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

San Jose Investment Services & Advisors

Local Businesses: 203 [Showing 101-200 of 203]

Laguna Financial Corp. 650 North 1st Street San Jose, CA 95112-5109 (408) 295-5600 Alex Alonzo (President) Categories: Financial Planning Consultants
Land Idm Company 79 Bonaventura Drive San Jose, CA 95134-2105 (408) 944-0987 +view more (408) 944-0981 (Primary Phone) Daniel Hwang (Executive) Categories: Investment Management Services
Loring Ward Advisor Services 3055 Olin Avenue Suite 2000 San Jose, CA 95128-2069 (408) 260-3100 +view more (408) 247-1108 (Fax) Alf Steele (President) Services: Business Services, Fee-Based Services, Wealth Management, Commercial Services,… Categories: Financial Planning Consultants
Lpl Financial 1735 North 1st Street Suite 109 San Jose, CA 95112-4530 (408) 441-4608 John Mullen (Manager) Products: Defined Benefit, Government Securities, International Securities, Iras, Mutual… Services: Asset Management, Brokerage Services, Consultations, Educational Planning,… Categories: Financial Planning Consultants
Lpl Financial 333 West Santa Clara Street San Jose, CA 95113-1713 (408) 282-7991 Products: Defined Benefit, Government Securities, International Securities, Iras, Mutual… Services: Asset Management, Brokerage Services, Consultations, Educational Planning,… Categories: Financial Planning Consultants
Macbeth And Company 1299 Del Mar Avenue Suite 300 San Jose, CA 95128-3542 (408) 288-6272 Keith Macbeth (Owner) Categories: Investment Management Services
Maple Leaf Investments 1155 Redmond Avenue Suite B San Jose, CA 95120-2780 (408) 268-1273 Joe Kovalik (Owner) Categories: Investment Management Services
Mayer Moll & Associates 4010 Moorpark Avenue Suite 102 San Jose, CA 95117-1842 (408) 249-9488 +view more (408) 249-8600 (Primary Phone) (650) 853-8600 (Primary Phone) Jacqueline Mayer (President) Categories: Financial Planning Consultants
Merrill Lynch 50 West San Fernando Street Floor 16 San Jose, CA 95113-2420 (408) 283-3000 Products: Investments Financial Advisors Investment Bank Mutual Fund 401K Financial Planning… Services: Investments Financial Advisors Investment Bank Mutual Fund 401K Financial Planning… Categories: Investment Bankers, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers
Merrill Lynch 5300 Stevens Creek Boulevard Suite 120 San Jose, CA 95129-1089 (408) 554-8800 Products: Investments Financial Advisors Investment Bank Mutual Fund 401K Financial Planning… Services: Investments Financial Advisors Investment Bank Mutual Fund 401K Financial Planning… Categories: Investment Bankers, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers
Merrill Lynch 560 South Winchester Boulevard Suite 100 San Jose, CA 95128-2546 (408) 260-6001 Products: Investments Financial Advisors Investment Bank Mutual Fund 401K Financial Planning… Services: Investments Financial Advisors Investment Bank Mutual Fund 401K Financial Planning… Categories: Investment Bankers, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers
Metlife Resources 5444 Thornwood Drive San Jose, CA 95123-1214 (408) 978-6215 Services: Consultations, Database Design Categories: Information Bureaus & Services, Retirement Planning Consultants & Services
Mfas Llc 6120 Hellyer Avenue San Jose, CA 95138-1065 (408) 629-1571 Categories: Investment Services & Advisors
Mfsa Llc 6120 Hellyer Avenue San Jose, CA 95138-1065 (408) 433-9898 Categories: Financial Planning Consultants
Miceli Financial Partners 101 Metro Drive San Jose, CA 95110-1314 (408) 286-4010 +view more (408) 280-0808 (Fax) (408) 573-7486 (Primary Phone) Andrew Miceli (Manager) Products: Iras, Individual Retirement Account Services: Consultations Categories: Financial Planning Consultants
Mj Consulting Services Inc. 1777 Hamilton Avenue San Jose, CA 95125-5430 (408) 269-2826 Categories: Financial Planning Consultants
Mmm Investments Unlimited 1045 North 7th Street San Jose, CA 95112-4426 (408) 280-5838 Categories: Investment Services & Advisors
Mobius Financial Network 3033 Moorpark Avenue Suite 22 San Jose, CA 95128-2521 (408) 216-9417 Categories: Financial Planning Consultants
Morgan Stanley 333 West San Carlos Street Suite 1100 San Jose, CA 95110-2735 (408) 947-2200 +view more (408) 286-6060 (Primary Phone) Categories: Financial Planning Consultants, Security Brokers & Dealers
Morgan Stanley San Jose, CA 95101 (800) 989-9683 Categories: Financial Planning Consultants, Security Brokers & Dealers
Morgan Stanley - San Jose Office 225 West Santa Clara Street Suite 900 San Jose, CA 95113-1746 (408) 947-2200 +view more (408) 346-0105 (Primary Phone) (408) 998-2633 (Fax) Wendi Eckdridt (Manager) Categories: Financial Planning Consultants, Security Brokers & Dealers
Multi -Financial 996 Minnesota Avenue San Jose, CA 95125-2424 (408) 275-1369 Categories: Financial Planning Consultants
National Planning Corporation 1570 the Alameda Suite 319 San Jose, CA 95126-2305 (408) 287-6670 Lisa Cardenas (Manager) Categories: Financial Planning Consultants
Oak Management Corp. Oak Air 1162 Aviation Avenue San Jose, CA 95110-1143 (408) 297-7190 Categories: Investment Services & Advisors
