Home
Sign In
Guide > Wealth transfer solutions in California > Wealth transfer solutions in Santa Clara

Wealth transfer solutions in Santa Clara, California

241 results found

Search for local businesses, places and services near you

Choose your location:
California
  • United States
  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin
  • Wyoming
  • Australia
  • France
  • Germany
  • Ireland
  • Italy
  • New Zealand
  • Poland
  • Spain
  • Ukraine
  • United Kingdom
View Map
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • ...
  • 9
5 1
#1

Wealth Architects

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

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

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

Glomb Private Wealth

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

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

Photo of Glomb Private Wealth - 720 University Avenue, Los Gatos, CA 95032 Photo of Glomb Private Wealth - 720 University Avenue, Los Gatos, CA 95032 Photo of Glomb Private Wealth - 720 University Avenue, Los Gatos, CA 95032
Financial Service
Details
5 4
#3

Essence Wealth & Insurance Services

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

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

Photo of Essence Wealth & Insurance Services - 4677 Old Ironsides Drive, Santa Clara, CA 95054 Photo of Essence Wealth & Insurance Services - 4677 Old Ironsides Drive, Santa Clara, CA 95054 Photo of Essence Wealth & Insurance Services - 4677 Old Ironsides Drive, Santa Clara, CA 95054
Financial Service
Details
5 2
#4

Sequoia Wealth Advisors and Invesment Management, Inc.

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

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

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

Ledwith Financial Wealth Management

● Open
55 W 1st St, Morgan Hill, CA 95037, United States
408-778-3000
ledwithfinancial.com

Ledwith Financial Wealth Management is a premier financial institution located at 55 West 1st Street in Morgan Hill, California.

Photo of Ledwith Financial Wealth Management - 55 West 1st Street, Morgan Hill, CA 95037 Photo of Ledwith Financial Wealth Management - 55 West 1st Street, Morgan Hill, CA 95037
Financial Service
Details
5 5
#6

Lilani Wealth Management

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

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

Financial Service
Details
5 2
#7

PB Financial Group Corporation - Santa Clara Office

● Open
5201 Great America Pkwy Suite 320, Santa Clara, CA 95054, United States
408-716-1000
calhardmoney.com

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.

Financial Service Real Estate Agent
Details
5 1
#8

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

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

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

Photo of Daniel Chang - Private Wealth Advisor, Ameriprise Financial Services, LLC - 225 West Santa Clara Street, San Jose, CA 95113 Photo of Daniel Chang - Private Wealth Advisor, Ameriprise Financial Services, LLC - 225 West Santa Clara Street, San Jose, CA 95113 Photo of Daniel Chang - Private Wealth Advisor, Ameriprise Financial Services, LLC - 225 West Santa Clara Street, San Jose, CA 95113
Financial Service
Details
5 2
#9

Mariner Wealth Advisors

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

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

Photo of Mariner Wealth Advisors - 99 South Almaden Boulevard, San Jose, CA 95113
Financial Service
Details
4.4 13
#10

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

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

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

Photo of Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth - 4320 Stevens Creek Boulevard, San Jose, CA 95129 Photo of Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth - 4320 Stevens Creek Boulevard, San Jose, CA 95129 Photo of Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth - 4320 Stevens Creek Boulevard, San Jose, CA 95129
Financial Service Insurance Agency
Details
4 2
#11

U.S. Bank – Wealth Management Banker: Michael Truong

● Closed
1570 Grant Rd, Mountain View, CA 94040, United States
650-965-1413
usbank.com

U.S. Bank's Wealth Management Banker, Michael Truong, is dedicated to helping clients in Mountain View, California, achieve their financial goals.

Photo of U.S. Bank – Wealth Management Banker: Michael Truong - 1570 Grant Road, Mountain View, CA 94040 Photo of U.S. Bank – Wealth Management Banker: Michael Truong - 1570 Grant Road, Mountain View, CA 94040 Photo of U.S. Bank – Wealth Management Banker: Michael Truong - 1570 Grant Road, Mountain View, CA 94040
Financial Service
Details
4 4
#12

Marshall Wealth Management Group

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

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

Photo of Marshall Wealth Management Group - 634 North Santa Cruz Avenue, Los Gatos, CA 95030 Photo of Marshall Wealth Management Group - 634 North Santa Cruz Avenue, Los Gatos, CA 95030 Photo of Marshall Wealth Management Group - 634 North Santa Cruz Avenue, Los Gatos, CA 95030
Financial Service
Details
3 5
#13

Merrill Lynch Wealth Management

● Open
3075A Hansen Way, Palo Alto, CA 94304, United States
650-473-7888
local.ml.com

Merrill Lynch Wealth Management, located at 3075A Hansen Way, Palo Alto, California, is a finance institution that offers a wide range of wealth planning services.

