TOP 30 Investment banking in San Jose, California

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, 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 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 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.

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 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.

Technology Credit Union is a finance institution located at 1562 South Bascom Avenue in San Jose, California, United States. With a focus on putting members' needs first, Tech CU offers a variety of financial services including short-term certificates with a competitive 4.50% APY*, adjustable-rate mortgages, low or no fee checking and savings accounts, and virtual meetings with Tech CU Bankers. The institution is federally insured by NCUA and prioritizes security with multiple layers of protection. Tech CU has been recognized for its strong financial position with a 5-star rating from Bauer Financial in 2023. Members can trust that profits are returned to them in the form of lower loan rates, low fees, outstanding service, and great benefits. Joining Tech CU is not just about opening an account, but about becoming a part of a credit union that values its members and their financial well-being.

Santa Clara County Federal Credit Union is a trusted financial institution located at 255 North White Road in San Jose, California, United States. As a full-service credit union, we offer a wide range of financial services including banking, ATM services, and various finance options. Our mission is to provide our members with personalized, high-quality financial solutions to help them achieve their financial goals. With a commitment to community involvement and member satisfaction, Santa Clara County Federal Credit Union is here to serve the residents of Santa Clara County and beyond.

PremierOne Credit Union is a trusted financial institution located at 6640 Vía del Oro in San Jose, California. As a full-service credit union, we offer a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. Our convenient location and friendly staff make us the go-to choice for all your banking needs. Whether you're looking to withdraw cash from our ATM, apply for a loan, or simply manage your finances, PremierOne Credit Union is here to help you achieve your financial goals.

Commonwealth Central Credit Union is a trusted financial institution located at 5890 Silver Creek Valley Road in San Jose, California. As a credit union, we offer a wide range of banking and financial services to our members, including ATM access, savings accounts, loans, and more. Our dedicated team is committed to providing personalized service and helping our members achieve their financial goals. Visit us today to experience the difference of banking with Commonwealth Central Credit Union.

Meriwest Credit Union is a trusted financial institution located at 5683 Cottle Road in San Jose, California. As a member-owned credit union, Meriwest offers a wide range of banking and financial services to help individuals and families achieve their financial goals. With a commitment to providing personalized service and competitive rates, Meriwest Credit Union is dedicated to helping its members thrive financially. Visit us today to experience the difference of banking with a credit union that puts your needs first.

Ezie Notary is a reputable finance institution located at 7199 Galli Court in San Jose, California, United States. Our team of experienced notaries provides efficient and reliable notarization services for a variety of financial documents. Whether you need to notarize a loan agreement, mortgage paperwork, or any other financial document, you can trust Ezie Notary to handle your notarization needs with professionalism and accuracy. Contact us today to schedule an appointment and experience our exceptional service firsthand.

Liliana is a reputable finance institution located at 3136 Story Road in San Jose, California, United States. With a commitment to providing top-notch financial services, Liliana offers a wide range of products and solutions to meet the diverse needs of its clients. Whether you're looking for assistance with investments, loans, or financial planning, the knowledgeable team at Liliana is dedicated to helping you achieve your financial goals. Visit us today and experience the personalized service and expertise that sets Liliana apart in the world of finance.

Ames Notary is a trusted finance institution located at 301 North Jackson Avenue in San Jose, California, United States. Our team of experienced notaries provides a wide range of services including loan signings, document notarization, and legal document preparation. We are committed to providing efficient and reliable services to meet the needs of our clients. Visit us today to experience professional and personalized financial services at Ames Notary.

OE Federal Credit Union is a trusted financial institution located at 3150 Almaden Expressway in San Jose, California. As a member-owned credit union, we are dedicated to providing personalized financial services and support to our members. Our goal is to help individuals and families achieve their financial goals through a variety of products and services, including savings accounts, loans, and online banking. With a focus on community and member satisfaction, OE Federal Credit Union is committed to delivering exceptional service and value to our members. Visit us today to learn more about how we can help you secure your financial future.

