Best Financial Advisors in Saratoga, CA

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List of Firms

Saratoga, CA Fiduciary Financial Advisors

Northwestern Mutual

5 out of 5

Location 1190 Saratoga Ave #250, San Jose, CA 95129, USA
Phone (408) 535-5768
Centaurus Financial Inc

1 out of 5

Location 18809 Cox Ave # 150, Saratoga, CA 95070, USA
Phone (408) 374-0506
Cathleen Petersen Financial

5 out of 5

Location 14583 Big Basin Way #6, Saratoga, CA 95070, USA
Phone (408) 741-1412
Edward Jones - Financial Advisor: Glynis A Wineinger, AAMS™
SEC File# 801-3297
CRD# 250

1 out of 5

Location 12297 Saratoga Sunnyvale Rd Suite 200, Saratoga, CA 95070, USA
Phone (408) 873-2611
Saratoga Hills Group
Location 20370 Town Center Ln, Cupertino, CA 95014, USA
Phone (408) 973-8833
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About Saratoga, CA

Saratoga is a city in Santa Clara County, California. It is located in the Silicon Valley, and is considered part of the San Francisco Bay Area. Saratoga is known for its high-end boutiques and restaurants, as well as its horse racing track, the Saratoga Race Course. Some of the city's top employers are Apple, Yahoo, and Cisco Systems. Major highways and streets in Saratoga include U.S. Route 101 and California State Route 85. The neighborhoods in Saratoga include downtown, Fruitvale, and the West Valley.

Where Certified Financial Advisors in Saratoga, CA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Saratoga, CA have a number of banking options to choose from. Each bank provides different services, which can be helpful in finding the right one for you. Some banks focus on providing personal service, while others emphasize technological advances. No matter what your needs are, there is likely a bank that can meet them.

Insurance Broker

Saratoga, CA is a city located in Santa Clara County, in the San Francisco Bay Area of California. It is known as the site of the Saratoga Race Course and as the home of several high-tech companies. Residents of Saratoga, CA can benefit from working with an insurance broker to find the best coverage for their needs. An insurance broker can help residents compare rates and policies from different providers, and can also help them find special deals and discounts on coverage.

Retirement Planning

Saratoga, CA residents are in luck when it comes to retirement planning. That's because they have access to some of the best financial advisors in the country.Financial advisors can help Saratoga residents map out a plan for their retirement years. This includes figuring out how much money they will need to save and what kind of investments will provide them with a comfortable retirement income.Financial advisors can also help retirees stay on track with their savings plan, making sure they don't fall behind if life throws them a curveball. By working with a financial advisor, Saratoga residents can be confident that they are doing everything possible to secure their retirement future.

Wealth Management

Saratoga, CA is a wealthy city with residents who want to protect their assets. Wealth management can help them do just that. Wealth management is the process of organizing and managing your finances. This includes everything from budgeting and saving to investing and estate planning. A wealth manager will work with you to create a plan that fits your unique needs and goals. Saratoga, CA residents have a lot to gain by working with a wealth manager. For one, they can protect their assets from taxes and creditors. They can also ensure that their money is invested in a way that will provide for them in retirement. And if they have children or grandchildren, they can use wealth management to help them save for college or other expenses.

Estate Planning Lawyer

Estate planning lawyers in Saratoga, CA can help residents protect their assets and ensure that their loved ones are taken care of after they die. They can also help residents plan for contingencies such as disability or unexpected death. Residents in Saratoga, CA who are interested in estate planning should consult with an experienced estate planning lawyer to discuss their options.

Mortgage Loan Officer

Mortgage loan officers in Saratoga, CA can help residents with a variety of needs when it comes to mortgages. They can help people find the best mortgage for their needs, and they can also help them through the entire process of getting a mortgage. In addition, mortgage loan officers in Saratoga, CA can help residents refinance their mortgages or get a home equity line of credit.

Tax Services

Residents of Saratoga, CA can benefit from the services of tax accountants. Tax accountants can help residents to stay organized and informed about their tax situation, and can assist with preparing and filing tax returns. In addition, tax accountants may be able to provide advice on how to reduce taxes and save money.


FAQs About Personal Financial Advisors in Saratoga, CA