Investment advice near me in Los Altos, California

Kiersten Ligeti & Patricia Karoubi Team - The Agency Los Altos is a premier finance and real estate agency located in Los Altos, California. With a prime location at 161 South San Antonio Road, this dynamic duo offers expert guidance and personalized service to clients looking to buy, sell, or invest in properties in the area. With a wealth of knowledge and experience in the local market, Kiersten Ligeti & Patricia Karoubi are dedicated to helping clients achieve their real estate goals. Whether you are a first-time homebuyer or a seasoned investor, The Agency Los Altos is committed to providing top-notch service and exceptional results.

Legal Advantage Investments, Inc. is a registered investment advisor located in California, United States. We are regulated by the Securities and Exchange Commission (SEC) and provide investment advice to clients. Our firm only conducts business in states where we are properly registered or exempt from registration. The information on our website is for informational purposes only and is subject to change without notice. We do not provide personalized investment advice, and investors should determine if our services are suitable for their needs. Please note that other similar services may be available at a lower cost. We do not offer tax or legal advice, so individuals should consult with their own advisors for such guidance. All investments carry risk, and past performance does not guarantee future results. We strive to help clients achieve their investment goals, but there is no guarantee of success.

Welcome to Rebecca Rehberg - Your Partner in Real Estate, where personalized service meets expert guidance. Conveniently located at 112 Los Altos Street in the heart of Oxnard, California, we are dedicated to helping you navigate the real estate market with ease and confidence. Whether you're buying, selling, or investing, our experienced team is committed to understanding your unique needs and delivering tailored solutions to achieve your real estate goals. With a deep knowledge of the local market and a passion for exceptional customer service, Rebecca Rehberg is your trusted partner in making informed real estate decisions. Discover a seamless and rewarding real estate experience with us today.

Jim Flynn - State Farm Insurance Agent is a trusted insurance agency located at 4546 El Camino Real in Los Altos, California. Situated at the corner of El Camino Real and San Antonio Rd, in the Village Court Shopping Center, we offer a wide range of insurance services to meet your needs. As a proud Santa Clara University Graduate and Alumni Supporter, I bring a unique perspective to our services with a strong background in community involvement and a passion for sports. I have served on the Board of the Los Altos Festival of Lights and am a member of prestigious organizations such as the Olympic Club in San Francisco, Los Altos Kiwanians, and the Los Altos Chamber of Commerce.

Shilpa Merchant Real Estate - The Agency is a premier real estate firm located at 160 Main Street in Los Altos, California. With a team of experienced and dedicated agents, we specialize in buying, selling, and leasing residential and commercial properties in the greater Los Altos area. Our commitment to personalized service, attention to detail, and market expertise sets us apart in the industry. Whether you are looking to find your dream home, sell your property for top dollar, or invest in real estate, Shilpa Merchant Real Estate - The Agency is here to exceed your expectations and help you achieve your real estate goals. Contact us today to experience the difference of working with a top-rated real estate agency.

Mini Kalkat Real Estate is a premier real estate agency located at 496 1st Street in Los Altos, California. With a reputation for excellence and a commitment to customer satisfaction, Mini Kalkat Real Estate offers a wide range of services to help clients buy, sell, and invest in properties in the vibrant California real estate market. Our experienced team of professionals provides personalized assistance and expert guidance to ensure a smooth and successful real estate experience. Whether you are looking for your dream home, selling your current property, or exploring investment opportunities, Mini Kalkat Real Estate is here to help you every step of the way. Contact us today to learn more about how we can assist you with all of your real estate needs.

El Prado is a reputable real estate agency located at 666 South El Monte Avenue in Los Altos, California. With a strong presence in the local market, El Prado specializes in helping clients buy, sell, and rent residential and commercial properties in the area. Their team of experienced agents offers personalized service and expert guidance to ensure a smooth and successful real estate transaction. Whether you are looking to find your dream home or maximize the value of your property, El Prado is dedicated to helping you achieve your real estate goals.