CEFCU, located at 670 Lincoln Avenue in San Jose, California, is a finance institution that provides a range of financial services to its members. With a convenient location near the cross street of Parkmoor Avenue, CEFCU is easily accessible for those in the San Jose area. The institution is managed by Daisy Solorio Mondragon, with assistance from Assistant Manager Nick Aguila. Whether you need assistance with loans, savings accounts, or other financial services, CEFCU is dedicated to helping you achieve your financial goals.

World Financial Group is a leading insurance agency located at 2099 Gold Street in San Jose, California. We specialize in providing comprehensive insurance solutions to individuals and businesses, helping them protect their assets and achieve financial security. Our team of experienced professionals is dedicated to helping our clients navigate the complexities of the insurance industry and find the best policies to meet their needs. Whether you are looking for life insurance, health insurance, or business insurance, World Financial Group is here to help you every step of the way. Contact us today to learn more about our services and how we can help you achieve peace of mind and financial stability.

Ken Williams - State Farm Insurance Agent is located at 15305 Watsonville Road in Morgan Hill, California. As an insurance agency, we specialize in providing Auto Insurance, Homeowner Insurance, Renters Insurance, and Life Insurance coverage for you and your family. With March being the start of spring break travel, it's the perfect time to ensure you have the right Auto Insurance protection. Our team is dedicated to helping you navigate the complexities of insurance and make the process easy for you. Ken Williams, along with his team, is passionate about helping people protect their financial future. As a State Farm family, they understand the importance of having a solid insurance plan in place. Ken is not only an insurance agent but also a Pastor at UCF- Silicon Valley and a music enthusiast. With a background in music and a love for helping others, Ken brings a unique perspective to the insurance industry.

The Money Market is a finance institution located at 876 The Alameda in San Jose, California, United States. This institution specializes in providing a platform for the buying and selling of short-term financial instruments such as treasury bills, commercial paper, and certificates of deposit. With a focus on liquidity and low-risk investments, the Money Market offers individuals and businesses a secure and efficient way to manage their funds and earn competitive returns. Whether you are looking to invest excess cash or need a short-term borrowing solution, the Money Market is a trusted partner in navigating the financial markets.

Omni Law Mergers & Acquisitions Attorney is a reputable legal institution located at 1855 Hamilton Avenue in San Jose, California, United States. Specializing in mergers and acquisitions, our team of experienced attorneys is dedicated to providing top-notch legal services to our clients. With a focus on professionalism, integrity, and expertise, we strive to assist businesses in navigating the complex world of mergers and acquisitions. Whether you are looking to expand your company through a merger or acquisition, or need legal guidance in the process, Omni Law Mergers & Acquisitions Attorney is here to help.

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.

Benson Ng - State Farm Insurance Agent is an insurance agency located at 3410 Stevens Creek Boulevard, San Jose, California, United States. Whether you need auto, home, renters, life, health, or pet insurance, Benson Ng can help you customize a coverage plan that fits your needs and helps protect what's important to you. With options for safe driving rewards, bundling, and discounts, you can create a solution that works for you. State Farm is the largest auto insurance provider in the U.S., offering coverage for new drivers, business travelers, collectors, and more. Additionally, State Farm offers homeowners insurance to protect your largest investment, as well as renters insurance, personal articles policies, business insurance, and life insurance options. With an alliance with U.S. Bank, you can also access banking products such as checking, savings, CDs, retirement CDs, and credit cards. And don't forget about your furry family members - State Farm works with Trupanion to offer pet medical insurance to help you care for your pets when they need it most. Contact Benson Ng in San Jose, CA to get started with a personalized insurance plan that meets your needs.

Heritage Financial North is a leading finance institution located at 1700 South El Camino Real in San Mateo, California. We specialize in providing a wide range of financial services including wealth management, investment planning, retirement planning, and more. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how Heritage Financial North can help you reach your financial objectives.