Pac Bay Inc 4020 Moorpark Avenue San Jose, CA 95117-4102 (408) 296-5288 Categories: Security Brokers & Dealers
Pacific Capital Wealth Management Services San Jose, CA 95125 (408) 265-3390 Categories: Investment Management Services
Pacific Coast Companies Inc. 2070 South 7th Street San Jose, CA 95112-6032 (408) 297-2107 +view more (408) 454-4446 (Primary Phone) Categories: Investment Services & Advisors
Palmer Kenneth J Cfp 1250 Aviation Avenue Suite 260 San Jose, CA 95110-1125 (408) 885-8810 Kenneth Palmer (Cfp) Categories: Financial Planning Consultants
Pantheon Wealth Planning 1754 Technology Drive Suite 208 San Jose, CA 95110-1320 (408) 404-8200 Categories: Financial Planning Consultants
Partnervest Financial Group Llc 1885 the Alameda San Jose, CA 95126-1744 (408) 244-2074 Categories: Security Brokers & Dealers
Pirotta Financial Service 1520 the Alameda Suite 120 San Jose, CA 95126-2302 (408) 536-0210 +view more (408) 280-5400 (Primary Phone) (408) 536-0211 (Primary Phone) (408) 536-0212 (Primary Phone) (408) 536-0213 (Primary Phone) Mahyar Irani Categories: Financial Planning Consultants
Platinum Investment Partners Inc. 6155 Almaden Expressway Suite 100 San Jose, CA 95120-2762 (408) 265-3193 Paul Majoulet (Owner) Categories: Investment Management Services
Prialta Advisors 1737 North 1st Street San Jose, CA 95112-4505 (408) 436-9800 Categories: Financial Planning Consultants
Prmis Inc. 2323 South Bascom Avenue San Jose, CA 95101 (408) 369-9899 Categories: Investment Services & Advisors
Proact Financial Group Jinn J Chao Cpa 4020 Moorpark Avenue Suite 109 San Jose, CA 95117-1845 (408) 246-6226 Categories: Financial Planning Consultants
Progress Financial Corporation 201 Willow Street San Jose, CA 95110-3352 (408) 347-0700 Categories: Financial Services, Financial Planning Consultants
R Wood & Associates 3150 Almaden Expressway Suite 108 San Jose, CA 95118-1217 (408) 978-3833 Categories: Financial Planning Consultants
Raisch Investment Group 1680 Almaden Expressway San Jose, CA 95125-1324 (408) 295-6321 Categories: Investment Management Services
Ravix Group Inc 226 Airport Parkway Suite 400 San Jose, CA 95110-1027 (408) 216-0656 Categories: Financial Planning Consultants
Raymond James INDIVIDUAL SOLUTIONS FROM INDEPENDENT ADVISORS. 150 Almaden Boulevard Suite 1375 San Jose, CA 95113-2019 (408) 279-1724 +view more (408) 279-3163 (Fax) Aaron Gabriel (Manager) Products: 403 B, Bonds, Cds, Closed End Mutual Funds, Defined Benefit, Defined Contribution,… Services: Asset Allocation, Asset Management, Banking, Beneficiaries, Brokerage Services,… Categories: Financial Services, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers
Rbc Wealth Management 99 Almaden Boulevard Suite 101 San Jose, CA 95113-1603 (408) 292-2442 +view more (408) 298-8295 (Fax) Ronald Lohbeck (Senior Vp) Products: Bonds, Stocks, Equities, Fixed Income Securities Services: Brokerage Services Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers
Retirement Capital Strategies 1190 Saratoga Avenue Suite 140 San Jose, CA 95129-3433 (408) 454-2927 +view more (408) 454-2916 (Primary Phone) (408) 551-6100 (Primary Phone) Bobby Yount (Partner) Categories: Financial Planning Consultants
Rfs Investment Inc 6146 Camino Verde Drive San Jose, CA 95119-1460 (408) 226-6373 Scott Timpe (President) Categories: Investment Services & Advisors
Ritchie Asset Management 1879 Lundy Avenue San Jose, CA 95131-1856 (408) 456-0423 Categories: Investment Services & Advisors
Roecker International PO Box 32007 San Jose, CA 95152-2007 (408) 926-8944 Categories: Financial Planning Consultants
Royal Alliance-Dpc Fin Plning DISCOVER THE ROYAL ALLIANCE DIFFERENCE. 2558 Westgate Avenue San Jose, CA 95125-4043 (408) 269-2596 Products: Money Markets, Mutual Funds, Real Estate Services: Brokerage Services, Business Services, Consultations, Corporate Services, Institutional… Categories: Financial Planning Consultants
Rpd Almaden Llc 1 Almaden Boulevard San Jose, CA 95113-2211 (408) 971-1680 Categories: Real Estate Investment Trusts, Real Estate Agent - Property Lessors
S4 Capital 560 South Winchester Boulevard San Jose, CA 95128-2560 (408) 236-7430 Categories: Business Management Consultants, Investment Management Services
Sackett Brooks C Cfp Cima Chief Capital Management Inc. 1581 Camino Monde San Jose, CA 95125-3704 (408) 978-1773 Brooks Sackett (Cfp) Categories: Investment Management Services
Sagepoint 4950 Hamilton Avenue Suite 107 San Jose, CA 95130-1748 (408) 374-4787 Categories: Financial Planning Consultants
Schaub And Co 1100 Lincoln Avenue Suite 390 San Jose, CA 95125-3060 (408) 564-4776 Categories: Advertising Agencies, Security Brokers & Dealers
Schiff Daniel M Financl Plnnr 950 South Bascom Avenue San Jose, CA 95128-3536 (408) 279-1610 Daniel Schiff (Financl Plnnr) Categories: Financial Planning Consultants
Scottrade MORE BROKER FOR YOUR MONEY. 1 Curtner Avenue Suite 90 San Jose, CA 95125-1086 (408) 938-0750 +view more (408) 286-1758 (Fax) Products: , Certificate Of Deposit, Compact Discs, Equities, Fixed Income Securities,… Services: Bonds, Brokerage Services, Fee-Based Services, Iras, Mutual Funds, Online Services,… Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers
