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TOP 30 Integrated financial solutions in San Jose, CA
20 results found
A convenient service for searching for businesses, places and services
Jose Ignacio Chavez: Primerica - Financial Services
Jose Ignacio Chavez: Primerica - Financial Services is a leading finance and insurance agency located at 3954 Murphy Canyon Road in San Diego, California, United States. With a focus on providing comprehensive financial services to individuals and families, the institution is dedicated to helping clients achieve their financial goals and secure their future. From retirement planning to investment strategies, Jose Ignacio Chavez and his team offer expert guidance and personalized solutions to meet the unique needs of each client. With a commitment to excellence and integrity, Primerica is a trusted partner in navigating the complex world of finance and insurance.
John F Di Palermo, Financial Professional - New York Life
John F Di Palermo, Financial Professional at New York Life, is a trusted institution located at 1731 Technology Drive in San Jose, California. Specializing in finance and insurance, they provide expert guidance and personalized solutions to help individuals and families achieve their financial goals. With a commitment to integrity and excellence, John F Di Palermo and his team strive to provide top-notch service and support to their clients. Whether you are planning for retirement, protecting your assets, or securing your family's future, you can count on John F Di Palermo, Financial Professional at New York Life, to provide the expertise and resources you need.
Stephen D. Lucero, CRPS, CRPC - UBS Financial Services Inc.
Stephen D. Lucero, CRPS, CRPC at UBS Financial Services Inc. is a reputable finance institution located at 355 Santana Row in San Jose, California, United States. Specializing in wealth management, retirement planning, and investment services, Stephen D. Lucero and his team provide personalized financial solutions to help clients achieve their financial goals. With a focus on integrity, professionalism, and expertise, UBS Financial Services Inc. is committed to delivering exceptional service and guidance to individuals and families seeking to secure their financial future.
Artesian Wealth Solutions
Artesian Wealth Solutions is a finance institution located in San Jose, California. Since 1992, we have been dedicated to helping individuals, families, and businesses achieve their financial goals. Our team is committed to providing clear and concise recommendations that are easy to implement at every stage of life. Our name, Artesian Wealth Solutions, reflects our belief that income streams are vital to a sound financial plan, much like water is to life. We strive to be the driving force that provides you with the sustenance for your prosperous future. Our founder, Anna Jacobs, and her team will work with you to develop a customized financial program that suits your vision and objectives. With a focus on family, health, happiness, and security, we are here to guide you every step of the way. Securities and advisory services are offered through LPL Financial, a registered investment advisor. Our team is here to help you achieve your financial needs and goals with honesty, integrity, and trust. Contact us today to learn more about how we can assist you in securing your financial future.
Robert Galindo, LPL Financial
Robert Galindo, LPL Financial is a reputable finance institution located at 3880 South Bascom Avenue in San Jose, California, United States. With a focus on providing top-notch financial services and investment solutions, the institution is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Robert Galindo, LPL Financial offers personalized and expert advice to meet your needs. Trust in their experienced team to guide you through the complexities of the financial world and assist you in making informed decisions.
Sun Financial Group
Sun Financial Group is a leading finance institution located at 1590 Oakland Road in San Jose, California, United States. With a reputation for excellence in financial services, Sun Financial Group offers a wide range of solutions to meet the needs of individuals and businesses alike. From investment management to retirement planning, our team of experienced professionals is dedicated to helping our clients achieve their financial goals. Visit us today to see how Sun Financial Group can help you secure your financial future.
The Alameda Financial Group
The Alameda Financial Group is a leading finance institution located at 1541 The Alameda in San Jose, California, United States. Specializing in a wide range of financial services, our team of experienced professionals is dedicated to providing personalized solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, The Alameda Financial Group is committed to delivering exceptional service and expertise. Contact us today to learn more about how we can help you secure your financial future.
