Personalized financial strategies in San Jose, CA
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Bradley Noval - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedBradley Noval is a financial advisor at Ameriprise Financial Services, LLC, located at 225 West Santa Clara Street in San Jose, California, United States. With a focus on providing personalized financial advice and services, Bradley Noval helps clients navigate through their financial goals and plan for their future. Whether it's retirement planning, investment strategies, or wealth management, Bradley Noval is dedicated to helping clients achieve financial success and security. Contact Bradley Noval at Ameriprise Financial Services, LLC for expert financial guidance and support.
225 W Santa Clara St UNIT 1600, San Jose, CA 95113, United States -
Stephanie Atalla - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedStephanie Atalla is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 225 West Santa Clara Street in San Jose, California. With years of experience in the finance industry, Stephanie provides personalized financial planning services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to invest for the future, Stephanie Atalla can provide expert guidance and strategies tailored to your individual needs. Contact Stephanie Atalla at Ameriprise Financial Services, LLC for professional and reliable financial advice.
225 W Santa Clara St UNIT 1600, San Jose, CA 95113, United States -
SV San Jose Group - Morgan Stanley
● OpenSV San Jose Group - Morgan Stanley is a renowned finance institution located in the heart of San Jose, California. With a prime address at 225 West Santa Clara Street, this institution offers a wide range of financial services to individuals, businesses, and organizations. As a part of the prestigious Morgan Stanley group, clients can expect top-notch expertise and personalized solutions to meet their financial needs. Whether it's investment planning, wealth management, or retirement strategies, SV San Jose Group - Morgan Stanley is dedicated to helping clients achieve their financial goals.
225 W Santa Clara St Suite 900, San Jose, CA 95113, United States -
Merrill Investment & Retirement Financial Center
● ClosedMerrill Investment & Retirement Financial Center is a leading finance institution located at 3491 McKee Road in San Jose, California, United States. Specializing in investment and retirement planning, our experienced team of financial advisors is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth through strategic investments or plan for a secure retirement, our experts are here to provide personalized guidance and support every step of the way. Visit us today to start building a brighter financial future.
3491 McKee Rd, San Jose, CA 95127, United States -
Merrill Investment & Retirement Financial Center
● ClosedMerrill Investment & Retirement Financial Center is a premier finance institution located at 2650 Berryessa Road in San Jose, California, United States. Our expert financial advisors are dedicated to helping clients achieve their investment and retirement goals through personalized strategies and comprehensive financial planning. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our team is here to provide guidance and support every step of the way. Visit us today to start planning for a secure financial future.
2650 Berryessa Rd, San Jose, CA 95132, United States -
Merrill Lynch Financial Advisor William M Lloyd
● Closedroducing Merrill Lynch Financial Advisor William M Lloyd, located at 50 West San Fernando Street in San Jose, California, United States. As part of the Lloyd McKay Wealth Management Group, our team believes in the power of teamwork and involvement to build strong relationships with our clients. With access to the global investment capabilities of Merrill and the banking convenience of Bank of America, we strive to be your primary source for financial advice and guidance. At Lloyd McKay Wealth Management Group, we value the dedication and diligence offered to you at each step of the financial planning process. We believe that every relationship begins with a conversation, where we listen to learn more about you and your family, helping you identify and prioritize your financial goals. Our goal is to help you make investment-related decisions and trade-offs that align with your personally meaningful goals.
50 W San Fernando St 16th Floor, San Jose, CA 95113, United States -
Merrill Lynch Financial Advisor Graham John Bruce
● ClosedMerrill Lynch Financial Advisor Graham John Bruce is a finance institution located at 560 South Winchester Boulevard, San Jose, California, United States. Supported by the global resources of Merrill, the team at this institution is dedicated to building strong client relationships based on trust and personalized service. Michael, a Financial Advisor at Merrill Lynch Wealth Management, focuses on developing and implementing globally diversified financial strategies customized for high-net-worth individuals, business owners, corporate executives, and technology professionals. With a background in economics and a Chartered Retirement Planning Counselor designation, Michael is committed to delivering exceptional service and always putting the interests of clients first. The institution offers personalized financial planning services to help clients pursue their goals while managing investment risk. With access to the investment insights of Merrill and banking solutions from Bank of America, the team at Merrill Lynch Financial Advisor Graham John Bruce works with clients to develop an approach designed to address their financial needs and goals. By getting to know clients personally and understanding their priorities, the team can create a financial approach that reflects their unique needs and helps them achieve their goals. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Graham John Bruce is committed to helping clients navigate the complexities of their financial lives and pursue their goals.