PURE Property Management of California is a top-notch real estate agency located at 555 Soquel Avenue in Santa Cruz, California. Our Silicon Valley office is dedicated to helping property owners maximize their rental investments with expert advice and superior housing solutions. Our certified professionals, designated by the National Association of Residential Property Managers, are committed to managing your investment property with care and efficiency. We serve a wide range of areas including Aptos, Campbell, Fremont, Los Gatos, Milpitas, Palo Alto, San Jose, Santa Clara, Santa Cruz, Saratoga, Scotts Valley, Sunnyvale, and Watsonville. With our innovative technology and responsive property managers, we ensure that both landlords and residents have a positive and stress-free experience. Trust PURE Property Management to handle all aspects of the leasing process, from resident placement to rent collection and maintenance management. Contact us today to experience the benefits of working with the best in Silicon Valley property management.

Oakhurst Financial is a trusted institution located at 1059 Fremont Avenue in Los Altos, California, specialized in accounting and finance. Our team of experts is dedicated to helping you make informed decisions about your 401(k) investments and investment portfolio. As fiduciaries, we prioritize your best interests and provide personalized investment management services for those who prefer professional guidance. We offer integrated financial services designed to help you achieve financial success, whether you're saving for a home, college tuition, or retirement. Our federally-licensed preparers can assist with tax preparation, planning, and representation in IRS or California FTB audits. At Oakhurst Financial, we do not receive commissions for recommending specific actions, ensuring unbiased advice tailored to your unique financial goals.

Preziosi is a prestigious institution located at 652 Fremont Avenue in Los Altos, California. This establishment is a unique blend of a finance institution and a high-end jewelry store, offering a wide range of services to its discerning clientele. With a reputation for excellence and luxury, Preziosi is a destination for those seeking exquisite jewelry pieces and expert financial advice. Visit us today to experience the ultimate in sophistication and style.

Edward Jones - Financial Advisor: Cynthia A Wemyss, CFP®|ChFC® is a reputable finance institution located at 339 South San Antonio Road in Los Altos, California, United States. With a focus on providing personalized financial planning services, Cynthia A Wemyss, a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®), helps clients achieve their financial goals and secure their future. Whether you are looking to invest, plan for retirement, or manage your wealth, Cynthia and her team at Edward Jones are dedicated to providing expert advice and guidance to help you make informed financial decisions.

Tozai Wealth is a finance institution located at 27401 Los Altos in Mission Viejo, California, United States. Specializing in wealth management and financial planning, Tozai Wealth offers a range of services to help clients achieve their financial goals. With a team of experienced professionals, Tozai Wealth provides personalized solutions tailored to each client's unique needs and objectives. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Tozai Wealth is dedicated to helping you secure a stable financial future.

Hordin's Income Tax Services is a reputable accounting and finance institution located at 164 Main Street in Los Altos, California, United States. With a team of experienced professionals, we offer a wide range of tax services to individuals and businesses, ensuring accurate and timely filing. Our dedicated staff is committed to providing personalized attention and expert advice to help our clients navigate the complexities of tax laws and regulations. Trust Hordin's Income Tax Services for all your tax needs and experience peace of mind knowing your finances are in good hands.

Welcome to Drenched IV Incorporated, your premier mobile IV hydration and vitamin therapy service in Monterey, California. Located at 550 Figueroa Street, we specialize in bringing wellness directly to your doorstep, offering a variety of infusion therapies tailored to meet your unique health needs. Our professional team provides a wide range of services, from Energy and Focus infusions to Recovery and Hangover Relief, and specialized Women’s Health Support. Each infusion is expertly crafted with a blend of essential vitamins, minerals, electrolytes, amino acids, antioxidants, and NAD to give your body a comprehensive wellness boost. Whether you're preparing for a big event or recovering from a strenuous workout, our therapies are designed to support your lifestyle and enhance your well-being.

Welcome to CENTURY 21 Real Estate Alliance, Hollywood Beach Branch, your trusted partner in navigating the dynamic real estate market of Oxnard, California. Located at 112 Los Altos Street, our branch is ideally situated to serve the vibrant community of Hollywood Beach and surrounding areas. As a premier real estate agency, we are dedicated to providing exceptional service and expertise to both buyers and sellers. Our team of experienced and knowledgeable real estate professionals is committed to helping you achieve your property goals, whether you're searching for your dream home, looking to invest, or planning to sell. We pride ourselves on our personalized approach, ensuring that each client receives tailored solutions and guidance throughout the entire real estate process.

