Investment management team in Santa Clara, California

Utopia Property Management in Ventura, California offers expert management services for income-producing rentals, including leasing, marketing, and full-service administration. Our licensed local rental managers have current market knowledge of the Ventura County market, ensuring your property is well taken care of. With a focus on professionalism and the use of the latest technology, Utopia Management is a trusted name in property management in Ventura. We provide comprehensive services at competitive rates, including thorough market analyses to ensure optimal rental rates and effective marketing strategies to attract qualified tenants. Our expert teams handle all aspects of property management, from maintenance and repairs to lease administration and evictions. With a 24-hour accessible web portal for owners and tenants, continuous marketing and promotion, and prompt communication with tenants, Utopia Management ensures your property is well-maintained and profitable.

Santa Clara Terrace Apartments is a premier property located at 1605 Santa Clara Drive in Roseville, California. Our team works closely with property owners to accurately assess market value, showcase the property to potential buyers, and provide support throughout the sales process. For buyers, we assist in finding properties that meet their criteria, negotiating deals, and preparing offers. We are dedicated to maximizing property values and enhancing resident lifestyles through our property management services, which include inspections, showings, maintenance, rent collection, landscaping, and more. Owners and investors trust our extensive experience, resources, and local expertise to achieve their goals.

Davis Financial Management is a leading finance institution located at 1395 Franklin Street in Santa Clara, California, United States. Our team of experienced financial experts are dedicated to providing top-notch financial services to individuals and businesses. Whether you need assistance with investment management, retirement planning, or wealth management, our professionals are here to help you achieve your financial goals. With a focus on personalized service and tailored financial solutions, Davis Financial Management is committed to helping our clients build and protect their wealth for the long term. Contact us today to schedule a consultation and see how we can help you secure a brighter financial future.

Rogers Investment Advisors LLC is a finance institution located at 2975 Bowers Avenue in Santa Clara, California, United States. Our team of experienced advisors is dedicated to helping our clients achieve their financial goals through personalized investment strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, we are here to provide expert guidance and support every step of the way. Trust Rogers Investment Advisors LLC to help you secure your financial future.

Lilani Wealth Management is a premier financial institution located at 1624 Santa Clara Drive in Roseville, California. Our team of expert financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or estate planning, we provide personalized solutions tailored to your individual needs. Trust Lilani Wealth Management to guide you towards financial success and peace of mind.

LSJ Wealth Management is a premier financial institution located at 5201 Great America Parkway in Santa Clara, California. Our team of experienced professionals is dedicated to providing personalized wealth management services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or protect your assets, LSJ Wealth Management is here to provide expert guidance and support. Contact us today to learn how we can help you secure your financial future.

PB Financial Group Corporation - Santa Clara Office is a leading finance and real estate agency located at 5201 Great America Parkway in Santa Clara, California. Our team of experienced professionals is dedicated to providing top-notch financial solutions and real estate services to clients in the Santa Clara area. Whether you are looking to secure a loan, invest in property, or buy/sell a home, our expert advisors are here to help you every step of the way. Trust PB Financial Group Corporation - Santa Clara Office for all your financial and real estate needs.

Grassi Investment Management is a reputable finance institution located at 2350 Mission College Boulevard in Santa Clara, California, United States. With a focus on providing top-notch investment management services, Grassi Investment Management is dedicated to helping clients achieve their financial goals and secure their financial future. Their team of experienced professionals offers personalized investment strategies tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or preserve your assets, Grassi Investment Management is committed to delivering exceptional results and unparalleled service.

The Merrill Investment & Retirement Financial Center is a leading finance institution located at 2900 El Camino Real in Santa Clara, California, United States. Our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals through personalized investment and retirement planning services. Whether you are looking to grow your wealth, save for retirement, or plan for the future, our experts are here to provide you with the guidance and support you need. Visit us today to learn more about how we can help you secure your financial future.

Evans Wealth Management Group - Ameriprise Financial Services, LLC is a trusted finance institution located at 225 West Santa Clara Street in San Jose, California, United States. Recognized as one of the Most Trustworthy Companies in America 2023 by Newsweek, we offer personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. Our team works closely with you to document your goals, regularly review your progress, and adjust your approach as life changes. With convenient online access to your investments and accounts, you can track your progress towards your financial goals securely from any device. Schedule a complimentary initial consultation to learn more about how we can help you achieve financial success. Our Ameriprise financial advisors are registered to do business in specific U.S. states, and we adhere to strict privacy and security guidelines to protect your information. Contact us today to discuss what's most important to you and start planning for a secure financial future.

