TOP 10 Investment management in San Jose, CA
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El Paseo Manor Managed by Atlantis Properties
● ClosedEl Paseo Manor, managed by Atlantis Properties, is a premier real estate agency located at 4899 West Campbell Avenue in San Jose, California. Our dedicated team of professionals is committed to providing top-notch service to our clients in the buying, selling, and renting of properties. With years of experience in the industry, we have a strong reputation for excellence and integrity. Whether you are looking for your dream home or seeking to invest in real estate, El Paseo Manor is the place to turn to for all your property needs. Visit us today and let us help you find the perfect property to suit your needs.
4899 W Campbell Ave, San Jose, CA 95130, United States -
Utopia Property Management | San Jose, CA
● OpenUtopia Property Management in San Jose, California, has been providing expert management services for rental properties since 1994. With a local presence in San Jose and a network throughout the West Coast, we specialize in leasing, marketing, management, and accounting of real estate investments. Whether you have a large portfolio or just one condominium, we offer competitive rates and personalized service to maximize your ROI. Our property managers in San Jose are licensed professionals with knowledge of local rental trends, neighborhoods, and property laws. We work with reliable contractors and vendors to handle maintenance and repairs quickly and affordably. With our extensive reach through popular rental websites and our referral base, we ensure that your property gets maximum visibility to attract the best tenants.
2033 Gateway Pl 5th Floor, San Jose, CA 95110, United States -
PURE Property Management of California
● ClosedPURE 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.
555 Soquel Ave Ste 220, Santa Cruz, CA 95062, United States -
AAA San Jose Stevens Creek Branch
● ClosedAAA San Jose Stevens Creek Branch is a reputable insurance agency located at 5120 Stevens Creek Boulevard in San Jose, California. As a branch of the well-known AAA organization, this institution offers a wide range of insurance services to meet the needs of individuals and families in the area. With a team of knowledgeable and experienced agents, AAA San Jose Stevens Creek Branch is dedicated to providing top-notch customer service and helping clients find the right coverage for their specific needs. Whether you're looking for auto, home, life, or other types of insurance, you can trust AAA San Jose Stevens Creek Branch to provide reliable and affordable options.
5120 Stevens Creek Blvd, San Jose, CA 95129, United States -
Fidelity Investments
● ClosedFidelity Investments is a renowned finance institution located at 851 East Hamilton Avenue in Campbell, California, United States. With a strong reputation for providing top-quality financial services, Fidelity Investments offers a wide range of investment options, retirement planning, wealth management, and more. Their experienced team of financial experts are dedicated to helping clients achieve their financial goals and secure their future. Visit Fidelity Investments today to start building a solid financial foundation.
851 E Hamilton Ave Suite 100, Campbell, CA 95008, United States -
One Wealth Management
● OpenOne Wealth Management is a finance institution located at 2150 North First Street in San Jose, California, United States. At One Wealth Management, we believe that relationships are key to success. Our team of experienced advisors will work with you to understand your financial goals and help you achieve them. Whether you need help with investment management, financial planning, estate planning, or business protection, our professionals have the expertise to assist you. We will analyze, customize, implement, and protect plans to help you grow and protect your wealth. Contact us today to start working towards the future you deserve.
2150 N First St Suite 500, San Jose, CA 95131, United States -
Hendershott Wealth Management
● ClosedHendershott Wealth Management is a finance institution located at 2025 Gateway Place in San Jose, California, United States. Specializing in financial planning and investment management for high-net-worth women and couples, we offer fee-only fiduciary financial advisors and wealth managers who prioritize building a true financial partnership with our clients. Many women feel overwhelmed by finances and left out of wealth conversations, which is why we strive to provide a welcoming and inclusive environment for all clients. Our goal is to help you understand your financial options, maximize your investments, and prepare for all of life's milestones.