Scottrade MORE BROKER FOR YOUR MONEY. 97 Metro Drive San Jose, CA 95110-1311 (408) 453-1190 +view more (408) 453-1167 (Fax) Products: , Certificate Of Deposit, Compact Discs, Equities, Fixed Income Securities,… Services: Bonds, Brokerage Services, Fee-Based Services, Iras, Mutual Funds, Online Services,… Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers
Securities America Inc. YOUR BUSINESS GROWTH EXPERT 160 West Santa Clara Street San Jose, CA 95113-1701 (408) 794-3564 +view more (408) 794-3562 (Primary Phone) Subash Desei (Executive) Services: Consultations, Investments, Investor Relations, Sales Development, Seminars… Categories: Security Brokers & Dealers
Securities America Inc. 101 Metro Drive San Jose, CA 95110-1314 (408) 452-0437 Categories: Security Brokers & Dealers
Securities America Sure Tax Consultants YOUR BUSINESS GROWTH EXPERT 1530 Meridian Avenue San Jose, CA 95125-5350 (408) 978-7880 Services: Consultations, Investments, Investor Relations, Sales Development, Seminars… Categories: Security Brokers & Dealers
Senior Equity Services Llc 1541 Sawleaf Court San Jose, CA 95131-2556 (408) 833-6487 Categories: Investment Services & Advisors
Sequoia Wealth & Investment Management Inc 99 Almaden Boulevard Suite 925 San Jose, CA 95113-1614 (408) 645-2500 Kristina Kuprina (Owner) Categories: Investment Services & Advisors
Sgc Financial 560 South Winchester Boulevard San Jose, CA 95128-2560 (408) 236-7350 Categories: Financial Planning Consultants
Siena Wealth Management 3055 Olin Avenue Suite 2000 San Jose, CA 95128-2069 (408) 564-6151 +view more (408) 244-3800 (Primary Phone) Categories: Security Brokers & Dealers
Siena Wealth Management Inc 1550 the Alameda San Jose, CA 95126-2322 (408) 216-9830 Categories: Security Brokers & Dealers
Silicon Valley Capital Partner 560 South Winchester Boulevard Suite 500 San Jose, CA 95128-2500 (408) 236-7300 Categories: Financial Planning Consultants
Silicon Valley Retirement Service 560 South Winchester Boulevard Suite 500 San Jose, CA 95128-2500 (408) 572-5572 Categories: Financial Planning Consultants
Silicon Valley Securities 4880 Stevens Creek Boulevard San Jose, CA 95129-1034 (408) 217-9119 +view more (408) 243-6801 (Primary Phone) (408) 243-7080 (Fax) Paul Magnuson (Owner) Products: Bonds, Stocks, Equities, Fixed Income Securities Categories: Security Brokers & Dealers
Silicon Valley Securities Inc. 4880 Stevens Creek Boulevard San Jose, CA 95129-1034 (408) 243-6801 Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers
Silicon Valley Wealth Management Solutions 6050 Hellyer Avenue Suite 150 San Jose, CA 95138-1044 (408) 440-2430 Categories: Financial Management & Consulting
Society Of Financial Service Professionals-San Jose Chapter San Jose, CA 95101 (408) 294-3039 Categories: Financial Planning Consultants
Southwest Expressway Investors 1540 Southwest Expressway San Jose, CA 95126-3937 (408) 298-0109 Categories: Investment Management Services
Stancorp Financial Group 55 Almaden Boulevard Suite 400 San Jose, CA 95113-1611 (408) 961-2800 Categories: Financial Advisory Services
Stifel Financial Corporation 550 South Winchester Boulevard San Jose, CA 95128-2544 (408) 985-6811 Categories: Business Services, Investment Services & Advisors
Sunhill Investments San Jose, CA 95101 (408) 257-6666 Categories: Financial Planning Consultants
Swik Investments 7215 Windcliff Lane San Jose, CA 95138-1399 (408) 912-5345 Categories: Security Brokers & Dealers
Synergy H 3507 Palmilla Drive San Jose, CA 95134-2200 (408) 791-6054 +view more (408) 649-3575 (Primary Phone) (408) 791-6986 (Primary Phone) Categories: Investment Services & Advisors
Tak Market 698 North 3rd Street San Jose, CA 95112-5119 (408) 295-8116 Chong Lee (Owner) Products: Bonds, Stocks, Equities, Fixed Income Securities Services: Brokerage Services Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers
Tes Asset Management Group 705 Tully Road San Jose, CA 95111-1035 (408) 297-7422 Categories: Investment Services & Advisors
The Masters Group 6455 Almaden Expressway San Jose, CA 95120-2800 (408) 445-4455 +view more (650) 321-8807 (Primary Phone) Robert March (Ceo) Services: Consultations, Investments, Maintenance, Counseling Categories: Security Brokers & Dealers
The Plb Group Inc San Jose, CA 95101 (408) 262-5213 Categories: Investment Services & Advisors
True Arrow Capital Management 4320 Stevens Creek Boulevard San Jose, CA 95129-1202 (408) 564-6998 Categories: Investment Services & Advisors
U.S. Bank 1399 Foxworthy Avenue San Jose, CA 95118-1205 (408) 267-9310 +view more (408) 265-0720 (Fax) Hailey Manning (Branch Manager) Products: Checking Account Savings Account Loans Business Checking Mortgage Wealth Management… Services: Bank Teller Cash Withdrawal Deposit Financial Services Investment Planning… Categories: Mortgages & Loans, Savings Banks, Banks, Financial Planning Consultants
U.S. Bank 1550 El Paseo De Saratoga San Jose, CA 95130-1634 (408) 378-5181 +view more (408) 378-3154 (Fax) Christian Cuenco (Branch Manager) Products: Checking Account Savings Account Loans Business Checking Mortgage Wealth Management… Services: Bank Teller Cash Withdrawal Deposit Financial Services Investment Planning… Categories: Mortgages & Loans, Savings Banks, Banks, Financial Planning Consultants
