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Guide > Investment management team in California > Investment management team in Los Altos

Investment management team in Los Altos, California

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5 10
#1

Kiersten Ligeti & Patricia Karoubi Team - The Agency Los Altos

● Open
161 S San Antonio Rd, Los Altos, CA 94022, United States
650-766-8319
kpluxuryhomes.com

Kiersten Ligeti & Patricia Karoubi Team - The Agency Los Altos is a premier finance and real estate agency located in Los Altos, California.

Photo of Kiersten Ligeti & Patricia Karoubi Team - The Agency Los Altos - 161 South San Antonio Road, Los Altos, CA 94022 Photo of Kiersten Ligeti & Patricia Karoubi Team - The Agency Los Altos - 161 South San Antonio Road, Los Altos, CA 94022 Photo of Kiersten Ligeti & Patricia Karoubi Team - The Agency Los Altos - 161 South San Antonio Road, Los Altos, CA 94022
Financial Service Real Estate Agent
Details
#2

Meyers Wealth Management

● Open
111 1st St, Los Altos, CA 94022, United States
800-993-2994
meyersmoney.com

Meyers Wealth Management is a leading finance institution located at 111 1st Street in Los Altos, California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their future.

Financial Service
Details
#3

Riley Friedman Asset Management

● Open
4984 El Camino Real #101, Los Altos, CA 94022, United States
650-988-1088
rfasset.com

Riley Friedman Asset Management is a leading financial institution located at 4984 El Camino Real in Los Altos, California, United States.

Financial Service
Details
5 23
#4

Jim Flynn - State Farm Insurance Agent

● Open
4546 El Camino Real b4, Los Altos, CA 94022, United States
650-941-5000
jimflynnlosaltos.com

Jim Flynn - State Farm Insurance Agent is a trusted insurance agency located at 4546 El Camino Real in Los Altos, California.

Photo of Jim Flynn - State Farm Insurance Agent - 4546 El Camino Real, Los Altos, CA 94022 Photo of Jim Flynn - State Farm Insurance Agent - 4546 El Camino Real, Los Altos, CA 94022 Photo of Jim Flynn - State Farm Insurance Agent - 4546 El Camino Real, Los Altos, CA 94022
Insurance Agency
Details
5 37
#5

Shilpa Merchant Real Estate - The Agency

● Open
160 Main St, Los Altos, CA 94022, United States
650-906-6869
shilpamerchant.com

Shilpa Merchant Real Estate - The Agency is a premier real estate firm located at 160 Main Street in Los Altos, California.

Photo of Shilpa Merchant Real Estate - The Agency - 160 Main Street, Los Altos, CA 94022 Photo of Shilpa Merchant Real Estate - The Agency - 160 Main Street, Los Altos, CA 94022
Details
5 6
#6

Mini Kalkat Real Estate

● Open
496 1st St, Los Altos, CA 94022, United States
650-823-7835
minikalkat.com

Mini Kalkat Real Estate is a premier real estate agency located at 496 1st Street in Los Altos, California.

Photo of Mini Kalkat Real Estate - 496 1st Street, Los Altos, CA 94022
Details
5 2
#7

El Prado

● Closed
666 S El Monte Ave, Los Altos, CA 94022, United States
650-941-8719
elpradoapts.com

El Prado is a reputable real estate agency located at 666 South El Monte Avenue in Los Altos, California.

Photo of El Prado - 666 South El Monte Avenue, Los Altos, CA 94022 Photo of El Prado - 666 South El Monte Avenue, Los Altos, CA 94022 Photo of El Prado - 666 South El Monte Avenue, Los Altos, CA 94022
Real Estate Agent
Details
5 6
#8

DiversiFi Capital

● Closed
4546 B10, 1013 El Camino Real, Los Altos, CA 94022, United States
650-632-5667
diversificapital.com

DiversiFi Capital is a finance institution located at 1013 El Camino Real in Los Altos, California, United States.

Photo of DiversiFi Capital - 1013 El Camino Real, Los Altos, CA 94022 Photo of DiversiFi Capital - 1013 El Camino Real, Los Altos, CA 94022 Photo of DiversiFi Capital - 1013 El Camino Real, Los Altos, CA 94022
Financial Service
Details
5 1
#9

Dempsey & Associates

● Open
111 Main St STE G, Los Altos, CA 94022, United States
650-941-7128
condempsey.com

Dempsey & Associates is a reputable finance institution located at 111 Main Street in Los Altos, California, United States.

Financial Service
Details
5 1
#10

Oakhurst Financial

● Closed
1059 Fremont Ave, Los Altos, CA 94024, United States
oakhurstfinancial.com

Oakhurst Financial is a trusted institution located at 1059 Fremont Avenue in Los Altos, California, specialized in accounting and finance.