2025 Gateway Pl Suite 405, San Jose, CA 95110, United States -
Lucia Capital Group - San Jose
● ClosedLucia Capital Group in San Jose, California, is a finance institution dedicated to helping clients achieve their financial goals and plan for a secure future. With a team of experienced professionals, including CERTIFIED FINANCIAL PLANNER™ professionals and Chartered Financial Consultants, clients receive personalized financial guidance tailored to their specific needs. The institution offers a fully integrated wealth platform, providing end-to-end investment strategies, asset management, and insurance services. As a client of Lucia Capital Group, individuals can expect a comprehensive financial planning approach, with a focus on retirement planning and achieving financial confidence. With a commitment to transparency and client well-being, the institution serves as a trusted financial coach, helping clients design a personalized game plan and implement investment strategies. By working with Lucia Capital Group, clients can strive for financial confidence and ultimately achieve their life's purpose.
2033 Gateway Pl #574, San Jose, CA 95110, United States -
Brad Baron - RBC Wealth Management Financial Advisor
● OpenBrad Baron - RBC Wealth Management Financial Advisor is a reputable financial institution located at 99 South Almaden Boulevard in San Jose, California. As a trusted advisor, Brad Baron offers personalized financial planning and investment services to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment strategies, Brad Baron provides expert guidance and support to individuals and families looking to secure their financial future. Contact Brad Baron - RBC Wealth Management Financial Advisor today to schedule a consultation and take the first step towards financial success.
99 S Almaden Blvd Suite 300, San Jose, CA 95113, United States -
Cambridge Investment Research
● ClosedCambridge Investment Research is a leading finance institution located at 1754 Technology Drive in San Jose, California, United States. With a team of experienced professionals, Cambridge Investment Research offers a wide range of financial services including investment management, financial planning, and retirement planning. Clients can trust Cambridge Investment Research to provide expert guidance and personalized solutions to help them achieve their financial goals.
1754 Technology Dr STE 133, San Jose, CA 95110, United States -
Don Woo - RBC Wealth Management Financial Advisor
● ClosedDon Woo - RBC Wealth Management Financial Advisor is a trusted financial institution located at 99 South Almaden Boulevard in San Jose, California. As a skilled and experienced advisor, Don Woo provides personalized financial guidance and investment strategies to help clients achieve their long-term financial goals. With a focus on wealth management, retirement planning, and investment portfolio management, Don Woo is dedicated to helping clients build and preserve their wealth. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Don Woo - RBC Wealth Management Financial Advisor is committed to providing expert advice and exceptional service.
99 S Almaden Blvd Suite 300, San Jose, CA 95113, United States -
Corinthian Wealth Management
● OpenCorinthian 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.
1625 The Alameda UNIT 308, San Jose, CA 95126, United States -
U.S. Bancorp Investments - Financial Advisors: Adam Perez
● ClosedU.S. Bancorp Investments - Financial Advisors: Adam Perez is a reputable finance institution located at 1399 Foxworthy Avenue, San Jose, California, United States. As a trusted financial advisor, Adam Perez provides expert guidance and personalized financial solutions to help clients achieve their investment goals. With a focus on building long-term relationships, U.S. Bancorp Investments offers a wide range of financial services tailored to meet the unique needs of each individual or business. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Adam Perez and his team are dedicated to helping you navigate the complexities of the financial market and make informed decisions for a secure financial future.
1399 Foxworthy Ave, San Jose, CA 95118, United States -
U.S. Bank – Wealth Management Banker: Yung Le
● ClosedU.S. Bank's Wealth Management Banker, Yung Le, offers personalized financial services at their location on 1399 Foxworthy Avenue in San Jose, California. As a trusted professional in the finance industry, Yung Le provides expert guidance and tailored strategies to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, U.S. Bank's Wealth Management Banker is dedicated to providing top-notch service and support. Visit their office today to start on the path to financial success.
1399 Foxworthy Ave, San Jose, CA 95118, United States -
Von Baron Wealth Management
● ClosedVon Baron Wealth Management is a prestigious finance and insurance agency located at 174 North 14th Street in San Jose, California, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. From investment strategies to insurance solutions, we provide comprehensive wealth management services tailored to each individual's needs. Trust Von Baron Wealth Management to guide you towards financial success and peace of mind.
