The 30 Best Investment services in Los Altos, California
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Johnson Financial & Insurance Services
Johnson Financial & Insurance Services is a reputable health and insurance agency located at 171 Main Street in Los Altos, California. With a commitment to providing top-notch financial and insurance services, our team of professionals is dedicated to helping clients navigate the complex world of health and insurance coverage. Whether you are looking for health insurance for yourself or your family, or need assistance with other types of insurance policies, Johnson Financial & Insurance Services is here to help. Our personalized approach and attention to detail set us apart from other agencies, making us a trusted partner for all your insurance needs. Visit us today to see how we can help you secure your financial future.
Barbara Madden - Financial Advisor, Ameriprise Financial Services, LLC
Barbara Madden - Financial Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 164 Main Street, Los Altos, California, United States. Barbara Madden holds several certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating her expertise and commitment to providing top-notch financial advice and services. With a strong focus on asset management, retirement planning, estate planning, and investment opportunities, Barbara Madden is well-equipped to assist individuals, retirees, small business owners, and high net worth clients with their financial needs. Additionally, Barbara Madden is dedicated to ongoing education and training to stay current with the latest trends and best practices in the finance industry. Whether you are looking for assistance with portfolio management, wealth transfers, retirement planning, or any other financial need, Barbara Madden - Financial Advisor, Ameriprise Financial Services, LLC is here to help you achieve your financial goals.
Ester Ng - Financial Advisor, Ameriprise Financial Services, LLC
Ester Ng is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 164 Main Street in Los Altos, California. With years of experience in the finance industry, Ester provides personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Ester is dedicated to providing expert guidance and support every step of the way. Contact Ester Ng today to schedule a consultation and take control of your financial future.
Baird Global Investment Banking
Baird Global Investment Banking is a leading middle-market finance institution located at 4 Main Street, Los Altos, California, United States. With over 500 banking associates working as one global team, Baird collaborates across geographies, products, and sectors to help clients achieve great outcomes. Specializing in advisory and financing services, Baird assists publicly traded companies, private companies, entrepreneur-owned businesses, and private equity firms worldwide in achieving their unique objectives. The institution advises buyers and sellers on mergers, acquisitions, and other M&A transactions globally. Baird's investment banking group operates on a single profit and loss statement, promoting teamwork and collaboration for clients. With a dedicated Financial Sponsor group, Baird offers significant private equity perspectives and relationships to every M&A process. The institution also executes equity financing transactions for clients, including IPOs and follow-on offerings, with global distribution capabilities through its institutional sales and trading team. Baird's industry and M&A bankers work together to provide innovative capital solutions to clients, analyzing and optimizing capital structures and structuring and raising capital for various purposes. The institution's global team of investment banking professionals delivers in-depth sector expertise, transaction experience, and industry relationships to clients worldwide. Baird is known for its exceptional work environment and is consistently recognized as one of the Fortune 100 Best Companies to Work For®.
Legal Advantage Investments, Inc.
Legal Advantage Investments, Inc. is a registered investment advisor located in California, United States. We are regulated by the Securities and Exchange Commission (SEC) and provide investment advice to clients. Our firm only conducts business in states where we are properly registered or exempt from registration. The information on our website is for informational purposes only and is subject to change without notice. We do not provide personalized investment advice, and investors should determine if our services are suitable for their needs. Please note that other similar services may be available at a lower cost. We do not offer tax or legal advice, so individuals should consult with their own advisors for such guidance. All investments carry risk, and past performance does not guarantee future results. We strive to help clients achieve their investment goals, but there is no guarantee of success.
Kiersten Ligeti & Patricia Karoubi Team - The Agency Los Altos
Kiersten Ligeti & Patricia Karoubi Team - The Agency Los Altos is a premier finance and real estate agency located in Los Altos, California. With a prime location at 161 South San Antonio Road, this dynamic duo offers expert guidance and personalized service to clients looking to buy, sell, or invest in properties in the area. With a wealth of knowledge and experience in the local market, Kiersten Ligeti & Patricia Karoubi are dedicated to helping clients achieve their real estate goals. Whether you are a first-time homebuyer or a seasoned investor, The Agency Los Altos is committed to providing top-notch service and exceptional results.
Hordin's Income Tax Services
Hordin's Income Tax Services is a reputable accounting and finance institution located at 164 Main Street in Los Altos, California, United States. With a team of experienced professionals, we offer a wide range of tax services to individuals and businesses, ensuring accurate and timely filing. Our dedicated staff is committed to providing personalized attention and expert advice to help our clients navigate the complexities of tax laws and regulations. Trust Hordin's Income Tax Services for all your tax needs and experience peace of mind knowing your finances are in good hands.
