Secure financial future in Los Gatos, California

Castelli Financial is a finance institution located at 236 North Santa Cruz Avenue, Los Gatos, California, United States. At Castelli Financial, we prioritize transparency and trust, providing personalized financial services to help you achieve your financial goals and live your best life. Our approach is like an Italian family dinner - personal, sophisticated, and unrushed. We take the time to review your financial landscape, educate you about your options, and ensure you have peace of mind about your finances. Our founder, Juliette Castelli-Kolev, comes from a heritage of caring deeply for others, and we treat each client like family. We offer a range of financial solutions for all stages of life, from retirement planning to comprehensive financial strategies. Castelli Financial has been recognized by Forbes as one of the Best-in-State Top Financial Security Professionals for 2022, a testament to our dedication to excellence and client satisfaction. Juliette Castelli-Kolev is a licensed agent for New York Life Insurance Company, offering a range of insurance and investment products to help you secure your financial future. We are committed to serving our clients with integrity and expertise, and we are honored to have you join the Castelli Financial family.

Olma Tax & Financial is a reputable institution located at 459 Monterey Avenue in Los Gatos, California, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch financial solutions to individuals and businesses alike. With years of experience and a commitment to excellence, we strive to help our clients achieve their financial goals and secure their financial futures. Trust Olma Tax & Financial for all your accounting and financial needs.

Edward Jones - Financial Advisor: Vince DiPiero, CFP® is a reputable financial institution located at 101 Church Street in Los Gatos, California, United States. As a Certified Financial Planner, Vince DiPiero offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is dedicated to providing top-notch financial services to individuals and families in the community.

Morgan Stanley Financial Advisors is a prestigious finance institution located at 16000 Los Gatos Boulevard in Los Gatos, California, United States. Our team of expert financial advisors offers personalized wealth management services to help clients achieve their financial goals. With a strong reputation for excellence and a commitment to client satisfaction, Morgan Stanley Financial Advisors is a trusted partner for individuals and businesses seeking comprehensive financial planning and investment solutions. Contact us today to learn how we can help you secure your financial future.

Rice Financial Consulting is a reputable finance institution located at 300 East Main Street in Los Gatos, California, United States. Our team of expert financial consultants provides personalized and comprehensive financial services to individuals and businesses. Whether you need assistance with investment strategies, retirement planning, or wealth management, our experienced professionals are here to help you achieve your financial goals. Trust Rice Financial Consulting to provide you with top-notch financial advice and guidance to secure your financial future.

MainStreet Financial Planning, Inc is a reputable finance institution located at 236 North Santa Cruz Avenue in Los Gatos, California, United States. With a team of experienced financial advisors, MainStreet Financial Planning, Inc offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment management, or estate planning services, MainStreet Financial Planning, Inc is dedicated to providing personalized and comprehensive financial solutions tailored to your specific needs. Trust MainStreet Financial Planning, Inc to guide you towards a secure financial future.

UBS Financial Services Inc. is a reputable finance institution located at 750 University Avenue in Los Gatos, California, United States. With a strong presence in the financial industry, UBS offers a wide range of financial services to its clients, including wealth management, investment banking, asset management, and more. Known for its expertise and professionalism, UBS Financial Services Inc. is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future.

Lexington Financial is a leading finance institution located at 260 Saratoga-Los Gatos Road in Los Gatos, California. As a trusted provider of financial services, Lexington Financial offers a wide range of solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Lexington Financial is dedicated to providing personalized and comprehensive financial advice to help clients navigate complex financial decisions. Whether you are looking to invest, save for the future, or secure a loan, Lexington Financial is committed to helping you succeed. Visit us today to learn more about our services and how we can help you achieve financial success.

Chamberlain Financial Planning & Wealth Management is a leading institution specializing in accounting and finance services. Located at 644 North Santa Cruz Avenue in Los Gatos, California, United States, our team of experienced professionals is dedicated to helping our clients achieve their financial goals. Whether you are looking to plan for retirement, invest wisely, or manage your wealth effectively, Chamberlain Financial Planning & Wealth Management is here to provide personalized solutions tailored to your specific needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Edward Jones - Financial Advisor: Russell T Case, CFP®|AAMS™|CRPC™|CRPS™ is a renowned financial institution located at 987 University Avenue in Los Gatos, California, United States. Specializing in providing personalized financial planning services, Russell T Case is a Certified Financial Planner with additional designations in Accredited Asset Management Specialist, Chartered Retirement Planning Counselor, and Chartered Retirement Plans Specialist. With a commitment to helping clients achieve their financial goals and secure their financial futures, Edward Jones offers expert advice and guidance in investment strategies, retirement planning, wealth management, and more. Trust in Edward Jones and Russell T Case to provide comprehensive and tailored financial solutions to meet your individual needs.