U.S. Bank 377 Santana Row San Jose, CA 95128-2053 (669) 342-3494 +view more (669) 342-3500 (Fax) Products: Checking Account Savings Account Loans Business Checking Mortgage Wealth Management… Services: Bank Teller Cash Withdrawal Deposit Financial Services Investment Planning… Categories: Mortgages & Loans, Savings Banks, Banks, Financial Planning Consultants
U.S. Bank 1530 Hamilton Avenue San Jose, CA 95125-4539 (408) 979-2901 +view more (408) 979-2904 (Fax) Jennifer Csillag (Branch Manager) Products: Checking Account Savings Account Loans Business Checking Mortgage Wealth Management… Services: Bank Teller Cash Withdrawal Deposit Financial Services Investment Planning… Categories: Mortgages & Loans, Savings Banks, Banks, Financial Planning Consultants
U.S. Bank 5670 Almaden Expressway San Jose, CA 95118-3608 (408) 265-2861 +view more (408) 978-9426 (Fax) Stella Mirzapour (Branch Manager) Products: Checking Account Savings Account Loans Business Checking Mortgage Wealth Management… Services: Bank Teller Cash Withdrawal Deposit Financial Services Investment Planning… Categories: Mortgages & Loans, Savings Banks, Banks, Financial Planning Consultants
U.S. Bank 179 Branham Lane San Jose, CA 95136-2300 (408) 284-1110 +view more (408) 284-1113 (Fax) Carlos Ramos (Branch Manager) Products: Checking Account Savings Account Loans Business Checking Mortgage Wealth Management… Services: Bank Teller Cash Withdrawal Deposit Financial Services Investment Planning… Categories: Mortgages & Loans, Savings Banks, Banks, Financial Planning Consultants
U.S. Bank 2875 the Villages Parkway San Jose, CA 95135-1442 (408) 274-3663 +view more (408) 238-9204 (Fax) Emil Baghdasarian (Branch Manager) Products: Checking Account Savings Account Loans Business Checking Mortgage Wealth Management… Services: Bank Teller Cash Withdrawal Deposit Financial Services Investment Planning… Categories: Mortgages & Loans, Savings Banks, Banks, Financial Planning Consultants
U.S. Bank 1099 Lincoln Avenue San Jose, CA 95125-3190 (408) 287-2710 +view more (408) 291-8699 (Fax) Scarlet Myers (Branch Manager) Products: Checking Account Savings Account Loans Business Checking Mortgage Wealth Management… Services: Bank Teller Cash Withdrawal Deposit Financial Services Investment Planning… Categories: Mortgages & Loans, Savings Banks, Banks, Financial Planning Consultants
U.S. Bank 1771 East Capitol Expressway San Jose, CA 95121-1561 (408) 239-5500 +view more (408) 239-5503 (Fax) Christopher Mora (Branch Manager) Products: Checking Account Savings Account Loans Business Checking Mortgage Wealth Management… Services: Bank Teller Cash Withdrawal Deposit Financial Services Investment Planning… Categories: Mortgages & Loans, Savings Banks, Banks, Financial Planning Consultants
U.S. Bank 6061 Snell Avenue San Jose, CA 95123-4127 (408) 361-7815 +view more (408) 361-7818 (Fax) Debora Jensen (Branch Manager) Products: Checking Account Savings Account Loans Business Checking Mortgage Wealth Management… Services: Bank Teller Cash Withdrawal Deposit Financial Services Investment Planning… Categories: Mortgages & Loans, Savings Banks, Banks, Financial Planning Consultants
Ubs Financial Services 50 West San Fernando Street Floor 8 San Jose, CA 95113-2414 (408) 283-9813 +view more (408) 282-8477 (Primary Phone) (408) 286-3710 (Primary Phone) Jason Silva Categories: Security Brokers & Dealers
Up Capital Management 1190 Saratoga Avenue San Jose, CA 95129-3438 (408) 217-9334 Categories: Financial Planning Consultants
Valley Capital Investment Llc 2242 Quimby Road San Jose, CA 95122-1331 (408) 600-2009 Categories: Security Brokers & Dealers
Valli Real Estate Investments Llc 3057 Lone Bluff Way San Jose, CA 95111-1213 (408) 823-5614 Categories: Security Brokers & Dealers, Real Estate
Wales Investment Inc. 2055 Junction Avenue Suite 100 San Jose, CA 95131-2119 (408) 944-9176 Sandra Wales (Manager) Categories: Investment Services & Advisors
Walnut Street Securities 4820 Harwood Road San Jose, CA 95124-5200 (408) 978-2214 Robert Yager (Manager) Categories: Security Brokers & Dealers
Wells Fargo 1 Almaden Boulevard Suite 1000 San Jose, CA 95113-2253 (408) 288-8700 Products: Automobile Loans, Bonds, Bridge Loans, Business Accounts, Cash Management Accounts,… Services: Account Inquiries, Atm Services, Bonds, Business Accounts, Card Replacement,… Categories: Banks, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers
West Park Laundro Mat 1307 South Winchester Boulevard San Jose, CA 95128-4320 (408) 370-9549 Categories: Investment Management Services
Western International Securities Inc. 675 North 1st Street Ph 2 San Jose, CA 95112-5112 (408) 294-4100 Categories: Security Brokers & Dealers
Whitaker Financial Services 1276 Lincoln Avenue Suite 202 San Jose, CA 95125-3008 (408) 286-3034 +view more (408) 286-3000 (Primary Phone) (408) 286-3001 (Primary Phone) (408) 286-3044 (Primary Phone) Patrick Whitaker (Owner) Categories: Financial Planning Consultants
Wood Joyce K Certified Financial Planner 3150 Almaden Expressway San Jose, CA 95118-1200 (408) 978-3834 Categories: Financial Planning Consultants

