TOP 30 Best Insurance and financial services in Santa Clara, California

Quach, Chien, Styczynski & Associates - Ameriprise Financial Services, LLC is a reputable finance institution located at 3945 Freedom Circle in Santa Clara, California, United States. With a team of experienced financial advisors, they offer a wide range of services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, this institution provides personalized solutions tailored to your specific needs. Trust in Quach, Chien, Styczynski & Associates to provide expert guidance and assistance in navigating the complex world of finance.

Clarissa Ramos is an Associate Advisor at Ameriprise Financial Services, LLC, located at 225 West Santa Clara Street in San Jose, California. With a focus on providing personalized financial advice and planning services, Clarissa and her team strive to help clients achieve their financial goals and secure their future. Whether you are looking to invest, plan for retirement, or protect your assets, Clarissa Ramos and Ameriprise Financial Services, LLC are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Phuong Pham - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 225 West Santa Clara Street in San Jose, California, is a finance institution offering a range of services to meet the diverse needs of individuals. Phuong Pham holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications demonstrate Phuong Pham's expertise in asset management, retirement planning, estate planning, investment strategies, and more. With a commitment to ethical practices and ongoing education, Phuong Pham is dedicated to providing high-quality financial advice to clients in San Jose and beyond.

Cherene Wong - Financial Advisor at Ameriprise Financial Services, LLC is a leading financial institution located at 225 West Santa Clara Street in San Jose, California. With a focus on providing personalized financial planning and investment management services, Cherene Wong and her team are dedicated to helping clients achieve their financial goals and secure their financial futures. With a commitment to excellence and a wealth of industry experience, clients can trust Cherene Wong and Ameriprise Financial Services, LLC to provide expert guidance and support in navigating the complexities of the financial world.

Michael Adiutori is a dedicated financial advisor working at Ameriprise Financial Services, LLC located at 225 West Santa Clara Street in San Jose, California. With a focus on providing personalized financial planning and investment strategies, Michael helps clients navigate their financial goals and secure their financial future. As a trusted professional in the finance industry, he is committed to helping individuals and families achieve their financial aspirations. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Michael Adiutori is here to provide expert guidance and support. Contact him today to schedule a consultation and take the first step towards a more secure financial future.

World Financial Group Inc is a leading financial institution located at 1850 Warburton Avenue in Santa Clara, California, United States. Specializing in a wide range of financial services, including investment planning, retirement savings, insurance, and wealth management, World Financial Group Inc is dedicated to helping individuals and families achieve their financial goals. With a team of experienced financial advisors and a commitment to personalized service, World Financial Group Inc is a trusted partner for individuals looking to secure their financial future.

Daniel Martin - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 225 West Santa Clara Street, San Jose, California, United States. The institution offers a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a variety of financial planning topics including asset management, retirement planning, estate planning, investment strategies, and more. The institution is dedicated to providing comprehensive and specialized financial services to individuals and businesses, with a focus on ethical practices and continuing education for its advisors.

Pamela Matthews is a financial advisor at Ameriprise Financial Services, LLC located at 225 West Santa Clara Street in San Jose, California. She holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in asset management, retirement planning, estate planning, investment strategies, and more, Pamela Matthews is dedicated to providing comprehensive financial services to her clients.

Joe Guttadauro is a financial advisor at Ameriprise Financial Services, LLC located at 225 West Santa Clara Street in San Jose, California. He holds multiple certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. Joe Guttadauro is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. He is committed to upholding a high standard of ethics and continuing education to ensure his clients receive the best possible financial guidance. Whether you are looking to plan for retirement, manage your investments, or navigate complex financial situations, Joe Guttadauro is here to help.

Dianne Lynch - Financial Advisor, Ameriprise Financial Services, LLC, located at 225 West Santa Clara Street in San Jose, California, offers a wide range of financial services to meet the needs of individuals and businesses. Dianne Lynch holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, and AWMA℠, demonstrating her expertise in asset management, estate planning, investment strategies, and more. Additionally, Dianne is a Behavioral Financial Advisor, Chartered Advisor in Philanthropy® (CAP®), and Certified Divorce Financial Analyst, providing specialized services to clients in various financial situations. With a commitment to excellence and ongoing education, Dianne Lynch is dedicated to helping clients achieve their financial goals.

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.

