Best Financial Advisors in San Jose, CA

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List of Firms

San Jose, CA Fiduciary Financial Advisors

Silicon Valley Wealth Advisors, LLC
SEC File# 801-41892
CRD# 106017

1 out of 5

Location 3190 S Bascom Ave #210, San Jose, CA 95124, USA
Phone (408) 688-0888
Hendershott Wealth Management

5 out of 5

Location 2025 Gateway Pl Suite 405, San Jose, CA 95110, USA
Phone (877) 569-5508
Time Monday: 9:00 AM – 6:00 PM Tuesday: 9:00 AM – 9:00 PM Wednesday: 9:00 AM – 6:00 PM Thursday: 9:00 AM – 6:00 PM Friday: 9:00 AM – 6:00 PM Saturday: Closed Sunday: Closed
Flournoy Wealth Management

5 out of 5

Location 1165 Lincoln Ave #330, San Jose, CA 95125, USA
Phone (408) 271-8800
Sequoia Wealth Advisors and Invesment Management, Inc.
SEC File# 801-10970
CRD# 6413

5 out of 5

Location 99 Almaden Blvd #925, San Jose, CA 95113, USA
Phone (408) 645-2500
Phil Nguyen - Financial Advisor, Ameriprise Financial Services, LLC
Location 225 W Santa Clara St Ste 1600, San Jose, CA 95113, USA
Phone (408) 963-2267
Debbie Mc Kellar - Financial Advisor, Ameriprise Financial Services, LLC
Location 225 W Santa Clara St Ste 1600, San Jose, CA 95113, USA
Phone (408) 963-2272
TechGirl Financial
SEC File# 801-121438
CRD# 314872
Location 111 N Market St Suite 300, San Jose, CA 95113, USA
Phone (800) 584-3652
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About San Jose, CA

San Jose is the third largest city in California and the tenth largest in the United States. The city is located in the southern part of the state, in Santa Clara County, and is about 45 miles south of San Francisco. San Jose is home to a number of landmarks, including the Winchester Mystery House, the Cathedral Basilica of St. Joseph, and the Tech Museum of Innovation. The city's top employers include technology companies such as Cisco Systems, Adobe Systems, and eBay. Major highways and streets in San Jose include Interstate 880, State Route 17, and U.S. Highway 101. The city's neighborhoods include Alum Rock, East Foothills, Evergreen, Willow Glen, and Downtown.

Where Certified Financial Advisors in San Jose, CA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are not just places where you can deposit and withdraw money. In fact, banks offer a variety of services that can benefit San Jose, CA residents in a number of ways. Some of the most popular services that banks provide include checking and savings accounts, loans, mortgages, and credit cards. Banks also offer a wide variety of other services, such as online banking, bill pay, and investment advice. Banks can be an important part of your financial security and peace of mind. By choosing the right bank and taking advantage of all it has to offer, you can make sure you are getting the most out of your money.

Insurance Broker

San Jose, CA residents can benefit from the expertise of insurance brokers when it comes to finding the right insurance policy for their needs. Insurance brokers have a deep understanding of the various types of insurance policies available, and they can help San Jose residents find the best coverage at the best price. In addition, insurance brokers can help San Jose residents navigate the complex world of insurance, and they can provide guidance on what policies are best for specific situations.

Retirement Planning

San Jose, CA residents who are nearing or in retirement can benefit from the help of a financial advisor. Financial advisors can help retirees create a plan for withdrawing money from their retirement accounts, as well as help them invest their money in a way that will provide them with income throughout their retirement years. Financial advisors can also help retirees protect their savings and ensure that they have enough money to cover their expenses during retirement.

Wealth Management

San Jose, CA is a city that is home to many high-net-worth individuals. These people have worked hard to earn their money and they want to make sure that it is well managed. That's where wealth management comes in. Wealth management can help San Jose residents protect their money, grow it, and preserve it for the future.

Estate Planning Lawyer

Estate planning lawyers in San Jose, CA can help residents protect their assets and plan for the future. There are a number of things to consider when creating an estate plan, including who will inherit your property and what will happen to your finances after you die. Working with a lawyer can ensure that your plan is tailored specifically to your needs and that all the necessary paperwork is filed correctly.

Mortgage Loan Officer

Mortgage loan officers in San Jose, CA can help residents find the best possible mortgage rates and terms for their needs. By working with a loan officer, residents can get pre-approved for a mortgage, learn about different types of mortgages available, and find the right lender for their situation. Loan officers can also help residents compare interest rates and terms from different lenders to find the best deal possible.

Tax Services

Residents of San Jose, CA can benefit from the help of tax accountants in order to ensure that they are taking advantage of all available deductions and credits. Tax accountants can also help taxpayers file their returns on time and understand any notices from the IRS. In addition, tax accountants can advise taxpayers on how to plan for their taxes throughout the year, in order to minimize their liability.


FAQs About Personal Financial Advisors in San Jose, CA