Top financial advisor for investments in San Jose, CA
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AAA San Jose Stevens Creek Branch
● ClosedAAA San Jose Stevens Creek Branch is a reputable insurance agency located at 5120 Stevens Creek Boulevard in San Jose, California. As a branch of the well-known AAA organization, this institution offers a wide range of insurance services to meet the needs of individuals and families in the area. With a team of knowledgeable and experienced agents, AAA San Jose Stevens Creek Branch is dedicated to providing top-notch customer service and helping clients find the right coverage for their specific needs. Whether you're looking for auto, home, life, or other types of insurance, you can trust AAA San Jose Stevens Creek Branch to provide reliable and affordable options.
5120 Stevens Creek Blvd, San Jose, CA 95129, United States -
Bank of America Financial Center
● ClosedThe Bank of America Financial Center at 2225 Quimby Road in San Jose, California, is a leading institution offering a wide range of banking and financial services. With a strong presence in the United States, the Bank of America is known for its reliable and customer-centric approach to banking. Whether you are looking for personal banking solutions, investment advice, or business financing, the Bank of America Financial Center has a team of experienced professionals ready to assist you. Visit us today to experience top-notch service and innovative financial solutions.
2225 Quimby Rd, San Jose, CA 95122, United States -
Fidelity Investments
● ClosedFidelity Investments is a renowned finance institution located at 851 East Hamilton Avenue in Campbell, California, United States. With a strong reputation for providing top-quality financial services, Fidelity Investments offers a wide range of investment options, retirement planning, wealth management, and more. Their experienced team of financial experts are dedicated to helping clients achieve their financial goals and secure their future. Visit Fidelity Investments today to start building a solid financial foundation.
851 E Hamilton Ave Suite 100, Campbell, CA 95008, United States -
Fidelity Investments
● ClosedFidelity Investments is a renowned finance institution located at 4160 North First Street in San Jose, California, United States. With a strong reputation for providing top-notch investment services, Fidelity Investments offers a wide range of financial products and solutions to help individuals and businesses achieve their financial goals. Whether you are looking to invest in stocks, bonds, mutual funds, or retirement accounts, Fidelity Investments has the expertise and resources to guide you towards financial success. Trust in Fidelity Investments to help you navigate the complex world of finance and make informed investment decisions.
4160 N First St, San Jose, CA 95134, United States -
Khushvinder Singh, Financial Professional - New York Life
● OpenKhushvinder Singh, Financial Professional at New York Life, is a trusted and experienced finance and insurance agency located at 1731 Technology Drive in San Jose, California. With a commitment to providing top-notch financial services and insurance products, Khushvinder Singh helps clients secure their financial future and protect their assets. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Khushvinder Singh is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and start building a solid financial plan for your future.
1731 Technology Dr Suite 400, San Jose, CA 95110, United States -
Edward Jones - Financial Advisor: Christina Biagi, AAMS™|CRPC™
● ClosedEdward Jones - Financial Advisor: Christina Biagi, AAMS™|CRPC™ is a reputable financial institution located at 2280 Lincoln Avenue in San Jose, California, United States. With a focus on providing top-notch financial services, Christina Biagi, a certified Accredited Asset Management Specialist (AAMS) and Chartered Retirement Planning Counselor (CRPC), offers personalized financial advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to build wealth, Edward Jones - Financial Advisor: Christina Biagi, AAMS™|CRPC™ is dedicated to providing expert financial solutions tailored to your individual needs.
2280 Lincoln Ave Suite 100, San Jose, CA 95125, United States -
UBS Financial Services Inc.
● OpenUBS Financial Services Inc. is a reputable finance institution located at 355 Santana Row in San Jose, California, United States. Specializing in a wide range of financial services, UBS is known for its expertise in wealth management, investment banking, asset management, and more. With a strong reputation for providing top-notch financial advice and services, UBS is a trusted partner for individuals, businesses, and institutions looking to achieve their financial goals.
355 Santana Row Suite 2050, San Jose, CA 95128, United States -
Investy Financial Services
● ClosedInvesty Financial Services is a leading finance institution located at 919 Story Road in San Jose, California. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients, helping them achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or wealth management services, Investy Financial Services has got you covered. Visit us today to start planning for a brighter financial future.
919 Story Rd #1200, San Jose, CA 95122, United States -
Sequoia Wealth Advisors and Invesment Management, Inc.
● ClosedSequoia Wealth Advisors and Investment Management, Inc. is a leading finance institution located at 99 South Almaden Boulevard in San Jose, California, United States. With a team of experienced financial advisors, they offer a range of services including investment management, financial planning, and wealth management. Their goal is to help clients achieve their financial goals and secure their financial future through personalized and strategic financial planning. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Sequoia Wealth Advisors is dedicated to providing top-notch financial guidance and support.