Alatorre & Phraner Tax Services is a reputable accounting and finance institution located at 1711 Santa Clara Avenue in Alameda, California, United States. With a team of experienced professionals, they provide a wide range of tax services to individuals and businesses. Whether you need help with tax preparation, planning, or consulting, Alatorre & Phraner Tax Services is dedicated to helping you achieve financial success. Trustworthy, reliable, and knowledgeable, they are committed to providing top-notch services to meet your specific needs.

Welcome to Shoreline Financial Inc., your trusted partner in financial success. Conveniently located at 830 East Santa Clara Street, Ventura, California, we are dedicated to providing exceptional financial services tailored to meet your unique needs. Our team of experienced financial professionals is committed to helping you navigate the complexities of personal and business finance, offering expert guidance in areas such as investment management, retirement planning, tax strategies, and more. At Shoreline Financial Inc., we prioritize building lasting relationships with our clients, ensuring personalized service and solutions that align with your financial goals. Visit us today and discover how we can help you achieve financial peace of mind and prosperity.

Welcome to LaFrance and LaFrance Insurance Agency, your trusted partner in securing a brighter future. Conveniently located at 791 East Santa Clara Street, Ventura, California, we are dedicated to providing our community with comprehensive and personalized insurance solutions. At LaFrance and LaFrance Insurance Agency, we understand that every client has unique needs and goals. Our team of experienced professionals is committed to guiding you through the complexities of insurance, ensuring you receive the coverage that best suits your lifestyle and budget. Whether you're looking for auto, home, life, or business insurance, we offer a wide range of options tailored to protect what matters most to you.

Phamily Pediatric Dentistry Pham Hung DDS is a trusted dental institution located at 1001 San Bruno Avenue West, San Bruno, California, United States. Specializing in pediatric dentistry, Dr. Pham is known for his friendly and patient approach, creating a positive experience for young patients. With a focus on preventive care, the office is now open for routine appointments and is following all CDC, WHO, and government guidelines to ensure a safe environment for patients. Dr. Pham, also known as the "smiley dentist", completed his education at Santa Clara University and the University of California, San Francisco. He has a passion for serving underserved children and is dedicated to providing quality dental care to all patients. The office offers services such as dental sealants and early dental check-ups for infants to establish a healthy dental routine from a young age.

Captain Dental San Jose is a premier dental institution located at 1670 Westwood Drive in San Jose, California. As a dedicated dentist and health provider, we are committed to offering exceptional dental care that exceeds expectations. We believe that everyone deserves access to top-quality dentistry, which is why we provide comprehensive solutions that prioritize both your oral health and financial well-being. At Captain Dental, we prioritize your comfort and care. We understand that dental visits can be daunting for some, so we offer gentle dentistry techniques to ensure minimal discomfort. Our state-of-the-art technologies, including a CBCT machine, digital X-rays, and intra-oral scanner, allow us to provide precise diagnoses and treatment plans. We also offer various sedation options to help manage anxiety and ensure your peace of mind.

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.

Mobile Home Loans is a leading finance institution located at 5201 Great America Parkway in Santa Clara, California. We specialize in providing loans for individuals looking to purchase or refinance mobile homes. Our experienced team of professionals are dedicated to helping our clients secure the financing they need to achieve their housing goals. Whether you are a first-time buyer or a seasoned homeowner, Mobile Home Loans is here to assist you every step of the way. Contact us today to learn more about our flexible loan options and competitive rates.

Ken Prodger CFP®,ChFC®,ChSNC®, AIF® is a prestigious finance institution located at 4633 Old Ironsides Drive, Santa Clara, California, United States. With a team of highly qualified professionals holding various certifications such as CFP®, ChFC®, ChSNC®, and AIF®, this institution offers expert financial planning and investment services to individuals and businesses alike. Whether you are looking to secure your financial future, plan for retirement, or grow your wealth, Ken Prodger and his team are dedicated to providing personalized solutions tailored to your specific needs and goals. Trust in their expertise and experience to help you achieve financial success and peace of mind.

Lilani Wealth Management is a premier financial institution located at 1624 Santa Clara Drive in Roseville, California. Our team of expert financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or estate planning, we provide personalized solutions tailored to your individual needs. Trust Lilani Wealth Management to guide you towards financial success and peace of mind.

Quick Taxes is a trusted accounting and finance institution located at 1130 East Santa Clara Street in San Jose, California. Our team of experienced professionals is dedicated to providing efficient and accurate tax preparation services to individuals and businesses. Whether you need help with filing your taxes, maximizing deductions, or resolving tax issues, Quick Taxes is here to assist you every step of the way. With our convenient location and commitment to excellence, you can trust Quick Taxes to handle all of your financial needs with speed and precision.

