Individual investment advisors in San Jose, California

Gina Vallee - State Farm Insurance Agent is a trusted insurance agency located at 632 El Camino Real in San Carlos, California, United States. Conveniently situated between San Carlos Ave and Cherry Street, the office offers parking on the side and back for clients. Specializing in providing free car insurance quotes throughout the Bay Area, with a focus on San Carlos, Redwood City, and San Mateo County, Gina Vallee has over 35 years of State Farm Insurance experience and has been a reliable agent for over 27 years. Gina and her team are dedicated to helping people insure their autos, as well as offering earthquake and life insurance policies. They prioritize educating clients on the importance of life insurance and finding ways to use their dollars wisely. Gina is actively involved in the community, volunteering at the Peninsula Humane Society and supporting organizations like Samaritan House and Second Harvest.

Jasama Patel Senior Mortgage Consultant NMLS 1418124 is a reputable financial institution located at 6020 Hellyer Avenue, San Jose, California, United States. Specializing in mortgage consulting, they provide expert guidance and assistance to clients looking to secure financing for their homes. With a strong track record of success and a commitment to customer satisfaction, Jasama Patel Senior Mortgage Consultant is a trusted partner for individuals navigating the complexities of the mortgage process.

The Law Offices of Hanlen J. Chang, located at 388 Market Street in San Francisco, California, offers a wide range of services in accounting, finance, and law. Specializing in estate planning, business and real estate transactions, the firm provides advanced services for businesses, investors, and individuals. Services include trusts, trust administration, international estates, real property and business succession planning. The firm also offers business counsel, business formation for LLCs and corporations, contract drafting, debt instruments, and real estate ownership transfer to business entities. Additional services include tax planning, real estate remedies, and tax structuring for international investors. With main office and mailing address in San Francisco, the firm also has satellite offices in Palo Alto and San Jose for appointments.

Yogi Chugh - State Farm Insurance Agent is a local insurance agency located at 3650 Thornton Avenue, Fremont, California, United States. We are committed to providing personalized insurance coverage for auto, home, renters, life, and business insurance needs. As a State Farm Insurance Agent, we are dedicated to helping individuals and businesses with their insurance and financial services needs. We offer free insurance quotes for residents of Fremont, Newark, Union City, Hayward, Castro Valley, San Leandro, San Jose, San Francisco, and all over California. Our team is fluent in English, Hindi, Punjabi, Marathi, Gujarati, Spanish, and Tagalog to better serve our diverse community.

Synqmine Tax Planning and CFO Services is a top-rated accounting firm and tax consultancy located at 1525 McCarthy Boulevard in Milpitas, California. Our team of financial professionals is dedicated to helping businesses and individuals make accurate financial decisions promptly. We specialize in reducing liabilities and maximizing profits for our clients in Santa Clara County. At Synqmine, we offer a full range of tax planning and accounting services to help businesses raise capital, monitor cashflow, track expenses, reduce tax liability, and identify financial trends. Our goal is to improve our client's financial position as they expand and grow into the future.

S & S Tax Service is a reputable accounting and finance institution located at 175 Bernal Road in San Jose, California, United States. With a team of experienced professionals, we provide a wide range of tax services to individuals and businesses, helping them navigate the complexities of the tax system and maximize their financial well-being. Our commitment to excellence and personalized service sets us apart as a trusted partner in managing your financial affairs. Contact us today to see how we can help you achieve your financial goals.

H&R Block is a renowned accounting and finance institution located at 6079 Snell Avenue in San Jose, California. With a strong reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted resource for individuals and businesses alike. Their team of experienced professionals are dedicated to helping clients navigate the complexities of tax laws and financial planning, ensuring they achieve their financial goals. Whether you need assistance with tax filing, investment strategies, or retirement planning, H&R Block is committed to delivering personalized and efficient solutions to meet your needs.

Stephen Wong - Bayone Reic is a reputable finance and real estate agency located at 1754 Technology Drive in San Jose, California, United States. With years of experience in the industry, we specialize in providing top-notch financial services and real estate solutions to our clients. Our team of experts is dedicated to helping individuals and businesses achieve their financial goals and find their dream properties. Whether you are looking to buy, sell, or invest in real estate, we are here to assist you every step of the way. Visit us today and let us help you with all your finance and real estate needs.

H&R Block is a renowned accounting and finance institution located at 1166 North Capitol Avenue in San Jose, California, United States. With a strong reputation for providing expert tax preparation services, financial advice, and solutions to individuals and businesses, H&R Block is a trusted partner for navigating the complexities of tax laws and financial planning. Their team of experienced professionals are committed to helping clients achieve their financial goals and maximize their returns. Whether you need assistance with tax filing, investment strategies, or budgeting, H&R Block is dedicated to providing personalized and reliable financial services to meet your needs.

