Wealth Management in San Jose, CA

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San Jose, CA Wealth Management Firms

Concentrum Wealth Management
SEC File# 801-77888
CRD# 167151
Location 353 Piercy Rd, San Jose, CA 95138, USA
Phone (408) 840-4030
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 – 5:00 PM Saturday: Closed Sunday: Closed
RBC Wealth Management Branch - San Jose

5 out of 5

Location 99 Almaden Blvd Suite 300, San Jose, CA 95113, USA
Phone (408) 292-2442
Merrill Lynch Wealth Management
Location 560 S Winchester Blvd, San Jose, CA 95128, USA
Phone (408) 260-6001
Merrill Lynch Wealth Management Advisor C Shawn Warthen
Location 50 W San Fernando St 16th Floor, San Jose, CA 95113, USA
Phone (408) 283-3033
Philip T Castaneda - RBC Wealth Management Financial Advisor
Location 99 Almaden Blvd Suite 300, San Jose, CA 95113, USA
Phone (408) 947-3310
Amado Q. Rivera Jr. - RBC Wealth Management Financial Advisor
Location 99 Almaden Blvd Suite 300, San Jose, CA 95113, USA
Phone (408) 947-3336
Merrill Lynch Wealth Management Advisor Ting O'Connor
Location 560 S Winchester Blvd Suite 600, San Jose, CA 95128, USA
Phone (408) 260-6071
Private Wealth Management | U.S. Bank
Location 10 Almaden Blvd Suite 500, San Jose, CA 95113, USA
Phone (415) 677-3578
Image of San Jose, CA

About San Jose, CA

San Jose, CA is a city in the heart of Silicon Valley. The city has many landmarks, including the Winchester Mystery House, the San Jose Museum of Art, and the Tech Museum of Innovation. Top employers in San Jose include Apple, Google, and Facebook. Major highways and streets in San Jose include Highway 101 and Highway 280. Neighborhoods in San Jose include the Downtown area, the Rose Garden district, and East San Jose.

Where Wealth Management Advisors in San Jose, CA Serve

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks in San Jose, CA offer a wide variety of services to their customers. These services include checking and savings accounts, loans, mortgages, and credit cards. In addition, banks offer a variety of other services such as online banking, bill pay, and mobile banking. They also provide many different types of insurance products.

Retirement Planning

San Jose, CA is a great place to retire. The city has a Mediterranean climate, which means it enjoys mild winters and hot summers. There are plenty of cultural and recreational activities available in San Jose, and the city's healthcare system is top-notch. Additionally, San Jose's cost of living is relatively low when compared to other major metropolitan areas in the United States.

Tax Services

A tax accountant in San Jose, CA is responsible for helping individuals and businesses file their tax returns. They can also help clients with tax planning and advice, as well as audits and other tax-related issues. Tax accountants must be knowledgeable in tax laws and regulations in order to provide accurate advice.

Financial Advisor

A financial advisor in San Jose, CA helps clients plan for their financial future by developing investment and savings plans, providing advice on insurance and retirement planning, and helping clients manage their finances. They work with individuals and families, as well as businesses, to create strategies that will help them achieve their financial goals. Financial advisors typically have a degree in finance or economics, and they must be licensed to sell securities in the state of California.

Insurance Broker

An insurance broker in San Jose, CA helps people find the best insurance policies for their needs and budget. They work with a variety of different insurance companies to find the best rates and coverage for their clients. They also help people file claims and navigate the complex world of insurance.

Mortgage Loan Officer

A mortgage loan officer in San Jose, CA is responsible for helping people get mortgages. This includes helping them find the right mortgage, filling out the paperwork, and getting the mortgage approved. They also help people who are having trouble making their payments keep their homes.

Estate Planning Lawyer

An estate planning lawyer in San Jose, CA helps you to create a will and other legal documents that dictate how your assets will be distributed after you die. They can also help you to set up trusts and designate guardians for your children in the event something happens to you. In addition, an estate planning lawyer can help you to plan for tax implications of inheritance, and they can advise you on how best to manage your money and property during your lifetime.


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