TOP 30 Best Individual investment accounts in San Jose, California

Jeffrey Yoshioka is an established institution specializing in accounting and finance services. Located at 841 Blossom Hill Road in San Jose, California, United States, the institution offers expert financial advice and assistance to individuals and businesses. With a team of experienced professionals, Jeffrey Yoshioka is dedicated to providing top-notch financial solutions tailored to the specific needs of each client. Whether you are looking for tax preparation, financial planning, or investment advice, Jeffrey Yoshioka is your go-to destination for all things finance.

Altia Enterprise is a leading accounting and finance institution located at 1150 Murphy Avenue in San Jose, California, United States. With a team of experienced professionals, Altia Enterprise offers a wide range of financial services to help individuals and businesses manage their finances effectively. Whether you need help with tax preparation, financial planning, or investment management, Altia Enterprise is dedicated to providing top-notch services tailored to meet your specific needs. Contact us today to learn more about how Altia Enterprise can help you achieve your financial goals.

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.

Phillips Elaine is a reputable institution specializing in accounting and finance services, located at 1800 Hamilton Avenue in San Jose, California. With a team of experienced professionals, they offer a wide range of financial solutions to individuals and businesses. Whether you need assistance with tax preparation, financial planning, or investment management, Phillips Elaine is dedicated to providing top-notch services tailored to meet your specific needs. Trustworthy and reliable, they strive to help clients achieve their financial goals and secure their financial future.

YS Tax Services is a reputable accounting and finance institution located at 2584 McLaughlin Avenue in San Jose, California, United States. With a team of experienced professionals, they provide a wide range of tax services to individuals and businesses. From tax preparation to financial planning, YS Tax Services is dedicated to helping their clients achieve their financial goals. Whether you need assistance with filing taxes or managing your investments, you can trust YS Tax Services to provide expert guidance and personalized solutions.

AB Tax Law APC is a leading California Tax Attorney firm located in San Jose. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to providing top-notch tax law representation for individuals and businesses. With a commitment to excellence and a track record of success, we strive to help our clients navigate the complex world of tax law with confidence and peace of mind. Visit us at 2033 Gateway Place to learn more about how we can assist you with all your tax-related needs.

Electro Tax Services is a reputable accounting and finance institution located at 3745 Madeline Drive in San Jose, California, United States. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses. Whether you need help with tax preparation, planning, or IRS representation, we are here to assist you every step of the way. Trust Electro Tax Services for all your financial needs.

KeyPoint Credit Union is a financial institution located at 1055 East Brokaw Road in San Jose, California. We offer a range of financial services, including ATM access and traditional banking services. At KeyPoint Credit Union, we are dedicated to helping our members thrive financially throughout all stages of life. We believe in investing in the communities we serve, promoting financial literacy, volunteering to help those in need, and contributing to charitable organizations. Join KeyPoint Credit Union and experience the difference in personalized, community-focused banking.

OE Federal Credit Union is a trusted financial institution located at 3150 Almaden Expressway in San Jose, California. As a member-owned credit union, we are dedicated to providing personalized financial services and support to our members. Our goal is to help individuals and families achieve their financial goals through a variety of products and services, including savings accounts, loans, and online banking. With a focus on community and member satisfaction, OE Federal Credit Union is committed to delivering exceptional service and value to our members. Visit us today to learn more about how we can help you secure your financial future.

VMS & Associates, Inc. is a finance institution located at 351 South Baywood Avenue in San Jose, California, United States. We specialize in providing comprehensive financial services to individuals and businesses. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized solutions and expert advice. Whether you need assistance with tax planning, investment management, or retirement planning, we are here to help. Contact us today to learn more about how VMS & Associates, Inc. can help you secure a solid financial future.

Heckman Financial & Insurance Services Inc-HFIS is a well-established institution located in San Jose, California. As a trusted accounting, finance, and insurance agency, we provide comprehensive financial solutions to individuals and businesses. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and protect their assets. Whether you need assistance with tax planning, investment strategies, or insurance coverage, HFIS is here to provide personalized service and expert guidance. Visit us at 333 West Santa Clara Street to learn more about how we can help you secure a stable financial future.

