TOP 10 Best Investment products in Sunnyvale, California
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Fidelity Investments
Fidelity Investments is a renowned finance institution located at 398 West El Camino Real in Sunnyvale, California, United States. With a strong reputation for providing top-notch investment services, Fidelity Investments offers a wide range of financial products and services to help individuals and businesses achieve their financial goals. Whether you are looking to invest in stocks, bonds, mutual funds, or retirement accounts, Fidelity Investments has the expertise and resources to help you make informed decisions and secure your financial future. Trust Fidelity Investments for all your investment needs.
First Allied Securites Inc. - Sunnyvale
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
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
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
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 - Kevin Chen
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.
Drenched IV Incorporated
Welcome to Drenched IV Incorporated, your premier mobile IV hydration and vitamin therapy service in Monterey, California. Located at 550 Figueroa Street, we specialize in bringing wellness directly to your doorstep, offering a variety of infusion therapies tailored to meet your unique health needs. Our professional team provides a wide range of services, from Energy and Focus infusions to Recovery and Hangover Relief, and specialized Women’s Health Support. Each infusion is expertly crafted with a blend of essential vitamins, minerals, electrolytes, amino acids, antioxidants, and NAD to give your body a comprehensive wellness boost. Whether you're preparing for a big event or recovering from a strenuous workout, our therapies are designed to support your lifestyle and enhance your well-being.
Shelley Shukla - State Farm Insurance Agent
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.
Charles Schwab
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.
Farmers Insurance - Lili Li
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.
cu financial partners
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.
Securities America Inc
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.
SART Accelerator LLC
SART Accelerator LLC, located in Sunnyvale, California, is a high tech accelerator focused on providing seed funding and support to startups at the pre-revenue or early revenue stage. With a dynamic co-working space and a 12-week mentoring program, SART Accelerator aims to help entrepreneurs build successful companies. The institution invests in over 50 market-ready tech or non-tech products/services, offering greater than 20% risk-adjusted returns on investment. SART Venture Fund co-invests with angels/VCs in follow-on rounds, giving startups a competitive advantage. The accelerator and fund focus on seed stage capital-efficient technology companies that can succeed with less than $2 million in lifetime capital raised. The sub-$50 million exit market provides investees with a range of exit opportunities in 3-6 years, making SART Accelerator a valuable resource for startups looking to grow and succeed.
Merrill Edge
Merrill Edge is a finance institution located at 921 East Arques Avenue, Sunnyvale, California, United States. They offer online investing, trading, brokerage, and advice services. With Merrill Guided Investing, you can start investing with $0 in program fees for the first 6 months. They provide a wide range of brokerage, investment advisory, and financial planning services. Investing in securities involves risks, and there is always a potential for loss. They offer Net Asset Value (NAV) and market price returns, which include fees and applicable loads. Merrill Edge also provides banking products through Bank of America, N.A. and affiliated banks, as well as insurance services through Merrill Lynch Life Agency Inc. Additional information can be found in their Client Relationship Summary (PDF) and Form CRS.
Edward Jones - Financial Advisor: Robert W Diaz, AAMS™
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.
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