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Investment Management in Santa Clara, CA

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2. C-III Asset Management

C-III Asset Management

1300 Memorex Dr, Santa Clara, CA, 95050

CLOSED NOW
YP
11 Years
in Business

3. Northern Trust Corp

Northern Trust Corp

500 El Camino Real, Santa Clara, CA, 95050

4. Clarity Wealth Advisors

Clarity Wealth Advisors

2160 The Alameda, San Jose, CA, 95126

CLOSED NOW
YP
10 Years
in Business

6. Luna Felipe

Luna Felipe

1900 The Alameda Ste 300, San Jose, CA, 95126

CLOSED NOW

8. 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

9. 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

10. 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…

11. 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…

12. 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…

13. 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…

14. 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…

15. 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…

16. 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…

17. 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…

18. Cefcu

Cefcu

3980 Rivermark Plz, Santa Clara, CA, 95054

CLOSED NOW

From Business: CEFCU borrowers and savers help each other enjoy a better value. Helping you find a better value in Checking accounts, Loans, Credit Cards, Mortgages, Investments, and more…

19. Silicon Valley Bank

Silicon Valley Bank

3003 Tasman Dr, Santa Clara, CA, 95054

CLOSED NOW

From Business: Silicon Valley Bank’s Santa Clara office is one of the locations where Silicon Valley Bank helps innovative companies and their investors move bold ideas forward, fast. Silicon…

YP
18 Years
in Business

20. TTP Investments Inc

TTP Investments Inc

1978 The Alameda, San Jose, CA, 95126

CLOSED NOW
YP
32 Years
in Business

24. Matrix Insurance Agency

Matrix Insurance Agency

4655 Old Ironsides Dr, Santa Clara, CA, 95054

CLOSED NOW
YP
24 Years
in Business

27. TNL Car Title Loans

TNL Car Title Loans

251 Oconnor Dr Ste 1, San Jose, CA, 95128

CLOSED NOW

From Business: The goal of TNL CAR title loans is to help YOU GET the loan YOU need AS efficiently and fast AS possible based on the Equity of your vehicle. Even if YOU have BAD credit or HAD…

28. Castaneda, Philip T

Castaneda, Philip T

99 Almaden Blvd, San Jose, CA, 95113

CLOSED NOW

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financialgoals. You can depend on our investment management…

29. Castaneda-Sargenti-Pace Wealth Management Group

Castaneda-Sargenti-Pace Wealth Management Group

99 Almaden Blvd Ste 300, San Jose, CA, 95113

CLOSED NOW

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

30. Don Woo - RBC Wealth Management Financial Advisor

Don Woo - RBC Wealth Management Financial Advisor

99 Almaden Blvd Ste 300, San Jose, CA, 95113

CLOSED NOW

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…