Best Financial Advisors in Mountain View, CA

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Mountain View, CA Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Mandy Andrei, CFP®|AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 1045 W El Camino Real Suite C, Mountain View, CA 94040, USA
Phone (650) 321-8586
Morgan Stanley Smith Barney
Location 650 Castro St UNIT 105, Mountain View, CA 94041, USA
Phone (650) 316-6780
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
Heng Yang
Location 883 N Shoreline Blvd, Mountain View, CA 94043, USA
Phone (650) 314-0168
LPL Systems Inc
Location 253 Polaris Ave, Mountain View, CA 94043, USA
Phone (650) 965-9884
Pariveda Investment Management
Location 5050 W El Camino Real # 102, Los Altos, CA 94022, USA
Phone (650) 584-3622
SOAProjects Inc

2 out of 5

Location 495 N Whisman Rd, Mountain View, CA 94043, USA
Phone (650) 960-9900
Danny D. Chung - BancWest Investment Services Financial Advisor
Location 380 S Mathilda Ave, Sunnyvale, CA 94086, USA
Phone (650) 753-3505
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About Mountain View, CA

Mountain View is a city located in Santa Clara County, California. It is situated in the San Francisco Bay Area, and is bordered by the cities of Palo Alto, Sunnyvale, and Los Altos. Some of Mountain View's landmarks include Shoreline Park, Computer History Museum, and Moffett Field. The top employers in Mountain View are Google, LinkedIn, and Facebook. Some of the major highways and streets in Mountain View are El Camino Real, Stevens Creek Boulevard, and California State Route 85. Some of the neighborhoods in Mountain View are Downtown, North Bayshore, and Whisman Station.

Where Certified Financial Advisors in Mountain View, CA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Mountain View, CA residents have a number of services that banks can provide them. These services include, but are not limited to, checking and savings accounts, loans, mortgages, and credit cards. In addition to these traditional banking products and services, banks can also offer more specialized products and services depending on the needs of their customers. For example, some banks may offer online banking or mobile banking options for their customers. Alternatively, some banks may specialize in lending to small businesses or providing wealth management services. Whatever the case may be, banks should work with their customers to identify what products and services would be most beneficial to them.

Insurance Broker

Mountain View, CA is a city that is known for its high concentration of technology companies and startups. As a result, the cost of living in Mountain View is very high, and many residents are not able to afford health insurance. Insurance brokers can help Mountain View residents find affordable health insurance plans that meet their needs. Brokers can also help residents save money on their premiums by comparing rates from different insurers.

Retirement Planning

Mountain View, CA is a great place to retire. The weather is mild, and there are plenty of activities and amenities to keep retirees busy. However, even in a city as desirable as Mountain View, retirees need to take steps to ensure their retirement is comfortable and worry-free. That's where financial advisors come in. Financial advisors can help Mountain View residents plan for every aspect of their retirement, from saving for retirement to making the most of their Social Security benefits. They can also help retirees stay on top of their investments and make sure they're taking advantage of all available tax breaks.

Wealth Management

Mountain View, CA is a city in Santa Clara County, in the San Francisco Bay Area of California. According to the 2016 census, the population of Mountain View was 77,229. As one of the most expensive places to live in the United States, wealth management is essential for its residents. Wealth management can help residents protect their assets and grow their net worth. It can also provide peace of mind during difficult times, such as market fluctuations or unexpected life events.

Estate Planning Lawyer

Mountain View, CA residents who want to make sure their loved ones are taken care of after they die can work with estate planning lawyers to create a will and other legal documents that will help ensure their wishes are carried out.An estate planning lawyer can help you create a will, power of attorney, healthcare directive, and other important legal documents. They can also help you plan for the distribution of your assets after your death, and advise you on tax issues related to estate planning.

Mortgage Loan Officer

Mortgage loan officers in Mountain View, CA can help residents by providing information about the different types of mortgages available. They can also provide advice on which mortgage is best for each individual's needs. Additionally, mortgage loan officers can help residents understand the terms of their mortgage, and they can assist with the application process.

Tax Services

Tax accountants are a vital part of the Mountain View, CA community. They can help residents save money on their taxes and file their returns correctly. Tax accountants can also help businesses in Mountain View, CA file their taxes and get the best possible return on their investment.


FAQs About Personal Financial Advisors in Mountain View, CA