560 S Winchester Blvd #500, San Jose, CA 95128, United States -
Merrill Lynch Financial Advisor Michael J Burns
● ClosedMerrill Lynch Financial Advisor Michael J Burns is a finance institution located at 560 South Winchester Boulevard, San Jose, California, United States. Supported by the global resources of Merrill, the team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. Michael Burns, a Financial Advisor at Merrill Lynch, focuses on developing and implementing globally diversified, multi-asset class financial strategies customized to meet the specific needs of high-net-worth individuals, business owners, corporate executives, and technology professionals. Michael takes pride in delivering exceptional service and always putting the interests of clients first. He holds the Chartered Retirement Planning Counselor designation and is passionate about economics and financial history. At Merrill Lynch, the team works to understand clients' goals, priorities, and financial situations to design personalized plans to help manage investment risk and pursue financial goals. The institution offers personalized investment strategies and comprehensive financial solutions to help clients achieve their goals and stay on track, regardless of market fluctuations. With a focus on understanding clients' unique needs and priorities, Merrill Lynch Financial Advisor Michael J Burns aims to help clients live their best financial lives.
560 S Winchester Blvd #500, San Jose, CA 95128, United States -
Merrill Lynch Financial Advisor Julie Marie Saso
● ClosedMerrill Lynch Financial Advisor Julie Marie Saso, located at 50 West San Fernando Street in San Jose, California, is a finance institution dedicated to building strong relationships with clients based on trust and collaboration. Their team of experienced financial advisors works with clients to identify and prioritize their goals, whether it be wealth transfer, customized financial approaches, or education planning. By utilizing the Investment Personality Assessment, they tailor financial strategies to meet individual needs and preferences. With access to the resources of Merrill and Bank of America, they develop personalized plans to help clients manage, grow, and preserve their wealth. The team's expertise and personalized service aim to help clients achieve their financial goals and navigate market changes. Through ongoing communication and adjustments, they strive to keep clients on track towards achieving what matters most to them. Merrill Lynch Wealth Management Advisors provide personalized investment strategies and comprehensive financial solutions to help clients pursue their goals and address their financial needs. With a focus on building a customized approach centered on clients' goals and priorities, the team at Merrill Lynch is committed to helping clients achieve their financial aspirations.
50 W San Fernando St 16th Floor, San Jose, CA 95113, United States -
Merrill Lynch Financial Advisor Rosario M Oliveri
● ClosedMerrill Lynch Financial Advisor Rosario M Oliveri is a finance institution located at 560 South Winchester Boulevard, San Jose, California, United States. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. Michael Oliveri, a Financial Advisor with Merrill Lynch since 2012, focuses on developing and implementing globally diversified financial strategies customized to meet the specific needs of high-net-worth individuals, business owners, corporate executives, and technology professionals. With a background in Business Management Economics and a Chartered Retirement Planning Counselor designation, Michael is committed to delivering exceptional service and always prioritizing the interests of his clients. The institution believes in understanding each client's goals and priorities to design and implement personalized plans to help manage investment risk and pursue financial goals. Through the Investment Personality Assessment and Merrill Personal Wealth Analysis™, Merrill Lynch aims to provide tailored financial approaches centered on individual goals and preferences. The institution offers comprehensive financial solutions supported by the global resources of Merrill and Bank of America. Whether planning for retirement, buying a home, or funding education, Merrill Lynch Wealth Management Advisors are dedicated to helping clients achieve their financial goals.
560 S Winchester Blvd #500, San Jose, CA 95128, United States -
Merrill Lynch Financial Advisor Maureen M Fong
● ClosedMerrill Lynch Financial Advisor Maureen M Fong, located at 560 South Winchester Boulevard in San Jose, California, is a highly experienced professional with over 35 years in the financial industry. Maureen is dedicated to providing clients with personalized financial and wealth management strategies tailored to their individual needs. She specializes in wealth accumulation, preservation, and transfer, with a focus on retirement income planning and wealth transfers to future generations. Maureen has been recognized on the Forbes "Best-in-State Wealth Advisors" list in 2022, as well as the Forbes "America's Top Women Wealth Advisors" list in 2020 and 2021. She holds the Certified Investment Management Analyst (CIMA®) and Certified Plan Fiduciary Advisor (CPFA) designations, showcasing her expertise in the field.