Rebecca Rehberg - Your Partner in Real Estate
Welcome to Rebecca Rehberg - Your Partner in Real Estate, where personalized service meets expert guidance. Conveniently located at 112 Los Altos Street in the heart of Oxnard, California, we are dedicated to helping you navigate the real estate market with ease and confidence. Whether you're buying, selling, or investing, our experienced team is committed to understanding your unique needs and delivering tailored solutions to achieve your real estate goals. With a deep knowledge of the local market and a passion for exceptional customer service, Rebecca Rehberg is your trusted partner in making informed real estate decisions. Discover a seamless and rewarding real estate experience with us today.
Le banc
Le Banc is a cozy and inviting bar located on 366 Main Street in the charming town of Los Altos, California. Known for its relaxed atmosphere and friendly staff, this institution is a popular spot for locals and visitors alike to unwind and enjoy a drink. With a wide selection of craft beers, wines, and cocktails, Le Banc offers something for everyone. Whether you're looking to catch up with friends, watch the game, or simply relax after a long day, Le Banc is the perfect place to kick back and enjoy a drink in the heart of Los Altos.
Mini Kalkat Real Estate
Mini Kalkat Real Estate is a premier real estate agency located at 496 1st Street in Los Altos, California. With a reputation for excellence and a commitment to customer satisfaction, Mini Kalkat Real Estate offers a wide range of services to help clients buy, sell, and invest in properties in the vibrant California real estate market. Our experienced team of professionals provides personalized assistance and expert guidance to ensure a smooth and successful real estate experience. Whether you are looking for your dream home, selling your current property, or exploring investment opportunities, Mini Kalkat Real Estate is here to help you every step of the way. Contact us today to learn more about how we can assist you with all of your real estate needs.
PhysioFit Physical Therapy & Wellness
PhysioFit Physical Therapy & Wellness, located in Los Altos, California, is a gym and health institution that believes in investing in your long-term health. Your well-being is not an expense, but a valuable asset that affects every aspect of your life. Through Physical Therapy and Wellness services, we can help you achieve the best version of yourself for you and your loved ones. Our specialized treatments include Pelvic Floor PT for bladder, bowel, and digestive issues, solutions for ankle and foot pain, knee strength rebuilding, Diastasis Recti treatment, and more. We cater to athletes, active grandparents, and health-conscious individuals who prefer healing through movement over medications and surgeries. Testimonials from satisfied clients in Los Altos, CA attest to the effectiveness of our services. Invest in your health today and experience the benefits of a pain-free, active lifestyle with PhysioFit Physical Therapy & Wellness.
El Prado
El Prado is a reputable real estate agency located at 666 South El Monte Avenue in Los Altos, California. With a strong presence in the local market, El Prado specializes in helping clients buy, sell, and rent residential and commercial properties in the area. Their team of experienced agents offers personalized service and expert guidance to ensure a smooth and successful real estate transaction. Whether you are looking to find your dream home or maximize the value of your property, El Prado is dedicated to helping you achieve your real estate goals.
PURE Property Management of California
PURE Property Management of California is a top-notch real estate agency located at 555 Soquel Avenue in Santa Cruz, California. Our Silicon Valley office is dedicated to helping property owners maximize their rental investments with expert advice and superior housing solutions. Our certified professionals, designated by the National Association of Residential Property Managers, are committed to managing your investment property with care and efficiency. We serve a wide range of areas including Aptos, Campbell, Fremont, Los Gatos, Milpitas, Palo Alto, San Jose, Santa Clara, Santa Cruz, Saratoga, Scotts Valley, Sunnyvale, and Watsonville. With our innovative technology and responsive property managers, we ensure that both landlords and residents have a positive and stress-free experience. Trust PURE Property Management to handle all aspects of the leasing process, from resident placement to rent collection and maintenance management. Contact us today to experience the benefits of working with the best in Silicon Valley property management.
Michael Delgado Century 21 REA Fine Homes & Estates CalBRE: #01341386
Michael Delgado Century 21 REA Fine Homes & Estates, located at 112 Los Altos Street in Oxnard, California, is a top-ranked real estate agency with a focus on luxury properties in Ventura County. Our website offers the most current listings for homes, condos, land, and foreclosures, updated every 15 minutes from the official Realtor® database. With our easy-to-use search tools and interactive map feature, finding your dream property has never been easier. Our team of experienced real estate agents are the local experts you need for buying or selling in the area. From beachside homes with upgrades to spacious properties in tranquil neighborhoods, we have a wide range of listings to suit every lifestyle. Whether you're looking for a first-time investment property or a luxury retreat, we have the expertise to help you find the perfect match. Contact Michael Delgado, our licensed Broker Associate with CalBRE# 01341386, for personalized service and expert guidance in your real estate journey.