Photo of Merrill Lynch Wealth Management - 3075A Hansen Way, Palo Alto, CA 94304
Financial Service
Details
1 1
#14

Carlton Pace Wealth Management, Inc.

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

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

Financial Service
Details
#15

The CJ Wealth Management Group - Morgan Stanley

● Open
245 Lytton Ave Suite 200, Palo Alto, CA 94301, United States
650-687-2128
advisor.morganstanley.com

The CJ Wealth Management Group at Morgan Stanley is a leading finance institution located at 245 Lytton Avenue in Palo Alto, California, United States.

Financial Service
Details
#16

The AuYeung Wealth Management Group - Morgan Stanley

● Open
Silicon Valley Center, 20400 Stevens Creek Blvd STE 350, Cupertino, CA 95014, United States
408-861-2098
advisor.morganstanley.com

The AuYeung Wealth Management Group at Morgan Stanley is a leading finance institution located at 20400 Stevens Creek Boulevard in Cupertino, California.

Financial Service
Details
#17

ARIA Wealth Management

● Closed
20640 3rd St #300, Saratoga, CA 95070, United States
669-222-1155
ariawm.com

ARIA Wealth Management is a leading finance institution located at 20640 3rd Street in Saratoga, California, United States.

Photo of ARIA Wealth Management - 20640 3rd Street, Saratoga, CA 95070 Photo of ARIA Wealth Management - 20640 3rd Street, Saratoga, CA 95070 Photo of ARIA Wealth Management - 20640 3rd Street, Saratoga, CA 95070
Financial Service
Details
#18

Meyers Wealth Management

● Closed
111 1st St, Los Altos, CA 94022, United States
800-993-2994
meyersmoney.com

Meyers Wealth Management is a leading finance institution located at 111 1st Street in Los Altos, California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their future.

Financial Service
Details
#19

Waverley Wealth Management

● Open
2570 W El Camino Real Suite 200, Mountain View, CA 94040, United States
650-559-9700
waverleywealth.com

Waverley Wealth Management is a premier financial institution located at 2570 West El Camino Real in Mountain View, California.

Financial Service
Details
#20

Meyers Wealth Management

● Closed
441 California Ave #7, Palo Alto, CA 94306, United States
800-993-2994
meyersmoney.com

Meyers Wealth Management is a premier finance institution located at 441 California Avenue in Palo Alto, California, United States.

Photo of Meyers Wealth Management - 441 California Avenue, Palo Alto, CA 94306 Photo of Meyers Wealth Management - 441 California Avenue, Palo Alto, CA 94306 Photo of Meyers Wealth Management - 441 California Avenue, Palo Alto, CA 94306
Financial Service
Details
#21

Red Crane Wealth Management

● Open
3000 El Camino Real, Palo Alto, CA 94306, United States
415-316-0982
redcranewealth.com

Red Crane Wealth Management is a leading finance institution located at 3000 El Camino Real in Palo Alto, California, United States.

Financial Service
Details
#22

One Wealth Management

● Open
2150 N First St Suite 500, San Jose, CA 95131, United States
408-487-1560
onewealthmgmt.com

One Wealth Management is a finance institution located at 2150 North First Street in San Jose, California, United States. At One Wealth Management, we believe that relationships are key to success.

Financial Service
Details
#23

Heart of the Valley Wealth Advisors - Thrivent

● Closed
2021 The Alameda STE 140, San Jose, CA 95126, United States
408-217-2934
connect.thrivent.com

Heart of the Valley Wealth Advisors - Thrivent is a finance and insurance agency located in the heart of San Jose, California. Our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their futures.

Photo of Heart of the Valley Wealth Advisors - Thrivent - 2021 The Alameda, San Jose, CA 95126 Photo of Heart of the Valley Wealth Advisors - Thrivent - 2021 The Alameda, San Jose, CA 95126
Financial Service Insurance Agency
Details
#24

NRI Wealth

● Closed
5201 Great America Pkwy # 350, Santa Clara, CA 95054, United States
510-818-1424
nriwealth.com

NRI Wealth is a leading finance institution located at 5201 Great America Parkway in Santa Clara, California, United States. We specialize in providing wealth management services to Non-Resident Indians (NRIs) looking to grow and protect their assets.

Financial Service
Details
#25

Private Wealth Financial Partners

● Open
2105 S Bascom Ave #300, Campbell, CA 95008, United States
408-879-4217
pwfpartners.com

Private Wealth Financial Partners is a premier financial institution located at 2105 South Bascom Avenue in Campbell, California.