560 S Winchester Blvd, San Jose, CA 95128, United States -
Moran~Namm Group - UBS Financial Services Inc.
● OpenMoran~Namm Group - UBS Financial Services Inc. is a renowned finance institution located at 355 Santana Row in San Jose, California, United States. With a strong reputation for providing top-notch financial services, Moran~Namm Group offers a wide range of investment options and wealth management solutions tailored to meet the diverse needs of their clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through expert advice and personalized strategies. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Moran~Namm Group - UBS Financial Services Inc. is committed to delivering exceptional service and results.
355 Santana Row Suite 2050, San Jose, CA 95128, United States -
Advanced Financial Network
● OpenAdvanced Financial Network is a leading institution specializing in accounting and finance services. Located at 3750 McKee Road in San Jose, California, this institution offers expertise in financial management, tax preparation, and investment strategies. With a team of experienced professionals, Advanced Financial Network provides personalized solutions to help clients achieve their financial goals. Whether you are an individual looking for tax assistance or a business in need of financial planning, this institution is dedicated to providing top-notch service and expertise.
3750 McKee Rd B, San Jose, CA 95127, United States -
Merrill Lynch Financial Advisor Mengxiao Shan
● ClosedMerrill Lynch Financial Advisor Mengxiao Shan is a reputable finance institution located at 50 West San Fernando Street in San Jose, California, United States. As a trusted financial advisor, Mengxiao Shan provides personalized financial guidance and investment strategies to help clients achieve their financial goals. With a strong reputation for excellence and a commitment to client satisfaction, Merrill Lynch Financial Advisor Mengxiao Shan is a top choice for individuals seeking expert financial advice and planning services.
50 W San Fernando St 16th Floor, San Jose, CA 95113, United States -
Merrill Lynch Financial Advisor Huan "Ruth" Lai
● Closed. Ruth Lai is a financial advisor at Merrill Lynch located at 560 South Winchester Boulevard in San Jose, California. Ruth specializes in working with High Net Worth individuals to help preserve and grow their assets through proactive planning and a disciplined investment process. She focuses on customized portfolio construction, tax minimization strategies, wealth transfer strategies, and philanthropic solutions. Ruth believes in understanding her clients' goals and needs beyond just finance and serves as a gateway to full balance sheet solutions available at Merrill and Bank of America banking services. Her team offers a wide range of services including wealth planning, corporate cash management, executive compensation planning, estate planning strategies, and more. Ruth is a Certified Financial Planner and Chartered Financial Consultant and is dedicated to helping clients achieve their financial goals. With a personalized approach and access to the resources of Merrill Lynch and Bank of America, Ruth works with clients to develop a financial plan tailored to their individual needs and priorities.
560 S Winchester Blvd, San Jose, CA 95128, United States -
Law Office of Stephanie Rickard
● OpenThe Law Office of Stephanie Rickard, located at 1625 The Alameda in San Jose, California, is dedicated to providing comprehensive legal representation in all areas of Criminal Defense. With over 25 years of experience in the bay area criminal justice system, Stephanie Rickard has successfully defended clients in a wide range of cases, including DUI, Domestic Violence, Juvenile, Drug, and Financial Crimes. Stephanie Rickard approaches each case with compassion, honesty, and respect, understanding that facing criminal charges can be a stressful and overwhelming experience. She works tirelessly to restore hope for her clients and their families, crafting a personalized defense strategy that aims to achieve the best possible outcome, whether through treatment, probation, negotiated settlement, or trial.
1625 The Alameda #801, San Jose, CA 95126, United States -
Pinmore Associates
● ClosedPinmore Associates is a leading institution located at 1706 Branham Lane in San Jose, California. Our mission is to provide top-notch consulting services to businesses looking to enhance their operations and achieve their goals. With a team of experienced professionals, we offer a wide range of services including strategic planning, financial analysis, marketing strategies, and more. Our personalized approach and commitment to excellence have made us a trusted partner for businesses of all sizes. Contact us today to see how Pinmore Associates can help your business thrive.