Welcome to CENTURY 21 Everest, your trusted real estate agency located in the heart of Oxnard, California. Situated at 112 Los Altos Street, our office proudly serves the vibrant communities of Oxnard and the surrounding areas. As part of the renowned CENTURY 21 brand, we are committed to providing exceptional real estate services tailored to meet the unique needs of our clients. Whether you are buying, selling, or investing in real estate, our team of experienced and dedicated professionals is here to guide you every step of the way. We offer a comprehensive range of services, including market analysis, property listings, buyer representation, and expert negotiation to ensure you achieve your real estate goals with confidence.

Welcome to Jorge Bernal - Century 21 Everest, your trusted real estate agency located in the heart of Oxnard, California. Situated at 112 Los Altos Street, Oxnard, CA 93035, we specialize in providing exceptional real estate services tailored to meet your unique needs. Whether you're buying, selling, or investing in property, our experienced team is dedicated to guiding you through every step of the process with professionalism and integrity. At Jorge Bernal - Century 21 Everest, we pride ourselves on our deep local knowledge and commitment to delivering outstanding results for our clients. Explore the vibrant real estate opportunities in Oxnard and beyond with us today. Your dream home awaits!

Welcome to Kimberly Cruz - Real Estate Agent, your trusted partner in navigating the vibrant real estate market of Oxnard, California. Located conveniently at 112 Los Altos Street, Oxnard, CA 93035, Kimberly Cruz is dedicated to providing exceptional service to both buyers and sellers in the area. With a deep understanding of the local market trends and a commitment to personalized service, Kimberly ensures a seamless and rewarding real estate experience for every client. Whether you are looking to buy your dream home, sell your property, or explore investment opportunities, Kimberly Cruz offers expert guidance and unwavering support every step of the way. Discover the difference that a passionate and knowledgeable real estate professional can make—contact Kimberly Cruz today to start your real estate journey with confidence.

Welcome to Rudy Ramirez, REALTOR – your trusted partner in navigating the dynamic real estate market of Oxnard, California. Located conveniently at 112 Los Altos Street, Rudy Ramirez offers unparalleled expertise and personalized service to help you achieve your real estate goals. Whether you're buying your first home, selling a property, or seeking investment opportunities, Rudy's in-depth knowledge of the local market and commitment to client satisfaction ensure a seamless and rewarding experience. Discover the difference with Rudy Ramirez, where your real estate dreams become a reality. Contact us today to get started on your journey!

Welcome to Max and Kelly Estes, Century 21 Real Estate Alliance, your trusted partners in real estate located in the heart of Oxnard, California. Situated at 112 Los Altos Street, our dedicated team is committed to providing exceptional service and expertise to meet all your real estate needs. Whether you're buying, selling, or investing, we offer personalized solutions and insights into the vibrant Oxnard market and its surrounding communities. With a strong reputation for integrity and professionalism, Max and Kelly Estes are here to guide you through every step of your real estate journey. Discover your dream home or maximize your property's potential with us today. Visit us at our convenient location or contact us to experience the Century 21 difference.

Welcome to Nate El Real Estate, your trusted partner in navigating the dynamic real estate market of Long Beach, California. Conveniently located at 5222 East Los Altos Plaza, our agency is dedicated to providing exceptional service and expert guidance to help you achieve your real estate goals. Whether you're looking to buy, sell, or invest, our experienced team of professionals is here to offer personalized solutions tailored to your unique needs. At Nate El Real Estate, we pride ourselves on our deep knowledge of the local market and our commitment to client satisfaction. Discover the difference of working with a team that prioritizes your interests and makes your real estate journey seamless and rewarding. Visit us today and let us turn your real estate dreams into reality.