Gary Sargenti - RBC Wealth Management Financial Advisor is a prestigious finance institution located at 99 South Almaden Boulevard in San Jose, California, United States. As a trusted financial advisor, Gary Sargenti provides expert guidance and personalized strategies to help clients achieve their financial goals. With a strong focus on wealth management, investment planning, and retirement solutions, Gary Sargenti and his team offer a comprehensive range of services to individuals and businesses alike. With a commitment to excellence and a dedication to client satisfaction, Gary Sargenti - RBC Wealth Management Financial Advisor is the go-to destination for all your financial needs.

NF Wealth Management - Ameriprise Financial Services, LLC is a leading finance institution located at 225 West Santa Clara Street in San Jose, California, United States. With a team of experienced financial advisors, they offer a wide range of services to help clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management solutions, NF Wealth Management has the expertise and resources to assist you every step of the way. Trust in their proven track record of success and personalized approach to financial planning.

The Skyline Wealth Management Group - Morgan Stanley is a leading finance institution located at 225 West Santa Clara Street in San Jose, California, United States. As part of the prestigious Morgan Stanley brand, they offer comprehensive wealth management services to help clients achieve their financial goals. With a team of experienced professionals, they provide personalized investment strategies, retirement planning, and financial guidance to individuals and businesses. Visit them today to learn how they can help you secure your financial future.

U.S. Bancorp Investments - Financial Advisors in Alameda is a trusted financial institution located at 2424 Santa Clara Avenue in Alameda, California. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies. Whether you are planning for retirement, saving for college, or looking to grow your wealth, our advisors are here to provide expert guidance and support. With a commitment to excellence and a focus on building long-term relationships, U.S. Bancorp Investments is the premier choice for individuals seeking sound financial advice in the Alameda area.

Ilda 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.

Chugh, LLP is a leading institution located at 1600 Duane Avenue, Santa Clara, California, United States. Specializing in accounting, finance, and legal services, we provide expert guidance on a wide range of business and immigration matters. Our team of over 200 professionals is dedicated to helping both international corporate clients and individuals navigate the complexities of the US legal system. From entity formation to IP protection, divorce proceedings to trade agreements, our diverse legal practice areas cover all aspects of business and personal law. With offices in 10 US locations and 8 international offices, Chugh, LLP is well-equipped to assist clients both domestically and abroad. Our commitment to exceptional service, professionalism, and continuous learning sets us apart from other law firms. Contact us today for cutting-edge insights and personalized assistance with your legal needs.

Pointe 38 is a reputable real estate agency located at 1321 Santa Clara Street in Vallejo, California. Our experienced team of agents is dedicated to helping clients buy, sell, or rent properties in the Vallejo area. Whether you're looking for a new home, investment property, or commercial space, Pointe 38 is here to assist you every step of the way. With a strong knowledge of the local market and a commitment to excellent customer service, we strive to make the real estate process as smooth and stress-free as possible for our clients. Contact us today to see how we can help you achieve your real estate goals.

Velocity at Lawrence Station is a premier real estate agency located in Santa Clara, California. Our team of experienced agents is dedicated to providing top-notch service to clients looking to buy, sell, or rent properties in the area. We specialize in helping individuals and families find their dream home or investment property. With a prime location at 3488 Agate Drive, we are conveniently situated near Lawrence Station, making it easy for clients to access our services. Whether you are a first-time homebuyer or a seasoned investor, Velocity at Lawrence Station is here to assist you every step of the way. Contact us today to learn more about how we can help you achieve your real estate goals.

The Carlyle is a prestigious real estate agency located at 4500 Carlyle Court in Santa Clara, California. With a reputation for excellence and a commitment to providing top-notch service to clients, The Carlyle offers a wide range of real estate services including buying, selling, and leasing properties. Their team of experienced agents are dedicated to helping clients find their dream home or investment property. Whether you are looking to buy, sell, or rent, The Carlyle is the go-to agency for all your real estate needs in the Santa Clara area.

Aborn 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.

