Retirement Planning in Saratoga, CA

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List of Firms

Top Retirement Planners in Saratoga, CA

SEC File# 801-96317
CRD# 226661
5 out of 5
Location 1475 Saratoga Ave #200, San Jose, CA 95129, USA
Phone (408) 659-2390
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Wealth by Design LLC
Location 14500 Big Basin Way e, Saratoga, CA 95070, USA
Phone (408) 741-8151
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: Lucy McGuire, AAMS™|CRPS™
Location 14375 Saratoga Ave Suite 105, Saratoga, CA 95070, USA
Phone (408) 868-4005
Saratoga Hills Group
Location 20370 Town Center Ln, Cupertino, CA 95014, USA
Phone (408) 973-8833
Saratoga Retirement Community
4 out of 5
Location 14500 Fruitvale Ave, Saratoga, CA 95070, USA
Phone (408) 741-7222
Allworth Financial
SEC File# 801-68255
CRD# 111167
Location 1550 The Alameda #125, San Jose, CA 95126, USA
Phone (408) 244-3800
A Life Well Spent
Location 4030 Moorpark Ave #115, San Jose, CA 95117, USA
Phone (408) 244-2448
Coeus Financial
Location 1901 S Bascom Ave Suite 1150, Campbell, CA 95008, USA
Phone (408) 429-8444
ClearBridge Financial LLC/ Larysa Prytula, CFP®, CDFA®
Location 51 E Campbell Ave Ste 124, Campbell, CA 95008, USA
Phone (408) 628-0586
Affordable Living Trusts
4 out of 5
Location 14567 Big Basin Way # A1, Saratoga, CA 95070, USA
Phone (408) 741-1627
Hedge Trackers
Location 1190 Saratoga Ave Suite 110, San Jose, CA 95129, USA
Phone (408) 350-8580
Silicon Valley Financial Group
5 out of 5
Location 950 S Bascom Ave #2112, San Jose, CA 95128, USA
Phone (408) 280-0800
Mark Financial
SEC File# 801-107434
CRD# 152635
Location 10201 Phar Lap Dr, Cupertino, CA 95014, USA
Phone (408) 252-8295
Kaizen Financial Strategies, LLC
SEC File# 801-114234
CRD# 298248
Location 2105 S Bascom Ave Suite 295, Campbell, CA 95008, USA
Phone (408) 819-9010
Haskins Brooke W
Location Los Gatos, CA 95030, USA
Phone (408) 395-3300
Retirement Planning in Saratoga, CA

About Saratoga, CA for Those Planning to Retire

Saratoga, California is located in Santa Clara County and is considered a suburb of San Jose. The population of Saratoga was estimated to be 30,000 in 2016. Some of the major landmarks in Saratoga include the Saratoga Springs, the Hakone Gardens, and the Murphy's Ranch. The top employers in Saratoga are Sun Microsystems, Yahoo, and NetApp. Some of the major highways and streets in Saratoga include Highway 85, Stevens Creek Boulevard, and Cox Avenue. Some of the neighborhoods in Saratoga include The Willows, Old Town, and Blue Hills.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Saratoga, CA can benefit from the many services offered by banks and credit unions in their area.Both banks and credit unions offer a variety of products and services that can be beneficial to those living in Saratoga. For example, banks offer checking and savings accounts, loans, and mortgages. Credit unions often offer similar products, but may also offer unique services such as car loans or low-interest rates on mortgages.Banks and credit unions are both valuable resources for those living in Saratoga. Residents should take the time to compare the products and services offered by each institution to find the one that best meets their needs.

Estate Planning Lawyer

Living in Saratoga, CA comes with a lot of benefits. But one thing that's important to remember is that no matter how much you love your home and community, there will come a time when you have to leave it. That's why it's important to have an estate planning lawyer who can help make sure your loved ones are taken care of after you're gone.

Mortgage Loan Officer

If you live in Saratoga, CA and are looking for a new mortgage loan or want to refinance your current mortgage, you can benefit by working with a qualified mortgage loan officer. Mortgage loan officers have the training and experience to help you find the best mortgage products available, whether you are looking for a fixed-rate mortgage or an adjustable-rate mortgage. They can also help you get the best rates and terms on your loan. If you're thinking of buying a home in Saratoga, it's important to work with a local mortgage loan officer who knows the market conditions in your area. He or she can help you find the right home and get approved for a mortgage quickly.

Wealth Management

If you live in Saratoga, CA, and are looking for ways to increase your wealth and protect your finances, you may want to consider working with a wealth manager. Wealth managers can help you make sound financial decisions that will benefit you in the long run. They can also provide advice on how to save money and grow your investments. If you're interested in finding a wealth manager in your area, please visit our website today.

Financial Advisor

People living in Saratoga, CA can potentially benefit by working with a financial advisor. Financial advisors are professionals who can help people save money, make sound investments, and plan for their future. People should do their research to find the right financial advisor for them, as not all advisors are created equal. Once someone has found a good financial advisor, they should be willing to listen to that person's advice and follow through on their recommendations.

Insurance Broker

If you live in the Saratoga, CA area and are looking for ways to save money on your insurance needs, then you should consider working with an insurance broker. An insurance broker can help you find the best rates on car, home, and health insurance policies, as well as life insurance, disability insurance, and other types of coverage. Brokers have access to a variety of different insurance companies, so they can compare rates and find the best deal for you. Plus, brokers are available to help you every step of the way, from choosing the right policy to filing a claim if you ever need to make one.

Tax Services

Residents of Saratoga, California can benefit greatly by working with a tax accountant in their area. A good tax accountant can help residents understand their taxes and file their returns accurately and on time. They can also help residents find deductions and credits that they may be eligible for, which can save them money. In addition, tax accountants can provide valuable advice on how to best manage one's finances and plan for the future.


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