174 N 14th St, San Jose, CA 95112, United States -
Sierra Pacific Wealth Management
● ClosedSierra Pacific Wealth Management is a leading finance institution located at 11121 Chula Vista Avenue in San Jose, California, United States. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. From retirement planning to investment management, we offer a wide range of services to meet the unique needs of each individual. Trust Sierra Pacific Wealth Management to provide expert guidance and support in navigating the complexities of the financial world.
11121 Chula Vista Ave, San Jose, CA 95127, United States -
Sequoia Wealth Advisors and Invesment Management, Inc.
● ClosedSequoia Wealth Advisors and Investment Management, Inc. is a leading finance institution located at 99 South Almaden Boulevard in San Jose, California, United States. With a team of experienced financial advisors, they offer a range of services including investment management, financial planning, and wealth management. Their goal is to help clients achieve their financial goals and secure their financial future through personalized and strategic financial planning. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Sequoia Wealth Advisors is dedicated to providing top-notch financial guidance and support.
99 S Almaden Blvd #925, San Jose, CA 95113, United States -
Roundleaf San Jose
● ClosedRoundleaf San Jose is a premier finance institution located at 2055 Junction Avenue in the bustling city of San Jose, California. As a trusted financial partner, Roundleaf provides a wide range of services to help individuals and businesses achieve their financial goals. Whether you're looking for investment advice, wealth management, or assistance with loans and mortgages, our team of experienced professionals is dedicated to providing personalized solutions tailored to your unique needs. With a commitment to excellence and a focus on customer satisfaction, Roundleaf San Jose is the go-to institution for all your financial needs in the heart of Silicon Valley.
2055 Junction Ave Ste 115, San Jose, CA 95131, United States -
Impact Wealth Management | Alan K Williamson, ChFC
● ClosedImpact 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.
6120 Hellyer Ave #100, San Jose, CA 95138, United States -
U.S. Bancorp Investments - Financial Advisors: San Jose
● ClosedU.S. Bancorp Investments in San Jose offers a team of experienced financial advisors dedicated to helping clients achieve their financial goals. Located at 2875 The Villages Parkway, San Jose, California, this institution provides a wide range of financial services including investment planning, retirement planning, wealth management, and more. With a commitment to personalized service and expert advice, U.S. Bancorp Investments is a trusted partner for individuals and businesses looking to secure their financial future.
2875 The Villages Pkwy, San Jose, CA 95135, United States -
Wealth Management Associate - U.S. Bancorp Investments: Annie Mai
● ClosedAs a Wealth Management Associate at U.S. Bancorp Investments, Annie Mai provides expert financial advice and guidance to clients in San Jose, California. Located at 2875 The Villages Parkway, Annie Mai offers personalized investment strategies tailored to individual needs and goals. With a background in finance, Annie Mai is committed to helping clients achieve their financial objectives and secure their financial future. Contact Annie Mai at U.S. Bancorp Investments for top-notch wealth management services.
2875 The Villages Pkwy, San Jose, CA 95135, United States -
DWR Wealth Management LLC
● ClosedDWR Wealth Management LLC is a finance institution located at 1884 The Alameda in San Jose, California, United States. We specialize in providing comprehensive wealth management services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized and tailored solutions to meet the unique needs of each individual or business. Whether you are looking to plan for retirement, invest for the future, or protect your assets, we are here to help guide you every step of the way. Contact us today to learn more about how we can assist you in managing your wealth effectively.
1884 The Alameda, San Jose, CA 95126, United States -
Solutions Wealth Management
● ClosedSolutions Wealth Management is a prestigious finance institution located at 1777 Hamilton Avenue in San Jose, California, United States. Our team of experienced financial advisors are dedicated to providing personalized wealth management solutions tailored to meet the unique needs and goals of each client. Whether you are planning for retirement, investing for the future, or looking to protect your assets, Solutions Wealth Management is here to help you navigate the complexities of the financial world and achieve your financial objectives. Trust us to provide expert guidance and support as you work towards securing a brighter financial future.