Aerofund Financial is a finance institution located at 6910 Santa Teresa Boulevard in San Jose, California, United States. We specialize in providing financial services to individuals and businesses, offering a range of products including loans, investments, and financial planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to start a new business, purchase a home, or plan for retirement, Aerofund Financial is here to help you every step of the way. Visit us today to learn more about how we can assist you with your financial needs.

Marine Coast Financial is a reputable finance institution located at 1936 Camden Avenue in San Jose, California, United States. Specializing in a wide range of financial services, including loans, investments, and wealth management, Marine Coast Financial is committed to providing top-notch financial solutions to individuals and businesses alike. With a team of experienced professionals and a strong focus on customer satisfaction, clients can trust Marine Coast Financial to help them achieve their financial goals. Visit us today to learn more about how we can assist you with your financial needs.

Cochrane Catherine T is a reputable accounting and finance institution located at 1054 South De Anza Boulevard in San Jose, California. With a strong focus on providing top-notch financial services, Cochrane Catherine T is dedicated to helping individuals and businesses manage their finances effectively. Their team of experienced professionals offers a wide range of services including tax preparation, financial planning, and investment management. Whether you are looking for assistance with your personal finances or your business accounting needs, Cochrane Catherine T is committed to providing expert guidance and support. Contact them today to learn more about how they can help you achieve your financial goals.

Wells Fargo Bank is a reputable financial institution located at 2061 Camden Avenue in San Jose, California, United States. As a full-service bank, Wells Fargo offers a wide range of financial services including personal and business banking, lending, and investment solutions. With a network of ATMs conveniently located throughout the area, customers can easily access their accounts and manage their finances. Known for their excellent customer service and commitment to financial wellness, Wells Fargo Bank is a trusted partner for individuals and businesses alike.

Patelco Credit Union is a trusted financial institution located at 5185 Cherry Avenue in San Jose, California. As a credit union, we offer a wide range of banking and financial services to our members, including savings accounts, checking accounts, loans, and investment options. Our dedicated team of professionals is committed to providing personalized service and helping our members achieve their financial goals. Visit us today to learn more about how we can help you manage your money and plan for the future.

Technology Credit Union, located at 2010 North First Street in San Jose, California, is a financial institution that offers a variety of services including ATM access and finance options. With a competitive 4.50% APY on short-term certificates and a minimum deposit of only $1,000, members can easily access their money while earning a high return. The institution is federally insured by NCUA, providing peace of mind to customers. Tech CU offers low or no fee checking and savings accounts, as well as adjustable-rate mortgages with lower rates and fees for home purchases or refinancing. Customers can also meet with a Tech CU Banker virtually for quick and convenient service, including applying for loans and asking questions. Multiple security layers ensure the highest level of security for all transactions.

The Bank of America Financial Center located at 5710 Cottle Road in San Jose, California, is a full-service bank offering a wide range of financial services to individuals, businesses, and institutions. With a strong reputation for excellence in customer service and a commitment to helping customers achieve their financial goals, the Bank of America Financial Center is a trusted and reliable choice for all banking and finance needs. Whether you are looking for a checking account, mortgage loan, investment advice, or simply need to deposit or withdraw funds, the friendly and knowledgeable staff at this institution are ready to assist you. Visit the Bank of America Financial Center today and experience the convenience and expertise that has made it a leading financial institution in the United States.

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.

The Bank of America Financial Center located at 99 South 4th Street in San Jose, California, is a leading bank and financial institution in the United States. Offering a wide range of banking and financial services, this center is committed to helping individuals and businesses achieve their financial goals. With a team of knowledgeable professionals and cutting-edge technology, Bank of America provides customers with the tools and resources they need to manage their finances effectively. Whether you're looking to open a checking account, apply for a loan, or invest in the stock market, the Bank of America Financial Center is here to assist you every step of the way. Visit us today to experience the exceptional service and expertise that sets us apart from the rest.