Merrill Lynch Financial Advisor Aaron Grant
Merrill Lynch Financial Advisor Aaron Grant is a finance institution located at 50 West San Fernando Street, San Jose, California, United States. Aaron Grant, a dedicated financial advisor, takes a personalized approach to help clients improve, develop, and change their current financial picture. With a high-integrity approach, he listens to clients' goals and priorities to craft strategies that help achieve their desired results. Aaron offers a holistic approach that includes wealth management, investment management, banking services, and more, through Merrill Lynch Wealth Management and Bank of America. Born and raised in San Jose, Aaron is an honors graduate with a degree in business administration and finance. He is passionate about helping people understand their finances and building long-lasting client relationships. By using the Merrill Personal Wealth Analysis™, Aaron can create personalized financial plans centered around clients' goals. He believes in providing a path of clarity and custom-tailored strategies to help clients achieve their financial aspirations. Through the global resources of Merrill, Aaron's team is committed to providing personalized service and building strong client relationships based on trust. Whether clients are planning for retirement, saving for a home, or funding a child's education, Aaron works to understand their goals and priorities to develop a financial approach that aligns with their needs. By utilizing the Investment Personality Assessment, Aaron gains a deeper understanding of clients' investing preferences to customize their financial approach. With access to investment insights from Merrill and banking solutions from Bank of America, Aaron helps clients manage, grow, and preserve their wealth. He regularly reviews clients' goals and financial progress, making adjustments to their financial approach as needed. Aaron's mission is to understand each client's unique financial situation and create a personalized plan to help them pursue their goals while managing investment risk. By staying in tune with clients' changing lives and financial markets, he aims to help clients achieve what matters most to them. Aaron Grant is registered to do business in multiple states, offering personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.
Edward Jones - Financial Advisor: Yuriy Lavor
Edward Jones - Financial Advisor: Yuriy Lavor is a reputable finance institution located at 3031 Tisch Way in San Jose, California, United States. As a trusted financial advisor, Yuriy Lavor provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Yuriy Lavor is committed to helping individuals and families secure their financial future.
George Papadoyannis - Private Wealth Advisor, Ameriprise Financial Services, LLC
George Papadoyannis - Private Wealth Advisor, Ameriprise Financial Services, LLC is a reputable finance institution located at 1 South Almaden Boulevard in San Jose, California, United States. As a trusted wealth advisor, George Papadoyannis provides personalized financial planning services to help clients achieve their financial goals and secure their future. With a focus on building long-term relationships based on trust and integrity, Ameriprise Financial Services, LLC offers a wide range of financial solutions tailored to meet the unique needs of each individual client. Whether you are planning for retirement, saving for your child's education, or looking to grow your investments, George Papadoyannis and his team are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Robert Adams - Private Wealth Advisor, Ameriprise Financial Services, LLC
Robert Adams - Private Wealth Advisor, Ameriprise Financial Services, LLC is a highly reputable finance institution located at 225 West Santa Clara Street in San Jose, California, United States. As a trusted advisor, Robert Adams provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Robert Adams offers expert guidance on investment strategies, retirement planning, estate planning, and more. Clients can expect tailored solutions and a commitment to delivering exceptional service at Ameriprise Financial Services, LLC.
City National Bank
City National Bank, located at 1 North Almaden Boulevard in San Jose, California, is a trusted institution specializing in banking and finance services. Our experienced Relationship Managers are dedicated to providing concierge-style service to small, medium, and enterprise-level businesses. As a subsidiary of the Royal Bank of Canada, we offer the financial resources of a global bank with the personalized customer service of a community bank. Visit us today to make an appointment and experience the difference with City National Bank. Our private banking office in San Jose is committed to supporting your vision of living a rich life. Our wealth advisors will work with you to design a comprehensive plan to achieve your financial objectives, from risk management to estate planning. With a focus on integrity and strong client relationships, City National Bank offers a wide range of services including personal, private, and business banking, wealth management, brokerage, leasing, and software solutions. We are dedicated to promoting diversity, equity, and inclusion in the workplace.