1706 Branham Ln, San Jose, CA 95118, United States -
Angela Frangieh - State Farm Insurance Agent
● ClosedAngela Frangieh - State Farm Insurance Agent is a dedicated insurance agency located at 120 West Campbell Avenue in Campbell, California. With a motto of "Big enough to serve you, small enough to know you," this agency prides itself on providing personalized financial and insurance strategies to the San Jose, CA area. Angela Frangieh, the agent, brings a unique perspective as an entrepreneur in Silicon Valley and holds a Bachelor of Science degree from the University of San Francisco. The agency offers a range of insurance services including Auto Insurance, Homeowner's Insurance, Renter's Insurance, Life Insurance, and Business Insurance. The bilingual staff is fluent in Spanish and is committed to helping customers in San Jose and surrounding areas. With prestigious awards and a focus on customer service, Angela Frangieh - State Farm Insurance Agent is a leading agency in the region. Call or visit their office today for a free quote and personalized assistance with all your insurance needs.
120 W Campbell Ave Ste A, Campbell, CA 95008, United States -
Flagstar Private Banking
● ClosedFlagstar Private Banking is a prestigious financial institution located at 111 West Saint John Street in San Jose, California. As a private bank, we offer personalized financial services and solutions tailored to meet the unique needs of our high-net-worth clients. Our team of experienced professionals provides expert advice and guidance to help our clients achieve their financial goals and secure their financial future. With a focus on wealth management, investment strategies, and estate planning, Flagstar Private Banking is dedicated to providing top-tier service and expertise to our valued clients.
111 W St John St Suite 1120, San Jose, CA 95113, United States -
C & S Income Tax and Bookkeeping
● ClosedC & S Income Tax and Bookkeeping is a reputable institution located at 2680 South White Road in San Jose, California, United States. Specializing in accounting and finance, they offer Tax Preparation and Financial Services for both personal and business matters in a responsive and accurate manner. Their Payroll Services make it easy to pay employees quickly and efficiently, while their comprehensive bookkeeping and accounting services ensure that businesses operate at maximum potential. At CS Tax Service Group Inc, they are dedicated to assisting the community of San Jose with their tax return and planning needs, as well as offering additional services such as Bookkeeping, Payroll, and Notary services. With a focus on building strong client relationships, they provide close, personal attention and pride themselves on their years of advanced training, technical experience, and financial intelligence.
2680 S White Rd Ste 154, San Jose, CA 95148, United States -
New York Life Insurance - Tran Minh Thao
● ClosedNew York Life Insurance - Tran Minh Thao is an insurance agency located at 550 South Winchester Boulevard, San Jose, California, United States. They offer permanent policies with guaranteed death benefits and cash value growth, long-term coverage that is customizable to individual needs and budgets, and the ability to invest policy cash value in the market. The institution also provides support for everyday tasks, income replacement in case of sickness or injury, professionally managed investments, and guidance in creating investment strategies and estate plans. They offer insurance options for employees, executives, business owners, and individuals, as well as charitable giving and financial support for bereavement, education, and local initiatives. As a New York Life partner, Minh-Thao Thi Tran aims to help individuals become financial advisors and build successful practices with the support of a Fortune 100 company. The institution offers training, education, and benefits for financial professionals, with opportunities for personal and professional growth. New York Life is committed to diversity and equality in the workplace, providing flexibility and industry-leading tools for their team members.
550 S Winchester Blvd #405, San Jose, CA 95128, United States -
KOSHY P.GEORGE; CPA
● ClosedKOSHY P. GEORGE; CPA is a reputable accounting and finance institution located at 390 Spar Avenue in San Jose, California, United States. With a team of experienced and knowledgeable professionals, they offer a wide range of services including tax preparation, financial planning, and auditing. Clients can expect personalized attention and expert advice to help them achieve their financial goals. Whether you are an individual or a business owner, KOSHY P. GEORGE; CPA is dedicated to providing top-notch financial services to meet your needs.
390 Spar Ave, San Jose, CA 95117, United States -
Block Advisors
● OpenBlock Advisors is a trusted institution located at 6467 Almaden Expressway in San Jose, California, United States. Specializing in accounting and finance services, our team of experts is dedicated to helping individuals and businesses navigate the complexities of tax preparation, financial planning, and more. With a commitment to personalized service and attention to detail, Block Advisors is the go-to destination for all your financial needs. Whether you're looking for assistance with tax filing, retirement planning, or investment strategies, our experienced professionals are here to provide expert guidance every step of the way. Visit us today to see how Block Advisors can help you achieve your financial goals.