Elevate Financial Solutions, LLC is a leading finance institution located at 1275 South Winchester Boulevard in San Jose, California, United States. We specialize in providing innovative financial solutions to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized services and tailored financial strategies to meet the unique needs of each client. Whether you are looking to invest, save for the future, or manage your finances more effectively, Elevate Financial Solutions, LLC is here to help you elevate your financial success.

The Bank of America Financial Center located at 5615 Snell Avenue in San Jose, California, is a trusted banking institution offering a wide range of financial services to individuals, businesses, and communities. With a strong presence in the United States, Bank of America is known for its comprehensive banking solutions, personalized customer service, and innovative financial products. Whether you need assistance with personal banking, wealth management, loans, or investments, the knowledgeable staff at this financial center is ready to help you achieve your financial goals. Visit the Bank of America Financial Center today to experience the convenience and expertise of a leading financial institution.

RAS Business Services is a reputable accounting and finance institution located at 3136 Story Road in San Jose, California, United States. Our team of experienced professionals provides a wide range of financial services to help businesses and individuals manage their finances effectively. Whether you need assistance with tax preparation, bookkeeping, payroll services, or financial planning, we are here to help. Trust RAS Business Services for all your accounting and finance needs.

Citi is a renowned bank and financial institution located at 6079 Meridian Avenue in San Jose, California, United States. With a strong presence in the financial industry, Citi offers a wide range of banking services including personal and business accounts, loans, investments, and wealth management. Known for their innovative financial solutions and exceptional customer service, Citi is a trusted partner for individuals and businesses looking to achieve their financial goals. Visit Citi at their San Jose location to experience top-notch banking services and expertise.

Flores Income Tax & Real Estate is a professional institution located at 1652 Alum Rock Avenue in San Jose, California. Specializing in accounting and finance services, they offer expert assistance with income tax preparation and real estate transactions. With a team of knowledgeable and experienced professionals, Flores Income Tax & Real Estate is dedicated to providing top-quality financial services to individuals and businesses in the San Jose area. Whether you need help with tax filing or real estate investment, you can trust Flores Income Tax & Real Estate to provide reliable and efficient solutions.

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.

Self-Help Federal Credit Union, located at 1080 South White Road in San Jose, California, is a financial institution that aims to provide access to banking services for working families and communities that have historically faced financial barriers. With over $2 billion in assets and serving more than 100,000 members in 38 branches across California, Illinois, Washington, and Wisconsin, Self-Help Federal is one of the fastest-growing community development financial institutions in the country. As part of the Self-Help family of nonprofit organizations, their mission is to create and protect ownership and economic opportunity for all. For over 43 years, the national Center for Community Self-Help and its affiliates have provided over $11 billion in financing to help individuals buy homes, start businesses, and strengthen community resources. For more information, visit www.self-helpfcu.org and www.self-help.org.

The Bank of America Financial Center at 2611 North First Street in San Jose, California is a leading financial institution offering a wide range of banking and financial services. Whether you're looking for personal banking solutions, investment opportunities, or business banking services, the Bank of America Financial Center has you covered. With a team of experienced professionals and a commitment to customer satisfaction, this institution is dedicated to helping individuals and businesses achieve their financial goals. Visit the Bank of America Financial Center in San Jose for all your banking and finance needs.

The Bank of America Financial Center at 2300 Alum Rock Avenue in San Jose, California, is a trusted institution offering a wide range of banking and financial services. Whether you're looking to open a checking or savings account, apply for a loan, or explore investment options, our knowledgeable staff is here to help. With convenient hours and a commitment to excellent customer service, the Bank of America Financial Center is dedicated to helping you achieve your financial goals.

Bank of America is a leading financial institution located at 2650 Berryessa Road in San Jose, California. This branch offers a convenient drive-thru ATM service, allowing customers to quickly and easily access their accounts without leaving the comfort of their vehicle. With a range of banking and financial services available, Bank of America is committed to providing top-notch customer service and meeting the needs of individuals and businesses alike. Visit us today to experience the convenience and excellence that Bank of America has to offer.