Best Financial Advisors in Los Gatos, CA

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Los Gatos, CA Fiduciary Financial Advisors

Morgan Stanley Financial Advisors

5 out of 5

Location 16000 Los Gatos Blvd, Los Gatos, CA 95032, USA
Phone (408) 358-0988
Allworth Financial
SEC File# 801-68255
CRD# 111167
Location 644 N Santa Cruz Ave #4, Los Gatos, CA 95030, USA
Phone (408) 354-5554
The Glomb Wealth Management Group - UBS Financial Services Inc.

1 out of 5

Location 750 University Ave Suite 250, Los Gatos, CA 95032, USA
Phone (408) 827-3274
Fidelity Investments

3 out of 5

Location 434 N Santa Cruz Ave, Los Gatos, CA 95030, USA
Phone (800) 579-9984
Sival Advisors LLC
Location 455 Los Gatos Blvd, Los Gatos, CA 95032, USA
Phone (408) 356-6080
Lafosse Asset Management
Location 812 Pollard Rd # 4, Los Gatos, CA 95032, USA
Phone (408) 376-3917
Ferguson Wealth Management - UBS Financial Services Inc.
Location 750 University Ave Suite 250, Los Gatos, CA 95032, USA
Phone (408) 282-8429
Serpentine Venture Capital Advisors LLC
Location 1/2 Peralta Ave, Los Gatos, CA 95030, USA
Phone (415) 902-6979
Cultivate Investments
Location 20 S Santa Cruz Ave #300, Los Gatos, CA 95030, USA
Phone (650) 451-3008
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About Los Gatos, CA

Los Gatos is a small town in California that is known for its landmarks, top employers, and neighborhoods. Some of the most famous landmarks in Los Gatos are the Winchester Mystery House and the Lick Observatory. The top employers in Los Gatos are Apple, Netflix, and Adobe. The major highways and streets in Los Gatos are Highway 17 and Santa Cruz Avenue. The neighborhoods in Los Gatos are Downtown, Blossom Hill, and Main Street.

Where Certified Financial Advisors in Los Gatos, CA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Los Gatos, CA have several banking options to choose from. Services offered by banks in the area include checking and savings accounts, loans, mortgages, and investment services. Some banks also offer online banking and mobile banking services that allow customers to access their account information and make transactions 24 hours a day, 7 days a week.

Insurance Broker

Residents of Los Gatos, CA have a lot to gain by working with insurance brokers. Insurance brokers can help residents compare rates and find the best possible deals on insurance policies. They can also help residents understand their coverage and make sure they are fully protected in case of an accident or disaster. In addition, insurance brokers can advise residents on what types of coverage they need and how much coverage is appropriate for their needs.

Retirement Planning

Los Gatos, CA residents can benefit from working with a financial advisor when it comes to retirement planning. Financial advisors can help people save for retirement by creating a plan that fits their budget and helps them reach their goals. Advisors can also help people invest their money wisely so they can make the most of their retirement savings.

Wealth Management

Los Gatos, CA is a town known for its affluence. In fact, it has been ranked as one of the richest towns in America. So it's no surprise that many wealthy residents call Los Gatos home.Though having money doesn't necessarily mean you're good with it, managing wealth can be a daunting task for anyone. That's where wealth management comes in. Wealth managers are professionals who help people make the most of their money and grow their fortunes over time. If you're a resident of Los Gatos and you're looking to get more out of your money, then consider working with a wealth manager. They can help you create a financial plan tailored specifically to your needs and goals. They can also give you advice on how to save for retirement, invest your money wisely, and much more.

Estate Planning Lawyer

Estate planning lawyers can help Los Gatos, CA residents protect their assets and plan for the future.A good estate planning lawyer will help you create a will and other legal documents that ensure your assets are distributed according to your wishes after you die. They can also help you set up trusts and other legal structures that can provide financial security for your loved ones in case something happens to you.

Mortgage Loan Officer

Mortgage loan officers in Los Gatos, CA can help residents find the best home loans for their needs. They can also help residents understand the mortgage process and work with them to get the best rates possible. In addition, mortgage loan officers can advise residents on whether they should buy or rent a home, and they can help them find the right property for their needs.

Tax Services

Los Gatos, CA is a town known for its high-earning residents. As a result, the town has a higher than average tax rate. Tax accountants can help Los Gatos residents save money on their taxes by taking advantage of deductions and credits available to them.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Los Gatos, CA