California > San Jose Yellow Pages > Finance > Investment Services & Advisors

San Jose Investment Services & Advisors

Local Businesses: 203 [Showing 1-100 of 203]

2050 Lundy Plaza Owners Association

2050 Concourse Drive
San Jose, CA 95131-1892
(408) 383-9591
Categories: Security Brokers & Dealers

Advanced Business Acquisitions

2635 North 1st Street
San Jose, CA 95134-2026
(408) 955-0823 +view more
Categories: Financial Planning Consultants

Alastor Capital Management

4040 Moorpark Avenue
San Jose, CA 95117-4104
(408) 556-0810 +view more
Mark Neubieser (Owner)
Categories: Investment Services & Advisors

Aldrich Gaudio & Associates

1042 West Hedding Street
San Jose, CA 95126-1258
(408) 985-2479
Categories: Financial Planning Consultants

Altos Financial Planning Associates

4100 Moorpark Avenue Suite 104
San Jose, CA 95117-1707
(408) 249-7881
Dave Hildreth (Owner)
Categories: Investment Management Services

American Investors Company

5043 Graves Avenue Suite C
San Jose, CA 95129-5114
(408) 252-0667
Categories: Security Brokers & Dealers

Ameriprise Financial

1 Almaden Boulevard Suite 800
San Jose, CA 95113-2215
(408) 287-6500
Dorothy Whitman (Manager)
Categories: Financial Services, Financial Planning Consultants

Ameriprise Financial

50 West San Fernando Street
San Jose, CA 95113-2429
(408) 282-1008
Matthew Leek
Categories: Financial Services, Financial Planning Consultants

Ammac

2025 Gateway Place
San Jose, CA 95110-1014
(408) 437-6022
Categories: Financial Planning Consultants

Aurum Capital Management

84 West Santa Clara Street
San Jose, CA 95113-1815
(408) 938-6580
Atef Eltoukhy (Owner)
Categories: Financial Planning Consultants

Bay Area Financial Advisors

777 North 1st Street Suite 615
San Jose, CA 95112-6340
(408) 418-3507
Categories: Financial Planning Consultants

Bay Area Mortgage Financial Service

12 South 1st Street Suite 816
San Jose, CA 95113-2405
(408) 287-3116
Products: Futures, Loans
Services: Commercial Loans, Commercial Services, E-Services, Internet Services, Personal…
Categories: Financial Planning Consultants

Bdo

101 Park Center Plaza
San Jose, CA 95113-2218
(408) 278-1877 +view more
Categories: Financial Management & Consulting

Bdo

125 South Market Street
San Jose, CA 95113-2292
(408) 278-0221
Categories: Financial Management & Consulting

Bdo

50 West San Fernando Street Suite 200
San Jose, CA 95113-2441
(408) 975-9257 +view more
Douglas Sirotta (Partner)
Categories: Public Accountants, Financial Management & Consulting

Bellatore Financial Inc

1550 the Alameda
San Jose, CA 95126-2322
(408) 610-9987 +view more
Al Steele (Manager)
Categories: Financial Planning Consultants

Bettencourt Real Estate Services

1251 Park Avenue
San Jose, CA 95126-2810
(408) 275-6600
Categories: Investment Management Services

Blueback Corporation

968 Dionne Way
San Jose, CA 95133-1162
(408) 404-7800
Kim Le (President)
Categories: Investment Services & Advisors

Bluefield Ventures Llc

1737 North 1st Street
San Jose, CA 95112-4505
(408) 436-6433
Categories: Venture Capital Firms

C-J Advisory Incorporated

2060 the Alameda
San Jose, CA 95126-1135
(408) 345-2890 +view more
Veda Cassells-Jones (Owner)
Products: Mortgages, Roth Ira
Services: Accounting
Categories: Investment Services & Advisors

Cali Financial Management

1979 Cabana Drive
San Jose, CA 95125-5610
(408) 340-5401
Categories: Financial Management & Consulting

California Investments

1370 East Santa Clara Street
San Jose, CA 95116-2385
(408) 993-2240
Categories: Investment Services & Advisors

Callan And Lindahl Wealth Management

1100 Lincoln Avenue
San Jose, CA 95125-3056
(408) 280-1400
Categories: Financial Planning Consultants

Capital Planning Partners

1 Almaden Boulevard Suite 610
San Jose, CA 95113-2201
(408) 999-0173 +view more
Jason Crowley
Categories: Financial Planning Consultants

Cc & Associates

595 Park Avenue Suite 305
San Jose, CA 95110-2641
(408) 578-0300
Mark Bell (Owner)
Services: Background Checks, Consultations, Investigations, Protection, Surveillance,…
Categories: Security Investigative Services, Investment Services & Advisors

