TOP 10 Investment management in San Jose, CA
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Cal Pro Investments
● OpenCal Pro Investments is a reputable accounting and finance institution located at 1960 Fruitdale Avenue in San Jose, California. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need help with tax preparation, investment planning, or retirement savings, Cal Pro Investments is dedicated to providing top-notch expertise and personalized service to meet your needs. Trust Cal Pro Investments to help you navigate the complex world of finance with confidence and peace of mind.
1960 Fruitdale Ave, San Jose, CA 95128, United States -
U.S. Bank – Wealth Management Banker: Thuy Diep
● OpenWelcome to U.S. Bank – Wealth Management Banker: Thuy Diep, your trusted partner in financial planning and wealth management located in the heart of San Jose, California. Situated at 2875 The Villages Parkway, our office is dedicated to providing personalized financial services tailored to meet your unique needs and goals. Thuy Diep, a seasoned Wealth Management Banker, brings a wealth of experience and a client-focused approach to help you navigate the complexities of financial planning. Whether you're looking to grow your investments, plan for retirement, or secure your family's financial future, Thuy offers expert guidance and innovative solutions to help you achieve your financial objectives.
2875 The Villages Parkway, San Jose, California 95135, United States -
State Farm Insurance - Greg Pond Agency
● OpenThe State Farm Insurance - Greg Pond Agency is located at 14500 Big Basin Way in Saratoga, California. Greg Pond serves as the State Farm Insurance Agent for the greater San Jose – South Bay Area, with the office conveniently situated in downtown Saratoga. The agency caters to the insurance needs of various communities, including Saratoga, Los Gatos, Los Gatos Mountains, Cupertino, and Campbell, as well as the entire state of California. The agency offers a range of insurance products, including Homeowners Insurance, Auto Insurance, Renters Insurance, Life Insurance, Business Insurance, and more. Greg Pond, who was born and raised in Los Gatos, is dedicated to providing award-winning customer service and top-quality insurance products to protect clients from the risks of modern life.
14500 Big Basin Wy d, Saratoga, CA 95070, United States -
Ilda Mitchel - State Farm Insurance Agent
● OpenIlda Mitchel - State Farm Insurance Agent is a bilingual Spanish-speaking insurance agency located at 6203 San Ignacio Avenue in San Jose, California. We serve Santa Clara County and Placer County, offering competitive car insurance, renters insurance, homeowners insurance, condo insurance, business insurance, and life insurance quotes tailored to your budget and needs. Our dedicated team is committed to providing excellent customer service and protecting your assets. We are available by phone or text to assist clients in the greater Bay Area, including San Jose, South Bay, East Bay, North Bay, Peninsula, and San Francisco. Our mission is to offer budget-friendly insurance policies based on individual requirements. Contact us at 408-238-0100 for assistance with auto insurance, home insurance, renters insurance, business insurance, and life insurance. James, a trilingual team member, is available to help with commercial insurance needs and is also a talented chef. Please reach out if you need a quick certificate of insurance. Life Insurance and annuities are issued by State Farm Life Insurance Company and State Farm Life and Accident Assurance Company. State Farm VP Management Corp. provides investment products, separate from banking and insurance services. For tax or legal advice, please consult a professional advisor.
6203 San Ignacio Ave #110, San Jose, CA 95119, United States -
VMS & Associates, Inc.
● OpenVMS & Associates, Inc. is a finance institution located at 351 South Baywood Avenue in San Jose, California, United States. We specialize in providing comprehensive financial services to individuals and businesses. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized solutions and expert advice. Whether you need assistance with tax planning, investment management, or retirement planning, we are here to help. Contact us today to learn more about how VMS & Associates, Inc. can help you secure a solid financial future.
351 S Baywood Ave, San Jose, CA 95128, United States -
Corporate Traveler
● OpenCorporate Traveler is a travel agency located at 12 South 1st Street, San Jose, California, United States. We offer a seamless travel management platform that combines technology and personalized service to make business travel easier and more efficient. Our platform, Melon, covers all aspects of your business travel program, from booking to safety, reporting, policy, and expenses. Our clients have praised us for our thorough and anticipatory level of service, helping them manage their travel needs efficiently. With Corporate Traveler, you can ensure that your key personnel reach their destinations on time and safely. We help you save on booking fees, capture more travel spend, and provide greater visibility for further savings.
12 S 1st St, San Jose, CA 95113, United States -
Prodesse Property Group
● OpenProdesse Property Group is a reputable real estate institution located at 5450 Mayme Avenue in San Jose, California. With a strong focus on providing top-quality service and expertise in the real estate industry, Prodesse Property Group is dedicated to helping clients achieve their property investment goals. Whether you are looking to buy, sell, or manage a property, the experienced team at Prodesse Property Group is committed to delivering exceptional results and exceeding expectations. Contact them today to learn more about how they can assist you with your real estate needs.