Financial Service
Details
#26

Onesta Wealth Management, LLC

● Closed
900 E Hamilton Ave, Campbell, CA 95008, United States
408-786-0508
onestawealth.com

Onesta Wealth Management, LLC is a finance institution located at 900 East Hamilton Avenue in Campbell, California, United States.

Photo of Onesta Wealth Management, LLC - 900 East Hamilton Avenue, Campbell, CA 95008 Photo of Onesta Wealth Management, LLC - 900 East Hamilton Avenue, Campbell, CA 95008 Photo of Onesta Wealth Management, LLC - 900 East Hamilton Avenue, Campbell, CA 95008
Financial Service
Details
#27

Artesian Wealth Solutions

● Open
5446 Thornwood Dr Suite 101, San Jose, CA 95123, United States
408-622-8594
artesianwealth.solutions

Artesian Wealth Solutions is a finance institution located in San Jose, California. Since 1992, we have been dedicated to helping individuals, families, and businesses achieve their financial goals.

Financial Service
Details
#28

Von Baron Wealth Management

● Open
174 N 14th St, San Jose, CA 95112, United States
408-883-4870
vonbaronwm.com

Von Baron Wealth Management is a prestigious finance and insurance agency located at 174 North 14th Street in San Jose, California, United States.

Photo of Von Baron Wealth Management - 174 North 14th Street, San Jose, CA 95112 Photo of Von Baron Wealth Management - 174 North 14th Street, San Jose, CA 95112
Financial Service Insurance Agency
Details
#29

King Wealth Planning, Inc.

● Closed
3190 S Bascom Ave #230, San Jose, CA 95124, United States
408-879-0789
kingwealth.com

King Wealth Planning, Inc. is a prestigious finance institution located at 3190 South Bascom Avenue in San Jose, California, United States. Specializing in wealth management and financial planning, King Wealth Planning, Inc.

Financial Service
Details
#30

Impact Wealth Management | Alan K Williamson, ChFC

● Open
6120 Hellyer Ave #100, San Jose, CA 95138, United States
408-779-5600
mywealthimpact.com

Impact Wealth Management, led by Alan K Williamson, ChFC, is a trusted financial institution located at 6120 Hellyer Avenue in San Jose, California.

Photo of Impact Wealth Management | Alan K Williamson, ChFC - 6120 Hellyer Avenue, San Jose, CA 95138 Photo of Impact Wealth Management | Alan K Williamson, ChFC - 6120 Hellyer Avenue, San Jose, CA 95138 Photo of Impact Wealth Management | Alan K Williamson, ChFC - 6120 Hellyer Avenue, San Jose, CA 95138
Financial Service
Details
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • ...
  • 9

Nearby cities:

Arcadia Campbell Cupertino Gilroy Los Altos Los Gatos Milpitas Morgan Hill Mountain View Palo Alto Roseville San Jose Santa Ana Santa Clara Saratoga Sunnyvale Ventura

People also searched for:

Financial Consulting in Santa Clara Financial Advisor in Santa Clara Tax Advisor in Santa Clara Tax Consultant in Santa Clara Health Insurance Companies in Santa Clara Life Insurance Companies in Santa Clara

More Categories:

Visa Support in Santa Clara Restaurant in Santa Clara Grocery Store in Santa Clara Handyman Services in Santa Clara Finance & Loans in Santa Clara Baby & Pregnancy Stores in Santa Clara Vacation House Rentals in Santa Clara Hotel & Motel & Hostel in Santa Clara Public Pools & Water Park in Santa Clara Household Appliances in Santa Clara Car Service in Santa Clara Taxi & Freight Transport in Santa Clara Clothing Store in Santa Clara Auto Parts in Santa Clara Flower Store & Florist in Santa Clara Dentistry in Santa Clara Cafe & Coffee Shop & Pub in Santa Clara Children's Entertainment in Santa Clara Audit & Consulting in Santa Clara Manicure & Pedicure in Santa Clara Pharmacy in Santa Clara Cleaning Services in Santa Clara Sport & School & Kindergarten in Santa Clara Notary & Lawyer in Santa Clara Pizza & Sushi in Santa Clara Travel Agency in Santa Clara Hospital in Santa Clara Furniture in Santa Clara Pets in Santa Clara Theater & Cinema in Santa Clara Sporting Goods in Santa Clara Jewelry in Santa Clara Nightclub in Santa Clara Beauty Salon in Santa Clara Building Materials in Santa Clara Pawnshops in Santa Clara

List of local businesses, places and services in California

⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos

© 2025 Guide.in.ua Privacy Policy