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Top 30 Best Long term wealth management in Santa Clara, California

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  • 5 29
    #1

    Wealth Cairn - An Investor Coaching Company

    ● Closed
    910 E Hamilton Ave Suite 350, Campbell, CA 95008, United States
    (408) 520-1518
    wealthcairn.com

    Wealth Cairn is an investor coaching company located in Campbell, California, United States.

    Photo of Wealth Cairn - An Investor Coaching Company - 910 East Hamilton Avenue, Campbell, CA 95008, USA Photo of Wealth Cairn - An Investor Coaching Company - 910 East Hamilton Avenue, Campbell, CA 95008, USA Photo of Wealth Cairn - An Investor Coaching Company - 910 East Hamilton Avenue, Campbell, CA 95008, USA
    Financial Service Insurance Agency
    Details
  • 5 1
    #2

    Orchid Wealth Management | Registered Investment Advisor | Fee-Only | Fiduciary Financial Advisor

    ● Open
    970 Palo Alto Ave, Palo Alto, CA 94301, United States
    (650) 334-6104
    orchidwealthmanagement.com

    Orchid Wealth Management is a registered investment advisor located in the heart of Palo Alto, California. As a fee-only and fiduciary financial advisor, we prioritize our clients' best interests above all else.

    Photo of Orchid Wealth Management | Registered Investment Advisor | Fee-Only | Fiduciary Financial Advisor - 970 Palo Alto Avenue, Palo Alto, CA 94301, USA Photo of Orchid Wealth Management | Registered Investment Advisor | Fee-Only | Fiduciary Financial Advisor - 970 Palo Alto Avenue, Palo Alto, CA 94301, USA Photo of Orchid Wealth Management | Registered Investment Advisor | Fee-Only | Fiduciary Financial Advisor - 970 Palo Alto Avenue, Palo Alto, CA 94301, USA
    Financial Service
    Details
  • 5 9
    #3

    Pesta & Pesta Wealth Management

    ● Closed
    20370 Town Center Ln Suite 254, Cupertino, CA 95014, United States
    (408) 227-2700
    pestaandpesta.com

    Pesta & Pesta Wealth Management is a renowned finance institution located at 20370 Town Center Lane in Cupertino, California, United States.

    Photo of Pesta & Pesta Wealth Management - 20370 Town Center Lane, Cupertino, CA 95014, USA Photo of Pesta & Pesta Wealth Management - 20370 Town Center Lane, Cupertino, CA 95014, USA
    Financial Service
    Details
  • 5 1
    #4

    Wealth Architects

    ● Closed
    800 W El Camino Real #201, Mountain View, CA 94040, United States
    (650) 325-9044
    wealtharchitects.com

    Wealth Architects is a leading finance institution located at 800 West El Camino Real in Mountain View, California, United States.

    Photo of Wealth Architects - 800 West El Camino Real, Mountain View, CA 94040, USA Photo of Wealth Architects - 800 West El Camino Real, Mountain View, CA 94040, USA Photo of Wealth Architects - 800 West El Camino Real, Mountain View, CA 94040, USA
    Financial Service
    Details
  • 5 2
    #5

    Glomb Private Wealth

    ● Closed
    720 University Ave ste 250 a, Los Gatos, CA 95032, United States
    (408) 381-8880
    glombprivatewealth.com

    Glomb Private Wealth, located at 720 University Avenue in Los Gatos, California, is a finance institution dedicated to helping clients protect and grow their wealth.

    Photo of Glomb Private Wealth - 720 University Avenue, Los Gatos, CA 95032, USA Photo of Glomb Private Wealth - 720 University Avenue, Los Gatos, CA 95032, USA Photo of Glomb Private Wealth - 720 University Avenue, Los Gatos, CA 95032, USA
    Financial Service
    Details
  • 5 4
    #6

    Essence Wealth & Insurance Services

    ● Closed
    4677 Old Ironsides Dr # 350, Santa Clara, CA 95054, United States
    (650) 996-0924
    essencewealth.com

    Essence Wealth & Insurance Services is a leading financial institution located at 4677 Old Ironsides Drive in Santa Clara, California.

    Photo of Essence Wealth & Insurance Services - 4677 Old Ironsides Drive, Santa Clara, CA 95054, USA Photo of Essence Wealth & Insurance Services - 4677 Old Ironsides Drive, Santa Clara, CA 95054, USA Photo of Essence Wealth & Insurance Services - 4677 Old Ironsides Drive, Santa Clara, CA 95054, USA
    Financial Service
    Details
  • 5 6
    #7

    Context Wealth Advisors

    ● Closed
    1901 S Bascom Ave suite 1500, Campbell, CA 95008, United States
    (408) 905-3000
    contextwealth.com

    Context Wealth Advisors is a leading finance institution located at 1901 South Bascom Avenue in Campbell, California.

