TOP 30 Individual financial plans in Santa Clara, California

155 results found

Eric Stryker is a Financial Advisor at Ameriprise Financial Services, LLC located at 225 West Santa Clara Street in San Jose, California, United States. Eric holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, showcasing his expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on providing comprehensive financial solutions, Eric is dedicated to helping individuals achieve their financial goals and secure their future. Whether you are a retiree, small business owner, or high net worth client, Eric Stryker is committed to providing personalized financial advice tailored to your specific needs.

Thuyhuong Le - Private Wealth Advisor at Ameriprise Financial Services, LLC is a trusted financial institution located in San Jose, California. Specializing in providing personalized wealth management strategies, Thuyhuong Le offers tailored financial advice and investment solutions to help clients achieve their financial goals. With a focus on building long-term relationships built on trust and transparency, Thuyhuong Le is dedicated to helping individuals and families navigate the complexities of financial planning. Visit their office at 225 West Santa Clara Street to learn more about their comprehensive services and expertise in wealth management.

Stephanie Atalla is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 225 West Santa Clara Street in San Jose, California. With years of experience in the finance industry, Stephanie provides personalized financial planning services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to invest for the future, Stephanie Atalla can provide expert guidance and strategies tailored to your individual needs. Contact Stephanie Atalla at Ameriprise Financial Services, LLC for professional and reliable financial advice.

Bushey Financial Services is a reputable finance institution located in Ventura, California, United States. With a prime location at 701 East Santa Clara Street, our experienced team of financial professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with investments, retirement planning, or wealth management, our experts are here to help you reach your financial goals. Trust Bushey Financial Services to provide you with personalized and comprehensive financial solutions to secure your financial future.

Roberta Bautista Armijo is a dedicated and experienced financial advisor at Ameriprise Financial Services, LLC, located at 225 East Santa Clara Street in Arcadia, California. With a focus on helping clients achieve their financial goals and secure their financial future, Roberta provides personalized financial planning and investment advice tailored to each individual's needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Roberta Bautista Armijo is committed to providing you with the guidance and support you need to make informed financial decisions. Contact her today to schedule a consultation and take the first step towards financial security.

Bradley Scott is a highly experienced Private Wealth Advisor at Ameriprise Financial Services, LLC, located in Arcadia, California. With a focus on providing personalized financial planning and investment strategies, Bradley Scott helps clients achieve their financial goals and secure their financial future. The institution is dedicated to providing top-notch financial services and guidance to individuals and families in the local community. Visit their office at 225 East Santa Clara Street to learn more about how they can help you navigate the complexities of wealth management.

Logan Bockhahn, a financial advisor at Ameriprise Financial Services, LLC, is dedicated to helping clients in Arcadia, California achieve their financial goals. Located at 225 East Santa Clara Street, Logan offers personalized financial planning services to individuals and families. With a focus on building long-term relationships and providing comprehensive financial advice, Logan Bockhahn strives to empower clients to make informed decisions about their finances. Contact Logan 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.

CompuTax Services Santa Clara is a trusted institution located at 1765 Scott Boulevard in Santa Clara, California. Specializing in accounting, finance, and insurance services, our experienced team is dedicated to providing top-notch financial solutions to individuals and businesses in the Santa Clara area. From tax preparation to financial planning, our comprehensive services are designed to help our clients achieve their financial goals. Visit us today to experience personalized and professional financial assistance.

Crest Financial Services is a reputable accounting and finance institution located at 2880 Lakeside Drive in Santa Clara, California, United States. With a team of experienced professionals, we provide a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Our goal is to help individuals and businesses achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and see how we can assist you with your financial needs.

First Tax & Financial is a reputable accounting and finance institution located in the heart of San Jose, California. Our experienced professionals offer a wide range of services including tax preparation, financial planning, and bookkeeping to individuals and businesses. With a commitment to providing personalized and comprehensive solutions, we strive to help our clients achieve their financial goals. Visit us at 478 East Santa Clara Street for expert advice and reliable services.

Unchained Financial Services is a leading accounting and finance institution located at 410 East Santa Clara Street in San Jose, California, United States. With a team of skilled professionals, they offer a wide range of services including tax preparation, financial planning, and investment management. Their commitment to providing personalized solutions and excellent customer service sets them apart in the industry. Whether you are an individual or a business looking for expert financial advice, Unchained Financial Services is the trusted partner you need to achieve your financial goals.

U.S. Bancorp Investments - Financial Advisors in Alameda is a trusted financial institution located at 2424 Santa Clara Avenue in Alameda, California. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies. Whether you are planning for retirement, saving for college, or looking to grow your wealth, our advisors are here to provide expert guidance and support. With a commitment to excellence and a focus on building long-term relationships, U.S. Bancorp Investments is the premier choice for individuals seeking sound financial advice in the Alameda area.