Accounting Service Financial Service
Details
5 1
#11

Edward Jones - Financial Advisor: Cynthia A Wemyss, CFP®|ChFC®

● Open
339 S San Antonio Rd Suite 1 B, Los Altos, CA 94022, United States
650-948-4886
edwardjones.com

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.

Photo of Edward Jones - Financial Advisor: Cynthia A Wemyss, CFP®|ChFC® - 339 South San Antonio Road, Los Altos, CA 94022
Financial Service
Details
5 1
#12

Tozai Wealth

● Open
27401 Los Altos #270, Mission Viejo, CA 92691, United States
949-382-6073
tozaiwealth.com

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.

Financial Service
Details
5 6
#13

Baum Construction & Development

● Open
2900 Fidler Avenue, Long Beach, California 90815, United States
562-424-2286
baumcon.com

Welcome to Baum Construction & Development, your trusted partner for home remodeling and construction in Long Beach, California.

Photo of Baum Construction & Development - 2900 Fidler Avenue, Long Beach, CA 90815 Photo of Baum Construction & Development - 2900 Fidler Avenue, Long Beach, CA 90815 Photo of Baum Construction & Development - 2900 Fidler Avenue, Long Beach, CA 90815
General Contractor Home Goods Store Store
Details
5 10
#14

CENTURY21 Real Estate Alliance, Hollywood Beach Branch

● Open
112 Los Altos Street, Oxnard, California 93035, United States
805-204-0210
c21realestate.com

Welcome to CENTURY 21 Real Estate Alliance, Hollywood Beach Branch, your trusted partner in navigating the dynamic real estate market of Oxnard, California.

Photo of CENTURY21 Real Estate Alliance, Hollywood Beach Branch - 112 Los Altos Street, Oxnard, CA 93035 Photo of CENTURY21 Real Estate Alliance, Hollywood Beach Branch - 112 Los Altos Street, Oxnard, CA 93035 Photo of CENTURY21 Real Estate Alliance, Hollywood Beach Branch - 112 Los Altos Street, Oxnard, CA 93035
Real Estate Agent
Details
5 1
#15

Jorge Bernal- Century 21 Everest

● Open
112 Los Altos Street, Oxnard, California 93035, United States
805-890-9336
805pro.com

Welcome to Jorge Bernal - Century 21 Everest, your trusted real estate agency located in the heart of Oxnard, California.

Photo of Jorge Bernal- Century 21 Everest - 112 Los Altos Street, Oxnard, CA 93035 Photo of Jorge Bernal- Century 21 Everest - 112 Los Altos Street, Oxnard, CA 93035
Real Estate Agent
Details
5 2
#16

Rudy Ramirez, REALTOR

● Open
112 Los Altos Street, Oxnard, California 93035, United States
805-889-2448
rudyramirezsells.com

Welcome to Rudy Ramirez, REALTOR – your trusted partner in navigating the dynamic real estate market of Oxnard, California.

Photo of Rudy Ramirez, REALTOR - 112 Los Altos Street, Oxnard, CA 93035 Photo of Rudy Ramirez, REALTOR - 112 Los Altos Street, Oxnard, CA 93035
Details
5 15
#17

Beach Equities - Steve Fingerhut & Paige Fingerhut Charnick

● Open
5222 East Los Altos Plaza, Long Beach, California 90815, United States
562-597-8413
probateforsale.com

Welcome to Beach Equities, your trusted partner in finance and real estate located in the heart of Long Beach, California. Conveniently situated at 5222 East Los Altos Plaza, our agency is dedicated to serving the vibrant Long Beach community and beyond.

Photo of Beach Equities - Steve Fingerhut & Paige Fingerhut Charnick - 5222 East Los Altos Plaza, Long Beach, CA 90815 Photo of Beach Equities - Steve Fingerhut & Paige Fingerhut Charnick - 5222 East Los Altos Plaza, Long Beach, CA 90815 Photo of Beach Equities - Steve Fingerhut & Paige Fingerhut Charnick - 5222 East Los Altos Plaza, Long Beach, CA 90815
Financial Service Real Estate Agent
Details
4.7 9
#18

First Republic Bank

● Open
400 S San Antonio Rd, Los Altos, CA 94022, United States
650-559-8810
firstrepublic.com

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.

Photo of First Republic Bank - 400 South San Antonio Road, Los Altos, CA 94022 Photo of First Republic Bank - 400 South San Antonio Road, Los Altos, CA 94022 Photo of First Republic Bank - 400 South San Antonio Road, Los Altos, CA 94022
Automated Teller Bank, Credit Union Financial Service
Details
4 5
#19

Charles Schwab

● Open
240 3rd St #100, Los Altos, CA 94022, United States
650-917-5693
client.schwab.com

Charles Schwab is a renowned financial institution located at 240 3rd Street in Los Altos, California, United States.

