Best Financial Advisors in Los Altos, CA

We did the hard work of finding trustworthy partners in Los Altos, CA. Fill out the form to get connected.

Connect With a Financial Planner

As Seen In

List of Firms

Los Altos, CA Fiduciary Financial Advisors

Financial Standard Consulting
Location 950 N San Antonio Rd, Los Altos, CA 94022, USA
Phone (650) 949-2099
Dempsey & Associates
5 out of 5
Location 111 Main St STE G, Los Altos, CA 94022, USA
Phone (650) 941-7128
Caned Asset Management
Location 330 2nd St #3, Los Altos, CA 94022, USA
Phone (650) 949-2393
Cerity Partners
SEC File# 801-70719
CRD# 151559
3 out of 5
Location 779 Altos Oaks Dr, Los Altos, CA 94024, USA
Phone (650) 949-2221
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
MMV Financial - Silicon Valley
Location 4300 El Camino Real, Los Altos, CA 94022, USA
Phone (650) 241-0320
MK Investment Advisors
Location 2310 Homestead Rd, Los Altos, CA 94024, USA
Phone (408) 609-6500
Gates Pass Advisors
SEC File# 801-123686
CRD# 269983
Location 280 2nd St # 280, Los Altos, CA 94022, USA
Phone (650) 797-0280
Lund Financial Corporation
Location 1409 Fallen Leaf Ln, Los Altos, CA 94024, USA
Phone (650) 965-7511
WealthPRIME
Location 4966 El Camino Real, Los Altos, CA 94022, USA
Phone (855) 774-6340
Sand Hill Advisors LLC
Location 220 State St, Los Altos, CA 94022, USA
Phone (650) 917-8881
Thrivent Financial-Lutherans
SEC File# 801-111055
CRD# 158043
Location 220 State St, Los Altos, CA 94022, USA
Time Monday: 7:00 AM – 7:00 PM Tuesday: 7:00 AM – 7:00 PM Wednesday: 7:00 AM – 7:00 PM Thursday: 7:00 AM – 7:00 PM Friday: 7:00 AM – 7:00 PM Saturday: Closed Sunday: Closed
Gap Funding
Location 5150 El Camino Real ste a-30, Los Altos, CA 94022, USA
Phone (650) 383-8022
PWJohnson Wealth Management
Location 2051 Grant Rd, Los Altos, CA 94024, USA
Phone (800) 214-6837
Aimz Investment Advisors
SEC File# 801-72721
CRD# 155810
Location 4984 El Camino Real, Los Altos, CA 94022, USA
Phone (650) 988-1088
Lai Hing Ester Ng - Ameriprise Financial Services, Inc.
SEC File# 801-28543
CRD# 6363
Location 141 1st St, Los Altos, CA 94022, USA
Phone (613) 948-9800
Family CFO, Inc.
SEC File# 801-121138
CRD# 108891
Location 4966 El Camino Real #227, Los Altos, CA 94022, USA
Phone (650) 961-7802
Pariveda Investment Management
Location 5050 W El Camino Real # 102, Los Altos, CA 94022, USA
Phone (650) 584-3622
Delta Group
Location 5050 W El Camino Real # 100, Los Altos, CA 94022, USA
Phone (650) 988-0490
Goalpath Financial Planning
Location 5050 W El Camino Real # 203, Los Altos, CA 94022, USA
Phone (650) 968-6887
Foothill Securities
Location 5050 W El Camino Real # 111, Los Altos, CA 94022, USA
Phone (650) 961-8320
Thomas C Klein & Co LLC
Location Los Altos, CA 94022, USA
Phone (650) 949-5645
Opes Advisors- Los Altos Branch
Location 241 S San Antonio Rd, Los Altos, CA 94022, USA
Phone (650) 949-2020
Three Bell Capital
SEC File# 801-79156
CRD# 159736
Location 4 Main St, Los Altos, CA 94022, USA
Phone (650) 843-9836
Johnson Lyman Wealth Advisors
SEC File# 801-70139
CRD# 150150
Location 4966 El Camino Real Suite 109, Los Altos, CA 94022, USA
Phone (650) 494-2733
Ladera Capital LP
Location 167 S San Antonio Rd # 14, Los Altos, CA 94022, USA
Phone (650) 559-6010
Riley Friedman Asset Management
SEC File# 801-72721
CRD# 155810
Location 4984 El Camino Real #101, Los Altos, CA 94022, USA
Phone (650) 988-1088
Gelormini Financial
SEC File# 801-114494
CRD# 153666
Location 4966 W El Camino Real # 121, Los Altos, CA 94022, USA
Phone (650) 965-1623
Mok Capital Management
Location 4962 W El Camino Real UNIT 235, Los Altos, CA 94022, USA
Phone (650) 318-8077
Glaze Capital Management Inc
Location 4962 W El Camino Real # 225, Los Altos, CA 94022, USA
Phone (650) 934-0920
Edward Jones - Financial Advisor: Aileen A Low, CFP®
SEC File# 801-3297
CRD# 250
Location 4966 El Camino Real STE 125, Los Altos, CA 94022, USA
Phone (650) 567-9811
MDB Group
Location 4962 El Camino Real Suite 221, Los Altos, CA 94022, USA
Phone (650) 314-1600
Baird Global Investment Banking
Location 4 Main St # 50, Los Altos, CA 94022, USA
Phone (650) 947-6810
Meyers Wealth Management
SEC File# 801-111815
CRD# 289801
Location 111 1st St, Los Altos, CA 94022, USA
Phone (800) 993-2994
Gaertner-Brldges & Associates
Location 164 Main St, Los Altos, CA 94022, USA
Phone (650) 917-9333
Edward Jones - Financial Advisor: Cynthia A Wemyss, CFP®|ChFC®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 339 S San Antonio Rd Suite 1 B, Los Altos, CA 94022, USA
Phone (650) 948-4886
Paco Financial Inc
Location 260 State St, Los Altos, CA 94022, USA
Phone (650) 941-0175
Ester Ng - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 164 Main St Ste 206, Los Altos, CA 94022, USA
Phone (650) 948-9800
Frank Elmer Investment Strategies, LLC
Location 309 2nd St, Los Altos, CA 94022, USA
Phone (650) 630-5408
Oakhurst Financial
SEC File# 801-111055
CRD# 158043
5 out of 5
Location 1059 Fremont Ave, Los Altos, CA 94024, USA
Charles Schwab
SEC File# 801-35905
CRD# 106753
3 out of 5
Location 240 3rd St Ste 100, Los Altos, CA 94022, USA
Phone (650) 917-5693
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Rockpoint Capital
Location 419 S San Antonio Rd # 212, Los Altos, CA 94022, USA
Phone (650) 559-6500
California Equity Group
Location 111 1st St, Los Altos, CA 94022, USA
Phone (650) 209-5431
Bay Street Capital Holdings
5 out of 5
Location 460 Lassen St, Los Altos, CA 94022, USA
Phone (650) 446-5544
Financial Advisors in Los Altos, CA

