TOP 30 Best Professional investment advisor in Santa Clara, California

Sunbelt Business Advisors, Greater Bay Area is a leading finance institution located at 1400 Coleman Avenue in Santa Clara, California, United States. Our team of experienced professionals specializes in helping businesses in the Greater Bay Area navigate complex financial transactions, mergers, acquisitions, and sales. With a commitment to providing personalized and strategic financial solutions, we strive to help businesses thrive and succeed in today's competitive market. Contact us today to learn how Sunbelt Business Advisors can help you achieve your financial goals.

PB Financial Group Corporation - Santa Clara Office is a leading finance and real estate agency located at 5201 Great America Parkway in Santa Clara, California. Our team of experienced professionals is dedicated to providing top-notch financial solutions and real estate services to clients in the Santa Clara area. Whether you are looking to secure a loan, invest in property, or buy/sell a home, our expert advisors are here to help you every step of the way. Trust PB Financial Group Corporation - Santa Clara Office for all your financial and real estate needs.

Stephanie 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.

Merrill Lynch Financial Advisor Lauren Mader Gray, located at 50 West San Fernando Street, San Jose, California, United States, is a finance institution that provides goals-based wealth management to affluent families, accomplished professionals, and successful business owners. Lauren and her team of specialists are dedicated to cultivating long-lasting relationships by offering exceptional service, customized advice, and a disciplined approach to investing. Lauren is passionate about community involvement and volunteers for organizations such as Humane Society Silicon Valley, Soroptimist International Santa Clara Silicon Valley, CREW, and NAWBO. With the support of Merrill's global resources, Lauren's team is committed to building strong client relationships based on trust and personalized service.

Asako Thompson - Morgan Stanley Financial Advisor is a leading finance institution located at 225 West Santa Clara Street in San Jose, California, United States. As a trusted financial advisor with Morgan Stanley, Asako Thompson provides expert guidance and personalized financial solutions to help clients achieve their financial goals. With a focus on wealth management, investment strategies, and retirement planning, Asako Thompson offers a comprehensive range of services to individuals, families, and businesses. Trust in Asako Thompson - Morgan Stanley Financial Advisor for professional expertise and personalized financial advice.

Michael Adiutori is a dedicated financial advisor working at Ameriprise Financial Services, LLC located at 225 West Santa Clara Street in San Jose, California. With a focus on providing personalized financial planning and investment strategies, Michael helps clients navigate their financial goals and secure their financial future. As a trusted professional in the finance industry, he is committed to helping individuals and families achieve their financial aspirations. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Michael Adiutori is here to provide expert guidance and support. Contact him today to schedule a consultation and take the first step towards a more secure financial future.

Grassi Investment Management is a reputable finance institution located at 2350 Mission College Boulevard in Santa Clara, California, United States. With a focus on providing top-notch investment management services, Grassi Investment Management is dedicated to helping clients achieve their financial goals and secure their financial future. Their team of experienced professionals offers personalized investment strategies tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or preserve your assets, Grassi Investment Management is committed to delivering exceptional results and unparalleled service.

The Merrill Investment & Retirement Financial Center is a leading finance institution located at 2900 El Camino Real in Santa Clara, California, United States. Our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals through personalized investment and retirement planning services. Whether you are looking to grow your wealth, save for retirement, or plan for the future, our experts are here to provide you with the guidance and support you need. Visit us today to learn more about how we can help you secure your financial future.

Pamela Matthews is a financial advisor at Ameriprise Financial Services, LLC located at 225 West Santa Clara Street in San Jose, California. She holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in asset management, retirement planning, estate planning, investment strategies, and more, Pamela Matthews is dedicated to providing comprehensive financial services to her clients.

Gary Sargenti - RBC Wealth Management Financial Advisor is a prestigious finance institution located at 99 South Almaden Boulevard in San Jose, California, United States. As a trusted financial advisor, Gary Sargenti provides expert guidance and personalized strategies to help clients achieve their financial goals. With a strong focus on wealth management, investment planning, and retirement solutions, Gary Sargenti and his team offer a comprehensive range of services to individuals and businesses alike. With a commitment to excellence and a dedication to client satisfaction, Gary Sargenti - RBC Wealth Management Financial Advisor is the go-to destination for all your financial needs.