Homes By Billy - Billy Davidson (RE/MAX Gold Coast)
Homes By Billy, led by real estate expert Billy Davidson at RE/MAX Gold Coast, is a premier real estate agency located in Oxnard, California. Specializing in helping clients find their dream homes, Billy and his team provide personalized service, expert guidance, and a wealth of local knowledge to ensure a smooth and successful real estate transaction. Whether you're buying, selling, or investing in property, Homes By Billy is dedicated to helping you achieve your real estate goals. Visit us at 123 Los Altos Street in Oxnard to start your journey towards finding the perfect home.
Re/Max Gold Coast Beach Office
Re/Max Gold Coast Beach Office is a premier real estate agency located at 113 Los Altos Street in Oxnard, California. Serving clients in the beautiful coastal region of Southern California, this office specializes in helping individuals buy and sell properties in the beachfront communities of Ventura County. With a team of experienced and knowledgeable real estate agents, Re/Max Gold Coast Beach Office provides top-notch service and expertise to ensure clients find their dream beach home or investment property. Whether you're looking for a vacation home, a luxury estate, or a waterfront condo, this agency is dedicated to helping you navigate the competitive real estate market and find the perfect property to suit your needs. Contact Re/Max Gold Coast Beach Office today to start your real estate journey in the stunning beach communities of Oxnard and beyond.
Northwestern Mutual
Northwestern Mutual is a renowned finance and insurance agency located at 745 Distel Drive in Los Altos, California, United States. With a strong reputation for providing top-notch financial planning and insurance services, Northwestern Mutual is dedicated to helping clients achieve their financial goals and secure their futures. The institution offers a wide range of financial products and services, including life insurance, retirement planning, investment management, and more. With a team of experienced and knowledgeable professionals, Northwestern Mutual is committed to providing personalized solutions tailored to each client's unique needs and objectives. Whether you're looking to protect your family's financial future or grow your wealth, Northwestern Mutual is a trusted partner you can rely on.
Heritage Bank of Commerce
Heritage Bank of Commerce is a trusted financial institution located at 419 South San Antonio Road in Los Altos, California, United States. Offering a range of banking and finance services, including ATMs, Heritage Bank of Commerce is dedicated to providing innovative solutions to help businesses overcome challenges and achieve their goals. With a team of experienced bankers and a focus on high-touch service, Heritage Bank of Commerce is committed to building strong relationships with clients. The institution has been recognized for its outstanding performance and community support, making it a valuable partner for businesses and non-profit organizations alike. With a legacy of investing in the next generation of leaders and a commitment to community growth, Heritage Bank of Commerce is a reliable and supportive financial partner for all your banking needs.
WaFd Bank
WaFd Bank, located at 4546 El Camino Real in Los Altos, California, is your neighborhood bank that prioritizes personal relationships with customers. Our friendly bankers are dedicated to helping you achieve financial success within the community. Whether you're a business in the San Jose area or an individual seeking banking services, WaFd Bank offers a range of options to meet your needs. From free checking accounts to small business banking and commercial lending services, we are here to support you. Additionally, our online and mobile banking platforms provide convenient access to your accounts anytime, anywhere. As the Best-in-State Bank in Washington, Idaho, Oregon, and Nevada, WaFd Bank is committed to providing exceptional service. WaFd Bank is a DBA of Washington Federal Bank. Visit us today to experience the difference of a community-focused bank.
Farmers & Merchants Bank
Farmers & Merchants Bank is a trusted financial institution located at 2302 North Bellflower Boulevard in Long Beach, California. As a full-service bank, we offer a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. Our convenient ATM services provide easy access to your funds 24/7. With a long history of serving the community, Farmers & Merchants Bank is committed to providing personalized and reliable banking solutions to help our customers achieve their financial goals. Visit us today to experience the difference of banking with a local institution that truly cares about your financial well-being.
PiCircle LLC
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. Our team of experts is dedicated to helping our clients achieve their financial goals and secure their future. Whether you need assistance with investments, retirement planning, or wealth management, PiCircle LLC is here to help. Contact us today to learn more about how we can assist you with your financial needs.