Where Certified Financial Advisors in Los Altos, CA Serve

Los Altos is a city located in the southern San Francisco Bay Area in California. It is bordered by the cities of Mountain View to the north and Palo Alto to the south. Los Altos is known for its high-quality public schools and as the home of several technology companies, including Google. Some of the major highways and streets in Los Altos include I-280, State Route 85, and Foothill Expressway. The neighborhoods in Los Altos include North Los Altos, South Los Altos, and Downtown Los Altos.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Los Altos, CA residents can benefit from the many services that banks provide. Banks offer a variety of services such as checking and savings accounts, loans, mortgages, and credit cards. In addition, banks offer other products and services such as online banking, mobile banking, and text message banking. Residents can also take advantage of the many bank branches and ATMs located in Los Altos and the surrounding area.

Insurance Broker

Los Altos, CA is a city in Santa Clara County, in the San Francisco Bay Area of California. The population was 28,976 at the 2010 census. According to the United States Census Bureau, the city has a total area of 6.2 square miles (16 km2), all of it land.The city is located in the northern part of Silicon Valley and is home to many high-tech companies. It is also known for its affluence; median household income and per capita income are both among the highest in the United States. Residents of Los Altos have access to some of the best insurance brokers in California. These brokers can help residents find coverage that meets their needs and budget.

Retirement Planning

Los Altos, CA residents have a number of financial advisors to choose from when it comes to retirement planning. While all advisors are qualified to help with retirement planning, some may be better suited for your specific needs than others.When choosing a financial advisor, you should consider the following: -Are they qualified? Financial advisors must pass a series of exams in order to be certified. -Do they have experience in retirement planning? Not all financial advisors specialize in retirement planning. -Do they charge fees? Many financial advisors charge fees, which can vary depending on the services provided. -What is their investment philosophy? Each advisor has their own investment philosophy, which may or may not fit with your own beliefs. -Can they provide references? Ask the advisor for references and contact them to get feedback on their experience working with the advisor.

Wealth Management

Los Altos, CA is a wealthy town in the heart of Silicon Valley. With an average household income of over $200,000, it's no wonder that many residents here rely on wealth management services to help them manage their money. Wealth management can provide Los Altos residents with a variety of benefits, including: -Strategic investment planning -Tax planning and preparation -Retirement planning -Estate planning When it comes to managing your wealth, it's important to work with a team of professionals who understand your unique needs and goals. At [firm name], we specialize in wealth management and can provide you with the guidance you need to make smart financial decisions for you and your family.

Estate Planning Lawyer

Estate planning lawyers in Los Altos, CA can help residents protect their assets and plan for the future. By creating a will or trust, residents can ensure that their loved ones are taken care of after they die. In addition, estate planning attorneys can advise residents on how to minimize taxes and protect their property from probate.

Mortgage Loan Officer

Mortgage loan officers in Los Altos, CA can help residents by providing them with the best rates and products available. By shopping around for a mortgage, residents can save money on their home purchase. In addition, mortgage loan officers can also help residents find the right product to fit their needs.

Tax Services

Los Altos, CA residents can benefit from the help of a tax accountant. Tax accountants are experts in helping people save money on their taxes. They know all the deductions and credits that are available to taxpayers, and they can help you claim them all. They can also help you file your return on time and avoid costly penalties.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Los Altos, CA