First Republic Bank, located at 400 South San Antonio Road in Los Altos, California, is a full-service institution offering a range of banking and financial services. With a focus on customization and exceptional service, our team is dedicated to providing responsive solutions to meet your needs. Deposit products and services are provided by JPMorgan Chase Bank, N.A., ensuring a secure and reliable banking experience. When it comes to investing, our experienced team at J.P. Morgan Wealth Management can help you navigate market risks and work towards achieving your financial goals. We offer a variety of investment products and services through J.P. Morgan Securities LLC, a registered broker-dealer and investment adviser. Trust and fiduciary services are also available through JPMorgan Chase Bank, N.A., providing comprehensive wealth management solutions.

Le Banc is a cozy and inviting bar located on 366 Main Street in the charming town of Los Altos, California. Known for its relaxed atmosphere and friendly staff, this institution is a popular spot for locals and visitors alike to unwind and enjoy a drink. With a wide selection of craft beers, wines, and cocktails, Le Banc offers something for everyone. Whether you're looking to catch up with friends, watch the game, or simply relax after a long day, Le Banc is the perfect place to kick back and enjoy a drink in the heart of Los Altos.

Charles Schwab is a renowned financial institution located at 240 3rd Street in Los Altos, California, United States. With a strong reputation for providing top-notch financial services, Charles Schwab offers a wide range of investment options, retirement planning, wealth management, and banking services to individuals and businesses. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or simply manage your finances more effectively, Charles Schwab is a trusted partner that you can rely on.

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.

Cerity Partners is a leading financial institution located at 779 Altos Oaks Drive in Los Altos, California, United States. Specializing in comprehensive financial planning and investment management services, our team of experienced advisors is dedicated to helping clients achieve their financial goals. With a focus on personalized solutions and a commitment to transparency and integrity, Cerity Partners is your trusted partner in navigating the complexities of the financial world. Contact us today to learn more about how we can help you secure your financial future.

Knight Asset Management is a finance institution located in Mission Viejo, California, United States. At Knight Asset Management, we offer personalized wealth management strategies and objective financial planning advice tailored to the goals and visions of our clients. With over 25 years of experience, Cheri Knight provides competent and values-based advice to individuals and business owners, helping them achieve financial security and realize their dreams. Our services include securities and advisory services through The Strategic Financial Alliance, Inc. (SFA), of which Cheri Knight is a Registered Representative and an Investment Advisor Representative. We are dedicated to providing exceptional client service, proactive communication, and helping our clients pass along a legacy to others. Visit our website to watch interesting videos and use helpful calculators. Welcome to Knight Asset Management, where your financial goals become our top priority.

Northwestern Mutual is a renowned finance and insurance agency located at 745 Distel Drive in Los Altos, California, United States. With a strong reputation for providing top-notch financial planning and insurance services, Northwestern Mutual is dedicated to helping clients achieve their financial goals and secure their futures. The institution offers a wide range of financial products and services, including life insurance, retirement planning, investment management, and more. With a team of experienced and knowledgeable professionals, Northwestern Mutual is committed to providing personalized solutions tailored to each client's unique needs and objectives. Whether you're looking to protect your family's financial future or grow your wealth, Northwestern Mutual is a trusted partner you can rely on.

Di Maria & Cone is a renowned institution located at 628 Cuesta Drive in Los Altos, California, United States. Specializing in providing top-notch financial and investment advisory services, the institution is known for its commitment to excellence and personalized approach to helping clients achieve their financial goals. With a team of experienced professionals, Di Maria & Cone offers a wide range of services tailored to meet the unique needs of each individual client. Whether you are looking for retirement planning, wealth management, or investment advice, Di Maria & Cone is the trusted partner you can rely on for expert guidance and support. Visit their office today to see how they can help you secure your financial future.

Robert W Johnson & Associates is a versatile institution located at 4984 West El Camino Real in Los Altos, California. Specializing in finance, general contracting, and legal services, this institution offers a wide range of expertise to meet the needs of individuals and businesses alike. Whether you are looking for financial advice, construction services, or legal representation, the experienced professionals at Robert W Johnson & Associates are dedicated to providing top-notch service and personalized solutions. Visit us today to see how we can help you achieve your goals and navigate any challenges you may face.