5450 Mayme Ave, San Jose, CA 95129, United States -
Willow Park
● OpenWillow Park is a reputable real estate agency located at 1459 Curci Drive in San Jose, California. With a team of experienced and knowledgeable real estate professionals, Willow Park is dedicated to helping clients buy, sell, and rent properties in the San Jose area. Whether you are looking for your dream home, an investment property, or a rental, Willow Park is committed to providing exceptional service and finding the perfect property to meet your needs. Contact Willow Park today to start your real estate journey in San Jose, California.
1459 Curci Dr, San Jose, CA 95126, United States -
Ohlone Court Apartments
● OpenOhlone Court Apartments, located at 5225 Terner Way in San Jose, California, offers affordable one-, two-, three-, and four-bedroom apartments in the beautiful Almaden Valley. This award-winning institution features amenities such as wall-to-wall carpeting, all-electric kitchen, dishwasher, air-conditioning, deck/patio, community room with kitchen, laundry facilities, swimming pool, BBQ with picnic area, children’s play areas, assigned covered garage and carport parking, courtesy patrol, and professional on-site management. Winner of a 1998 Gold Nugget Award, Ohlone Court Apartments is part of a master-planned community developed in a unique partnership with a private landowner. This transit-oriented development provides affordable housing in one of the country’s most expensive markets. The property features a large swimming pool, children’s wading pool, structured play areas, BBQs, lawn areas, and a community center. Conveniently located next to a local library, Highway 85, Guadalupe Parkway, and Oakridge Mall, with easy access to transportation via nearby light rail stop.
5225 Terner Way, San Jose, CA 95136, United States -
Almaden Lake Apartments
● OpenAlmaden Lake Apartments, located at 978 Almaden Lake Drive in San Jose, California, offers 144 affordable one-, two-, and three-bedroom apartments with wall-to-wall carpeting, gas stoves, dishwashers, and deck/patio areas. Residents can enjoy amenities such as a community room with a kitchen, laundry facilities, elevators, a swimming pool, a tot lot, and assigned covered parking. The property overlooks Almaden Lake and is adjacent to a city-owned regional park, within walking distance of a light rail station, schools, and a shopping mall. Developed in conjunction with a community of for-sale single-family homes, Almaden Lake Apartments provides a comfortable and convenient living environment with professional on-site management. Architect: David Baker Partners, General Contractor: L & D Construction, Devcon, Financial Partners: Wells Fargo Bank, City of San Jose, SAMCO, CalPERS, State of California, Edison Capital Housing Investments.
978 Almaden Lake Dr, San Jose, CA 95123, United States -
Las Casitas Associates
● OpenLas Casitas Associates is a reputable institution located at 632 North Jackson Avenue in San Jose, California, United States. We are dedicated to providing high-quality services and resources to our community. Our mission is to support individuals and families in achieving their goals and improving their quality of life. With a team of experienced professionals, we offer a wide range of programs and services tailored to meet the diverse needs of our clients. Whether you are seeking counseling, educational support, or assistance with community resources, Las Casitas Associates is here to help. Visit us today to learn more about how we can support you on your journey towards a brighter future.
632 N Jackson Ave #4, San Jose, CA 95133, United States -
Aborn Properties
● OpenAborn Properties, located at 2660 John Montgomery Drive in San Jose, California, is a trusted full-service real estate agency serving the Santa Clara County for over 40 years. Specializing in residential sales and property management, Aborn Properties offers a wide range of services tailored to investors, homeowners, and landlords. With an extensive portfolio of over 200 single family homes, townhouses, condos, and apartments in the San Jose area, Aborn Properties is dedicated to making your investment property profitable and stress-free. Their team of experienced professionals works diligently to find high-quality tenants, enforce leases, maintain positive tenant relationships, and protect your property and cash flow. From automated owner statements to innovative technology allowing for tenant and owner portals, Aborn Properties makes managing rental property easy and efficient. They handle all maintenance, including emergencies, ensuring a smooth and hassle-free experience for property owners.
2660 John Montgomery Dr #1, San Jose, CA 95148, United States -
Ford Road Plaza
● OpenFord Road Plaza is a vibrant community located at 215 Ford Road in San Jose, California. This beautifully landscaped complex features a central courtyard with walking paths, playgrounds, picnic areas, and barbeque spots. What was once a neglected lot has been transformed into a cluster of homes that enhance the neighborhood and provide a thriving environment for families. Onsite amenities at Ford Road Plaza include a spacious community room with a full kitchen, a lounge area, and a computer learning center. The location is ideal, with easy access to a major shopping center and various transportation options such as the Blossom Hill Caltrain station, VTA bus stop, and the VTA light rail Cottle Station.
