Investment Management in Santa Clara, CA

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Grassi Investment Management - Investment Management
(650) 934-0770
2350 Mission College Blvd
Santa Clara, CA 95054
CLOSED NOW
C-III Asset Management - Investment Management
(408) 567-0953
1300 Memorex Dr
Santa Clara, CA 95050
CLOSED NOW
Northern Trust Corp - Investment Management
(650) 926-9203
500 El Camino Real
Santa Clara, CA 95050
Clarity Wealth Advisors - Investment Management
(408) 560-3220
2160 The Alameda
San Jose, CA 95126
CLOSED NOW
Luna Felipe - Investment Management
(408) 200-0372
1900 The Alameda Ste 300
San Jose, CA 95126
CLOSED NOW
Yintai Investment Company - Investment Management
(408) 564-7643
2001 Gateway Pl
San Jose, CA 95110
Edward Jones - Financial Advisor: Jim Knipple - Investments
(408) 984-4729
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…

Edward Jones - Financial Advisor: Steve Duffy - Investments
(408) 248-2811
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…

Albert Hsia - Financial Advisor, Ameriprise Financial Services - Financial Planners
(408) 287-6500
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…

Jeffrey Raegen - Private Wealth Advisor, Ameriprise Financial Services - Financial Planners
(408) 287-6500
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…

Chad Parker - Private Wealth Advisor, Ameriprise Financial Services - Financial Planners
(408) 287-6500
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…

Brett Jennings - Associate Financial Advisor, Ameriprise Financial Services - Financial Planners
(408) 287-6500
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…

Principal - Closed - Insurance
(408) 533-9820
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…

Edelman Financial Engines - Investment Advisory Service
(888) 752-6742
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…

Jing Chien - Private Wealth Advisor, Ameriprise Financial Services - Investment Advisory Service
(408) 330-9220
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…

Phuong N Quach - Private Wealth Advisor, Ameriprise Financial Services - Financial Planners
(408) 330-9220
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…

Darren Bado - Associate Financial Advisor, Ameriprise Financial Services - Financial Planners
(408) 330-9220
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…

Silicon Valley Bank - Banks
(408) 654-7400
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…

TTP Investments Inc - Investments
(408) 879-0399
1978 The Alameda
San Jose, CA 95126
CLOSED NOW
Davis Financial Management - Financial Planning Consultants
(408) 345-4700
1042 W Hedding St
San Jose, CA 95126
CLOSED NOW
Umpqua Bank - Banks
(408) 961-9555
2033 Gateway Pl
San Jose, CA 95110
CLOSED NOW
Matrix Insurance Agency - Insurance
(408) 986-8506
4655 Old Ironsides Dr
Santa Clara, CA 95054
CLOSED NOW
Silicon Valley Wealth Management Group - Investment Management
(408) 703-5014
560 S Winchester Blvd Ste 500
San Jose, CA 95128
CLOSED NOW

Very good company. Very thorough and easy to deal with. No hassle and customer service is very high."

3P Equity Partners - Investment Management
(408) 983-0720
3031 Tisch Way Ste 130
San Jose, CA 95128

3P Equity Partners' execution team consists of a cohesive, experienced group of dedicated professionals, each equipped with a diverse background in private equity, investment…

TNL Car Title Loans - Investment Management
(408) 669-3981
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…

Castaneda, Philip T - Investment Management
(408) 947-3310
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…

Castaneda-Sargenti-Pace Wealth Management Group - Investment Management
(408) 947-3321
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…

Don Woo - RBC Wealth Management Financial Advisor - Investment Management
(408) 947-3318
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…

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