Nopar & Associates
Nopar & Associates, located at 530 Lytton Avenue in Palo Alto, California, is a prominent institution offering legal services in business and real estate law. With over 35 years of experience, our team of skilled Silicon Valley business lawyers and real estate attorneys have served clients throughout the San Francisco Bay Area, including Palo Alto, Menlo Park, Woodside, Atherton, San Jose, Los Altos, Saratoga, Los Gatos, and beyond. Our firm has achieved an AV-Preeminent rating under Martindale-Hubbell's peer review system, showcasing our attorneys' high level of professional skill and integrity. Alan Nopar, our managing attorney, has been recognized as a Northern California Super Lawyer for multiple years, highlighting our commitment to excellence.
Falcon Wealth Planning
Falcon Wealth Planning, located in San Jose, California, is a finance institution that helps clients reach their financial goals with personalized and transparent Fiduciary Advice. The institution specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life’s transitions. With over 30 years of experience, Falcon Wealth Planning is dedicated to preparing creative solutions tailored specifically to each individual client. The institution focuses heavily on tax planning, serving everyday Americans and providing retirement planning, investment management, tax planning, financial planning, and estate planning services. Falcon Wealth Planning is registered as an investment advisor with the SEC and is a Fee-Only investment advisory, making them a "True" Fiduciary. The institution's values of trust and transparency are integral to providing comprehensive services to help clients achieve their financial goals. Whether you are a small business owner, planning for retirement, or simply looking to increase your wealth, Falcon Wealth Planning can help you navigate your financial future.
Quang T. Phan, CFP - Raymond James
Quang T. Phan, CFP - Raymond James is a reputable financial institution located at 150 Almaden Avenue in San Jose, California. As a Certified Financial Planner, Quang T. Phan offers comprehensive financial planning services to individuals and businesses. With the backing of Raymond James, a leading investment firm, clients can expect expert advice and personalized solutions to help them achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Quang T. Phan, CFP - Raymond James is dedicated to providing top-notch financial services with integrity and professionalism.
Corinthian Wealth Management
Corinthian Wealth Management is a leading finance institution located at 1625 The Alameda in San Jose, California, United States. Our team of experienced financial experts is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. From investment planning to retirement strategies, we offer a comprehensive range of services tailored to meet the unique needs of each individual. Trust Corinthian Wealth Management to guide you towards a secure financial future.
Cetera Wealth Partners is a region of Cetera Advisor Networks LLC
Cetera Wealth Partners is a branch of Cetera Advisor Networks LLC, a leading financial institution located at 31 East Julian Street in San Jose, California, United States. Specializing in wealth management and financial planning, Cetera Wealth Partners offers a wide range of services to help clients achieve their financial goals. With a team of experienced advisors and a commitment to personalized service, Cetera Wealth Partners is dedicated to helping individuals and families build and protect their wealth.
Impact Wealth Management | Alan K Williamson, ChFC
Impact Wealth Management, led by Alan K Williamson, ChFC, is a trusted financial institution located at 6120 Hellyer Avenue in San Jose, California. With a focus on providing personalized financial planning and investment solutions, Impact Wealth Management is dedicated to helping clients achieve their financial goals and secure their financial future. With a strong emphasis on integrity and professionalism, Alan K Williamson and his team work closely with each client to develop tailored strategies that align with their unique needs and aspirations. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Impact Wealth Management is committed to delivering expert guidance and exceptional service every step of the way.
Dede George, CPA
Dede George, CPA is a reputable accounting and finance institution located at 4875 Aspen Court in San Jose, California, United States. With a team of skilled professionals led by Certified Public Accountant Dede George, the institution offers expert financial services to individuals and businesses. From tax preparation to financial planning, Dede George, CPA provides personalized and reliable solutions to meet the unique needs of each client. Trustworthy, experienced, and dedicated, Dede George, CPA is committed to helping clients achieve their financial goals with integrity and professionalism.
Accounting For You
Accounting For You is a trusted institution located at 360 Titleist Court in San Jose, California, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch financial solutions for individuals and businesses alike. With a commitment to accuracy, integrity, and professionalism, Accounting For You is the go-to choice for all your accounting needs. Contact us today to see how we can help you achieve your financial goals.
List of businesses, places and services in California
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