Laguna Financial Corp.

650 North 1st Street
San Jose, CA 95112-5109

(408) 295-5600

Alex Alonzo (President)

Categories: Financial Planning Consultants

Land Idm Company

79 Bonaventura Drive
San Jose, CA 95134-2105

(408) 944-0987 +view more

Daniel Hwang (Executive)

Categories: Investment Management Services

Loring Ward Advisor Services

3055 Olin Avenue Suite 2000
San Jose, CA 95128-2069

(408) 260-3100 +view more

Alf Steele (President)

Services: Business Services, Fee-Based Services, Wealth Management, Commercial Services,…

Categories: Financial Planning Consultants

Lpl Financial

1735 North 1st Street Suite 109
San Jose, CA 95112-4530

(408) 441-4608

John Mullen (Manager)

Products: Defined Benefit, Government Securities, International Securities, Iras, Mutual…

Services: Asset Management, Brokerage Services, Consultations, Educational Planning,…

Categories: Financial Planning Consultants

Lpl Financial

333 West Santa Clara Street
San Jose, CA 95113-1713

(408) 282-7991

Products: Defined Benefit, Government Securities, International Securities, Iras, Mutual…

Services: Asset Management, Brokerage Services, Consultations, Educational Planning,…

Categories: Financial Planning Consultants

Macbeth And Company

1299 Del Mar Avenue Suite 300
San Jose, CA 95128-3542

(408) 288-6272

Keith Macbeth (Owner)

Categories: Investment Management Services

Maple Leaf Investments

1155 Redmond Avenue Suite B
San Jose, CA 95120-2780

(408) 268-1273

Joe Kovalik (Owner)

Categories: Investment Management Services

Mayer Moll & Associates

4010 Moorpark Avenue Suite 102
San Jose, CA 95117-1842

(408) 249-9488 +view more

Jacqueline Mayer (President)

Categories: Financial Planning Consultants

Merrill Lynch

50 West San Fernando Street Floor 16
San Jose, CA 95113-2420

(408) 283-3000

Products: Investments Financial Advisors Investment Bank Mutual Fund 401K Financial Planning…

Services: Investments Financial Advisors Investment Bank Mutual Fund 401K Financial Planning…

Categories: Investment Bankers, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Merrill Lynch

5300 Stevens Creek Boulevard Suite 120
San Jose, CA 95129-1089

(408) 554-8800

Products: Investments Financial Advisors Investment Bank Mutual Fund 401K Financial Planning…

Services: Investments Financial Advisors Investment Bank Mutual Fund 401K Financial Planning…

Categories: Investment Bankers, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Merrill Lynch

560 South Winchester Boulevard Suite 100
San Jose, CA 95128-2546

(408) 260-6001

Products: Investments Financial Advisors Investment Bank Mutual Fund 401K Financial Planning…

Services: Investments Financial Advisors Investment Bank Mutual Fund 401K Financial Planning…

Categories: Investment Bankers, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Metlife Resources

5444 Thornwood Drive
San Jose, CA 95123-1214

(408) 978-6215

Services: Consultations, Database Design

Categories: Information Bureaus & Services, Retirement Planning Consultants & Services

Mfas Llc

6120 Hellyer Avenue
San Jose, CA 95138-1065

(408) 629-1571

Categories: Investment Services & Advisors

Mfsa Llc

6120 Hellyer Avenue
San Jose, CA 95138-1065

(408) 433-9898

Categories: Financial Planning Consultants

Miceli Financial Partners

101 Metro Drive
San Jose, CA 95110-1314

(408) 286-4010 +view more

Andrew Miceli (Manager)

Products: Iras, Individual Retirement Account

Services: Consultations

Categories: Financial Planning Consultants

Mj Consulting Services Inc.

1777 Hamilton Avenue
San Jose, CA 95125-5430

(408) 269-2826

Categories: Financial Planning Consultants

Mmm Investments Unlimited

1045 North 7th Street
San Jose, CA 95112-4426

(408) 280-5838

Categories: Investment Services & Advisors

Mobius Financial Network

3033 Moorpark Avenue Suite 22
San Jose, CA 95128-2521

(408) 216-9417

Categories: Financial Planning Consultants

Morgan Stanley

333 West San Carlos Street Suite 1100
San Jose, CA 95110-2735

(408) 947-2200 +view more

Categories: Financial Planning Consultants, Security Brokers & Dealers

Morgan Stanley

San Jose, CA 95101

(800) 989-9683

Categories: Financial Planning Consultants, Security Brokers & Dealers

Morgan Stanley - San Jose Office

225 West Santa Clara Street Suite 900
San Jose, CA 95113-1746

(408) 947-2200 +view more

Wendi Eckdridt (Manager)

Categories: Financial Planning Consultants, Security Brokers & Dealers

Multi -Financial

996 Minnesota Avenue
San Jose, CA 95125-2424

(408) 275-1369

Categories: Financial Planning Consultants

National Planning Corporation

1570 the Alameda Suite 319
San Jose, CA 95126-2305

(408) 287-6670

Lisa Cardenas (Manager)

Categories: Financial Planning Consultants

Oak Management Corp. Oak Air

1162 Aviation Avenue
San Jose, CA 95110-1143

(408) 297-7190

Categories: Investment Services & Advisors

Pac Bay Inc

4020 Moorpark Avenue
San Jose, CA 95117-4102

(408) 296-5288

Categories: Security Brokers & Dealers

Pacific Capital Wealth Management Services

San Jose, CA 95125

(408) 265-3390

Categories: Investment Management Services

Pacific Coast Companies Inc.

