Investment options in Sunnyvale, California

Provident Credit Union's Sunnyvale Community Branch is a trusted financial institution located at 398 West El Camino Real in Sunnyvale, California. As a full-service credit union, they offer a range of banking and financial services to meet the needs of their members. Whether you're looking to deposit funds, withdraw cash from the ATM, or apply for a loan, Provident Credit Union is dedicated to providing excellent customer service and helping you achieve your financial goals. Visit their Sunnyvale Community Branch today to experience the convenience and personalized service that sets them apart from traditional banks.

First Allied Securities Inc. in Sunnyvale, California is a finance institution located at 1294 Kifer Road. As a branch of Cetera Advisors, they offer a range of financial services including retirement planning, insurance, and investment options. You can learn more about your financial professional and Cetera Advisors by visiting FINRA’s BrokerCheck. Their services include a FlexInsured Account, Business Continuity Plan, and Advisory Services Disclosure. For more information, you can also access their Fee Schedule for Pershing Accounts and Order Routing Disclosure.

Merrill Investment & Retirement Financial Center is located at 921 East Arques Avenue in Sunnyvale, California. As a finance institution, we offer personalized advice and guidance to help you achieve your financial goals. Our team of Merrill Financial Solutions Advisors can assist you in planning for your future and making informed investment decisions. Whether you are looking to save for retirement, invest in securities, or explore banking products, we have the expertise to help you navigate the complex world of finance. Visit us to meet with an advisor and start turning your ambitions into action. Please note that this material is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. Additional information about our services and offerings can be found in our Client Relationship Summary.

Mike Klein - State Farm Insurance Agent is an insurance agency located at 1052 East El Camino Real in Sunnyvale, California. Serving the communities of Sunnyvale and the Silicon Valley, Mike Klein and his team are dedicated to helping families create personalized insurance plans. With 30 years of State Farm Insurance experience, Mike has expanded his licenses to include Colorado, offering assistance to policyholders in both states. As a small business owner, Mike is actively involved in the Sunnyvale community, serving as a past Chair of the Sunnyvale Chamber of Commerce and past President of the Rotary Club of Sunnyvale. With a focus on giving back and supporting local initiatives, Mike is committed to helping families find the right insurance plan for their needs.

New York Life Insurance Company, located at 333 West El Camino Real, Sunnyvale, California, is an insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. They also provide coverage for everyday tasks, income replacement in case of sickness or injury, professionally managed investments, and guidance for estate planning. With over 12,000 agents nationwide, New York Life offers best-in-class products and solutions to help grow your financial security and peace of mind. They have been in the industry for over 175 years, upholding values of diversity, responsibility, and service. Their mission is to make the world a better place through responsible investing, community engagement, and charitable giving.

Farmers Insurance - Atulya Yogeshwar is a local insurance agency located at 510 Lawrence Expressway in Sunnyvale, California. The agency is dedicated to helping customers find the insurance coverage that best suits their needs, whether it's for auto, home, renters, business, or other types of insurance. At Farmers Insurance, personalized service is provided to make customers more informed about their insurance options. The experienced agents at Farmers Insurance can assist with understanding coverage options, deductibles, and more. They can help with selecting the right car insurance coverage, providing online quotes and discounts to help save money. For homeowners, Farmers Insurance offers comprehensive coverage and competitive rates, ensuring that your most valuable possession is protected in the event of a disaster.

Farmers Insurance - Jun Kim is an insurance agency located at 830 Stewart Drive, Sunnyvale, California, United States. As your local Farmers® agent in Sunnyvale, CA, Jun Kim helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance offers a range of coverage options including auto, home, renters, business insurance, and more. Jun Kim can help you understand your coverage options and provide personalized assistance to make you smarter about insurance. Whether you need comprehensive coverage, collision coverage, deductibles, or medical payments, Jun Kim can help you select the right insurance coverage for your needs and budget. Farmers Insurance also offers discounts to help you save money on your premiums. If you're looking for home insurance, Farmers Insurance has a longstanding reputation for providing reliable coverage in the event of a disaster. Jun Kim can help you get a competitive rate and multi-line insurance discounts for your home. It's essential to review your life insurance policy as your life changes, whether you've purchased a home, gotten married, had children, or started a business. Jun Kim can help you create a plan to provide financial support for your loved ones.