Michael Glomb, CFP - UBS Financial Services Inc. is a leading financial institution located at 750 University Avenue in Los Gatos, California. As a Certified Financial Planner, Michael Glomb and his team offer a wide range of financial services to help clients achieve their financial goals. With a focus on personalized financial planning and investment management, they strive to provide expert advice and guidance to individuals and families looking to secure their financial future. Whether you are planning for retirement, saving for education, or investing for long-term growth, Michael Glomb, CFP - UBS Financial Services Inc. is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Allworth Financial is a finance institution located at 644 North Santa Cruz Avenue in Los Gatos, California, United States. They provide a wide range of financial services to help individuals and families achieve their financial goals. With a team of experienced professionals, Allworth Financial offers personalized financial planning, investment management, retirement planning, and estate planning services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Allworth Financial can help you navigate the complexities of the financial world and make informed decisions for a secure financial future.

Christian Glomb, CFP - UBS Financial Services Inc. is a prestigious finance institution located at 750 University Avenue in Los Gatos, California, United States. With a team of dedicated professionals led by certified financial planner Christian Glomb, this institution offers a wide range of financial services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Christian Glomb, CFP - UBS Financial Services Inc. is committed to providing personalized solutions tailored to meet your individual needs. Trust in their expertise and experience to guide you towards a secure financial future.

Copper Tree Wealth Management - UBS Financial Services Inc. is a prestigious financial institution located at 750 University Avenue in Los Gatos, California. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized investment strategies and comprehensive financial planning, we strive to provide our clients with the highest level of service and expertise. Trust Copper Tree Wealth Management - UBS Financial Services Inc. to guide you towards financial success.

Merrill Investment & Retirement Financial Center, located at 333 North Santa Cruz Avenue in Los Gatos, California, is a finance institution that offers personalized advice and guidance to help individuals turn their ambitions into action. With a team of Merrill Financial Solutions Advisors available in Los Gatos, CA, clients can work towards their financial goals and plan for their future with confidence. Whether you are looking for investment advice, retirement planning, or other financial services, Merrill is dedicated to providing the tools and support needed to help you succeed. Please note that Merrill is a subsidiary of Bank of America and offers a wide range of services, including brokerage, investment advisory, and insurance products. Contact Merrill Investment & Retirement Financial Center today to learn more about how they can help you achieve your financial objectives.

Merrill Investment & Retirement Financial Center is a premier finance institution located at 780 Blossom Hill Road in Los Gatos, California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their investment and retirement goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, our experts are here to provide personalized guidance and support. Visit us today to learn more about our comprehensive range of financial services and start building a secure financial future.

Trike Financial is a trusted financial institution located at 16548 Oleander Avenue in Los Gatos, California, United States. With a team of experienced professionals, Trike Financial offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, Trike Financial is dedicated to providing personalized solutions tailored to your specific needs. Visit us today to learn more about how we can help you secure your financial future.

Catherine Chen - State Farm Insurance Agent is a reputable insurance agency located at 20132 Stevens Creek Boulevard in Cupertino, California. Situated near the Apple campus, De Anza College, and Cupertino Main Street, our agency serves the community with a focus on personalized service and excellent customer care. As April is distracted driving awareness month, we encourage you to review your auto insurance liability coverage to ensure you and your family are adequately protected. With over two decades of experience, Catherine Chen brings a dedicated work ethic and a commitment to helping her neighbors in Cupertino and surrounding areas such as San Jose, Saratoga, Sunnyvale, and Los Gatos.

Farmers Insurance - Sohy Orangi is an insurance agency located at 101 Church Street, Los Gatos, California, United States. As your local Farmers agent in Los Gatos, Sohy Orangi helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance offers a variety of coverage options including auto, home, renters, business insurance, and life insurance. Sohy Orangi can help you understand your coverage options and create a personalized plan to protect what matters most to you. Whether you need comprehensive car insurance, renters insurance to protect your belongings, or a solid financial plan for the future, Sohy Orangi is here to help. Contact Farmers Insurance - Sohy Orangi today for a quote and to learn more about how they can help you safeguard your assets and loved ones.