99 S Almaden Blvd #925, San Jose, CA 95113, United States -
Robert Galindo, LPL Financial
● ClosedRobert Galindo, LPL Financial is a reputable finance institution located at 3880 South Bascom Avenue in San Jose, California, United States. With a focus on providing top-notch financial services and investment solutions, the institution is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Robert Galindo, LPL Financial offers personalized and expert advice to meet your needs. Trust in their experienced team to guide you through the complexities of the financial world and assist you in making informed decisions.
3880 S Bascom Ave #210, San Jose, CA 95124, United States -
Merrill Lynch Financial Advisor Namrata Agrawal
● ClosedMerrill Lynch Financial Advisor Namrata Agrawal is a reputable finance institution located at 560 South Winchester Boulevard in San Jose, California, United States. With years of experience in the financial industry, Namrata Agrawal provides expert advice and personalized financial solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Namrata Agrawal is dedicated to providing top-notch service and guidance to help you navigate the complexities of the financial world.
560 S Winchester Blvd, San Jose, CA 95128, United States -
Wealth Management Associate - U.S. Bancorp Investments: Annie Mai
● ClosedAs a Wealth Management Associate at U.S. Bancorp Investments, Annie Mai provides expert financial advice and guidance to clients in San Jose, California. Located at 2875 The Villages Parkway, Annie Mai offers personalized investment strategies tailored to individual needs and goals. With a background in finance, Annie Mai is committed to helping clients achieve their financial objectives and secure their financial future. Contact Annie Mai at U.S. Bancorp Investments for top-notch wealth management services.
2875 The Villages Pkwy, San Jose, CA 95135, United States -
Merrill Lynch Financial Advisor Vivek V Thoppay
● ClosedMerrill Lynch Financial Advisor Vivek V Thoppay is a finance institution located at 50 West San Fernando Street, San Jose, California, United States. Merrill is proud of their advisors who have received recognition from financial industry publications or directly from Bank of America Corporation. The institution is known for setting the standard for exemplary client service, with accolades such as Forbes “Best-in-State Wealth Management Teams” and Barron's "Top 1,200 Financial Advisors: State-by-State". Supported by the global resources of Merrill, the team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The institution's mission is to understand each client and what matters most to them, in order to design and implement a personalized financial plan to help them pursue their goals while managing investment risk. Through conversations and the Investment Personality Assessment, Merrill works to get to know each client personally and develop a financial approach that reflects their unique needs and priorities. The institution offers a range of financial solutions and strategies to help clients achieve their goals, with a focus on staying on track regardless of market fluctuations. Merrill Lynch Financial Advisor Vivek V Thoppay is dedicated to providing one-on-one guidance and support to help clients live their best financial lives.
50 W San Fernando St 16th Floor, San Jose, CA 95113, United States -
Merrill Lynch Financial Advisor Steven C Nieto
● ClosedMerrill Lynch Financial Advisor Steven C Nieto is a reputable finance institution located at 560 South Winchester Boulevard in San Jose, California, United States. As a trusted financial advisor, Steven C Nieto provides expert guidance and personalized financial solutions to help clients achieve their financial goals. With a strong focus on wealth management and investment strategies, clients can expect top-notch service and tailored advice to navigate the complexities of the financial world. Whether you are planning for retirement, investing for the future, or seeking financial planning assistance, Merrill Lynch Financial Advisor Steven C Nieto is dedicated to helping you secure your financial future.
560 S Winchester Blvd, San Jose, CA 95128, United States -
Jose Cetale - Morgan Stanley
● OpenJose Cetale - Morgan Stanley is a leading finance institution located at 101 West Broadway in San Diego, California, United States. With a strong reputation for expertise and professionalism in the financial industry, our team at Morgan Stanley is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, wealth management, or financial planning, we are here to help you achieve your financial goals. Contact us today to learn more about how Jose Cetale - Morgan Stanley can support your financial needs.
101 W Broadway UNIT 1800, San Diego, CA 92101, United States -
Merrill Lynch Financial Advisor Jitian Tan
● ClosedMerrill Lynch Financial Advisor Jitian Tan is a reputable finance institution located at 560 South Winchester Boulevard in San Jose, California, United States. With years of experience and expertise in the financial industry, Jitian Tan provides personalized financial advice and guidance to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Jitian Tan is dedicated to providing top-notch financial services tailored to your individual needs. Contact Merrill Lynch Financial Advisor Jitian Tan today to take control of your financial future.