215 Ford Rd, San Jose, CA 95138, United States -
Synergy Housing Corporation
● OpenSynergy Housing Corporation is a local government office located at 150 Palm Valley Boulevard in San Jose, California. Our mission is to provide affordable housing solutions and support services to residents in need. We work collaboratively with community partners to create a safe and inclusive environment for all individuals and families. Our dedicated team is committed to promoting economic stability and improving the quality of life for our community members. Visit us today to learn more about our programs and how we can assist you with your housing needs.
150 Palm Valley Blvd, San Jose, CA 95123, United States -
Mineweaser & Associates
● OpenMineweaser & Associates is a reputable institution located at 865 The Alameda in San Jose, California, United States. Our team of experienced professionals offers a wide range of services including financial planning, investment management, and tax consulting. With a focus on personalized solutions tailored to each client's unique needs, we strive to help individuals and businesses achieve their financial goals. Whether you are planning for retirement, managing your investments, or looking for expert tax advice, Mineweaser & Associates is here to provide you with top-notch service and guidance. Contact us today to learn more about how we can assist you in reaching your financial objectives.
865 The Alameda, San Jose, CA 95126, United States -
Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth
● OpenSimon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth is a finance and insurance agency located at 4320 Stevens Creek Boulevard in San Jose, California. With over 3 generations of excellence since 1982, the institution offers a unique leverage strategy typically used by high net worth clients, now available to professionals seeking family protection, wealth accumulation, and tax efficient retirement income. Led by Brandon Chew, Investment Advisor, and Simon Chew, Certified Insurance Counselor, the institution helps clients navigate the uncertainties of retirement planning in today's world of increased life expectancy, aging populations, and economic volatility. They specialize in managing longevity risk and strategically converting savings into retirement income.
4320 Stevens Creek Blvd #191, San Jose, CA 95129, United States -
Farmers Insurance - Dereck Caso
● OpenFarmers Insurance - Dereck Caso is an insurance agency located at 4990 Speak Lane, San Jose, California, United States. As your local Farmers® agent near the Robertsville Car Wash in San Jose, CA, Dereck Caso is dedicated to educating customers on insurance and finding the coverage that best fits their lifestyle. With over 17 years of experience with Farmers, Dereck will travel to you to help you understand your coverage options, whether it's auto, home, renters, life, business insurance, and more. The agency offers comprehensive coverage, collision coverage, deductibles, medical payments, and more. They also provide personalized service to make customers more educated and confident about insurance. In addition to offering auto, home, renters, life, business, and condo insurance, Farmers Insurance - Dereck Caso also provides personal umbrella insurance policies for added protection above and beyond the liability limits of auto or home insurance. They can help customers create a solid financial plan to reach their goals and secure a stable future.
4990 Speak Ln #250, San Jose, CA 95118, United States -
Willis Insurance Services of CA Inc
● OpenWillis Insurance Services of CA Inc is an insurance agency located at 2055 Gateway Place, San Jose, California, United States. Our team unlocks the potential of your business by providing a clear perspective on how work is done and valued, ultimately enhancing the health and financial well-being of your employees. Managing risks is crucial for success in an uncertain world, and we specialize in balancing the complex relationship between risk and reward. Our clients rely on our industry expertise to navigate challenges and achieve their goals. We work together to motivate and reward your employees, offer attractive benefits, create an effective employee experience, and lead your company to sustainable success. At WTW, we offer a smarter approach to risk management, helping you redefine risks, seize opportunities, stay on track strategically, and enhance your company's resilience. By leveraging cutting-edge analysis techniques and our combined knowledge, we sharpen your focus on the next big investment opportunities.
2055 Gateway Pl #450, San Jose, CA 95110, United States -
Maggio Capital
● OpenMaggio Capital is a finance institution located at 2570 North First Street in San Jose, California, United States. We specialize in providing a wide range of financial services to individuals and businesses, including loans, investments, and wealth management. Our experienced team of professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how Maggio Capital can help you reach your financial objectives.
2570 N First St 2nd Floor, San Jose, CA 95131, United States -
Flagstar Private Banking
● OpenFlagstar Private Banking is a prestigious financial institution located at 111 West Saint John Street in San Jose, California. As a private bank, we offer personalized financial services and solutions tailored to meet the unique needs of our high-net-worth clients. Our team of experienced professionals provides expert advice and guidance to help our clients achieve their financial goals and secure their financial future. With a focus on wealth management, investment strategies, and estate planning, Flagstar Private Banking is dedicated to providing top-tier service and expertise to our valued clients.