1777 Hamilton Ave #1040, San Jose, CA 95125, United States -
Wealthstone Asset Management Group of Raymond James
● OpenWealthstone Asset Management Group of Raymond James is a renowned finance institution located at 150 South Almaden Boulevard in San Jose, California, United States. As a part of the esteemed Raymond James family, we specialize in providing comprehensive wealth management services to our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized investment strategies and expert guidance. With a focus on building long-term relationships based on trust and integrity, we strive to deliver exceptional service and results for our clients. Visit us today to learn more about how we can help you secure your financial future.
150 S Almaden Blvd Suite # 1375, San Jose, CA 95113, United States -
Trust Management Services
● OpenTrust Management Services is a leading financial institution located at 1 South Almaden Boulevard in San Jose, California. Our team of experienced professionals specializes in providing expert trust management services to individuals and businesses. With a strong commitment to integrity and excellence, we strive to help our clients achieve their financial goals and secure their future. Contact us today to learn more about how Trust Management Services can help you manage your assets and investments with confidence.
1 S Almaden Blvd, San Jose, CA 95113, United States -
Jose Cetale - Morgan Stanley
● OpenJose Cetale - Morgan Stanley is a leading finance institution located at 101 West Broadway in San Diego, California, United States. With a strong reputation for expertise and professionalism in the financial industry, our team at Morgan Stanley is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, wealth management, or financial planning, we are here to help you achieve your financial goals. Contact us today to learn more about how Jose Cetale - Morgan Stanley can support your financial needs.
101 W Broadway UNIT 1800, San Diego, CA 92101, United States -
Landmark Wealth Management Group- San Jose
● ClosedLandmark Wealth Management Group in San Jose is a leading financial institution located at 2021 The Alameda in San Jose, California. As a trusted provider of financial services, Landmark Wealth Management Group helps individuals and businesses in the San Jose area achieve their financial goals through personalized investment strategies, retirement planning, and wealth management solutions. With a team of experienced financial advisors, Landmark Wealth Management Group is dedicated to providing expert guidance and support to help clients navigate the complexities of the financial world and secure their financial future.
2021 The Alameda STE 390, San Jose, CA 95126, United States -
Alpha Wealth Management Group - UBS Financial Services Inc.
● OpenAlpha Wealth Management Group - UBS Financial Services Inc. is a premier financial institution located in the heart of San Jose, California. With a commitment to providing top-notch wealth management services, our team of experienced financial advisors offers tailored solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or grow your wealth, our experts are here to guide you every step of the way. Visit us at 355 Santana Row to learn more about how Alpha Wealth Management Group can help you secure your financial future.
355 Santana Row Suite 2050, San Jose, CA 95128, United States -
Bisceglia Wealth Management Group - UBS Financial Services Inc.
● OpenBisceglia Wealth Management Group - UBS Financial Services Inc. is a leading finance institution located at 355 Santana Row in San Jose, California. As part of the UBS Financial Services Inc. network, our team of experienced professionals is dedicated to providing comprehensive wealth management services to help clients achieve their financial goals. With a focus on personalized strategies and expert advice, we strive to deliver tailored solutions that align with each client's unique needs and aspirations. Whether you are planning for retirement, investing for the future, or managing your wealth, our team is committed to delivering exceptional service and guidance every step of the way. Visit us at our Santana Row location to learn more about how we can help you secure your financial future.
355 Santana Row Suite 2050, San Jose, CA 95128, United States -
Silicon Valley Investment Group - UBS Financial Services Inc.
● OpenSilicon Valley Investment Group - UBS Financial Services Inc. is a prestigious finance institution located at 355 Santana Row in San Jose, California, United States. With a focus on providing top-notch financial services to clients in the heart of Silicon Valley, this institution offers expert investment advice, wealth management solutions, and personalized financial planning services. With a team of experienced professionals and a commitment to excellence, Silicon Valley Investment Group - UBS Financial Services Inc. is dedicated to helping clients achieve their financial goals and secure their financial future.
355 Santana Row Suite 2050, San Jose, CA 95128, United States
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