    Photo of Context Wealth Advisors - 1901 South Bascom Avenue, Campbell, CA 95008, USA
    Financial Service
    Details
  • 5 2
    #8

    Sequoia Wealth Advisors and Invesment Management, Inc.

    ● Closed
    99 S Almaden Blvd #925, San Jose, CA 95113, United States
    (408) 645-2500
    sequoiawa.com

    Sequoia Wealth Advisors and Investment Management, Inc. is a leading finance institution located at 99 South Almaden Boulevard in San Jose, California, United States.

    Photo of Sequoia Wealth Advisors and Invesment Management, Inc. - 99 South Almaden Boulevard, San Jose, CA 95113, USA Photo of Sequoia Wealth Advisors and Invesment Management, Inc. - 99 South Almaden Boulevard, San Jose, CA 95113, USA
    Financial Service
    Details
  • 5 1
    #9

    Kane Investment Management, Inc.

    ● Closed
    15466 Los Gatos Blvd #213, Los Gatos, CA 95032, United States
    (408) 358-5263
    kaneinvestment.com

    Kane Investment Management, Inc. is a renowned finance institution located at 15466 Los Gatos Boulevard in Los Gatos, California, United States.

    Financial Service
    Details
  • 5 1
    #10

    Transitions Wealth Advisors

    ● Closed
    1100 Lincoln Ave #241, San Jose, CA 95125, United States
    (408) 357-7762
    transitionswealthadvisors.com

    Transitions Wealth Advisors is a leading finance institution located at 1100 Lincoln Avenue in San Jose, California, United States.

    Photo of Transitions Wealth Advisors - 1100 Lincoln Avenue, San Jose, CA 95125, USA Photo of Transitions Wealth Advisors - 1100 Lincoln Avenue, San Jose, CA 95125, USA Photo of Transitions Wealth Advisors - 1100 Lincoln Avenue, San Jose, CA 95125, USA
    Financial Service
    Details
  • 5 5
    #11

    Lilani Wealth Management

    ● Closed
    1624 Santa Clara Dr Suite 160, Roseville, CA 95661, United States
    (888) 521-6752
    lilaniwealthmanagement.com

    Lilani Wealth Management is a premier financial institution located at 1624 Santa Clara Drive in Roseville, California.

    Financial Service
    Details
  • 5 1
    #12

    David T. Lee - BancWest Investment Services Wealth Financial Advisor

    ● Closed
    531 Cowper St, Palo Alto, CA 94301, United States
    (650) 269-0476
    bankofthewest.com

    David T. Lee - BancWest Investment Services Wealth Financial Advisor is a reputable financial institution located at 531 Cowper Street in Palo Alto, California, United States.

    Photo of David T. Lee - BancWest Investment Services Wealth Financial Advisor - 531 Cowper Street, Palo Alto, CA 94301, USA Photo of David T. Lee - BancWest Investment Services Wealth Financial Advisor - 531 Cowper Street, Palo Alto, CA 94301, USA
    Financial Service
    Details
  • 5 1
    #13

    Henry Plata - Private Wealth Advisor, Ameriprise Financial Services, LLC

    ● Open
    591 W Hamilton Ave Ste 110, Campbell, CA 95008, United States
    (408) 663-6418
    ameripriseadvisors.com

    Henry Plata is a highly experienced Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 591 West Hamilton Avenue in Campbell, California.

    Photo of Henry Plata - Private Wealth Advisor, Ameriprise Financial Services, LLC - 591 West Hamilton Avenue, Campbell, CA 95008, USA Photo of Henry Plata - Private Wealth Advisor, Ameriprise Financial Services, LLC - 591 West Hamilton Avenue, Campbell, CA 95008, USA
    Financial Service
    Details
  • 5 3
    #14

    Palo Alto Wealth Advisors

    ● Closed
    715 Colorado Ave a, Palo Alto, CA 94303, United States
    (650) 656-9800
    paloaltowealth.com

    Palo Alto Wealth Advisors is a leading finance institution located at 715 Colorado Avenue in Palo Alto, California.

    Photo of Palo Alto Wealth Advisors - 715 Colorado Avenue, Palo Alto, CA 94303, USA Photo of Palo Alto Wealth Advisors - 715 Colorado Avenue, Palo Alto, CA 94303, USA Photo of Palo Alto Wealth Advisors - 715 Colorado Avenue, Palo Alto, CA 94303, USA
    Financial Service
    Details
  • 5 3
    #15

    Sarah Clish - Private Wealth Advisor, Ameriprise Financial Services, LLC

    ● Closed
    225 W Santa Clara St UNIT 1600, San Jose, CA 95113, United States
    (408) 963-2288
    ameripriseadvisors.com

    Sarah Clish is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 225 West Santa Clara Street in San Jose, California, United States.