H&R Block is a renowned accounting and finance institution located at 1439 Bird Avenue in San Jose, California, United States. With a strong reputation for providing expert tax preparation services, financial advice, and assistance with a wide range of financial matters, H&R Block is a trusted resource for individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients navigate the complexities of tax laws and financial regulations, ensuring accuracy and peace of mind. Whether you need assistance with tax filing, financial planning, or investment strategies, H&R Block is committed to helping you achieve your financial goals.

Bridge Bank is a leading financial institution located at 55 North Almaden Boulevard in San Jose, California, United States. As a full-service bank, we provide a wide range of financial services to individuals, businesses, and organizations. Our dedicated team of professionals is committed to helping our clients achieve their financial goals and navigate the complexities of today's financial landscape. Whether you need personal banking services, business loans, or wealth management solutions, Bridge Bank is here to help you bridge the gap to financial success.

Golden Trust is a reputable accounting and finance institution located at 2690 South White Road in San Jose, California. Our experienced team of professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment management, Golden Trust is here to assist you every step of the way. Trust us to help you achieve your financial goals and secure your future.

H&R Block is a renowned accounting and finance institution located at 2077 Camden Avenue in San Jose, California, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking for personal financial guidance or a business in need of accounting services, H&R Block is dedicated to helping you achieve your financial goals. Trustworthy, reliable, and committed to excellence, H&R Block is the go-to institution for all your accounting and finance needs.

H&R Block is a renowned accounting and finance institution located at 870-A Blossom Hill Road in San Jose, California, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual or a business owner, H&R Block is dedicated to providing top-notch financial solutions tailored to your specific needs. Visit us today to experience excellence in accounting and finance services.

H&R Block is a trusted accounting and finance institution located at 55 South Market Street in San Jose, California, United States. With a team of experienced professionals, H&R Block provides a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for assistance with your personal taxes or a business in need of financial guidance, H&R Block is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can support your financial needs.

H&R Block is a renowned accounting and finance institution located at 860 South Bascom Avenue in San Jose, California, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual or a business owner, H&R Block is dedicated to providing you with expert financial guidance to help you achieve your goals. Visit us today to learn more about how we can assist you with all your accounting and finance needs.

Ruiz and Associates is a reputable accounting and finance institution located at 1582 Story Road in San Jose, California, United States. With a team of experienced professionals, we provide a wide range of financial services tailored to meet the needs of our clients. From tax preparation to financial planning, our experts are dedicated to helping individuals and businesses achieve their financial goals. Contact us today to schedule a consultation and see how Ruiz and Associates can help you manage your finances effectively.

Rolando Suarez - State Farm Insurance Agent is a trusted insurance agency located at 36660 Newark Boulevard in Newark, California. Serving the beautiful Bay Area, Rolando Suarez is a dedicated State Farm Agent with deep roots in the San Jose community. With a professional, friendly, and family-focused team, they are committed to providing personalized insurance coverage to meet your unique needs. Specializing in a wide range of insurance options including homeowners, renters, auto, life, business, and financial services, Rolando Suarez - State Farm Insurance Agent goes above and beyond to ensure your valuable assets are protected. Fluent in Spanish, they strive to serve the diverse community with care and understanding.

Leah Garcia: World Financial Group is a reputable insurance agency located at 36660 Newark Boulevard in Newark, California, United States. With a focus on providing comprehensive financial services, Leah Garcia and her team are dedicated to helping clients secure their financial future. Whether you are looking for insurance coverage for your family or investments to grow your wealth, Leah Garcia: World Financial Group is committed to providing personalized solutions to meet your needs. Contact them today to start planning for a more secure tomorrow.

Farmers Insurance - Ali Danesh is an insurance agency located at 4606 Meridian Avenue in San Jose, California. As a local Farmers® agent, Ali Danesh helps customers identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, business, or life insurance, Ali Danesh has the knowledge and experience to help you understand your options. With over 80 years of experience, Farmers® is a trusted insurance provider that will be there for you in the event of a disaster. If you're looking for comprehensive coverage, collision coverage, or need help understanding deductibles and medical payments, Ali Danesh can help make the process straightforward and personalized. You can also inquire about renters insurance, condo insurance, and personal umbrella insurance for added protection above and beyond your existing policies.