Welcome to Rucka, O'Boyle, Lombardo & McKenna: Stein Gilbert Located at 1035 Fifth Street, Monterey, California, Rucka, O’Boyle, Lombardo & McKenna is your trusted partner in personal injury and workers’ compensation law. Since our founding in 1980, we have been dedicated to helping injured clients recover the benefits and compensation they deserve along the Central Coast. With additional offices in Salinas, Watsonville, and Santa Cruz, we are one of the largest and most respected law firms in California specializing in personal injury, workers’ compensation, and Social Security disability claims.

Welcome to 805 Homes - Rod B. Tuazon, Broker/Realtor, your trusted partner in real estate located in the heart of Ventura, California. Situated at 674 County Square Drive, we are dedicated to providing exceptional real estate services to those looking to buy or sell homes in Ventura County and beyond. With a deep understanding of the real estate market and a commitment to excellence, Rod Tuazon is the professional you need to guide you through every step of your real estate journey. Whether you're buying or selling, Rod's extensive knowledge, coupled with his proactive approach, ensures a seamless and successful transaction from start to finish.

Christine Dental is a top-rated dental institution located at 2771 El Camino Real in Santa Clara, California. Our team of experienced dentists and healthcare professionals are dedicated to providing high-quality dental care in a comfortable and welcoming environment. From routine check-ups and cleanings to advanced cosmetic procedures and restorative treatments, we offer a wide range of services to meet all of your dental needs. At Christine Dental, your oral health and overall well-being are our top priorities. Visit us today and experience the difference of personalized and compassionate care.

The UPS Store located at 25125 Santa Clara Street in Hayward, California, is a trusted financial and retail institution offering a wide range of services. From shipping and packing to printing and mailbox rentals, The UPS Store is your one-stop shop for all your business and personal needs. With friendly and knowledgeable staff ready to assist you, you can trust The UPS Store to provide efficient and reliable services every time. Visit us today for all your shipping and business needs.

Slaughter, Reagan & Cole, LLP is a renowned law firm located at 625 East Santa Clara Street, Ventura, California, United States. Specializing in litigation and business law, our experienced attorneys provide personalized legal services to individuals and businesses in Ventura County. With a reputation as one of the top law firms in the area, we offer transparent and comprehensive case assessments to ensure the best results for our clients without unnecessary time or cost. Our team of lawyers, with over 130 years of combined experience, is dedicated to resolving disputes, seizing opportunities, and mitigating risks for our clients. We use technology for case analysis and trial presentation, and focus on alternative dispute resolution whenever possible. Whether you need assistance with business formation, insurance litigation, personal injury litigation, real estate disputes, or other legal matters, our firm is here to provide the counsel and guidance you need. We are committed to supporting our local community and strive to expedite and maximize results for our clients. Contact us today for a free case evaluation and let us help you navigate the legal process with efficiency and expertise.

Old Republic Title is a trusted finance and insurance agency located at 8060 Santa Teresa Boulevard in Gilroy, California. With a strong reputation for providing reliable title services, they are dedicated to protecting your real estate investments. Their experienced team offers a wide range of title insurance products and services to ensure a smooth and secure closing process. Whether you are buying, selling, or refinancing a property, Old Republic Title is here to help you navigate the complexities of real estate transactions with confidence.

Rucka O'Boyle Lombardo McKenna: Weiner Cheryl P Location: 1035 Fifth Street, Monterey, California 93940, United States Business Type: Lawyer

Devlin Real Estate School is a premier institution located at 2520 Mission College Boulevard in Santa Clara, California. With a reputation for excellence in real estate education, our school offers comprehensive courses and training programs designed to prepare students for successful careers in the real estate industry. Our experienced faculty and staff are dedicated to providing the highest quality education and support to our students, ensuring they have the knowledge and skills needed to excel in the competitive real estate market. Whether you are just starting out in the industry or looking to advance your career, Devlin Real Estate School is the perfect place to achieve your goals. Join us and take the first step towards a rewarding career in real estate.

The Special Needs Planning Group is a finance institution located at 4633 Old Ironsides Drive in Santa Clara, California, United States. Our team specializes in providing comprehensive financial planning services for individuals with special needs and their families. We understand the unique challenges and opportunities that come with planning for the future of a loved one with special needs, and we are dedicated to helping our clients navigate the complex financial landscape with expertise and care. Contact us today to learn more about how we can help you secure a brighter future for your family.