    Photo of Sarah Clish - Private Wealth Advisor, Ameriprise Financial Services, LLC - 225 West Santa Clara Street, San Jose, CA 95113, USA Photo of Sarah Clish - Private Wealth Advisor, Ameriprise Financial Services, LLC - 225 West Santa Clara Street, San Jose, CA 95113, USA
    Financial Service
    Details
  • 5 1
    #16

    Daniel Chang - Private Wealth Advisor, Ameriprise Financial Services, LLC

    ● Closed
    225 W Santa Clara St UNIT 1600, San Jose, CA 95113, United States
    (408) 963-2265
    ameripriseadvisors.com

    Daniel Chang is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 225 West Santa Clara Street in San Jose, California, United States.

    Photo of Daniel Chang - Private Wealth Advisor, Ameriprise Financial Services, LLC - 225 West Santa Clara Street, San Jose, CA 95113, USA Photo of Daniel Chang - Private Wealth Advisor, Ameriprise Financial Services, LLC - 225 West Santa Clara Street, San Jose, CA 95113, USA Photo of Daniel Chang - Private Wealth Advisor, Ameriprise Financial Services, LLC - 225 West Santa Clara Street, San Jose, CA 95113, USA
    Financial Service
    Details
  • 5 2
    #17

    Mariner Wealth Advisors

    ● Closed
    99 S Almaden Blvd #730, San Jose, CA 95113, United States
    (408) 947-7321
    marinerwealthadvisors.com

    Mariner Wealth Advisors is a leading financial institution located at 99 South Almaden Boulevard in San Jose, California.

    Photo of Mariner Wealth Advisors - 99 South Almaden Boulevard, San Jose, CA 95113, USA
    Financial Service
    Details
  • 5 1
    #18

    Flournoy Wealth Management

    ● Closed
    1165 Lincoln Ave #330, San Jose, CA 95125, United States
    (408) 271-8800
    flournoywealthmanagement.com

    Flournoy Wealth Management is a finance institution located at 1165 Lincoln Avenue in San Jose, California, United States.

    Photo of Flournoy Wealth Management - 1165 Lincoln Avenue, San Jose, CA 95125, USA
    Financial Service
    Details
  • 4.7 13
    #19

    Falcon Wealth Planning

    ● Closed
    2570 N First St Suite 200, San Jose, CA 95131, United States
    (855) 963-2526
    falconwealthplanning.com

    Falcon Wealth Planning, located in San Jose, California, is a finance institution that helps clients reach their financial goals with personalized and transparent Fiduciary Advice.

    Photo of Falcon Wealth Planning - 2570 North First Street, San Jose, CA 95131, USA Photo of Falcon Wealth Planning - 2570 North First Street, San Jose, CA 95131, USA Photo of Falcon Wealth Planning - 2570 North First Street, San Jose, CA 95131, USA
    Financial Service
    Details
  • 4.5 2
    #20

    Jeffrey Raegen - Private Wealth Advisor, Ameriprise Financial Services, LLC

    ● Closed
    1905 The Alameda, San Jose, CA 95126, United States
    (408) 287-6500
    ameripriseadvisors.com

    Jeffrey Raegen - Private Wealth Advisor at Ameriprise Financial Services, LLC is a finance institution located at 1905 The Alameda, San Jose, California, United States.

    Photo of Jeffrey Raegen - Private Wealth Advisor, Ameriprise Financial Services, LLC - 1905 The Alameda, San Jose, CA 95126, USA Photo of Jeffrey Raegen - Private Wealth Advisor, Ameriprise Financial Services, LLC - 1905 The Alameda, San Jose, CA 95126, USA Photo of Jeffrey Raegen - Private Wealth Advisor, Ameriprise Financial Services, LLC - 1905 The Alameda, San Jose, CA 95126, USA
    Financial Service
    Details
  • 4.4 13
    #21

    Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth

    ● Open
    4320 Stevens Creek Blvd #191, San Jose, CA 95129, United States
    (415) 661-3885
    simon888.com

    Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth is a finance and insurance agency located at 4320 Stevens Creek Boulevard in San Jose, California.

    Photo of Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth - 4320 Stevens Creek Boulevard, San Jose, CA 95129, USA Photo of Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth - 4320 Stevens Creek Boulevard, San Jose, CA 95129, USA Photo of Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth - 4320 Stevens Creek Boulevard, San Jose, CA 95129, USA
    Financial Service Insurance Agency
    Details
  • 4.3 3
    #22

    Phuong N Quach - Private Wealth Advisor, Ameriprise Financial Services, LLC

    ● Closed
    3945 Freedom Cir Ste 460, Santa Clara, CA 95054, United States
    (408) 330-9220
    ameripriseadvisors.com

    Phuong N Quach is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 3945 Freedom Circle in Santa Clara, California.