560 S Winchester Blvd, San Jose, CA 95128, United States -
Merrill Lynch Financial Advisor Mark A Barnao
● ClosedMerrill Lynch Financial Advisor Mark A Barnao is a trusted financial institution located at 560 South Winchester Boulevard in San Jose, California, United States. Specializing in finance, this institution offers expert guidance and personalized financial planning services to help clients achieve their financial goals. With a focus on wealth management and investment strategies, Merrill Lynch Financial Advisor Mark A Barnao is dedicated to providing top-notch financial advice and support to individuals and businesses alike. Contact them today to start planning for a secure financial future.
560 S Winchester Blvd, San Jose, CA 95128, United States -
James Mann - UBS Financial Services Inc.
● OpenJames Mann - 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, James Mann - UBS Financial Services Inc. offers expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking for investment management, wealth planning, or retirement strategies, the experienced team at James Mann - UBS Financial Services Inc. is dedicated to helping you navigate the complex world of finance with confidence and peace of mind.
355 Santana Row Suite 2050, San Jose, CA 95128, United States -
Emily Van Hoorickx - UBS Financial Services Inc.
● OpenEmily Van Hoorickx - UBS Financial Services Inc. is a leading finance institution located at 355 Santana Row in San Jose, California, United States. With a strong reputation for providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, wealth management services, or retirement planning, our experienced professionals are here to assist you every step of the way. Trust in Emily Van Hoorickx - UBS Financial Services Inc. for all your financial needs.
355 Santana Row Suite 2050, San Jose, CA 95128, United States -
Alpha Wealth Management Group - UBS Financial Services Inc.
● OpenAlpha Wealth Management Group - UBS Financial Services Inc. is a premier financial institution located in the heart of San Jose, California. With a commitment to providing top-notch wealth management services, our team of experienced financial advisors offers tailored solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or grow your wealth, our experts are here to guide you every step of the way. Visit us at 355 Santana Row to learn more about how Alpha Wealth Management Group can help you secure your financial future.
355 Santana Row Suite 2050, San Jose, CA 95128, United States -
Merrill Lynch Financial Advisor Terrence B Byrnes
● ClosedMerrill Lynch Financial Advisor Terrence B Byrnes is a reputable finance institution located at 560 South Winchester Boulevard in San Jose, California, United States. With a focus on providing top-notch financial advisory services, Terrence B Byrnes and his team offer personalized investment strategies and wealth management solutions to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Merrill Lynch Financial Advisor Terrence B Byrnes is dedicated to helping you make informed decisions and navigate the complexities of the financial world. Trustworthy, experienced, and client-focused, this institution is committed to providing exceptional financial guidance and support to individuals and families in the San Jose area and beyond.
560 S Winchester Blvd #600, San Jose, CA 95128, United States -
Clark Morgan - RBC Wealth Management Financial Advisor
● ClosedClark Morgan - RBC Wealth Management Financial Advisor is a prestigious financial institution located at 99 South Almaden Boulevard in the heart of San Jose, California. As a leading wealth management firm, we provide expert financial advice and personalized investment solutions to help our clients achieve their financial goals. Our team of experienced advisors is dedicated to providing top-notch service and guidance to ensure our clients' financial success. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Clark Morgan - RBC Wealth Management Financial Advisor is here to help you navigate the complexities of the financial world. Trust us to be your partner in building a secure financial future.
99 S Almaden Blvd Suite 300, San Jose, CA 95113, United States -
LPL Financial
● OpenLPL Financial is a leading finance institution located at 1735 North First Street in San Jose, California, United States. With a focus on providing comprehensive financial services and investment solutions, LPL Financial is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offer personalized guidance and expertise to assist clients in navigating the complexities of the financial world. Whether you are looking to plan for retirement, manage your investments, or secure your financial future, LPL Financial is committed to providing top-notch service and support to help you succeed.
