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Financial Planners in Santa Clara, CA

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1. Michael Glantz - Thrivent

Michael Glantz - Thrivent

2021 The Alameda Ste 140, San Jose, CA, 95126

CLOSED NOW

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Michael Glantz is committed to providing financial advice,…

2. Wayne Peterson - Thrivent

Wayne Peterson - Thrivent

2021 The Alameda Ste 140, San Jose, CA, 95126

CLOSED NOW

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Wayne Peterson is committed to providing financial advice,…

3. Mark Gronert - Thrivent

Mark Gronert - Thrivent

2021 The Alameda Ste 140, San Jose, CA, 95126

CLOSED NOW

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Mark Gronert is committed to providing financial advice,…

4. Troy Beck - Thrivent

Troy Beck - Thrivent

2021 The Alameda Ste 140, San Jose, CA, 95126

CLOSED NOW

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Troy Beck is committed to providing financial advice,…

5. Tom Bruckner - Thrivent

Tom Bruckner - Thrivent

2021 The Alameda Ste 140, San Jose, CA, 95126

CLOSED NOW

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Tom Bruckner is committed to providing financial advice,…

6. Ian McIntosh - Financial Advisor, Ameriprise Financial Services

Ian McIntosh - Financial Advisor, Ameriprise Financial Services

3130 De La Cruz Blvd Ste 128, Santa Clara, CA, 95054

CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

7. Albert Hsia - Financial Advisor, Ameriprise Financial Services

Albert Hsia - Financial Advisor, Ameriprise Financial Services

1905 The Alameda, San Jose, CA, 95126

CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

8. Jeffrey Raegen - Private Wealth Advisor, Ameriprise Financial Services

Jeffrey Raegen - Private Wealth Advisor, Ameriprise Financial Services

1905 The Alameda, San Jose, CA, 95126

CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

9. Chad Parker - Financial Advisor, Ameriprise Financial Services

Chad Parker - Financial Advisor, Ameriprise Financial Services

1905 The Alameda, San Jose, CA, 95126

CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

10. Lesley Lemessurier - Associate Financial Advisor, Ameriprise Financial Services

Lesley Lemessurier - Associate Financial Advisor, Ameriprise Financial Services

1905 The Alameda, San Jose, CA, 95126

CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

11. Ion Your Life LLC

Ion Your Life LLC

3550 Stevens Creek Blvd Ste 340, San Jose, CA, 95117

CLOSED NOW

From Business: Ion Your Life LLC

YP
19 Years
in Business

12. Phuong N Quach - Private Wealth Advisor, Ameriprise Financial Services

Phuong N Quach - Private Wealth Advisor, Ameriprise Financial Services

3945 Freedom Cir Ste 460, Santa Clara, CA, 95054

CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

13. SVB Financial Group

SVB Financial Group

3005 Tasman Dr, Santa Clara, CA, 95054

From Business: This location is permanently closed.

YP
25 Years
in Business

14. Mason & Mickens Financial Solutions Inc

Mason & Mickens Financial Solutions Inc

5201 Great America Pkwy Ste 320, Santa Clara, CA, 95054

CLOSED NOW

From Business: We are a full service firm for individuals, small & medium sized businesses, and entrepreneurials with specific and challenging demands for services and quality.

YP
44 Years
in Business

15. Wells Fargo Advisors

Wells Fargo Advisors

1995 El Camino Real, Santa Clara, CA, 95050

YP
13 Years
in Business

16. J P D Financial Consultants Inc

J P D Financial Consultants Inc

275 Saratoga Ave Ste 200, Santa Clara, CA, 95050

CLOSED NOW
YP
38 Years
in Business

18. Dawson James Securities Inc

Dawson James Securities Inc

5201 Great America Pkwy Ste 320, Santa Clara, CA, 95054

CLOSED NOW

19. Edward Jones - Financial Advisor: Jim Knipple

Edward Jones - Financial Advisor: Jim Knipple

69 Washington St, Santa Clara, CA, 95050

CLOSED NOW

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
102 Years
in Business

20. Edward Jones - Financial Advisor: Steve Duffy

Edward Jones - Financial Advisor: Steve Duffy

900 Lafayette St Ste 503, Santa Clara, CA, 95050

CLOSED NOW

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
102 Years
in Business

21. www.TM1Consultant.com

www.TM1Consultant.com

2046 Jamison Pl, Santa Clara, CA, 95051

From Business: • extensive experience in TM1 modeling including design. Writing TI’S and rules. Building reports (MDX. VBA. Workspace advanced); • wide EXPIERENCE in TM1 administration…

22. Principal - Closed

Principal - Closed

2099 Gateway Pl Ste 100, San Jose, CA, 95110

From Business: This is a local sales office for Principal Financial Group. Our financial professionals will work closely with you on a consultative needs-based approach to find solutions that…

23. Edelman Financial Engines

Edelman Financial Engines

3945 Freedom Cir Ste 950, Santa Clara, CA, 95054

CLOSED NOW

From Business: With more than 145 offices nationwide, we’re here for you. Our experienced financial planners understand that wealth is personal – it’s about you and where you want to be. With…

24. Jing Chien - Private Wealth Advisor, Ameriprise Financial Services

Jing Chien - Private Wealth Advisor, Ameriprise Financial Services

3945 Freedom Cir Ste 460, Santa Clara, CA, 95054

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

25. Telesky Financial Services

Telesky Financial Services

2095 Park Ave, San Jose, CA, 95126

CLOSED NOW
YP
38 Years
in Business
Amenities:
Wheelchair accessibleWheelchair accessible

30. Matrix Insurance Agency

Matrix Insurance Agency

4655 Old Ironsides Dr, Santa Clara, CA, 95054

CLOSED NOW
YP
24 Years
in Business