    Photo of Phuong N Quach - Private Wealth Advisor, Ameriprise Financial Services, LLC - 3945 Freedom Circle, Santa Clara, CA 95054, USA Photo of Phuong N Quach - Private Wealth Advisor, Ameriprise Financial Services, LLC - 3945 Freedom Circle, Santa Clara, CA 95054, USA Photo of Phuong N Quach - Private Wealth Advisor, Ameriprise Financial Services, LLC - 3945 Freedom Circle, Santa Clara, CA 95054, USA
    Financial Service
    Details
  • 4 4
    #23

    Marshall Wealth Management Group

    ● Closed
    634 N Santa Cruz Ave #114, Los Gatos, CA 95030, United States
    (408) 395-1510
    marshallwealthmanagementgroup.com

    Marshall Wealth Management Group is a leading finance institution located at 634 North Santa Cruz Avenue in Los Gatos, California, United States.

    Photo of Marshall Wealth Management Group - 634 North Santa Cruz Avenue, Los Gatos, CA 95030, USA Photo of Marshall Wealth Management Group - 634 North Santa Cruz Avenue, Los Gatos, CA 95030, USA Photo of Marshall Wealth Management Group - 634 North Santa Cruz Avenue, Los Gatos, CA 95030, USA
    Financial Service
    Details
  • 3.4 5
    #24

    Silicon Valley Wealth Advisors, LLC

    ● Closed
    3190 S Bascom Ave #210, San Jose, CA 95124, United States
    (408) 688-0888
    svwadvisors.com

    Silicon Valley Wealth Advisors, LLC is a premier finance institution located in San Jose, California. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future.

    Photo of Silicon Valley Wealth Advisors, LLC - 3190 South Bascom Avenue, San Jose, CA 95124, USA Photo of Silicon Valley Wealth Advisors, LLC - 3190 South Bascom Avenue, San Jose, CA 95124, USA
    Financial Service
    Details
  • 3 2
    #25

    The Skyline Wealth Management Group - Morgan Stanley

    ● Closed
    225 W Santa Clara St Suite 900, San Jose, CA 95113, United States
    (408) 947-2212

    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.

    Financial Service
    Details
  • 1 1
    #26

    Carlton Pace Wealth Management, Inc.

    ● Open
    20380 Town Center Ln, Cupertino, CA 95014, United States
    (408) 876-6272
    carltonpace.com

    Carlton Pace Wealth Management, Inc. is a leading finance institution located at 20380 Town Center Lane in Cupertino, California, United States.

    Financial Service
    Details
  • 1 1
    #27

    Pacific Wealth Advisors, LLC

    ● Open
    2391 The Alameda #200, Santa Clara, CA 95050, United States
    (650) 353-4702

    Pacific Wealth Advisors, LLC is a leading finance institution located at 2391 The Alameda in Santa Clara, California, United States.

    Photo of Pacific Wealth Advisors, LLC - 2391 The Alameda, Santa Clara, CA 95050, USA
    Financial Service
    Details
  • 1 1
    #28

    S P Asset Management

    ● Open
    20380 Town Center Ln # 205, Cupertino, CA 95014, United States
    (408) 257-7711
    spassetmanagement.net

    S P Asset Management is a leading finance institution located at 20380 Town Center Lane in Cupertino, California, United States. Our team of experienced professionals provides expert asset management services to help clients achieve their financial goals.

    Financial Service
    Details
  • 1 1
    #29

    Firsthand Capital Management

    ● Closed
    150 S Almaden Blvd, San Jose, CA 95113, United States
    (408) 294-2200

    Firsthand Capital Management is a reputable finance institution located at 150 South Almaden Boulevard in San Jose, California, United States.

    Financial Service
    Details
  • #30

    Health Wealth Management & Insurance Agency

    ● Closed
    10455 Torre Ave, Cupertino, CA 95014, United States
    (408) 859-9896

    Health Wealth Management & Insurance Agency is a leading insurance agency located at 10455 Torre Avenue in the bustling city of Cupertino, California, United States.

    Photo of Health Wealth Management & Insurance Agency - 10455 Torre Avenue, Cupertino, CA 95014, USA Photo of Health Wealth Management & Insurance Agency - 10455 Torre Avenue, Cupertino, CA 95014, USA Photo of Health Wealth Management & Insurance Agency - 10455 Torre Avenue, Cupertino, CA 95014, USA
    Insurance Agency
    Details
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