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State DirectoryInvestment Securities in Santa Clara, CA
1. Edelman Financial Engines
3315 Scott Blvd, Santa Clara, CA, 95054
From Business: Financial Engines provides investors with honest, personalized advice and portfolio management. Available online, on paper, by phone and in person, its advice is accessible to…
8. 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…
9. Vikram Kohli - Financial Advisor, Ameriprise Financial Services
3130 De La Cruz Blvd Ste 128, 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…
10. 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…
11. 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…
12. Chapple, Luke
3945 Freedom Cir, 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…
15. Adolfsson, Erica B
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…
18. Hilary Hendershott Wealth Management
1922 The Alameda, San Jose, CA, 95126
19. Global Wealth Partners
1764 The Alameda, San Jose, CA, 95126
From Business: Wealth management and investing can be daunting, but the team at Global Wealth Partners will help you through it. Located in San Jose, CA, this investment firm offers…
20. Securities American
101 Metro Dr, San Jose, CA, 95110
From Business: Since incorporation in 1969, Nitto Denko America has used its resources to help customers develop products with Nitto Denko s opto-electronics materials. The company uses high…
21. Ruby Lin - 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…
22. Ted Moorhead - 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…
23. Sami Najafi Shaeghi-Wealth Financial Advisor
50 W San Fernando St, San Jose, CA, 95113
From Business: Bank of the West Wealth Management delivers a comprehensive suite of financial solutions and tailored services designed to help you build, manage, and transfer your wealth.
24. Scottrade
19690 Stevens Creek Blvd, Cupertino, CA, 95014
From Business: Scottrade is a leading online investment firm with the online trading tools and market research to help individuals make their own investment decisions.
25. Seismic Stock Trading
Serving the Santa Clara Area
From Business: Seismic stock trading generated 48.4% return for the year 2013. Free for the first month.
26. Beacon Pointe Advisors
900 E Hamilton Ave, Campbell, CA, 95008
From Business: Beacon Pointe is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans, individuals…
27. Stifel
550 S Winchester Blvd, San Jose, CA, 95128
Wheelchair accessible
29. Zaghi Trading