Welcome to Jason Stefely - State Farm Insurance Agent located at 20395 Pacifica Drive, Cupertino, California. Our insurance agency is conveniently situated just south of Stevens Creek Blvd and east of DeAnza Blvd. As a State Farm agent since 2004, I am proud to serve the local communities of Cupertino, Mountain View, Sunnyvale, Los Altos, and beyond. At our agency, we have a team of highly skilled and motivated individuals who are dedicated to providing outstanding service and protecting what's important to our customers. We offer a range of insurance services including Auto Insurance, Homeowners Insurance, Renters Insurance, Motorcycle Insurance, Boat Insurance, Life Insurance, Small Business Insurance, and other Commercial lines of insurance. We also provide Financial Services to help you plan for the future.

Located at 1262 East Hamilton Avenue in Campbell, California, Holly LaBarber - State Farm Insurance Agent is your go-to local insurance resource. As a small business owner in the Bay Area/Santa Clara County, we prioritize taking care of your insurance and financial needs. With over 50 years of combined industry experience, our dedicated team of professionals is committed to properly insuring what matters most to you. We offer a wide range of insurance products including auto, business specialty products, life and health insurance, and more. Our goal is to provide personalized service and ensure that you feel confident in your coverage. Whether you're a long-time resident or new to the area, we are here to help you with all your insurance needs. Our team includes experienced professionals like Laila, our exceptional Office Manager, and Claudia, our newest addition with expertise in life, auto, and health insurance. Together, we work hard to ensure that you receive top-notch administrative support and personalized service. We understand that insurance is not a one-size-fits-all plan, which is why we take the time to analyze your needs and goals in order to tailor the right coverage for you.

Rolando Suarez - State Farm Insurance Agent is a trusted insurance agency located at 696 East Santa Clara Street in San Jose, California. As a State Farm agent, Rolando Suarez provides a wide range of insurance services to help protect individuals, families, and businesses from unexpected events. With a commitment to personalized service and tailored insurance solutions, Rolando Suarez and his team strive to provide peace of mind and financial security to their clients. Whether you are looking for auto, home, life, or business insurance, Rolando Suarez - State Farm Insurance Agent is dedicated to helping you find the right coverage to meet your needs. Contact them today to discuss your insurance options and get a quote.

Gallagher Insurance, Risk Management & Consulting is a reputable insurance agency located at 160 West Santa Clara Street in San Jose, California. With a focus on providing top-notch insurance solutions and expert risk management services, Gallagher is dedicated to helping individuals and businesses protect their assets and achieve financial security. Their team of experienced professionals offers personalized consulting services to ensure clients receive tailored insurance plans that meet their specific needs. Trust Gallagher Insurance, Risk Management & Consulting to be your partner in safeguarding what matters most to you.

Safe Place is a trusted institution located at 3490 The Alameda in Santa Clara, California, United States. Our mission is to provide a secure and welcoming environment for individuals in need of assistance and support. Whether you are facing homelessness, domestic violence, or any other crisis, Safe Place is here to offer confidential services and resources to help you navigate through difficult times. Our dedicated staff is committed to ensuring your safety and well-being, and we strive to empower individuals to make positive changes in their lives. Visit us at Safe Place and let us help you find the support you need.

Chugh, LLP is a leading institution located at 1600 Duane Avenue, Santa Clara, California, United States. Specializing in accounting, finance, and legal services, we provide expert guidance on a wide range of business and immigration matters. Our team of over 200 professionals is dedicated to helping both international corporate clients and individuals navigate the complexities of the US legal system. From entity formation to IP protection, divorce proceedings to trade agreements, our diverse legal practice areas cover all aspects of business and personal law. With offices in 10 US locations and 8 international offices, Chugh, LLP is well-equipped to assist clients both domestically and abroad. Our commitment to exceptional service, professionalism, and continuous learning sets us apart from other law firms. Contact us today for cutting-edge insights and personalized assistance with your legal needs.

Eklund Gardens is an elegant housing development located at 2002 Halford Avenue in Santa Clara, California. Named in honor of the late Carl Eklund, a dedicated advocate for affordable housing, this institution offers a variety of housing options including affordable and market-rate family rentals, senior housing, cooperatives, and special needs housing. Services provided by Eklund Gardens include marketing and rent up, specialized program development, acquisition and rehabilitation, historic preservation and adaptive reuse, new housing development, pre-construction and construction phase services, financial and syndication services, and project planning and feasibility analysis.

Ana Orozco - State Farm Insurance Agent is a trusted insurance agency located at 2066 Clarmar Way in San Jose, California. Serving the greater Bay Area, including Santa Clara, Los Gatos, Morgan Hill, and Gilroy, Ana Orozco has been a part of the State Farm family since 2013 and opened her own agency in 2018. With a focus on building relationships with customers, Ana and her team take the time to understand each individual's needs and find the right coverage options that fit their lives. Fluent in Spanish, the agency is dedicated to providing support and assistance to a diverse range of clients. In addition to offering auto, home, property, business, life, and health insurance, Ana Orozco - State Farm Insurance Agent also provides financial services to help clients plan for the future. Committed to giving back to the community, Ana supports various local organizations and is actively involved in volunteering. Whether you need assistance with insurance coverage or financial planning, Ana Orozco and her team are here to help. Contact them today for a free quote or to schedule an appointment, either in person or virtually.