2070 South 7th Street
San Jose, CA 95112-6032

(408) 297-2107 +view more

Categories: Investment Services & Advisors

Palmer Kenneth J Cfp

1250 Aviation Avenue Suite 260
San Jose, CA 95110-1125

(408) 885-8810

Kenneth Palmer (Cfp)

Categories: Financial Planning Consultants

Pantheon Wealth Planning

1754 Technology Drive Suite 208
San Jose, CA 95110-1320

(408) 404-8200

Categories: Financial Planning Consultants

Partnervest Financial Group Llc

1885 the Alameda
San Jose, CA 95126-1744

(408) 244-2074

Categories: Security Brokers & Dealers

Pirotta Financial Service

1520 the Alameda Suite 120
San Jose, CA 95126-2302

(408) 536-0210 +view more

Mahyar Irani

Categories: Financial Planning Consultants

Platinum Investment Partners Inc.

6155 Almaden Expressway Suite 100
San Jose, CA 95120-2762

(408) 265-3193

Paul Majoulet (Owner)

Categories: Investment Management Services

Prialta Advisors

1737 North 1st Street
San Jose, CA 95112-4505

(408) 436-9800

Categories: Financial Planning Consultants

Prmis Inc.

2323 South Bascom Avenue
San Jose, CA 95101

(408) 369-9899

Categories: Investment Services & Advisors

Proact Financial Group Jinn J Chao Cpa

4020 Moorpark Avenue Suite 109
San Jose, CA 95117-1845

(408) 246-6226

Categories: Financial Planning Consultants

Progress Financial Corporation

201 Willow Street
San Jose, CA 95110-3352

(408) 347-0700

Categories: Financial Services, Financial Planning Consultants

R Wood & Associates

3150 Almaden Expressway Suite 108
San Jose, CA 95118-1217

(408) 978-3833

Categories: Financial Planning Consultants

Raisch Investment Group

1680 Almaden Expressway
San Jose, CA 95125-1324

(408) 295-6321

Categories: Investment Management Services

Ravix Group Inc

226 Airport Parkway Suite 400
San Jose, CA 95110-1027

(408) 216-0656

Categories: Financial Planning Consultants

Raymond James

INDIVIDUAL SOLUTIONS FROM INDEPENDENT ADVISORS.

150 Almaden Boulevard Suite 1375
San Jose, CA 95113-2019

(408) 279-1724 +view more

Aaron Gabriel (Manager)

Products: 403 B, Bonds, Cds, Closed End Mutual Funds, Defined Benefit, Defined Contribution,…

Services: Asset Allocation, Asset Management, Banking, Beneficiaries, Brokerage Services,…

Categories: Financial Services, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Rbc Wealth Management

99 Almaden Boulevard Suite 101
San Jose, CA 95113-1603

(408) 292-2442 +view more

Ronald Lohbeck (Senior Vp)

Products: Bonds, Stocks, Equities, Fixed Income Securities

Services: Brokerage Services

Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Retirement Capital Strategies

1190 Saratoga Avenue Suite 140
San Jose, CA 95129-3433

(408) 454-2927 +view more

Bobby Yount (Partner)

Categories: Financial Planning Consultants

Rfs Investment Inc

6146 Camino Verde Drive
San Jose, CA 95119-1460

(408) 226-6373

Scott Timpe (President)

Categories: Investment Services & Advisors

Ritchie Asset Management

1879 Lundy Avenue
San Jose, CA 95131-1856

(408) 456-0423

Categories: Investment Services & Advisors

Roecker International

PO Box 32007
San Jose, CA 95152-2007

(408) 926-8944

Categories: Financial Planning Consultants

Royal Alliance-Dpc Fin Plning

DISCOVER THE ROYAL ALLIANCE DIFFERENCE.

2558 Westgate Avenue
San Jose, CA 95125-4043

(408) 269-2596

Products: Money Markets, Mutual Funds, Real Estate

Services: Brokerage Services, Business Services, Consultations, Corporate Services, Institutional…

Categories: Financial Planning Consultants

Rpd Almaden Llc

1 Almaden Boulevard
San Jose, CA 95113-2211

(408) 971-1680

Categories: Real Estate Investment Trusts, Real Estate Agent - Property Lessors

S4 Capital

560 South Winchester Boulevard
San Jose, CA 95128-2560

(408) 236-7430

Categories: Business Management Consultants, Investment Management Services

Sackett Brooks C Cfp Cima Chief Capital Management Inc.

1581 Camino Monde
San Jose, CA 95125-3704

(408) 978-1773

Brooks Sackett (Cfp)

Categories: Investment Management Services

Sagepoint

4950 Hamilton Avenue Suite 107
San Jose, CA 95130-1748

(408) 374-4787

Categories: Financial Planning Consultants

Schaub And Co

1100 Lincoln Avenue Suite 390
San Jose, CA 95125-3060

(408) 564-4776

Categories: Advertising Agencies, Security Brokers & Dealers

Schiff Daniel M Financl Plnnr

950 South Bascom Avenue
San Jose, CA 95128-3536

(408) 279-1610

Daniel Schiff (Financl Plnnr)

Categories: Financial Planning Consultants

Scottrade

MORE BROKER FOR YOUR MONEY.