Ventura Executive Suites is a prestigious real estate agency located in the heart of Ventura, California. Our office is conveniently situated at 701 East Santa Clara Street, offering clients easy access to our top-notch services. With a team of experienced and knowledgeable real estate professionals, we provide comprehensive solutions for all your property needs. Whether you are looking to buy, sell, or lease a property, our dedicated staff is here to assist you every step of the way. Trust Ventura Executive Suites for all your real estate needs in Ventura and beyond.

MTI Capital Inc. is a reputable general contractor and real estate agency located at 940 East Santa Clara Street in Ventura, California, United States. With a strong focus on quality craftsmanship and customer satisfaction, MTI Capital Inc. offers a wide range of services including construction, renovation, and property management. Their team of experienced professionals is dedicated to delivering exceptional results for both residential and commercial projects. Whether you are looking to build your dream home or invest in real estate, MTI Capital Inc. is the perfect partner to help you achieve your goals.

Jefferson at Carmel Mountain Ranch is a reputable real estate agency located in the heart of San Diego, California. Situated at 11832 Stoney Peak Drive, this institution offers top-notch services for buying, selling, and renting properties in the area. With a team of experienced agents and a commitment to excellent customer service, Jefferson at Carmel Mountain Ranch is dedicated to helping clients find their dream homes or investment properties. Whether you are a first-time homebuyer or a seasoned investor, you can trust Jefferson at Carmel Mountain Ranch to provide expert guidance and support throughout the real estate process. Contact them today to start your journey towards finding the perfect property in San Diego.

Concise Solutions Insurance Services is a reputable insurance agency located at 3349 International Boulevard in Oakland, California. Specializing in Commercial Insurance, Home Insurance, and Auto Insurance, we proudly serve the communities of San Francisco, Oakland, Santa Clara, Fremont, Berkeley, and Hayward, CA, as well as surrounding areas. Our dedicated team understands the unique needs of Bay Area businesses and individuals, providing affordable insurance solutions without compromising on quality. Whether you are looking to protect your liability, employees, company vehicles, or personal property, we offer comprehensive insurance coverage tailored to your specific requirements.

2000 Homestead Rd is a finance institution located on Homestead Road in Santa Clara, California. This institution offers a wide range of financial services to individuals and businesses in the area. With a team of experienced professionals, 2000 Homestead Rd provides personalized financial solutions to help clients achieve their financial goals. Whether you are looking for assistance with investments, loans, or financial planning, 2000 Homestead Rd is dedicated to helping you navigate the complexities of the financial world. Visit us today to learn more about how we can help you secure your financial future.

Old Republic Title is a reputable finance and insurance agency located at 18625 Sutter Boulevard in Morgan Hill, California. With a strong presence in the United States, Old Republic Title provides comprehensive title insurance and escrow services to protect real estate investments. Their experienced team of professionals ensures a smooth and secure transaction process for their clients. Trust Old Republic Title for all your title insurance needs.

Brainin Law Office is a forward-thinking law firm located at 2855 Kifer Road in Santa Clara, California, dedicated to providing innovative solutions for your family, investment, and business needs. Specializing in family and asset protection, estate planning, wealth preservation, business succession, and real estate investment, our team of legal experts is committed to helping individuals and families in the San Francisco Bay Area secure their futures for tomorrow. With over 25 years of experience, Gary Brainin is known for his professionalism, knowledge, and problem-solving skills. Whether you need assistance with estate planning, business succession, or asset protection, Brainin Law Office is here to help you achieve your goals today and for years to come. Serving all cities in San Mateo and Santa Clara County, our team is dedicated to providing exceptional legal services tailored to your unique needs. Contact us today to schedule a consultation and start planning for a secure future.

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.

Heckman Financial & Insurance Services Inc-HFIS is a well-established institution located in San Jose, California. As a trusted accounting, finance, and insurance agency, we provide comprehensive financial solutions to individuals and businesses. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and protect their assets. Whether you need assistance with tax planning, investment strategies, or insurance coverage, HFIS is here to provide personalized service and expert guidance. Visit us at 333 West Santa Clara Street to learn more about how we can help you secure a stable financial future.

Victory Finance Inc is a reputable finance institution located at 2445 Augustine Drive in Santa Clara, California. We specialize in providing a wide range of financial services to our clients, including investment management, financial planning, and loan services. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or secure a loan, Victory Finance Inc is here to help. Contact us today to learn more about how we can assist you with your financial needs.