111 W St John St Suite 1120, San Jose, CA 95113, United States -
Patelco Credit Union
● ClosedPatelco Credit Union is a trusted financial institution located at 5185 Cherry Avenue in San Jose, California. As a credit union, we offer a wide range of banking and financial services to our members, including savings accounts, checking accounts, loans, and investment options. Our dedicated team of professionals is committed to providing personalized service and helping our members achieve their financial goals. Visit us today to learn more about how we can help you manage your money and plan for the future.
5185 Cherry Ave #50, San Jose, CA 95118, United States -
Meriwest Credit Union
● OpenMeriwest 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.
1795 Hillsdale Ave Suite 10, San Jose, CA 95124, United States -
Wells Fargo Bank
● OpenWells Fargo Bank is a reputable financial institution located at 2061 Camden Avenue in San Jose, California, United States. As a full-service bank, Wells Fargo offers a wide range of financial services including personal and business banking, lending, and investment solutions. With a network of ATMs conveniently located throughout the area, customers can easily access their accounts and manage their finances. Known for their excellent customer service and commitment to financial wellness, Wells Fargo Bank is a trusted partner for individuals and businesses alike.
2061 Camden Ave, San Jose, CA 95124, United States -
Citi
● ClosedCiti 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.
6079 Meridian Ave, San Jose, CA 95120, United States -
First Republic Bank
● OpenFirst Republic Bank, located at 1625 The Alameda, San Jose, California, is a full-service financial institution offering banking, ATM, and finance services. With a focus on customization and exceptional service, First Republic Bank is committed to providing responsive solutions for all your financial needs. Deposit products and services are offered by JPMorgan Chase Bank, N.A., with a firm commitment to FDIC regulations and Equal Housing Opportunity. Investing with First Republic Bank involves market risks, but their experienced team at J.P. Morgan Wealth Management is dedicated to helping you achieve your investment objectives. Trust and Fiduciary services, as well as insurance products, are also available through affiliated companies under the common control of JPMorgan Chase & Co. Remember, investment and insurance products are subject to risks, including the potential loss of principal, so it's important to work with a trusted financial partner like First Republic Bank.
1625 The Alameda, San Jose, CA 95126, United States -
Bank of America Financial Center
● ClosedThe Bank of America Financial Center at 1510 The Alameda in San Jose, California is a leading institution offering a wide range of banking and financial services. With its convenient location, customers can easily access services such as checking and savings accounts, loans, investment options, and wealth management. The friendly and knowledgeable staff are dedicated to providing top-notch customer service and helping clients achieve their financial goals. Whether you're looking to open a new account, apply for a loan, or receive financial advice, the Bank of America Financial Center is committed to meeting your needs.
1510 The Alameda, San Jose, CA 95126, United States -
PremierOne Credit Union
● ClosedPremierOne 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.
6640 Vía del Oro, San Jose, CA 95119, United States -
Bank of America Financial Center
● OpenThe Bank of America Financial Center is a prominent banking institution located at 1107 South King Road in San Jose, California. As a leading bank in the United States, it offers a wide range of financial services including personal and business banking, investment solutions, mortgage loans, and wealth management. With a strong reputation for customer service and innovation, the Bank of America Financial Center is committed to helping individuals and businesses achieve their financial goals. Visit us today to experience the convenience and expertise that sets us apart from other financial institutions.
1107 S King Rd, San Jose, CA 95122, United States -
A & A Enterprise Group
● OpenA & A Enterprise Group is a reputable finance institution located on Lakeside Drive in San Jose, California, United States. With a focus on providing top-notch financial services to individuals and businesses, A & A Enterprise Group offers a wide range of financial solutions tailored to meet the unique needs of their clients. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, wealth management, or financial planning services, A & A Enterprise Group is here to help you every step of the way. Visit their office on Lakeside Drive in San Jose to learn more about how they can assist you with your financial needs.
Lakeside Dr, San Jose, CA 95148, United States -
Chase Bank
● OpenChase Bank, located at 4055 Evergreen Village Square in San Jose, California, is a full-service financial institution offering a range of services including banking, ATM access, and finance solutions. With a team of business professionals specializing in improving cash flow, credit solutions, and payroll management, Chase also provides online and mobile services, business credit cards, and payment acceptance solutions tailored for businesses. JPMorgan Chase Bank, N.A. is a subsidiary of JPMorgan Chase & Co., offering investment products and services through J.P. Morgan Securities LLC and Chase Insurance Agency, Inc. Chase Private Client is a banking and investment product and service offering for approved deposit accounts. Please note that all account-related documents are available only in English.
4055 Evergreen Village Square #180, San Jose, CA 95135, United States
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