1 Curtner Avenue Suite 90
San Jose, CA 95125-1086

(408) 938-0750 +view more

Products: , Certificate Of Deposit, Compact Discs, Equities, Fixed Income Securities,…

Services: Bonds, Brokerage Services, Fee-Based Services, Iras, Mutual Funds, Online Services,…

Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Scottrade

MORE BROKER FOR YOUR MONEY.

97 Metro Drive
San Jose, CA 95110-1311

(408) 453-1190 +view more

Products: , Certificate Of Deposit, Compact Discs, Equities, Fixed Income Securities,…

Services: Bonds, Brokerage Services, Fee-Based Services, Iras, Mutual Funds, Online Services,…

Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Securities America Inc.

YOUR BUSINESS GROWTH EXPERT

160 West Santa Clara Street
San Jose, CA 95113-1701

(408) 794-3564 +view more

Subash Desei (Executive)

Services: Consultations, Investments, Investor Relations, Sales Development, Seminars…

Categories: Security Brokers & Dealers

Securities America Inc.

101 Metro Drive
San Jose, CA 95110-1314

(408) 452-0437

Categories: Security Brokers & Dealers

Securities America Sure Tax Consultants

YOUR BUSINESS GROWTH EXPERT

1530 Meridian Avenue
San Jose, CA 95125-5350

(408) 978-7880

Services: Consultations, Investments, Investor Relations, Sales Development, Seminars…

Categories: Security Brokers & Dealers

Senior Equity Services Llc

1541 Sawleaf Court
San Jose, CA 95131-2556

(408) 833-6487

Categories: Investment Services & Advisors

Sequoia Wealth & Investment Management Inc

99 Almaden Boulevard Suite 925
San Jose, CA 95113-1614

(408) 645-2500

Kristina Kuprina (Owner)

Categories: Investment Services & Advisors

Sgc Financial

560 South Winchester Boulevard
San Jose, CA 95128-2560

(408) 236-7350

Categories: Financial Planning Consultants

Siena Wealth Management

3055 Olin Avenue Suite 2000
San Jose, CA 95128-2069

(408) 564-6151 +view more

Categories: Security Brokers & Dealers

Siena Wealth Management Inc

1550 the Alameda
San Jose, CA 95126-2322

(408) 216-9830

Categories: Security Brokers & Dealers

Silicon Valley Capital Partner

560 South Winchester Boulevard Suite 500
San Jose, CA 95128-2500

(408) 236-7300

Categories: Financial Planning Consultants

Silicon Valley Retirement Service

560 South Winchester Boulevard Suite 500
San Jose, CA 95128-2500

(408) 572-5572

Categories: Financial Planning Consultants

Silicon Valley Securities

4880 Stevens Creek Boulevard
San Jose, CA 95129-1034

(408) 217-9119 +view more

Paul Magnuson (Owner)

Products: Bonds, Stocks, Equities, Fixed Income Securities

Categories: Security Brokers & Dealers

Silicon Valley Securities Inc.

4880 Stevens Creek Boulevard
San Jose, CA 95129-1034

(408) 243-6801

Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Silicon Valley Wealth Management Solutions

6050 Hellyer Avenue Suite 150
San Jose, CA 95138-1044

(408) 440-2430

Categories: Financial Management & Consulting

Society Of Financial Service Professionals-San Jose Chapter

San Jose, CA 95101

(408) 294-3039

Categories: Financial Planning Consultants

Southwest Expressway Investors

1540 Southwest Expressway
San Jose, CA 95126-3937

(408) 298-0109

Categories: Investment Management Services

Stancorp Financial Group

55 Almaden Boulevard Suite 400
San Jose, CA 95113-1611

(408) 961-2800

Categories: Financial Advisory Services

Stifel Financial Corporation

550 South Winchester Boulevard
San Jose, CA 95128-2544

(408) 985-6811

Categories: Business Services, Investment Services & Advisors

Sunhill Investments

San Jose, CA 95101

(408) 257-6666

Categories: Financial Planning Consultants

Swik Investments

7215 Windcliff Lane
San Jose, CA 95138-1399

(408) 912-5345

Categories: Security Brokers & Dealers

Synergy H

3507 Palmilla Drive
San Jose, CA 95134-2200

(408) 791-6054 +view more

Categories: Investment Services & Advisors

Tak Market

698 North 3rd Street
San Jose, CA 95112-5119

(408) 295-8116

Chong Lee (Owner)

Products: Bonds, Stocks, Equities, Fixed Income Securities

Services: Brokerage Services

Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Tes Asset Management Group

705 Tully Road
San Jose, CA 95111-1035

(408) 297-7422

Categories: Investment Services & Advisors

The Masters Group

6455 Almaden Expressway
San Jose, CA 95120-2800

(408) 445-4455 +view more

Robert March (Ceo)

Services: Consultations, Investments, Maintenance, Counseling

Categories: Security Brokers & Dealers

The Plb Group Inc

San Jose, CA 95101

(408) 262-5213

Categories: Investment Services & Advisors

True Arrow Capital Management

4320 Stevens Creek Boulevard
San Jose, CA 95129-1202

(408) 564-6998

Categories: Investment Services & Advisors

U.S. Bank

1399 Foxworthy Avenue
San Jose, CA 95118-1205

(408) 267-9310 +view more

Hailey Manning (Branch Manager)

Products: Checking Account Savings Account Loans Business Checking Mortgage Wealth Management…

Services: Bank Teller Cash Withdrawal Deposit Financial Services Investment Planning…

Categories: Mortgages & Loans, Savings Banks, Banks, Financial Planning Consultants

U.S. Bank

1550 El Paseo De Saratoga
San Jose, CA 95130-1634

(408) 378-5181 +view more

Christian Cuenco (Branch Manager)

