments, portfolio management, short-term cash management, financing, and estate planning strategies, Rich begins each relationship by gaining a thorough understanding of his clients' backgrounds, financial pictures, goals, and expectations. Prior to joining Merrill, Rich worked at J.P. Morgan Private Bank in various offices across the United States. He holds a B.A. in Political Science and Government from Purdue University and a M.S. in Finance from DePaul University. Rich resides in Los Altos, CA, and enjoys art, golf, skiing, and travel in his free time. Merrill Lynch Wealth Management focuses on building strong client relationships based on trust and personalized service, with a focus on the unique priorities and goals of each individual client. Clients can expect personalized investment strategies and comprehensive financial solutions tailored to their needs and objectives.

Barbara Madden - Financial Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 164 Main Street, Los Altos, California, United States. Barbara Madden holds several certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating her expertise and commitment to providing top-notch financial advice and services. With a strong focus on asset management, retirement planning, estate planning, and investment opportunities, Barbara Madden is well-equipped to assist individuals, retirees, small business owners, and high net worth clients with their financial needs. Additionally, Barbara Madden is dedicated to ongoing education and training to stay current with the latest trends and best practices in the finance industry. Whether you are looking for assistance with portfolio management, wealth transfers, retirement planning, or any other financial need, Barbara Madden - Financial Advisor, Ameriprise Financial Services, LLC is here to help you achieve your financial goals.

WaFd Bank, located at 4546 El Camino Real in Los Altos, California, is your neighborhood bank that prioritizes personal relationships with customers. Our friendly bankers are dedicated to helping you achieve financial success within the community. Whether you're a business in the San Jose area or an individual seeking banking services, WaFd Bank offers a range of options to meet your needs. From free checking accounts to small business banking and commercial lending services, we are here to support you. Additionally, our online and mobile banking platforms provide convenient access to your accounts anytime, anywhere. As the Best-in-State Bank in Washington, Idaho, Oregon, and Nevada, WaFd Bank is committed to providing exceptional service. WaFd Bank is a DBA of Washington Federal Bank. Visit us today to experience the difference of a community-focused bank.

Located at 400 Main Street in Los Altos, California, Thoits Law has been a trusted advisor to successful individuals and businesses in Silicon Valley and throughout California for over 70 years. Our team of experienced attorneys specializes in transactional law and civil litigation, including areas such as business, employment, intellectual property, real estate, and trusts and estates. With a commitment to excellence and a focus on building strong relationships with our clients, we strive to achieve superior outcomes for our select clientele. Our Business Group attorneys offer tailored solutions to legal questions, while our employment attorneys provide strategic counseling and litigation services. We also assist clients in preserving proprietary information, navigating real estate decisions, and providing comprehensive advice and counseling for families, individuals, and business entities.

First Republic Bank, located at 400 South San Antonio Road in Los Altos, California, is a full-service institution offering a range of banking and financial services. With a focus on customization and exceptional service, our team is dedicated to providing responsive solutions to meet your needs. Deposit products and services are provided by JPMorgan Chase Bank, N.A., ensuring a secure and reliable banking experience. When it comes to investing, our experienced team at J.P. Morgan Wealth Management can help you navigate market risks and work towards achieving your financial goals. We offer a variety of investment products and services through J.P. Morgan Securities LLC, a registered broker-dealer and investment adviser. Trust and fiduciary services are also available through JPMorgan Chase Bank, N.A., providing comprehensive wealth management solutions.

Di Maria & Cone is a renowned institution located at 628 Cuesta Drive in Los Altos, California, United States. Specializing in providing top-notch financial and investment advisory services, the institution is known for its commitment to excellence and personalized approach to helping clients achieve their financial goals. With a team of experienced professionals, Di Maria & Cone offers a wide range of services tailored to meet the unique needs of each individual client. Whether you are looking for retirement planning, wealth management, or investment advice, Di Maria & Cone is the trusted partner you can rely on for expert guidance and support. Visit their office today to see how they can help you secure your financial future.

Robert W Johnson & Associates is a versatile institution located at 4984 West El Camino Real in Los Altos, California. Specializing in finance, general contracting, and legal services, this institution offers a wide range of expertise to meet the needs of individuals and businesses alike. Whether you are looking for financial advice, construction services, or legal representation, the experienced professionals at Robert W Johnson & Associates are dedicated to providing top-notch service and personalized solutions. Visit us today to see how we can help you achieve your goals and navigate any challenges you may face.

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. We offer personalized wealth management services, investment advice, and financial planning to individuals, families, and businesses. With a focus on long-term growth and risk management, Meyers Wealth Management is committed to providing top-notch financial solutions tailored to each client's unique needs. Contact us today to start planning for a secure financial future.