Photo of Charles Schwab - 240 3rd Street, Los Altos, CA 94022 Photo of Charles Schwab - 240 3rd Street, Los Altos, CA 94022 Photo of Charles Schwab - 240 3rd Street, Los Altos, CA 94022
Financial Service
Details
3 2
#20

Cerity Partners

● Open
779 Altos Oaks Dr, Los Altos, CA 94024, United States
650-949-2221
ceritypartners.com

Cerity Partners is a leading financial institution located at 779 Altos Oaks Drive in Los Altos, California, United States.

Financial Service
Details
#21

Re/Max Gold Coast Beach Office

● Open
113 Los Altos St, Oxnard, CA 93035, United States
805-443-0701

Re/Max Gold Coast Beach Office is a premier real estate agency located at 113 Los Altos Street in Oxnard, California.

Photo of Re/Max Gold Coast Beach Office - 113 Los Altos Street, Oxnard, CA 93035 Photo of Re/Max Gold Coast Beach Office - 113 Los Altos Street, Oxnard, CA 93035 Photo of Re/Max Gold Coast Beach Office - 113 Los Altos Street, Oxnard, CA 93035
Real Estate Agent
Details
#22

Johnson Financial & Insurance Services

● Open
171 Main St Suite #607, Los Altos, CA 94022, United States
650-949-6601
jfisinc.com

Johnson Financial & Insurance Services is a reputable health and insurance agency located at 171 Main Street in Los Altos, California.

Insurance Agency Medical Services
Details
#23

Northwestern Mutual

● Open
745 Distel Dr Ste 104, Los Altos, CA 94022, United States
650-209-5743
northwesternmutual.com

Northwestern Mutual is a renowned finance and insurance agency located at 745 Distel Drive in Los Altos, California, United States.

Photo of Northwestern Mutual - 745 Distel Drive, Los Altos, CA 94022 Photo of Northwestern Mutual - 745 Distel Drive, Los Altos, CA 94022 Photo of Northwestern Mutual - 745 Distel Drive, Los Altos, CA 94022
Financial Service Insurance Agency
Details
#24

PiCircle LLC

● Open
14380 De Bell Rd, Los Altos Hills, CA 94022, United States
650-862-2385

PiCircle LLC is a finance institution located at 14380 Debell Road, Los Altos Hills, California, United States. We specialize in providing financial services and solutions to individuals and businesses in the area.

Financial Service
Details
#25

Di Maria & Cone

● Open
628 Cuesta Drive, Los Altos, CA 94024, United States
650-321-4460
dimaria-cone.com

Di Maria & Cone is a renowned institution located at 628 Cuesta Drive in Los Altos, California, United States.

Photo of Di Maria & Cone - 628 Cuesta Drive, Los Altos, CA 94024
Details
#26

Gates Pass Advisors - Financial planning - Financial Advisors - Financial Planner

● Open
280 2nd St # 280, Los Altos, CA 94022, United States
650-797-0280
gatespassadvisors.com

Gates Pass Advisors is a financial institution located at 280 2nd Street in Los Altos, California, United States.

Photo of Gates Pass Advisors - Financial planning - Financial Advisors - Financial Planner - 280 2nd Street, Los Altos, CA 94022 Photo of Gates Pass Advisors - Financial planning - Financial Advisors - Financial Planner - 280 2nd Street, Los Altos, CA 94022 Photo of Gates Pass Advisors - Financial planning - Financial Advisors - Financial Planner - 280 2nd Street, Los Altos, CA 94022
Financial Service
Details
#27

Family CFO, Inc.

● Open
4966 El Camino Real STE 227, Los Altos, CA 94022, United States
650-961-7802
familycfoinc.com

Family CFO, Inc. is a finance institution located at 4966 El Camino Real in Los Altos, California, United States.

Financial Service
Details
#28

Flywheel Private Wealth

● Open
4 Main St Suite 240, Los Altos, CA 94022, United States
650-229-8782
flywheelpw.com

Flywheel Private Wealth is a premier financial institution located at 4 Main Street in the bustling city of Los Altos, California, United States.

Financial Service
Details
#29

Three Bell Capital

● Open
4 Main St, Los Altos, CA 94022, United States
650-843-9836
three-bell.com

Three Bell Capital is a leading financial institution located at 4 Main Street in the heart of Los Altos, California.

Photo of Three Bell Capital - 4 Main Street, Los Altos, CA 94022 Photo of Three Bell Capital - 4 Main Street, Los Altos, CA 94022 Photo of Three Bell Capital - 4 Main Street, Los Altos, CA 94022
Financial Service
Details
#30

California Equity Group

● Open
111 1st St, Los Altos, CA 94022, United States
650-209-5431
californiaequitygroup.com

California Equity Group is a leading finance institution located in the heart of Los Altos, California.

Financial Service
Details
  • 1
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