Patelco Credit Union is a trusted financial institution located at 332 West El Camino Real in Sunnyvale, California, United States. As a credit union, they offer a wide range of banking and financial services to their members, including savings accounts, checking accounts, loans, and investment options. With a focus on providing personalized service and competitive rates, Patelco Credit Union is dedicated to helping individuals and families achieve their financial goals. Visit them today to learn more about how they can help you manage your finances effectively.

City National Bank, located at 301 West McKinley Avenue in Sunnyvale, California, is a trusted institution that has been prioritizing the success of its clients, colleagues, and communities since 1954. With a focus on integrity and building strong client relationships, City National Bank offers a range of services including personal, private, and business banking, wealth management, brokerage, leasing, and software solutions. At City National Bank, we believe in a personalized approach to banking, ensuring that each client receives the individual attention and tailored solutions they deserve. Our commitment to diversity, equity, and inclusion in the workplace sets us apart, creating a welcoming and inclusive environment for both employees and clients.

Googain is a leading finance institution located at 1288 Kifer Road in Sunnyvale, California. With a strong presence in the United States, Googain offers a wide range of financial services to meet the needs of individuals, businesses, and organizations. Our dedicated team of financial experts provides personalized solutions and expert advice to help our clients achieve their financial goals. Whether you are looking for investment opportunities, loan options, or financial planning services, Googain is here to support you every step of the way. Visit us at our Sunnyvale location to learn more about how we can help you secure your financial future.

BayAreaLoanSigning is a finance institution located at 807 Shirley Avenue in Sunnyvale, California. We specialize in providing loan signing services for individuals and businesses in the Bay Area. Our team of experienced professionals ensures a smooth and efficient process for all your loan signing needs. Whether you are refinancing your home or securing a business loan, BayAreaLoanSigning is here to help. Contact us today for reliable and professional loan signing services.

Shelley Shukla - State Farm Insurance Agent is a trusted insurance agency located at 1052 East El Camino Real in Sunnyvale, California. As Spring approaches and more people hit the road for breaks and vacations, it's essential to ensure you have the right Auto Insurance coverage. Our team is dedicated to making insurance easy and enjoyable for our customers, answering all your questions and providing personalized insurance plans for your family. We also offer emergency preparedness tips, advice for driving on rural roads, and information on annuities and life insurance to help you create a financial roadmap that meets your needs. Our office is committed to making a difference in the community and helping individuals protect themselves from the unexpected with State Farm's financial stability.

BizBen.com is the Internet's most comprehensive business marketplace, located at 440 North Wolfe Road in Sunnyvale, California, United States. From a 100% wet cleaning plant in West Hills to a mental health rehab center in Los Angeles, BizBen.com offers a wide range of businesses for sale. Whether you're looking for a dog grooming shop in Burbank, a coffee kiosk, a pizza business, or a construction company, BizBen.com has listings to suit your needs. With options like a translation service company, a real estate staging service, or a home health care agency, there is something for every entrepreneur. Explore opportunities like a high-end market in North San Jose, an oyster bar in a beach community, or a drive-through restaurant near a college campus. From boutique facial spas to award-winning agencies, BizBen.com has a diverse selection of businesses for sale. Don't miss out on the chance to own a successful business in a variety of industries with the help of BizBen.com.