Located at 1101 Fifth Avenue in San Rafael, California, the O'Donnell Financial Group is a finance institution dedicated to helping clients navigate retirement planning with confidence. With offices in various locations across the Bay Area and California, including San Rafael, Walnut Creek, and San Jose, O'Donnell Financial Group offers personalized financial planning services to help individuals work towards their financial goals. Whether you need guidance on investing, mortgages, or insurance, the team at O'Donnell Financial Group is ready to assist. They offer a complimentary 90-minute consultation to help you get started on creating a custom financial plan. Additionally, they provide a risk assessment test to ensure that your investments are aligned with your unique risk score and years to retirement.

SageView Advisory Group is a finance institution located at 2060 The Alameda in San Jose, California, United States. With a team of experienced financial advisors, SageView offers comprehensive wealth management services to individuals, families, and businesses. From retirement planning to investment strategies, SageView is dedicated to helping clients achieve their financial goals and secure their financial future. Contact SageView Advisory Group today to schedule a consultation and start building a customized financial plan tailored to your needs.

Budwal & Associates is a finance institution located at 329 Piercy Road in San Jose, California, United States. We offer a range of services including securities and advisory services through Osaic Wealth, Inc., as well as insurance services through Budwal & Associates. Our website features helpful calculators and informative videos for our clients. Please note that we are not affiliated with Osaic Wealth, Inc. and this communication is intended for individuals residing in specific states. Visit our website to learn more and check the background of our investment professionals.

The Amerian Trust Institute is a reputable institution located at 2055 Junction Avenue in San Jose, California, United States. Our institute is dedicated to providing top-quality education and training in the field of trust management and financial planning. With experienced instructors and a comprehensive curriculum, we strive to equip our students with the knowledge and skills needed to succeed in the competitive world of finance. Join us at the Amerian Trust Institute and take the first step towards a successful career in trust management.

Northwestern Mutual is a finance and insurance agency located at 1190 Saratoga Avenue, San Jose, California, United States. Our financial advisors are dedicated to protecting your family and helping you achieve your goals with personalized insurance plans. We offer a wide range of financial options, including investments and insurance, designed to meet your specific needs. With our top financial strength ratings and recognition for outstanding customer experience, you can trust us to help you secure your financial future. Our advisors will work with you to create a comprehensive financial plan that combines growth and protection strategies tailored to your individual goals. Whether you're planning for retirement, buying a home, or starting a family, we are here to guide you through life's milestones. Connect with us today to start planning for the life you've always wanted with Northwestern Mutual.

Wellspring Consulting Group is a renowned finance and insurance agency located at 2635 North First Street in San Jose, California, United States. With a team of experienced professionals, they provide expert financial consulting and insurance services to individuals and businesses alike. From investment strategies to risk management solutions, Wellspring Consulting Group is dedicated to helping their clients achieve their financial goals and secure their future. Visit their office in San Jose today to learn more about their comprehensive services.

Viable Credit is a reputable finance institution located at 1157 Saratoga Avenue in San Jose, California, United States. We offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our experienced team of professionals is dedicated to providing personalized solutions and excellent customer service. Whether you need a loan, investment advice, or assistance with financial planning, Viable Credit is here to help you succeed. Visit us today to learn more about how we can support your financial needs.

CAPTRUST is a finance institution located at 2010 Crow Canyon Place in San Ramon, California. Our San Ramon-based office specializes in providing solutions for endowments, foundations, and individuals seeking wealth management services in the San Francisco Bay Area. Whether you need help with wealth planning, portfolio management, family governance, philanthropic strategies, or other financial services, our team of experienced financial advisors is here to assist you. As an industry leader, we are proud to bring our national footprint to California, serving clients in San Francisco, San Jose, Oakland, and surrounding areas. Our commitment to strong ethical values ensures that we provide unbiased, fiduciary services that our clients can trust. Our team of financial advisors is dedicated to sharing best practices, market insights, and financial planning strategies with every client.

Towne Advisory Services is a reputable finance institution located at 1165 Lincoln Avenue in San Jose, California, United States. With a team of experienced financial advisors, Towne Advisory Services offers personalized financial planning and investment management services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Towne Advisory Services is dedicated to providing expert guidance and innovative solutions tailored to your individual needs. Trust in Towne Advisory Services to help you navigate the complex world of finance with confidence and peace of mind.

Liquid Equity Partners, LLC is a finance institution located at 5706 Cahalan Avenue in San Jose, California, United States. Specializing in equity investments, our team of experienced professionals works closely with clients to provide strategic financial solutions tailored to their individual needs. With a focus on maximizing returns and minimizing risk, Liquid Equity Partners, LLC is committed to helping clients achieve their financial goals.