Law Office of Janet L. Brewer
The Law Office of Janet L. Brewer, located at 4 Main Street in Los Altos, California, is dedicated to helping individuals protect their assets and plan for the future generations. With over 30 years of experience as a certified estate planning and probate attorney, Janet Brewer specializes in estate planning for clients in Silicon Valley and the Bay Area. With a focus on international estate planning, Janet can assist non-residents investing in the Bay Area housing market or U.S. citizens with non-resident spouses navigate the complexities of estate and gift taxes. Her expertise in this area ensures that families receive accurate and thorough information to minimize the impact of U.S. estate and gift taxes on their assets.
Jim Flynn - State Farm Insurance Agent
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.
Al Ward - State Farm Insurance Agent
Al Ward - State Farm Insurance Agent is an insurance agency located at 4546 El Camino Real, Los Altos, California, United States. At Al Ward, you can customize a coverage plan to protect your family, belongings, and finances. From safe driving rewards to bundling options, Al Ward can help you create a solution that fits your needs. They offer auto insurance options in Los Altos, CA, including coverage for new drivers, business travelers, and more. State Farm is the largest auto insurance provider in the U.S., so you can trust their expertise. Al Ward also offers homeowners insurance to protect your largest investment from unexpected events. Additionally, they provide renters insurance, personal articles policies, and business insurance options. Life insurance and health insurance policies are also available to help secure your future and protect your well-being. Contact Al Ward for a personalized quote and find the right insurance products for you.
First Republic Bank
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. With a focus on customization and exceptional service, our team is dedicated to providing responsive solutions to meet your needs. Deposit products and services are provided by JPMorgan Chase Bank, N.A., ensuring a secure and reliable banking experience. When it comes to investing, our experienced team at J.P. Morgan Wealth Management can help you navigate market risks and work towards achieving your financial goals. We offer a variety of investment products and services through J.P. Morgan Securities LLC, a registered broker-dealer and investment adviser. Trust and fiduciary services are also available through JPMorgan Chase Bank, N.A., providing comprehensive wealth management solutions.
Di Maria & Cone
Di Maria & Cone is a renowned institution located at 628 Cuesta Drive in Los Altos, California, United States. Specializing in providing top-notch financial and investment advisory services, the institution is known for its commitment to excellence and personalized approach to helping clients achieve their financial goals. With a team of experienced professionals, Di Maria & Cone offers a wide range of services tailored to meet the unique needs of each individual client. Whether you are looking for retirement planning, wealth management, or investment advice, Di Maria & Cone is the trusted partner you can rely on for expert guidance and support. Visit their office today to see how they can help you secure your financial future.
Eddie Oberoi, MBA / Realtor / Broker
Eddie Oberoi, MBA is a reputable real estate agency located at 496 1st Street in Los Altos, California. As a licensed Realtor and Broker, Eddie Oberoi brings a wealth of knowledge and expertise to the real estate industry. With a focus on exceptional customer service and attention to detail, Eddie Oberoi is dedicated to helping clients buy, sell, or invest in properties in the Los Altos area. Whether you are a first-time homebuyer or a seasoned investor, Eddie Oberoi, MBA is committed to providing personalized and professional service to meet your real estate needs. Contact them today to experience the difference of working with a top-tier real estate agency.
Shilpa Merchant Real Estate - The Agency
Shilpa Merchant Real Estate - The Agency is a premier real estate firm located at 160 Main Street in Los Altos, California. With a team of experienced and dedicated agents, we specialize in buying, selling, and leasing residential and commercial properties in the greater Los Altos area. Our commitment to personalized service, attention to detail, and market expertise sets us apart in the industry. Whether you are looking to find your dream home, sell your property for top dollar, or invest in real estate, Shilpa Merchant Real Estate - The Agency is here to exceed your expectations and help you achieve your real estate goals. Contact us today to experience the difference of working with a top-rated real estate agency.
Donna Chaet
Donna Chaet is a reputable health institution located at 842 Altos Oaks Drive in Los Altos, California, United States. Specializing in providing top-notch medical care, Donna Chaet offers a wide range of services to cater to the health needs of its patients. With a team of experienced doctors and healthcare professionals, the institution is dedicated to ensuring the well-being and overall health of its patients. Whether you are in need of a routine check-up or seeking treatment for a specific health issue, Donna Chaet is committed to providing personalized and compassionate care to all who walk through its doors.
Robert W Johnson & Associates
Robert W Johnson & Associates is a versatile institution located at 4984 West El Camino Real in Los Altos, California. Specializing in finance, general contracting, and legal services, this institution offers a wide range of expertise to meet the needs of individuals and businesses alike. Whether you are looking for financial advice, construction services, or legal representation, the experienced professionals at Robert W Johnson & Associates are dedicated to providing top-notch service and personalized solutions. Visit us today to see how we can help you achieve your goals and navigate any challenges you may face.
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