6467 Almaden Expy Ste 30, San Jose, CA 95120, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a finance and insurance agency located at 1190 Saratoga Avenue, San Jose, California, United States. Our financial advisors are dedicated to protecting your family and helping you achieve your goals with personalized insurance plans. We offer a wide range of financial options, including investments and insurance, designed to meet your specific needs. With our top financial strength ratings and recognition for outstanding customer experience, you can trust us to help you secure your financial future. Our advisors will work with you to create a comprehensive financial plan that combines growth and protection strategies tailored to your individual goals. Whether you're planning for retirement, buying a home, or starting a family, we are here to guide you through life's milestones. Connect with us today to start planning for the life you've always wanted with Northwestern Mutual.
1190 Saratoga Ave #250, San Jose, CA 95129, United States -
New York Life Registered Representative/Agent
● ClosedNew York Life Registered Representative/Agent located at 550 South Winchester Boulevard in San Jose, California, is a finance and insurance agency offering a wide range of services to meet your financial needs. They provide permanent policies with guaranteed death benefits and cash value growth, long-term coverage customizable to your needs and budget, and the ability to invest policy cash value in the market. Their services include help with everyday tasks, income replacement due to illness or injury, professionally managed investments, and guidance on creating an investment strategy. They offer insurance for individuals, employees, executives, and business owners, as well as options to help small businesses thrive. With a focus on personalized solutions and customer support, New York Life aims to help clients protect their families and plan for their financial futures. Contact their Registered Representative & Insurance Agent, SON VAN LE, to learn more about their services and how they can help you achieve your financial goals.
550 S Winchester Blvd, San Jose, CA 95128, United States -
Beacon Pointe Advisors
● OpenBeacon Pointe Advisors is a finance institution located at 900 East Hamilton Avenue in Campbell, California, United States. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in the San Jose, CA, and San Francisco Bay Area. Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation, working with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners in the Bay Area focus on full-service financial planning and research-driven investments. With a fiduciary responsibility to clients, Beacon Pointe's allWEALTH® approach addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, values-based investing, life transition support, financial planning for business owners, and multi-generational family wealth and legacy planning.
900 E Hamilton Ave #120, Campbell, CA 95008, United States -
Beacon Pointe Advisors
● OpenBeacon Pointe Advisors is a finance institution located at 50 West San Fernando Street in San Jose, California. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe works with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners in San Jose focus on full-service financial planning and research-driven investments. Their holistic allWEALTH® approach addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, and more. They also provide life transition support for divorcées and widows, financial planning for business owners, and multi-generational family wealth and legacy planning.
50 W San Fernando St Suite 405, San Jose, CA 95113, United States -
Pantheon Wealth Planning
● ClosedPantheon Wealth Planning is a leading finance institution located at 1798 Technology Drive in San Jose, California, United States. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals through personalized wealth planning strategies. We offer a wide range of services including investment management, retirement planning, estate planning, and more. At Pantheon Wealth Planning, we prioritize our clients' financial well-being and strive to provide them with the tools and guidance needed to secure a successful financial future. Contact us today to schedule a consultation and start planning for tomorrow.
1798 Technology Dr Suite 200, San Jose, CA 95110, United States -
Clarity Wealth Advisors
● ClosedClarity Wealth Advisors is a leading finance institution located at 2160 The Alameda in San Jose, California, United States. With a team of expert financial advisors, we specialize in providing personalized wealth management solutions to help our clients achieve their financial goals. From investment planning to retirement strategies, our experienced professionals are dedicated to providing clarity and guidance every step of the way. Trust Clarity Wealth Advisors to help you secure your financial future.
2160 The Alameda A, San Jose, CA 95126, United States -
Sevimli Capital
● OpenSevimli Capital is a reputable finance institution located at 1055 East Brokaw Road in San Jose, California, United States. Specializing in a wide range of financial services, Sevimli Capital is dedicated to providing personalized solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Sevimli Capital offers expert advice and tailored financial strategies to meet the unique needs of each client. Whether you are looking to invest, save for the future, or secure a loan, Sevimli Capital is committed to delivering top-notch service and support to help you succeed financially.
1055 E Brokaw Rd #30, San Jose, CA 95131, United States
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