Wealth Management in San Jose, CA

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List of Firms

San Jose, CA Wealth Management Firms

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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
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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
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Merrill Lynch Wealth Management Advisor Ting O'Connor
Location 560 S Winchester Blvd Suite 600, San Jose, CA 95128, USA
Phone (408) 260-6071
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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
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Merrill Lynch Wealth Management
Location 560 S Winchester Blvd, San Jose, CA 95128, USA
Phone (408) 260-6001
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Philip T Castaneda - RBC Wealth Management Financial Advisor
Location 99 Almaden Blvd Suite 300, San Jose, CA 95113, USA
Phone (408) 947-3310
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Amado Q. Rivera Jr. - RBC Wealth Management Financial Advisor
Location 99 Almaden Blvd Suite 300, San Jose, CA 95113, USA
Phone (408) 947-3336
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Private Wealth Management | U.S. Bank
Location 10 Almaden Blvd Suite 500, San Jose, CA 95113, USA
Phone (415) 677-3578
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Wealth Management in San Jose, CA

Where Wealth Management Advisors in San Jose, CA Serve

San Jose, CA is a sprawling metropolis that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Winchester Mystery House to the bustling Silicon Valley, San Jose is a hub of innovation and culture. Some of the top employers in the area include tech giants like Apple, Google, and Facebook, as well as healthcare providers such as Kaiser Permanente and Stanford Health Care. The city is also home to a number of universities and colleges, including San Jose State University and Santa Clara University. When it comes to transportation, San Jose is serviced by several major highways, including the 101, 280, and 880, as well as numerous local streets and thoroughfares. The city is also home to the Mineta San Jose International Airport, which provides easy access to destinations around the world. San Jose is made up of a variety of neighborhoods, each with its own unique character and charm.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of San Jose, CA can benefit from a bank in numerous ways. Firstly, banks can assist in managing finances by offering savings accounts, checking accounts, and credit cards. San Jose is known for its thriving tech industry, and banks can provide tailored financial solutions to support the growth of startups and small businesses. Additionally, with the city's high cost of living, banks can offer loans and mortgages to help residents purchase homes or invest in real estate. Furthermore, San Jose experiences frequent earthquakes, and banks can provide insurance and financial planning services to help residents prepare for natural disasters. Overall, banks can provide crucial financial support and guidance to the diverse and dynamic community of San Jose.

Insurance Broker

Residents of San Jose, CA can benefit greatly from the expertise of an insurance broker. With the city's high cost of living, it's important for residents to have access to affordable insurance options. An insurance broker can help residents navigate the complex world of insurance policies and find the best coverage for their specific needs. For example, they can help residents understand the nuances of earthquake insurance, which is particularly important in San Jose due to the city's location on the San Andreas Fault. Additionally, an insurance broker can assist residents in finding health insurance plans that fit their budget and provide the necessary coverage for the region's top medical facilities, such as the Stanford University Medical Center and the UC San Francisco Medical Center. Overall, an insurance broker can be an invaluable resource for San Jose residents seeking to protect themselves and their families from financial hardship.

Retirement Planning

Residents of San Jose, CA can benefit greatly from the expertise of a retirement planner. With the cost of living in San Jose being significantly higher than the national average, it is imperative that residents have a solid plan in place for their retirement years. A retirement planner can help residents navigate the complexities of Social Security, Medicare, and other retirement benefits, ensuring that they are maximizing their potential benefits. Additionally, with the tech industry being a major employer in San Jose, many residents may have unique retirement benefits and options that require specialized knowledge. A retirement planner can help residents understand these benefits and make informed decisions about their retirement. By working with a retirement planner, residents of San Jose can gain peace of mind, knowing that they have a comprehensive plan in place for their future.

Financial Advisor

Residents of San Jose, CA can benefit from the expertise of a financial advisor in numerous ways. One specific way is by navigating the high cost of living in the area. San Jose is known for its high housing costs, with the median home price exceeding $1 million. A financial advisor can assist residents in creating a budget and developing a savings plan to achieve their financial goals, such as buying a home or saving for retirement. Additionally, with Silicon Valley being a hub for technology companies, many residents have stock options and equity compensation as part of their compensation packages. A financial advisor can provide guidance on how to best manage these assets and diversify their portfolio. Overall, a financial advisor can help San Jose residents navigate the complex financial landscape of the area and make informed decisions to secure their financial future.

Mortgage Loan Officer

Residents of San Jose, CA can benefit from the services of a mortgage loan officer in numerous ways. Firstly, with the city's high cost of living, a loan officer can help residents secure a mortgage with a favorable interest rate, allowing them to afford a home in the area. Secondly, with the city's diverse population, a loan officer can provide guidance on mortgage options that cater to specific cultural and linguistic needs. Additionally, with the city's booming tech industry, a loan officer can assist residents in securing a mortgage that aligns with their unique employment situation, such as a jumbo loan for those with high incomes. Lastly, with the city's susceptibility to natural disasters, a loan officer can advise residents on mortgage options that include disaster relief programs, ensuring they are protected in the event of an emergency.

Tax Services

Residents of San Jose, CA can benefit from the services of a tax advisor in a myriad of ways. Firstly, a tax advisor can help individuals navigate the complex tax laws and regulations that vary from state to state. This is especially important in San Jose, CA, where the tax laws are constantly changing due to the city's rapid growth and development. A tax advisor can also assist residents in minimizing their tax liabilities by identifying deductions and credits that they may not be aware of. Additionally, a tax advisor can help residents with tax planning and preparation, ensuring that they are fully compliant with all tax laws and regulations. With the help of a tax advisor, residents of San Jose, CA can rest assured that their tax affairs are in order and that they are making the most of their financial resources.

Estate Planning Lawyer

Residents of San Jose, CA can benefit greatly from the services of an estate planning lawyer. One specific way in which they can be helped is by ensuring that their assets are protected in the event of their passing. With the high cost of living in San Jose, it is not uncommon for residents to have accumulated significant wealth over their lifetime. However, without proper estate planning, their assets may not be distributed according to their wishes, which can lead to family disputes and legal battles. An estate planning lawyer can help residents create a comprehensive plan that takes into account their unique circumstances and ensures that their assets are distributed in the way they intended. Additionally, the lawyer can assist with setting up trusts, minimizing tax liabilities, and creating a plan for long-term care, which can be particularly important in a city with a high senior population like San Jose.

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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