Products: Checking Account Savings Account Loans Business Checking Mortgage Wealth Management…

Services: Bank Teller Cash Withdrawal Deposit Financial Services Investment Planning…

Categories: Mortgages & Loans, Savings Banks, Banks, Financial Planning Consultants

U.S. Bank

377 Santana Row
San Jose, CA 95128-2053

(669) 342-3494 +view more

Products: Checking Account Savings Account Loans Business Checking Mortgage Wealth Management…

Services: Bank Teller Cash Withdrawal Deposit Financial Services Investment Planning…

Categories: Mortgages & Loans, Savings Banks, Banks, Financial Planning Consultants

U.S. Bank

1530 Hamilton Avenue
San Jose, CA 95125-4539

(408) 979-2901 +view more

Jennifer Csillag (Branch Manager)

Products: Checking Account Savings Account Loans Business Checking Mortgage Wealth Management…

Services: Bank Teller Cash Withdrawal Deposit Financial Services Investment Planning…

Categories: Mortgages & Loans, Savings Banks, Banks, Financial Planning Consultants

U.S. Bank

5670 Almaden Expressway
San Jose, CA 95118-3608

(408) 265-2861 +view more

Stella Mirzapour (Branch Manager)

Products: Checking Account Savings Account Loans Business Checking Mortgage Wealth Management…

Services: Bank Teller Cash Withdrawal Deposit Financial Services Investment Planning…

Categories: Mortgages & Loans, Savings Banks, Banks, Financial Planning Consultants

U.S. Bank

179 Branham Lane
San Jose, CA 95136-2300

(408) 284-1110 +view more

Carlos Ramos (Branch Manager)

Products: Checking Account Savings Account Loans Business Checking Mortgage Wealth Management…

Services: Bank Teller Cash Withdrawal Deposit Financial Services Investment Planning…

Categories: Mortgages & Loans, Savings Banks, Banks, Financial Planning Consultants

U.S. Bank

2875 the Villages Parkway
San Jose, CA 95135-1442

(408) 274-3663 +view more

Emil Baghdasarian (Branch Manager)

Products: Checking Account Savings Account Loans Business Checking Mortgage Wealth Management…

Services: Bank Teller Cash Withdrawal Deposit Financial Services Investment Planning…

Categories: Mortgages & Loans, Savings Banks, Banks, Financial Planning Consultants

U.S. Bank

1099 Lincoln Avenue
San Jose, CA 95125-3190

(408) 287-2710 +view more

Scarlet Myers (Branch Manager)

Products: Checking Account Savings Account Loans Business Checking Mortgage Wealth Management…

Services: Bank Teller Cash Withdrawal Deposit Financial Services Investment Planning…

Categories: Mortgages & Loans, Savings Banks, Banks, Financial Planning Consultants

U.S. Bank

1771 East Capitol Expressway
San Jose, CA 95121-1561

(408) 239-5500 +view more

Christopher Mora (Branch Manager)

Products: Checking Account Savings Account Loans Business Checking Mortgage Wealth Management…

Services: Bank Teller Cash Withdrawal Deposit Financial Services Investment Planning…

Categories: Mortgages & Loans, Savings Banks, Banks, Financial Planning Consultants

U.S. Bank

6061 Snell Avenue
San Jose, CA 95123-4127

(408) 361-7815 +view more

Debora Jensen (Branch Manager)

Products: Checking Account Savings Account Loans Business Checking Mortgage Wealth Management…

Services: Bank Teller Cash Withdrawal Deposit Financial Services Investment Planning…

Categories: Mortgages & Loans, Savings Banks, Banks, Financial Planning Consultants

Ubs Financial Services

50 West San Fernando Street Floor 8
San Jose, CA 95113-2414

(408) 283-9813 +view more

Jason Silva

Categories: Security Brokers & Dealers

Up Capital Management

1190 Saratoga Avenue
San Jose, CA 95129-3438

(408) 217-9334

Categories: Financial Planning Consultants

Valley Capital Investment Llc

2242 Quimby Road
San Jose, CA 95122-1331

(408) 600-2009

Categories: Security Brokers & Dealers

Valli Real Estate Investments Llc

3057 Lone Bluff Way
San Jose, CA 95111-1213

(408) 823-5614

Categories: Security Brokers & Dealers, Real Estate

Wales Investment Inc.

2055 Junction Avenue Suite 100
San Jose, CA 95131-2119

(408) 944-9176

Sandra Wales (Manager)

Categories: Investment Services & Advisors

Walnut Street Securities

4820 Harwood Road
San Jose, CA 95124-5200

(408) 978-2214

Robert Yager (Manager)

Categories: Security Brokers & Dealers

Wells Fargo

1 Almaden Boulevard Suite 1000
San Jose, CA 95113-2253

(408) 288-8700

Products: Automobile Loans, Bonds, Bridge Loans, Business Accounts, Cash Management Accounts,…

Services: Account Inquiries, Atm Services, Bonds, Business Accounts, Card Replacement,…

Categories: Banks, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

West Park Laundro Mat

1307 South Winchester Boulevard
San Jose, CA 95128-4320

(408) 370-9549

Categories: Investment Management Services

Western International Securities Inc.

675 North 1st Street Ph 2
San Jose, CA 95112-5112

(408) 294-4100

Categories: Security Brokers & Dealers

Whitaker Financial Services

1276 Lincoln Avenue Suite 202
San Jose, CA 95125-3008

(408) 286-3034 +view more

Patrick Whitaker (Owner)

Categories: Financial Planning Consultants

Wood Joyce K Certified Financial Planner

3150 Almaden Expressway
San Jose, CA 95118-1200

(408) 978-3834

Categories: Financial Planning Consultants

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San Jose, CA

Finance (2,219)
- Investment Services & Advisors (203)
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