Sherer Group LLC is a finance institution located at 61 East Main Street in the beautiful town of Los Gatos, California, United States. We specialize in providing a wide range of financial services to individuals and businesses, including wealth management, investment advisory, and financial planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you navigate the complexities of the financial world.

Legacy Capital Group California is a finance institution located at 459 Monterey Avenue in Los Gatos, California, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions for our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your wealth, we are here to help. Trust Legacy Capital Group California to help you achieve your financial goals and secure your financial future.

Kane Investment Management, Inc. is a renowned finance institution located at 15466 Los Gatos Boulevard in Los Gatos, California, United States. With a strong reputation for providing expert financial advice and management services, Kane Investment Management, Inc. helps clients navigate the complex world of investments with confidence and success. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Kane Investment Management, Inc. is committed to guiding you every step of the way.

Scharf Investments, LLC is a finance institution located at 16450 Los Gatos Boulevard in Los Gatos, California, United States. Specializing in investment management and financial planning, Scharf Investments offers a range of services to help clients achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, Scharf Investments is dedicated to helping clients make informed decisions and secure their financial future.

Hawker Gregg is a reputable accounting and finance institution located at 14127 Capri Drive in Los Gatos, California, United States. With a team of experienced professionals, they provide top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, Hawker Gregg is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart from other institutions in the industry. Visit Hawker Gregg today and take the first step towards securing your financial future.

Fidelity Investments is a renowned finance institution located at 434 North Santa Cruz Avenue in Los Gatos, California, United States. With a strong reputation for providing top-notch financial services, Fidelity Investments offers a wide range of investment options and financial planning solutions to help individuals and businesses achieve their financial goals. Their team of experienced professionals is dedicated to providing expert guidance and personalized advice to clients, ensuring they make informed decisions and secure their financial future. Whether you are looking to invest for retirement, save for a major purchase, or grow your wealth, Fidelity Investments is committed to helping you succeed.

Marshall Wealth Management Group is a leading finance institution located at 634 North Santa Cruz Avenue in Los Gatos, California, United States. Specializing in comprehensive wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized financial planning and investment strategies, Marshall Wealth Management Group provides tailored solutions to meet the unique needs of each individual client. Trust us to guide you towards financial success and peace of mind.

Farmers Insurance - JP Bernard is an insurance agency located at 985 University Avenue, Los Gatos, California, United States. As your local Farmers® agent, JP Bernard helps customers identify the insurance coverage that best fits their needs. With extensive knowledge and experience, JP Bernard can help you understand your coverage options, whether it's for auto, home, renters, business insurance, and more. The team at Farmers Insurance - JP Bernard has a deep understanding of the business life in Silicon Valley and can provide tailored business insurance solutions. Whether you need comprehensive coverage, collision coverage, deductibles, medical payments, or are looking to manage risks related to income in different phases of life, JP Bernard is here to help. With over 80 years of experience, Farmers Insurance has been providing insurance products that stand the test of time.

Farmers Insurance - Kelli Walsh is a reputable insurance agency located at 451 Los Gatos Boulevard, Los Gatos, California. As a third generation local Farmers® agent, Kelli Walsh helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, or more, Kelli is knowledgeable and experienced in helping clients understand their coverage options. With a straightforward and personalized approach, she aims to make clients smarter about insurance. Kelli Walsh offers comprehensive coverage options for auto insurance, including collision coverage, deductibles, and medical payments. She also provides competitive rates with multi-line insurance discounts. For home insurance, Farmers® has been a trusted provider for over 80 years, offering protection in the event of disasters like fires. With affordable rates and multi-line insurance discounts, clients can get a quote for home insurance.

The Krenzin Wealth Management Group at Morgan Stanley is a leading finance institution located at 16000 Los Gatos Boulevard in Los Gatos, California. With a team of experienced professionals, they provide comprehensive wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, the Krenzin Wealth Management Group offers personalized solutions tailored to your unique needs. Trust in their expertise and dedication to help secure your financial future.

Raymond James is a renowned finance institution located at 229 West Main Street in Los Gatos, California, United States. With a strong reputation for providing personalized financial services, Raymond James offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. Whether you are looking for retirement planning, investment advice, or estate planning, the experienced professionals at Raymond James are dedicated to helping you make informed decisions and secure your financial future.