Cec Capital Management Llc

2635 North 1st Street
San Jose, CA 95134-2026
(408) 432-1195 +view more
Categories: Investment Management Services

Cerna Group Of Marcus & Millichap

800 North 1st Street
San Jose, CA 95112-6312
(408) 993-0328
Services: Consultations
Categories: Investment Services & Advisors

Cgb Investments

950 South Bascom Avenue
San Jose, CA 95128-3536
(408) 283-0103
Categories: Investment Services & Advisors, Nonresidential Building Operators

Charles Schwab

San Jose, CA 95101
(408) 357-0170
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Charles Schwab - San Jose

San Jose, CA 95101
(800) 435-4000
Categories: Holding Companies, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Citi Pwm

1310 El Paseo De Saratoga
San Jose, CA 95130-1632
(408) 370-1030
Categories: Financial Services, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Citi Pwm

2189 Quimby Road
San Jose, CA 95122-1333
(408) 532-0475
Products: Bonds, Personal Loans, Stocks, Consumer Loans, Equities, Fixed Income Securities,…
Services: Brokerage Services, Financial Services
Categories: Financial Services, Financial Planning Consultants

Colet & Associates

2099 Gold Street
San Jose, CA 95002-3601
(408) 957-0644
Categories: Financial Planning Consultants

College Planning Abc

560 South Winchester Boulevard
San Jose, CA 95128-2560
(408) 918-3068 +view more
Categories: Financial Planning Consultants

Concentrum Wealth Management

353 Piercy Road
San Jose, CA 95138-1403
(408) 809-4087
Categories: Financial Management & Consulting

Consigliare Management Company

1960 the Alameda Suite 150
San Jose, CA 95126-1451
(408) 260-1520
Tracie Sosa (Manager)
Categories: Financial Planning Consultants

Craig Boyer

7086 Heaton Moor Drive
San Jose, CA 95119-1871
(408) 912-5732
Boyer Craig
Categories: Investment Services & Advisors

Cube Incubation Inc

4320 Stevens Creek Boulevard
San Jose, CA 95129-1202
(408) 217-9061
Categories: Financial Planning Consultants

Current Capitol Limited Partners

225 North 11th Street
San Jose, CA 95112-3430
(408) 287-0821
Categories: Investment Management Services

Dean Witter Reynolds - San Jose Office

333 West San Carlos Street Suite 1100
San Jose, CA 95110-2735
(408) 286-6060 +view more
Products: Bonds, Cds, Commodities, Defined Benefit, Iras, Money Markets, Mutual Funds,…
Services: Asset Management, Brokerage Services, Budgeting, Business Services, Charitable…
Categories: Security Investigative Services, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Dewey Realty & Investments

2340 Stevens Creek Boulevard
San Jose, CA 95128-1635
(408) 977-0567
John Dewey
Categories: Real Estate Investment Trusts

Dolphin Brook Estates

1610 Blossom Hill Road
San Jose, CA 95124-6349
(408) 723-3000
Philip Archer (Owner)
Categories: Investment Services & Advisors

Dong Hy Trading Company Llc

111 North Market Street Suite 300
San Jose, CA 95113-1116
(408) 454-6400
Categories: Security Brokers & Dealers

Edward Jones - Financial Advisor: Christina Biagi

MAKING SENSE OF INVESTING
2280 Lincoln Avenue Suite 100
San Jose, CA 95125-2727
(408) 448-4846
Products: San Jose Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Dennis H Laughlin

MAKING SENSE OF INVESTING
1165 Lincoln Avenue Suite 320
San Jose, CA 95125-3052
(408) 998-3045
Products: San Jose Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Jessica Ho

MAKING SENSE OF INVESTING
4855 Atherton Avenue Suite 100
San Jose, CA 95130-1026
(408) 370-6554
Products: San Jose Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Tom Coombs

MAKING SENSE OF INVESTING
1625 the Alameda Suite 601
San Jose, CA 95126-2224
(408) 298-6588
Products: San Jose Financial Advisor Investment Management Funds Investment Stock & Bond…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Embarcadero Capital Partners

1 Almaden Boulevard
San Jose, CA 95113-2211
(408) 289-8310
Categories: Investment Management Services

Entrepia Ventures

San Jose, CA 95101
(408) 235-2301
Categories: Venture Capital Firms

Entrepia Ventures Inc.