Farmers Insurance - Richard So is an insurance agency located at 1572 Los Padres Boulevard, Santa Clara, California, United States. As a local Farmers® agent in Santa Clara, CA, Richard So helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers® offers a range of insurance products including auto, home, renters, business, life, and more. Richard So can help you understand your coverage options and provide personalized assistance to make you smarter about insurance. Whether you need comprehensive coverage, collision coverage, medical payments, or other types of insurance, Richard So is here to help. Contact Richard So today for a personalized insurance quote and learn about available discounts to help you save money. Protect your valuable possessions with Farmers Insurance and Financial Services, and create a solid financial plan for a secure future. Get in touch with Richard So to discuss your insurance needs and start building a customized insurance package to protect your assets and investments. Trust Farmers Insurance - Richard So for reliable insurance coverage tailored to your unique needs.

John Hancock Life Insurance Co, located at 100 North Winchester Boulevard, Santa Clara, California, United States, is an insurance agency that provides financial advisory services with a personal touch. With a history spanning over 160 years, John Hancock is committed to honesty, reliability, and customer satisfaction. The institution offers a variety of products designed to add real value to life insurance policies. John Hancock partners with leading companies to provide innovative solutions, such as the Galleri multi-cancer early detection test for eligible Vitality members. Their team of Advisors can help clients navigate financial challenges and plan for a secure future, whether it's retirement, college savings, or personalized financial goals. John Hancock is dedicated to empowering individuals to protect what matters most and live longer, healthier, and better lives.

Be Well Insurance Solutions is a leading finance, health, and insurance agency located at 1092 Scott Boulevard in Santa Clara, California. Our institution is dedicated to helping individuals and families find the best insurance solutions to protect their health and financial well-being. With a team of experienced professionals, we provide personalized service and tailored insurance plans to meet the unique needs of each client. Whether you are looking for health, life, or disability insurance, Be Well Insurance Solutions is here to help you secure your future and peace of mind.

Epi-Digm Insurance Agency is a leading health insurance agency located at 3600 Benton Street in Santa Clara, California. We specialize in providing comprehensive health insurance solutions to individuals and families, ensuring they have access to quality healthcare when they need it most. Our experienced team of insurance professionals is dedicated to helping clients find the right coverage that meets their unique needs and budget. Whether you are looking for individual health insurance, group health insurance, or Medicare plans, Epi-Digm Insurance Agency is here to help you navigate the complex world of health insurance. Contact us today to learn more about our services and how we can help you secure your health and financial well-being.

KeyPoint Credit Union is a financial institution located at 3556 La Rambla Avenue in Santa Clara, California. As a credit union, we offer a range of financial services including ATM access and personalized finance solutions. At KeyPoint, we are dedicated to helping our members thrive financially at every stage of life. We believe in giving back to the community by promoting financial literacy, volunteering to assist those in need, and supporting charitable organizations. Join KeyPoint Credit Union today and start your journey towards financial success.

Patelco Credit Union is a trusted financial institution located at 2654 El Camino Real in Santa Clara, California, United States. As a credit union, Patelco offers a wide range of banking and financial services to its members, including savings accounts, checking accounts, loans, credit cards, and more. With a focus on community and member satisfaction, Patelco Credit Union is dedicated to helping individuals and families achieve their financial goals. Visit us today to experience the personalized service and competitive rates that set us apart from traditional banks.

Meriwest Credit Union is a trusted financial institution located in Santa Clara, California. As a credit union, Meriwest offers a wide range of banking and financial services to its members, including savings accounts, checking accounts, loans, and more. With a focus on providing personalized service and competitive rates, Meriwest Credit Union is committed to helping members achieve their financial goals. Visit us at 2042 El Camino Real to learn more about how we can help you manage your finances effectively.

2000 Homestead Rd is a finance institution located on Homestead Road in Santa Clara, California. This institution offers a wide range of financial services to individuals and businesses in the area. With a team of experienced professionals, 2000 Homestead Rd provides personalized financial solutions to help clients achieve their financial goals. Whether you are looking for assistance with investments, loans, or financial planning, 2000 Homestead Rd is dedicated to helping you navigate the complexities of the financial world. Visit us today to learn more about how we can help you secure your financial future.

Mission City Federal Credit Union is a trusted financial institution located at 1391 Franklin Street in Santa Clara, California. As a full-service credit union, we offer a range of banking and finance services to meet the needs of our members. Whether you're looking for a convenient ATM, a reliable bank for your everyday transactions, or expert financial advice, Mission City Federal Credit Union is here to help. Our dedicated team is committed to providing personalized service and building strong relationships with our members. Visit us today to experience the difference of banking with a credit union that puts your needs first.