TOP 30 Institutional investments in San Jose, California
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787 The Alameda
"787 The Alameda" is a reputable real estate agency located in the heart of San Jose, California. With a prime location on The Alameda, this institution specializes in helping clients buy, sell, and rent properties in the vibrant city of San Jose and its surrounding areas. Their team of experienced and knowledgeable real estate agents are dedicated to providing top-notch service and helping clients achieve their real estate goals. Whether you are looking for a new home, investment property, or rental, "787 The Alameda" is the go-to agency for all your real estate needs.
Ohlone Court Apartments
Ohlone Court Apartments, located at 5225 Terner Way in San Jose, California, offers affordable one-, two-, three-, and four-bedroom apartments in the beautiful Almaden Valley. This award-winning institution features amenities such as wall-to-wall carpeting, all-electric kitchen, dishwasher, air-conditioning, deck/patio, community room with kitchen, laundry facilities, swimming pool, BBQ with picnic area, children’s play areas, assigned covered garage and carport parking, courtesy patrol, and professional on-site management. Winner of a 1998 Gold Nugget Award, Ohlone Court Apartments is part of a master-planned community developed in a unique partnership with a private landowner. This transit-oriented development provides affordable housing in one of the country’s most expensive markets. The property features a large swimming pool, children’s wading pool, structured play areas, BBQs, lawn areas, and a community center. Conveniently located next to a local library, Highway 85, Guadalupe Parkway, and Oakridge Mall, with easy access to transportation via nearby light rail stop.
Las Casitas Associates
Las Casitas Associates is a reputable institution located at 632 North Jackson Avenue in San Jose, California, United States. We are dedicated to providing high-quality services and resources to our community. Our mission is to support individuals and families in achieving their goals and improving their quality of life. With a team of experienced professionals, we offer a wide range of programs and services tailored to meet the diverse needs of our clients. Whether you are seeking counseling, educational support, or assistance with community resources, Las Casitas Associates is here to help. Visit us today to learn more about how we can support you on your journey towards a brighter future.
Market Gateway
Market Gateway is a dynamic institution located at 535 South Market Street in the bustling city of San Jose, California. As a hub for commerce and innovation, Market Gateway serves as a gateway to the vibrant market scene in the heart of Silicon Valley. With a focus on fostering connections and facilitating business growth, Market Gateway provides a platform for entrepreneurs, startups, and established companies to thrive and succeed. Whether you're looking to network, collaborate, or showcase your products and services, Market Gateway is the go-to destination for all your business needs. Join us at Market Gateway and unlock endless possibilities for growth and success in the competitive marketplace.
DUO Apartments
DUO Apartments is a modern and luxurious finance institution located at 6670 Emergent Way in San Jose, California. Our institution offers a variety of financial services tailored to meet the needs of our clients. With a commitment to excellence and personalized service, DUO Apartments is dedicated to helping individuals and businesses achieve their financial goals. Our experienced team of professionals is here to provide expert advice and guidance every step of the way. Visit us today and experience the difference at DUO Apartments.
Silver
Silver is a prestigious institution located at 333 Sunol Street in San Jose, California, United States. Known for its commitment to excellence in education, Silver offers a wide range of programs and courses to help students achieve their academic and professional goals. With a dedicated faculty and state-of-the-art facilities, Silver provides a supportive and enriching learning environment for all its students. Whether you are looking to further your education or enhance your skills, Silver is the perfect place to start your journey towards success.
Mineweaser & Associates
Mineweaser & Associates is a reputable institution located at 865 The Alameda in San Jose, California, United States. Our team of experienced professionals offers a wide range of services including financial planning, investment management, and tax consulting. With a focus on personalized solutions tailored to each client's unique needs, we strive to help individuals and businesses achieve their financial goals. Whether you are planning for retirement, managing your investments, or looking for expert tax advice, Mineweaser & Associates is here to provide you with top-notch service and guidance. Contact us today to learn more about how we can assist you in reaching your financial objectives.
Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth
Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth is a finance and insurance agency located at 4320 Stevens Creek Boulevard in San Jose, California. With over 3 generations of excellence since 1982, the institution offers a unique leverage strategy typically used by high net worth clients, now available to professionals seeking family protection, wealth accumulation, and tax efficient retirement income. Led by Brandon Chew, Investment Advisor, and Simon Chew, Certified Insurance Counselor, the institution helps clients navigate the uncertainties of retirement planning in today's world of increased life expectancy, aging populations, and economic volatility. They specialize in managing longevity risk and strategically converting savings into retirement income.
Farmers Insurance - Mahshid Mirzaei
Farmers Insurance - Mahshid Mirzaei is an insurance agency located at 1650 Zanker Road, San Jose, California, United States. As your local Farmers® agent, Mahshid Mirzaei helps customers identify the insurance coverage that best fits their needs. With a combined 120 years of insurance expertise, Mahshid is ready to help make important coverage decisions straightforward and personalized. Whether you need auto, home, renters, business, life insurance, or more, Mahshid can help you better understand your coverage options. With competitive rates and multi-line insurance discounts, Farmers Insurance has been providing insurance products for over 80 years, ensuring that your most valuable possessions are protected in the event of disaster. Whether you need car insurance, home insurance, renters insurance, business insurance, condo insurance, or a personal umbrella insurance policy, Mahshid Mirzaei can help customize an insurance package to reduce your risk and protect your investment. Contact Mahshid Mirzaei today to discuss your financial goals and create a solid financial plan. Securities are offered through Farmers Financial Solutions, LLC, and each insurer has sole financial responsibility for its own insurance. Visit the institution's website for more information and to request a quote.
Listo!
Listo! is a finance institution located at 1177 South King Road in San Jose, California. We specialize in providing a wide range of financial services to individuals and businesses in the area. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and navigate the complex world of finance. Whether you need assistance with budgeting, investing, loans, or any other financial matter, Listo! is here to help. Visit us today to learn more about how we can assist you with your financial needs.
Private Lender Link
Private Lender Link is a leading finance institution located at 1590 Oakland Road in San Jose, California. We specialize in connecting borrowers with private lenders to provide customized financial solutions. Our experienced team is dedicated to helping individuals and businesses secure the funding they need quickly and efficiently. Whether you are looking for a loan for real estate investment, business expansion, or personal use, Private Lender Link is here to help. Contact us today to learn more about our services and how we can assist you in achieving your financial goals.
Self-Help Federal Credit Union
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.
Patelco Credit Union
Patelco Credit Union is a trusted financial institution located at 1775 Story Road in San Jose, California. As a credit union, Patelco offers a wide range of banking and financial services to its members, including savings accounts, checking accounts, loans, and investment options. With a commitment to providing excellent customer service and competitive rates, Patelco Credit Union is a reliable choice for all your banking needs. Visit us today to experience the difference of banking with Patelco.
Private Lender Link, Inc.
Private Lender Link, Inc. is a finance institution located at 1963 O'Toole Way in San Jose, California, United States. We specialize in connecting borrowers with private lenders to provide personalized and flexible financing solutions. Our experienced team is dedicated to helping individuals and businesses secure the funding they need for various projects and investments. Contact us today to explore our network of private lenders and find the right financial solution for you.
INK Notary
INK Notary is a trusted finance institution located at 5264 Dent Avenue in San Jose, California. Our team of experienced notaries is dedicated to providing reliable and efficient notary services for all your financial needs. Whether you need documents notarized for a loan, real estate transaction, or any other financial matter, we are here to help. Visit us today and experience the convenience and professionalism of INK Notary.
Maggio Capital
Maggio Capital is a finance institution located at 2570 North First Street in San Jose, California, United States. We specialize in providing a wide range of financial services to individuals and businesses, including loans, investments, and wealth management. Our experienced team of professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how Maggio Capital can help you reach your financial objectives.
Flagstar Private Banking
Flagstar Private Banking is a prestigious financial institution located at 111 West Saint John Street in San Jose, California. As a private bank, we offer personalized financial services and solutions tailored to meet the unique needs of our high-net-worth clients. Our team of experienced professionals provides expert advice and guidance to help our clients achieve their financial goals and secure their financial future. With a focus on wealth management, investment strategies, and estate planning, Flagstar Private Banking is dedicated to providing top-tier service and expertise to our valued clients.