Farmers Insurance - Kevin Chen is an insurance agency located at 341 Cobalt Way, Sunnyvale, California, United States. As a local Farmers® agent in Sunnyvale, CA, Kevin Chen helps customers identify the insurance coverage that best fits their needs. The process is personalized and straightforward to make customers smarter about insurance. With knowledge and experience, Kevin can help customers better understand their coverage options, whether it's auto, home, renters, business insurance, and more. Kevin and his staff are available to sit down with customers and discuss their insurance needs. Customers can contact Kevin for any questions they might have. Kevin Chen offers comprehensive coverage, collision coverage, deductibles, medical payments, and more. Customers can get started with an online auto insurance quote and learn about insurance discounts that can help save money.

The Bank of America Financial Center located at 921 East Arques Avenue in Sunnyvale, California, is a trusted banking institution offering a wide range of financial services to individuals and businesses. With a strong presence in the United States, Bank of America is known for its commitment to customer service, innovative banking solutions, and competitive rates. Whether you're looking to open a checking account, apply for a mortgage, or invest in your future, the Bank of America Financial Center is here to help you achieve your financial goals. Visit us today to experience the difference of banking with a leading financial institution.

Synqmine Tax Planning and CFO Services is a top-rated accounting firm and tax consultancy located at 1525 McCarthy Boulevard in Milpitas, California. Our team of financial professionals is dedicated to helping businesses and individuals make accurate financial decisions promptly. We specialize in reducing liabilities and maximizing profits for our clients in Santa Clara County. At Synqmine, we offer a full range of tax planning and accounting services to help businesses raise capital, monitor cashflow, track expenses, reduce tax liability, and identify financial trends. Our goal is to improve our client's financial position as they expand and grow into the future.

Academic Driving School, located at 110 Plaza West in San Jose, California, is a reputable institution that provides professional driving lessons to individuals in various cities including San Jose, Santa Clara, Sunnyvale, Milpitas, Los Gatos, Cambrian Park, Campbell, Saratoga, Mountain View, Los Altos, Cupertino, and Palo Alto, CA. The school offers high-quality instruction to help students pass their behind the wheel test and obtain their driver's license. Many students have praised the school for its experienced instructors who provide valuable tips and guidance during lessons. Students have reported significant improvement in their driving skills after just a few sessions with the instructors. The school also offers a convenient online interface for tracking progress and accessing report cards.

Farmers Insurance - Lili Li is an insurance agency located at 1202 Kifer Road, Sunnyvale, California, United States. As your local Farmers® agent, Lili Li and her staff are dedicated to helping customers identify insurance coverage that best fits their needs. Whether you are looking for auto, home, renters, life, or business insurance, they have the knowledge and experience to assist you in understanding your coverage options. By offering personalized and straightforward service, they aim to make you more informed about insurance. If you have questions about comprehensive coverage, deductibles, or any other insurance-related inquiries, feel free to contact Lili Li. She can help you navigate through the process of selecting the right insurance coverage for your needs and budget. Additionally, you can get started with an online quote to learn about insurance discounts that can help you save money.

Blum Plaza Medical/Dental Building is a premier health and real estate agency institution located at 2242 Camden Avenue in San Jose, California. With excellent visibility and signage for heavy traffic, this institution serves a wide range of communities including San Jose, Campbell, Santa Clara, Los Gatos, Saratoga, Cupertino, Sunnyvale, Mountain View, Palo Alto, and many more. Conveniently located within minutes of top hospitals such as Good Samaritan Hospital, Stanford Health Care, and O'Connor Hospital, Blum Plaza is also in close proximity to various retail shopping centers and residential neighborhoods. The building features elegant double glass door entries, premium common area finishes, and amenities such as handicap entry access, elevators, and ADA compliance.

CU Financial Partners is a leading financial institution located at 640 West California Avenue in Sunnyvale, California. As a trusted provider of financial services, we specialize in offering a wide range of financial products and solutions to our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with loans and mortgages, CU Financial Partners is here to assist you every step of the way. Visit us today and let us help you secure your financial future.