San Jose, CA 95101
(408) 235-2311 +view more
Categories: Venture Capital Firms

Eric J Olson & Associates

1982 Senter Road
San Jose, CA 95112-2603
(408) 217-8211
Categories: Financial Planning Consultants

Family Wealth Consulting Group

10 Almaden Boulevard Suite 1250
San Jose, CA 95113-2271
(408) 453-2220
Categories: Financial Planning Consultants

Farallon Capital Management Llc

2570 North 1st Street
San Jose, CA 95131-1035
(408) 432-4057
Categories: Investment Services & Advisors

Farmers Insurance Group

1264 Lincoln Avenue Suite 100
San Jose, CA 95125-3035
(408) 271-3890
Michael Chekclenis (Owner)
Products: Business Continuation Plans, Combination Policies, Employee Benefits, Employer-Sponsored…
Services: Accident Coverage, Auto Insurance, Boat Insurance, Bonds Issued, Casualty Insurance,…
Categories: Insurance Carriers, Investment Services & Advisors

Fenox Venture Capital

1641 North 1st Street
San Jose, CA 95112-4519
(408) 642-5266
Categories: Venture Capital Firms

Fidelity Investments

4160 North 1st Street
San Jose, CA 95134-1513
(800) 544-2269
Categories: Investment Management Services, Security Brokers & Dealers

Fidelty National

San Jose, CA 95101
(408) 392-0017
Categories: Security Brokers & Dealers

Financial Catalyst Group

4030 Moorpark Avenue Suite 105
San Jose, CA 95117-1848
(408) 261-7600 +view more
Richard Haas (Owner)
Categories: Investment Services & Advisors

Financial Strategies

996 Minnesota Avenue Suite 207
San Jose, CA 95125-2424
(408) 298-9131 +view more
Stan Ambrosy (Owner)
Categories: Financial Services, Financial Planning Consultants

Firehouse Enterprises

1629 Almaden Road
San Jose, CA 95125-1206
(408) 564-0645
Categories: Security Brokers & Dealers

Fireside Financial Planning Inc.

1975 Hamilton Avenue Suite 6a
San Jose, CA 95125-5630
(408) 371-3091 +view more
Michael Zaplitny (Owner)
Categories: Investment Services & Advisors

First Franklin Financial

2150 North 1st Street Suite 600
San Jose, CA 95131-2048
(408) 678-4400 +view more
Products: Equity Loans, Full Mortgage Purchase, Mortgages, Stated Income Loans, Cash-Out…
Services: Brokerage Services, Contracts, Estates, Financial Services, Refinancing
Categories: Financial Services, Financial Planning Consultants

Firsthand Capital Management

101 Park Center Plaza
San Jose, CA 95113-2218
(408) 294-2200
Categories: Investment Services & Advisors

Foothill Securities

5448 Thornwood Drive
San Jose, CA 95123-1225
(408) 363-7346
Don Tonelli (Manager)
Categories: Security Brokers & Dealers

Foothill Securities

1122 Hyde Avenue
San Jose, CA 95129-4026
(408) 998-8823
Tony Fadelli (Manager)
Categories: Security Brokers & Dealers

Foothill Securities

1625 the Alameda Suite 203
San Jose, CA 95126-2223
(408) 725-0501 +view more
Ann Sheehan (Manager)
Categories: Tax Return Preparation, Security Brokers & Dealers

Foothill Securities

4000 Moorpark Avenue
San Jose, CA 95117-1859
(408) 554-5875
Categories: Security Brokers & Dealers

Foothill Securities Inc. James A. Jimenez

2845 Moorpark Avenue
San Jose, CA 95128-3158
(408) 244-7574
Categories: Security Brokers & Dealers

For Nine Investment Co.

561 Tully Road
San Jose, CA 95111-1904
(408) 885-1646 +view more
Harry How (Executive)
Categories: Investment Services & Advisors

Fornine Investment Co.

2377 Senter Road
San Jose, CA 95112-2610
(408) 293-1705 +view more
Harry How (Partner)
Categories: Investment Services & Advisors

Frandsen Dennis L

2441 Shibley Avenue
San Jose, CA 95125-4070
(408) 267-4610 +view more
Dennis Frandsen
Categories: Financial Planning Consultants

Golden Bay Investments

2847 South White Road
San Jose, CA 95148-2942
(408) 440-0402
Categories: Investment Management Services

Graystone Capital

San Jose, CA 95101
(408) 275-8006 +view more
Categories: Security Brokers & Dealers

Grizzly Bull Lp The

1080 Minnesota Avenue
San Jose, CA 95125-2400
(408) 326-2294
Categories: Security Brokers & Dealers

Hanhai Investment Inc

97 East Brokaw Road
San Jose, CA 95112-1031
(408) 573-1088 +view more
Categories: Security Brokers & Dealers

Heckman Financial And Insurance Services

111 North Market Street Suite 825
San Jose, CA 95113-1125
(408) 297-9800
Eric Heckman (President)
Categories: Financial Planning Consultants

Heliotis & Associates

3550 Stevens Creek Boulevard
San Jose, CA 95117-1029
(408) 441-8450
Sebhat Tsegay (Owner)
Categories: Security Brokers & Dealers

Hhe Investment Inc.