Absolute Notary & Loan Signing is a reputable finance institution located at 1400 Coleman Avenue in Santa Clara, California. They specialize in providing efficient and reliable notary and loan signing services for a variety of financial transactions. With their experienced team of professionals, clients can trust that their documents will be handled with the utmost care and attention to detail. Whether you are in need of notarization for legal documents or assistance with loan signings, Absolute Notary & Loan Signing is dedicated to providing exceptional service to meet your needs.

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.

H&R Block is a trusted accounting and finance institution located at 3959 Rivermark Plaza in Santa Clara, California. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and small business accounting. Whether you are an individual looking for assistance with your taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and reliable solutions. Visit us today to learn more about how we can help you achieve your financial goals.

Victory Finance Inc is a reputable finance institution located at 2445 Augustine Drive in Santa Clara, California. We specialize in providing a wide range of financial services to our clients, including investment management, financial planning, and loan services. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or secure a loan, Victory Finance Inc is here to help. Contact us today to learn more about how we can assist you with your financial needs.

Ken Prodger CFP®,ChFC®,ChSNC®, AIF® is a prestigious finance institution located at 4633 Old Ironsides Drive, Santa Clara, California, United States. With a team of highly qualified professionals holding various certifications such as CFP®, ChFC®, ChSNC®, and AIF®, this institution offers expert financial planning and investment services to individuals and businesses alike. Whether you are looking to secure your financial future, plan for retirement, or grow your wealth, Ken Prodger and his team are dedicated to providing personalized solutions tailored to your specific needs and goals. Trust in their expertise and experience to help you achieve financial success and peace of mind.

Essence Wealth & Insurance Services is a leading financial institution located at 4677 Old Ironsides Drive in Santa Clara, California. Specializing in wealth management and insurance services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking to grow your wealth through strategic investment planning or safeguard your future with comprehensive insurance coverage, Essence Wealth & Insurance Services is here to provide personalized solutions tailored to your unique needs. Trust us to guide you towards a secure financial future.

Albert Lee CFP is a reputable finance institution located at 275 Saratoga Avenue in Santa Clara, California, United States. Specializing in financial planning and investment management, Albert Lee CFP provides personalized services to help clients achieve their financial goals. With a team of experienced professionals, they offer comprehensive financial advice and strategies tailored to each individual's unique needs. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Albert Lee CFP is dedicated to helping you secure a stable financial future.

Bennet Shay & Company is a prestigious financial institution located at 4675 Stevens Creek Boulevard in Santa Clara, California, United States. With a focus on providing top-notch financial services to individuals and businesses, Bennet Shay & Company is known for their expertise in wealth management, investment strategies, and financial planning. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Visit Bennet Shay & Company today to experience personalized and comprehensive financial services tailored to your needs.

Ray Kasrovi & Associates is a reputable accounting and finance institution located at 1659 Scott Boulevard in Santa Clara, California, United States. With a team of experienced professionals, they offer a wide range of services to individuals and businesses, including tax preparation, financial planning, and investment management. Their personalized approach and commitment to excellence make them a trusted partner for all financial needs.

Bay Area Startups Services, Inc is a leading accounting and finance institution located in Santa Clara, California. Our experienced team of professionals provides a wide range of services tailored to meet the needs of startup companies in the Bay Area. From bookkeeping and tax preparation to financial planning and consulting, we are dedicated to helping our clients achieve their financial goals. Visit us at 3375 Scott Boulevard to learn more about how we can support your business.

Unchained Financial Services is a leading accounting and finance institution located at 410 East Santa Clara Street in San Jose, California, United States. With a team of skilled professionals, they offer a wide range of services including tax preparation, financial planning, and investment management. Their commitment to providing personalized solutions and excellent customer service sets them apart in the industry. Whether you are an individual or a business looking for expert financial advice, Unchained Financial Services is the trusted partner you need to achieve your financial goals.