Charles Schwab is a renowned financial institution located at 438 East El Camino Real in Sunnyvale, California, United States. With a focus on providing investment and financial services to individuals and businesses, Charles Schwab offers a wide range of products and services including brokerage, banking, and wealth management. Known for their commitment to customer service and innovative approach to investing, Charles Schwab is a trusted name in the finance industry.

Affine Finance is a leading financial institution located at 1250 Oakmead Parkway in Sunnyvale, California, United States. Specializing in finance, our team of experts provides a wide range of services including investment management, financial planning, and wealth management. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how Affine Finance can help you reach your financial aspirations.

World Financial Group Inc is a leading financial institution located at 1290 Oakmead Parkway in Sunnyvale, California. As a powerhouse in the finance industry, World Financial Group Inc offers a wide range of financial services and solutions to individuals and businesses. With a strong reputation for excellence and expertise, clients can trust World Financial Group Inc to provide personalized and comprehensive financial planning, investment strategies, and wealth management services. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Visit World Financial Group Inc today and take the first step towards financial success.

Securities America Inc is a finance institution located at 705 Starbush Drive in Sunnyvale, California, United States. As a leading provider of investment services, Securities America Inc offers a wide range of financial products and services to help clients achieve their financial goals. With a team of experienced professionals, they provide personalized investment strategies and expert advice to help clients navigate the complex world of finance. Whether you are looking to build wealth, plan for retirement, or protect your assets, Securities America Inc is dedicated to helping you succeed.

Mehrra Jewellers Inc is a prestigious finance and jewelry store located at 998 East El Camino Real in Sunnyvale, California. With a wide selection of exquisite jewelry pieces, including rings, necklaces, bracelets, and earrings, Mehrra Jewellers Inc is a one-stop destination for all your jewelry needs. Whether you are looking for a special gift or a stunning piece for yourself, our knowledgeable staff are ready to assist you in finding the perfect piece. Visit us today and experience the luxury and elegance of Mehrra Jewellers Inc.

Edward Jones - Financial Advisor: James Rohn, CFP® is a reputable financial institution located in Sunnyvale, California, United States. Specializing in finance, James Rohn, a Certified Financial Planner, provides expert advice and personalized solutions to help clients achieve their financial goals. With a commitment to professionalism and integrity, Edward Jones offers a wide range of services including retirement planning, investment strategies, and wealth management. Trust James Rohn and the team at Edward Jones to provide sound financial guidance and support for a secure financial future.

Edward Jones - Financial Advisor: Robert W Diaz, AAMS™ is a trusted financial institution located in Sunnyvale, California. As a dedicated financial advisor, Robert W Diaz, AAMS™ provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert guidance, Edward Jones is committed to helping clients navigate the complexities of the financial world. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Robert W Diaz, AAMS™ is here to help you every step of the way.

Edward Jones - Financial Advisor: Tanner M Kohl, CFP® is a reputable finance institution located at 438 South Murphy Avenue in Sunnyvale, California, United States. As a Certified Financial Planner, Tanner M Kohl offers personalized financial advice and services to help clients achieve their financial goals. With a strong focus on building long-term relationships, Edward Jones provides expert guidance on investments, retirement planning, insurance, and more. Trust in Tanner M Kohl and the team at Edward Jones to help secure your financial future.

Best Advisors Inc. is a leading finance institution located at 632 East Olive Avenue in Sunnyvale, California, United States. Our team of expert advisors is dedicated to providing top-notch financial services and guidance to help our clients achieve their financial goals. Whether you are looking to invest, save for the future, or plan for retirement, our experienced advisors are here to help. Trust Best Advisors Inc. for all your financial needs.

H&R Block is a well-known accounting and finance institution located at 717 East El Camino Real in Sunnyvale, California, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking for assistance with your personal finances or a business in need of expert accounting services, H&R Block is dedicated to helping you achieve your financial goals. Visit their office in Sunnyvale today to get started on your path to financial success.