Flywheel Private Wealth is a premier financial institution located at 4 Main Street in the bustling city of Los Altos, California, United States. Our team of experienced professionals is dedicated to providing personalized wealth management services to high-net-worth individuals and families. With a focus on long-term financial planning and investment strategies, we strive to help our clients achieve their financial goals and secure their financial future. Trust Flywheel Private Wealth to be your partner in navigating the complex world of finance and wealth management.

MDB Group is a prestigious finance institution located at 4962 El Camino Real in Los Altos, California, United States. With a strong reputation for providing top-notch financial services, MDB Group offers a wide range of financial solutions to individuals and businesses alike. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, MDB Group's team of experienced professionals is dedicated to helping you achieve your financial goals. Visit MDB Group today and take the first step towards securing your financial future.

Knight Asset Management is a finance institution located in Mission Viejo, California, United States. At Knight Asset Management, we offer personalized wealth management strategies and objective financial planning advice tailored to the goals and visions of our clients. With over 25 years of experience, Cheri Knight provides competent and values-based advice to individuals and business owners, helping them achieve financial security and realize their dreams. Our services include securities and advisory services through The Strategic Financial Alliance, Inc. (SFA), of which Cheri Knight is a Registered Representative and an Investment Advisor Representative. We are dedicated to providing exceptional client service, proactive communication, and helping our clients pass along a legacy to others. Visit our website to watch interesting videos and use helpful calculators. Welcome to Knight Asset Management, where your financial goals become our top priority.

SCHERTAX is a reputable accounting and finance institution located at 1440 Villa Drive in Los Altos, California, United States. With a team of experienced professionals, SCHERTAX provides a wide range of financial services including tax preparation, financial planning, and bookkeeping. Clients can trust SCHERTAX to provide accurate and reliable financial guidance to help them achieve their financial goals. With a commitment to excellence and personalized service, SCHERTAX is a trusted partner for individuals and businesses seeking expert financial advice.

Wong Timothy CPA is a reputable accounting and finance institution located at 4966 West El Camino Real in Los Altos, California. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. Whether you are an individual or a business, Wong Timothy CPA is dedicated to helping you achieve your financial goals and navigate the complexities of the financial world. Visit them today for expert advice and personalized financial solutions.

Legal Advantage Investments, Inc. is a registered investment advisor located in California, United States. We are regulated by the Securities and Exchange Commission (SEC) and provide investment advice to clients. Our firm only conducts business in states where we are properly registered or exempt from registration. The information on our website is for informational purposes only and is subject to change without notice. We do not provide personalized investment advice, and investors should determine if our services are suitable for their needs. Please note that other similar services may be available at a lower cost. We do not offer tax or legal advice, so individuals should consult with their own advisors for such guidance. All investments carry risk, and past performance does not guarantee future results. We strive to help clients achieve their investment goals, but there is no guarantee of success.

Lesti Structured Settlements is a finance institution located at 745 Distel Drive in Los Altos, California, United States. Specializing in structured settlements, they offer expert financial advice and services to help individuals and businesses manage their assets and plan for the future. With a team of experienced professionals, Lesti Structured Settlements is committed to providing personalized solutions and innovative strategies to help clients achieve their financial goals.

Jemstep is a finance institution located at 5150 El Camino Real in Los Altos, California, United States. They specialize in providing personalized investment advice and portfolio management services to help individuals reach their financial goals. With a team of experienced financial advisors and cutting-edge technology, Jemstep offers tailored solutions to help clients navigate the complexities of investing and grow their wealth. Whether you are planning for retirement, saving for a major purchase, or looking to build a diversified investment portfolio, Jemstep can help you make informed decisions and optimize your financial future.

The Tax Office of Robert H. Scher is a reputable finance institution located at 1440 Villa Drive in Los Altos, California, United States. Specializing in tax services, this institution is dedicated to providing expert advice and assistance to individuals and businesses in navigating the complexities of tax laws and regulations. With a focus on accuracy and efficiency, the Tax Office of Robert H. Scher aims to help clients maximize their financial benefits and minimize their tax liabilities. Trustworthy and reliable, this institution is committed to delivering top-notch service to its clients.

Kambe & Mahan is a reputable accounting and finance institution located at 340 2nd Street in Los Altos, California, United States. With a team of experienced professionals, they provide expert financial services to individuals and businesses in the area. From tax preparation to financial planning, Kambe & Mahan is dedicated to helping their clients achieve their financial goals. Contact them today to learn more about how they can assist you with your accounting and finance needs.

Shanna L. Tomko, CPA is a reputable accounting and finance institution located at 4984 El Camino Real in Los Altos, California, United States. With a focus on providing top-notch financial services, Shanna L. Tomko, CPA offers expert advice and assistance to individuals and businesses looking to manage their finances effectively. Whether you need help with tax preparation, financial planning, or other accounting services, the team at Shanna L. Tomko, CPA is dedicated to helping you reach your financial goals. Trust in their expertise and experience to guide you towards financial success.