Best Financial Advisors in San Jose, CA

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List of Firms

San Jose, CA Fiduciary Financial Advisors

SEC File# 801-120494
CRD# 170839
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
Directions
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Flournoy Wealth Management
5 out of 5
Location 1165 Lincoln Ave #330, San Jose, CA 95125, USA
Phone (408) 271-8800
Directions
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TechGirl Financial
Location 111 N Market St Suite 300, San Jose, CA 95113, USA
Phone (800) 584-3652
Directions
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Sequoia Wealth Advisors and Invesment Management, Inc.
5 out of 5
Location 99 Almaden Blvd #925, San Jose, CA 95113, USA
Phone (408) 645-2500
Directions
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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
Directions
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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
Directions
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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
Directions
Financial Advisors in San Jose, CA

Where Certified Financial Advisors in San Jose, CA Serve

San Jose, CA is a bustling city in the heart of Silicon Valley. It is home to many prominent landmarks such as the Tech Museum of Innovation, the San Jose Museum of Art, and the Winchester Mystery House. The city is also known for its top employers, including Cisco Systems, eBay, and Adobe Systems, which contribute to its thriving economy. Major highways such as the 101, 280, and 880 run through the city, connecting it to other areas in the Bay Area. San Jose is made up of diverse neighborhoods such as Willow Glen, Rose Garden, and Almaden Valley, each with its own unique character and charm. With its rich history, vibrant culture, and dynamic community, San Jose is a city that never fails to impress.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of San Jose, CA are serviced by banks in a variety of ways, but perhaps the most common is through traditional brick-and-mortar locations. San Jose is home to many major banks, including Wells Fargo, Chase, and Bank of America, which offer a range of services such as checking and savings accounts, loans, and credit cards. Additionally, many banks in San Jose also offer online and mobile banking options, allowing customers to manage their finances from anywhere. One unique aspect of banking in San Jose is the city's thriving tech industry, which has led to the development of innovative financial technology (fintech) companies that offer cutting-edge banking solutions. Overall, residents of San Jose have access to a wide range of banking options that cater to their individual needs and preferences.

Insurance Broker

Residents of San Jose, CA can greatly benefit from the services of an insurance broker. With the high cost of living in the Bay Area, an insurance broker can help residents find affordable health insurance options that meet their specific needs. Additionally, with San Jose being located in an earthquake-prone region, an insurance broker can assist residents in obtaining earthquake insurance to protect their homes and belongings. An insurance broker can also provide guidance on auto insurance policies, which is especially important in a city with heavy traffic and a high number of accidents. Overall, working with an insurance broker can provide peace of mind and financial security for San Jose residents.

Retirement Planning

Residents of San Jose, CA can benefit greatly from the services of a retirement planner. With a high cost of living and a competitive job market, many individuals in the area may struggle to save enough for retirement. A retirement planner can help them create a personalized plan that takes into account their unique financial situation and goals. For example, they can help residents navigate the complexities of Social Security and Medicare, as well as provide guidance on investment strategies that can maximize their savings. Additionally, with the tech industry being a major employer in San Jose, a retirement planner can assist those who may have stock options or other equity-based compensation in their retirement planning. Overall, a retirement planner can provide invaluable support to San Jose residents in securing their financial future.

Wealth Management

Residents of San Jose, CA could benefit greatly from the services of a wealth manager. With the city's high cost of living and thriving tech industry, many individuals may struggle to manage their finances effectively. A wealth manager can help residents create a personalized financial plan that takes into account their unique circumstances and goals. Additionally, San Jose is known for its diverse population, and a wealth manager can provide culturally sensitive financial advice and support to individuals from different backgrounds. Whether it's investing for retirement, managing debt, or planning for a child's education, a wealth manager can provide guidance and expertise to help San Jose residents achieve their financial dreams.

Mortgage Loan Officer

Residents of San Jose, CA can benefit from the expertise of a mortgage loan officer in many ways. One of the most common ways is by helping them navigate the complex and competitive housing market in the area. San Jose is home to many high-tech companies, which draws a lot of people to the area, and as a result, the housing market can be quite competitive. A mortgage loan officer can help residents understand their options, secure financing, and make informed decisions about buying a home. Additionally, San Jose is known for its high cost of living, and a mortgage loan officer can help residents find affordable financing options that fit their budget. Overall, a mortgage loan officer can be an invaluable resource for residents of San Jose looking to buy a home.

Tax Services

Residents of San Jose, CA can benefit greatly from the services of a tax advisor. With its thriving economy and high cost of living, San Jose presents unique challenges to taxpayers. A tax advisor can help residents navigate the complex tax code and identify deductions and credits that can lower their tax burden. Additionally, with the city's large population of tech workers, many residents may have stock options or other equity compensation that can complicate their tax situation. A tax advisor can help these individuals understand the tax implications of their equity compensation and develop strategies to minimize their tax liability. Overall, a tax advisor can provide valuable guidance and support to San Jose residents as they navigate the often confusing world of taxes.

Estate Planning Lawyer

Residents of San Jose, CA can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by ensuring that their clients' assets are distributed according to their wishes after they pass away. This is particularly important in San Jose, where the cost of living is high and many residents have significant assets, such as real estate or retirement savings. An estate planning lawyer can help their clients create a comprehensive plan that takes into account their unique financial situation and family dynamics, so that their loved ones are protected and their assets are distributed in the most tax-efficient way possible. Additionally, an estate planning lawyer can help clients create important legal documents such as wills, trusts, and powers of attorney, which can provide peace of mind and protection in the event of unexpected illness or incapacity.

San Jose, CA Financial Resources

San Jose, CA Chamber of Commerce

https://www.sjchamber.com/

San Jose, CA City Hall

https://www.sanjoseca.gov/

San Jose, CA Public Library

http://www.sjpl.org/

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