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State DirectoryInvestment Management in Santa Clara, CA
5. Hilary Hendershott Wealth Management
1922 The Alameda, San Jose, CA, 95126
6. Luna Felipe
8. Edward Jones - Financial Advisor: Jim Knipple
69 Washington St, Santa Clara, CA, 95050
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…
9. Edward Jones - Financial Advisor: Steve Duffy
900 Lafayette St Ste 503, Santa Clara, CA, 95050
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…
10. Albert Hsia - Financial Advisor, Ameriprise Financial Services
1905 The Alameda, San Jose, CA, 95126
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
1905 The Alameda, San Jose, CA, 95126
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 - Private Wealth Advisor, Ameriprise Financial Services
1905 The Alameda, San Jose, CA, 95126
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
1905 The Alameda, San Jose, CA, 95126
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
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
3945 Freedom Cir Ste 950, Santa Clara, CA, 95054
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. Phuong N Quach - 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. Silicon Valley Bank
3003 Tasman Dr, Santa Clara, CA, 95054
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…
20. Umpqua Bank
21. Williams Howie And Associates A Branch Of American Express
4675 Stevens Creek Blvd, Santa Clara, CA, 95051
22. Matrix Insurance Agency
4655 Old Ironsides Dr, Santa Clara, CA, 95054
23. Silicon Valley Wealth Management Group
560 S Winchester Blvd Ste 500, San Jose, CA, 95128
25. TNL Car Title Loans
251 Oconnor Dr Ste 1, San Jose, CA, 95128
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…
26. Castaneda, Philip T
99 Almaden Blvd, San Jose, CA, 95113
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…
27. Castaneda-Sargenti-Pace Wealth Management Group
99 Almaden Blvd Ste 300, San Jose, CA, 95113
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…
28. Don Woo - RBC Wealth Management Financial Advisor
99 Almaden Blvd Ste 300, San Jose, CA, 95113
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…
29. Morgan / Chapman Group
99 Almaden Blvd Ste 300, San Jose, CA, 95113
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. The Blue Jade Wealth Management Group
99 Almaden Blvd Ste 300, San Jose, CA, 95113
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…