4030 Moorpark Avenue Suite 114
San Jose, CA 95117-1848
(408) 261-1497
Categories: Security Brokers & Dealers

Holiday Richard Financial Services & Estate Services

996 Minnesota Avenue
San Jose, CA 95125-2424
(408) 275-1369
Categories: Financial Planning Consultants

Houghton Financial Corporation

3150 Almaden Expressway Suite 205
San Jose, CA 95118-1253
(408) 978-9300
Categories: Financial Planning Consultants

Hubbert Michael

675 North 1st Street
San Jose, CA 95112-5118
(408) 885-8480
Michael Hubbert
Categories: Financial Planning Consultants

Hynek Financial Adviser's

333 West Santa Clara Street
San Jose, CA 95113-1713
(408) 998-9200
Gayl Hynek (Owner)
Categories: Financial Planning Consultants

Independent Financial Group

3150 Almaden Expressway Suite 205
San Jose, CA 95118-1253
(408) 979-0964
Categories: Financial Services, Financial Planning Consultants

Innovative Concepts Archtl

2801 Moorpark Avenue
San Jose, CA 95128-3103
(408) 985-1078
Categories: Investment Services & Advisors

Integral Financial Llc

1072 South De Anza Boulevard Suite A206
San Jose, CA 95129-3544
(408) 996-1118
Frank Ho (President)
Categories: Security Brokers & Dealers

Integrated Group

4340 Stevens Creek Boulevard Suite 181
San Jose, CA 95129-1122
(408) 244-7300
Internatl Circuits
Categories: Security Brokers & Dealers

Invantest Inc

2860 Zanker Road Suite 101
San Jose, CA 95134-2119
(408) 456-0400 +view more
Jason Saw (President)
Categories: Investment Management Services

Irma Perez

1302 Lincoln Avenue
San Jose, CA 95125-3015
(408) 216-9820 +view more
Irma Perez
Categories: Investment Services & Advisors

J P Turner And Company Llc

3031 Tisch Way
San Jose, CA 95128-2541
(408) 261-2275
Categories: Security Brokers & Dealers

J Y Capstone Investments

1072 South De Anza Boulevard
San Jose, CA 95129-3500
(408) 255-3977
Categories: Investment Services & Advisors

Jim Slacke Assiet Preservation

1625 the Alameda Suite 205
San Jose, CA 95126-2223
(408) 213-0042
Categories: Financial Planning Consultants

Jmg Financial

1165 Lincoln Avenue
San Jose, CA 95101
(408) 271-8800
Categories: Financial Planning Consultants

John M Plaza Cea

835 Blossom Hill Road
San Jose, CA 95123-2703
(408) 440-1020
John Plaza (Cea)
Categories: Investment Services & Advisors

Jtm Capital Management

1625 the Alameda
San Jose, CA 95126-2220
(408) 282-7997
Categories: Financial Planning Consultants

Keefe Associates

1604 Blossom Hill Road Suite A
San Jose, CA 95124-6350
(408) 266-8591 +view more
Categories: Financial Planning Consultants

Kelly & Associates

360 Kiely Boulevard Suite 240
San Jose, CA 95129-1300
(408) 241-3300
Services: Accounting, Consultations, Bookkeeping, General Ledger, Record Keeping
Categories: Public Accountants, Financial Planning Consultants

Kelly Michael J Jr Cfp

360 Kiely Boulevard
San Jose, CA 95129-1347
(408) 241-3300
Michael Jr (Cfp)
Categories: Public Accountants, Financial Planning Consultants

Kevin Lee And Associates

2099 Gold Street
San Jose, CA 95002-3601
(408) 586-8155
Categories: Financial Planning Consultants

Klm Capital Management Inc.

10 Almaden Boulevard
San Jose, CA 95113-2226
(408) 970-8888
Categories: Investment Services & Advisors

Kln Financial Group

5150 Graves Avenue Suite 8a
San Jose, CA 95129-5008
(408) 865-6691
Kent Noard (Owner)
Products: Futures
Services: Commercial Services, E-Services, Inheritance Planning, Internet Services,…
Categories: Financial Planning Consultants
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