Merrill Lynch Financial Advisor Behrooz Ighani, located at 560 South Winchester Boulevard, San Jose, California, is dedicated to helping you manage your wealth by creating a personalized financial strategy tailored to your goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Behrooz Ighani can assist you in pursuing your financial objectives through personalized wealth management strategies. By participating in the community and volunteering with local organizations, Behrooz Ighani upholds the Merrill tradition of serving the community. Through the Merrill Personal Wealth Analysis™, a personalized plan centered on your goals can be developed and implemented to help you achieve financial success. By understanding your priorities and goals, Behrooz Ighani can provide thoughtful advice and guidance to help you pursue what matters most to you. With a focus on building a strong relationship through conversation, Behrooz Ighani aims to help you stay on track to achieve your goals. By getting to know you personally, Behrooz Ighani can design a financial approach that reflects your unique needs and priorities. With access to the latest investment insights and strategies, Behrooz Ighani is committed to helping you live your best financial life. Investing involves risk, and Behrooz Ighani is registered to do business in several states, including CA, NV, TX, WA, and WY. Prior to making any financial decisions, it is recommended to consult with legal and tax advisors. Merrill Lynch offers a range of services, including brokerage, investment advisory, and financial planning. It is important to understand the differences between these services when selecting the right one for your financial needs. Merrill Lynch is a registered broker-dealer and investment adviser, and certain investment products are provided by affiliates of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a subsidiary of Bank of America Corporation. Trust, fiduciary, and insurance services are also available through Merrill Lynch. Let Behrooz Ighani help you navigate the complexities of your financial life and work towards achieving your goals.

Merrill Lynch Financial Advisor Michelle Yeh is a finance institution located at 560 South Winchester Boulevard, San Jose, California, United States. Michelle Yeh is dedicated to helping clients attain their financial goals and improve their quality of life. With a background in personal banking and wealth management, Michelle offers a customized wealth management approach that is flexible and tailored to each client's needs. By providing access to the investment insights of Merrill and the banking convenience of Bank of America, Michelle addresses various aspects of clients' financial lives. She is passionate about delivering excellent service and helping clients pursue their goals. Michelle is actively involved in the community and volunteers with organizations in the Bay Area. She believes in building personalized plans centered on clients' goals and priorities, and she utilizes the Merrill Personal Wealth Analysis™ to help clients achieve their aspirations. Through thoughtful conversations and understanding of clients' preferences, Michelle develops financial approaches that align with clients' values and objectives. She believes in staying connected with clients to adapt their financial approach to reflect changes in their lives and the market. Michelle's mission is to help clients manage, grow, and preserve their wealth while working towards their financial goals. As a Merrill Lynch Wealth Management Advisor, Michelle focuses on building a customized investment approach to address clients' needs and pursue their aspirations. Michelle is registered to do business in multiple states and holds the ChFC® designation from The American College of Financial Services. She encourages clients to consult with their legal and tax advisors before making any financial decisions. With a commitment to personalized service and a focus on helping clients achieve their goals, Michelle Yeh is dedicated to guiding clients along their financial journey.

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.

United Financial Associates LLC is a leading finance institution located at 1798 Technology Drive in San Jose, California, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with investments, retirement planning, or wealth management, we are here to guide you every step of the way. Trust United Financial Associates LLC to help you achieve your financial goals and secure your future.

CBSJ Financial Corporation is a leading finance institution located at 1735 North First Street in San Jose, California, United States. With a strong reputation for excellence in financial services, CBSJ offers a wide range of solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, wealth management, or assistance with loans and mortgages, our team of experienced professionals is dedicated to helping you achieve your financial goals. Visit us today to discover how CBSJ Financial Corporation can help you secure your financial future.

The Dwyer Group - Morgan Stanley is a reputable finance institution located at 225 West Santa Clara Street in San Jose, California, United States. With a strong presence in the financial industry, this institution offers a wide range of services including wealth management, investment banking, and financial advisory. Known for their expertise and professionalism, The Dwyer Group - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future.

Misawa/St. Claire Group - Morgan Stanley is a prestigious finance institution located at 225 West Santa Clara Street in San Jose, California, United States. As a part of the renowned Morgan Stanley brand, this institution offers a wide range of financial services and expertise to clients in the San Jose area. With a focus on providing personalized solutions and top-notch customer service, Misawa/St. Claire Group - Morgan Stanley is a trusted partner for individuals and businesses looking to achieve their financial goals.