1735 N First St UNIT 109, San Jose, CA 95112, United States -
Lesley Lemessurier - Associate Financial Advisor, Ameriprise Financial Services, LLC
● ClosedLesley Lemessurier, an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 1905 The Alameda, San Jose, California, is a highly qualified professional with multiple certifications and designations. Lesley holds the AAMS™ certification, demonstrating expertise in asset management and investment strategies. Additionally, Lesley is an ADPA™ Accredited Domestic Partnership Advisor™, specializing in wealth transfers, retirement planning, and end-of-life needs for domestic partners. With the AEP® designation from the National Association of Estate Planners & Councils, Lesley is well-versed in estate planning for various professionals. As an Accredited Investment Fiduciary® (AIF®), Lesley upholds high fiduciary standards and demonstrates comprehensive knowledge in this area. Lesley also holds the APMA™ designation, focusing on client assessment, risk/return, and modern portfolio theory. With the AWMA℠ certification, Lesley has advanced knowledge in asset management, retirement planning, and risk management for high net worth clients. Furthermore, Lesley is a Behavioral Financial Advisor, helping clients make better financial decisions through self-awareness and effective decision-making. Lesley is also a Chartered Advisor in Philanthropy® (CAP®), assisting clients in articulating and advancing their philanthropic aspirations. Additionally, Lesley holds the CAS® designation, specializing in fixed-rate and variable annuities. With the CASL® credential, Lesley is trained in issues impacting seniors and retirement planning. As a Certified Divorce Financial Analyst, Lesley specializes in the financial aspects of divorce.
1905 The Alameda, San Jose, CA 95126, United States -
Tom Cochran - BancWest Investment Services Wealth Financial Advisor
● ClosedTom Cochran - BancWest Investment Services Wealth Financial Advisor is a leading finance institution located at 3081 McKee Road in San Jose, California, United States. As a trusted wealth management advisor, Tom Cochran offers personalized financial planning and investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert guidance, Tom Cochran is dedicated to helping individuals and families secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Tom Cochran - BancWest Investment Services Wealth Financial Advisor is committed to providing top-notch financial services tailored to your specific needs.
3081 McKee Rd, San Jose, CA 95127, United States -
Mark Haq - UBS Financial Services Inc.
● OpenMark Haq - UBS Financial Services Inc. is a renowned financial institution located at 355 Santana Row, San Jose, California, United States. With a strong reputation for providing top-notch financial services, Mark Haq - UBS Financial Services Inc. offers a wide range of financial solutions and expertise to individuals, businesses, and institutions. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, wealth management, retirement planning, or any other financial service, Mark Haq - UBS Financial Services Inc. is committed to providing personalized solutions tailored to your specific needs.
355 Santana Row Suite 2050, San Jose, CA 95128, United States -
Darren Poots - UBS Financial Services Inc.
● OpenDarren Poots - UBS Financial Services Inc. is a reputable finance institution located at 50 West San Fernando Street in San Jose, California, United States. Specializing in providing a wide range of financial services, including wealth management, investment banking, and asset management, the institution is known for its expertise and commitment to helping clients achieve their financial goals. With a team of experienced professionals, Darren Poots - UBS Financial Services Inc. offers personalized financial solutions tailored to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or invest in the future, this institution is dedicated to providing top-notch financial services and guidance.
50 W San Fernando St 8th Floor, San Jose, CA 95113, United States -
Lincoln Financial Securities
● OpenLincoln Financial Securities is a reputable finance institution situated at 1042 West Hedding Street in San Jose, California, United States. With a focus on providing top-notch financial services, Lincoln Financial Securities is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management solutions, the experienced professionals at Lincoln Financial Securities are here to assist you every step of the way. Trustworthy, reliable, and committed to excellence, Lincoln Financial Securities is your go-to institution for all your financial needs.
1042 W Hedding St # 241, San Jose, CA 95126, United States -
James Park - Branch Manager, Ameriprise Financial Services, LLC
● ClosedJames Park is the Branch Manager at Ameriprise Financial Services, LLC located at 225 West Santa Clara Street, San Jose, California, United States. Ameriprise Financial has been recognized as one of Investor’s Business Daily’s Most Trusted Wealth Managers. James Park provides personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients have secure access to their investments and accounts from any device. Interested individuals can schedule a complimentary initial consultation to learn more about how James Park can help achieve financial goals. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. James Park may conduct securities business with residents of states where properly registered. Referrals are welcomed, and friends or family members can expect to hear from James Park soon. Privacy and security are a top priority at Ameriprise Financial Services, LLC.
225 W Santa Clara St UNIT 1600, San Jose, CA 95113, United States -
Nancy Ubaldi - UBS Financial Services Inc.
● OpenNancy Ubaldi - UBS Financial Services Inc. is a reputable financial institution located at 355 Santana Row in San Jose, California. Specializing in providing top-notch financial services, Nancy Ubaldi - UBS Financial Services Inc. offers a wide range of investment options and wealth management solutions to clients in the United States. With a team of experienced financial advisors, the institution is committed to helping individuals and businesses achieve their financial goals and secure their financial future. Visit Nancy Ubaldi - UBS Financial Services Inc. today for expert financial advice and personalized service.
355 Santana Row Suite 2050, San Jose, CA 95128, United States
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