KeyPoint Credit Union
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.
Bank of America Financial Center
The Bank of America Financial Center located at 1695 Saratoga Avenue in San Jose, California, is a full-service bank and financial institution. With a wide range of financial products and services, including checking and savings accounts, loans, mortgages, and investment options, the Bank of America Financial Center is dedicated to helping individuals and businesses achieve their financial goals. The experienced staff at this branch are committed to providing excellent customer service and expert financial advice to help customers make informed decisions about their finances. Whether you are looking to open a new account, apply for a loan, or plan for your future, the Bank of America Financial Center is here to assist you every step of the way.
Patelco Credit Union
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
Technology Credit Union, located at 846 Blossom Hill Road in San Jose, California, is a financial institution offering a range of services including ATM access and finance options. With a competitive 4.50% APY on short-term certificates, members can enjoy easy access to their money with only a $1,000 minimum deposit. 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. Members can also meet virtually with a Tech CU Banker for quick and convenient assistance with transactions, loan applications, and inquiries. The institution prioritizes security with multiple layers of protection in place. Joining Tech CU means becoming part of a credit union that prioritizes member needs, with profits returned to members in the form of lower loan rates, low fees, exceptional service, and great benefits. In 2023, Tech CU earned a 5-star rating from Bauer Financial, highlighting its strong financial position and commitment to excellence.
PremierOne Credit Union
PremierOne Credit Union, located at 5353 Almaden Expressway in San Jose, California, is a trusted financial institution offering a wide range of banking and financial services. Whether you need to access an ATM, open a new account, or apply for a loan, PremierOne Credit Union is committed to providing personalized assistance and top-notch customer service. With a focus on community involvement and member satisfaction, PremierOne Credit Union is the premier choice for all your financial needs in the San Jose area.
Valley Multi Services
Valley Multi Services is a finance institution located at 2899 Senter Road in San Jose, California. We offer a wide range of financial services to individuals and businesses in the area. Our experienced team is dedicated to providing excellent customer service and helping our clients achieve their financial goals. Whether you need assistance with taxes, loans, or other financial matters, Valley Multi Services is here to help. Visit us today to see how we can assist you with your financial needs.
Meriwest Credit Union
Meriwest Credit Union is a trusted financial institution located at 1795 Hillsdale Avenue in San Jose, California. As a credit union, Meriwest offers a wide range of banking and financial services to its members, including checking and savings accounts, loans, mortgages, and investment options. With a focus on providing personalized service and competitive rates, Meriwest Credit Union is committed to helping individuals and businesses achieve their financial goals. Additionally, Meriwest Credit Union also offers convenient ATM services for easy access to cash and account management. Visit Meriwest Credit Union today to experience the benefits of membership and secure your financial future.
Wells Fargo Bank
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.
KeyPoint Credit Union
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.
Citi
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.
Bank of America Financial Center
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.
First Republic Bank
First Republic Bank, located at 1625 The Alameda, San Jose, California, is a full-service financial institution offering banking, ATM, and finance services. With a focus on customization and exceptional service, First Republic Bank is committed to providing responsive solutions for all your financial needs. Deposit products and services are offered by JPMorgan Chase Bank, N.A., with a firm commitment to FDIC regulations and Equal Housing Opportunity. Investing with First Republic Bank involves market risks, but their experienced team at J.P. Morgan Wealth Management is dedicated to helping you achieve your investment objectives. Trust and Fiduciary services, as well as insurance products, are also available through affiliated companies under the common control of JPMorgan Chase & Co. Remember, investment and insurance products are subject to risks, including the potential loss of principal, so it's important to work with a trusted financial partner like First Republic Bank.
Bank of America Financial Center
The Bank of America Financial Center at 1510 The Alameda in San Jose, California is a leading institution offering a wide range of banking and financial services. With its convenient location, customers can easily access services such as checking and savings accounts, loans, investment options, and wealth management. The friendly and knowledgeable staff are dedicated to providing top-notch customer service and helping clients achieve their financial goals. Whether you're looking to open a new account, apply for a loan, or receive financial advice, the Bank of America Financial Center is committed to meeting your needs.
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