Heckman Financial & Insurance Services Inc-HFIS is a well-established institution located in San Jose, California. As a trusted accounting, finance, and insurance agency, we provide comprehensive financial solutions to individuals and businesses. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and protect their assets. Whether you need assistance with tax planning, investment strategies, or insurance coverage, HFIS is here to provide personalized service and expert guidance. Visit us at 333 West Santa Clara Street to learn more about how we can help you secure a stable financial future.

Edelman Financial Engines is a leading financial institution located at 3945 Freedom Circle in Santa Clara, California, United States. Specializing in finance, they offer a wide range of services to help individuals and businesses manage their wealth and achieve their financial goals. With a team of experienced professionals, Edelman Financial Engines provides personalized financial planning, investment management, retirement planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Edelman Financial Engines is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Ilda Mitchel - State Farm Insurance Agent is a bilingual Spanish-speaking insurance agency located at 6203 San Ignacio Avenue in San Jose, California. We serve Santa Clara County and Placer County, offering competitive car insurance, renters insurance, homeowners insurance, condo insurance, business insurance, and life insurance quotes tailored to your budget and needs. Our dedicated team is committed to providing excellent customer service and protecting your assets. We are available by phone or text to assist clients in the greater Bay Area, including San Jose, South Bay, East Bay, North Bay, Peninsula, and San Francisco. Our mission is to offer budget-friendly insurance policies based on individual requirements. Contact us at 408-238-0100 for assistance with auto insurance, home insurance, renters insurance, business insurance, and life insurance. James, a trilingual team member, is available to help with commercial insurance needs and is also a talented chef. Please reach out if you need a quick certificate of insurance. Life Insurance and annuities are issued by State Farm Life Insurance Company and State Farm Life and Accident Assurance Company. State Farm VP Management Corp. provides investment products, separate from banking and insurance services. For tax or legal advice, please consult a professional advisor.

Stonecrest Financial is a reputable finance institution located at 4675 Stevens Creek Boulevard in Santa Clara, California. Specializing in providing a wide range of financial services, Stonecrest Financial offers tailored solutions to meet the unique needs of its clients. With a team of experienced professionals, the institution prides itself on delivering exceptional customer service and personalized financial advice. Whether you are looking for a loan, investment opportunities, or financial planning assistance, Stonecrest Financial is dedicated to helping you achieve your financial goals. Visit their office in Santa Clara to learn more about their services and how they can help you secure your financial future.

NRI Tax Group is a leading accounting and finance institution located at 5201 Great America Parkway in Santa Clara, California, United States. Specializing in tax services for non-resident Indians (NRI), the institution offers expert guidance and assistance in navigating the complex world of international tax laws and regulations. With a team of experienced professionals, NRI Tax Group is dedicated to providing personalized solutions to help individuals and businesses optimize their financial strategies and minimize tax liabilities. Whether you are a student, professional, or entrepreneur, NRI Tax Group is your trusted partner in achieving financial success.

Gulati & Associates is a reputable finance institution located at 2350 Mission College Boulevard in Santa Clara, California, United States. With a team of experienced professionals, they offer a wide range of financial services including investment planning, wealth management, retirement planning, and more. Their commitment to providing personalized solutions and exceptional customer service sets them apart in the industry. Visit Gulati & Associates for all your financial needs and experience the difference they can make in helping you achieve your financial goals.

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. As part of the prestigious Morgan Stanley brand, they offer comprehensive wealth management services to help clients achieve their financial goals. With a team of experienced professionals, they provide personalized investment strategies, retirement planning, and financial guidance to individuals and businesses. Visit them today to learn how they can help you secure your financial future.

Crest Financial Services is a reputable accounting and finance institution located at 2880 Lakeside Drive in Santa Clara, California, United States. With a team of experienced professionals, we provide a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Our goal is to help individuals and businesses achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and see how we can assist you with your financial needs.

2000 Homestead Rd is a finance institution located on Homestead Road in Santa Clara, California. This institution offers a wide range of financial services to individuals and businesses in the area. With a team of experienced professionals, 2000 Homestead Rd provides personalized financial solutions to help clients achieve their financial goals. Whether you are looking for assistance with investments, loans, or financial planning, 2000 Homestead Rd is dedicated to helping you navigate the complexities of the financial world. Visit us today to learn more about how we can help you secure your financial future.