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    Financial Consultant Santa Clara Near Me

    JR Financial & Insurance Services Ken Prodger CFP®,ChFC®,ChSNC®, AIF® Victory Finance Inc Edward Jones - Financial Advisor: Paul A Dines, CFP® Heckman Financial & Insurance Services Inc-HFIS Edward Jones - Financial Advisor: Steve Duffy Sherwood Partners, Inc.
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    1. JR Financial & Insurance Services - Santa Clara

    · 4 reviews

    2005 De La Cruz Blvd #120, Santa Clara, CA 95050, United States

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      • Ethical financial planning ensures everyone can confidently navigate their financial future without fear.
      • Receive a FREE one-on-one financial review to assess your unique financial situation and goals.
      • Our team boasts professional certifications and extensive experience in financial and estate planning.
      • Engaging community outreach, including financial education seminars for parents and local schools.
      • Join us at events like Silicon Valley Pride to connect with our diverse community and celebrate inclusivity.

    2. Ken Prodger CFP®,ChFC®,ChSNC®, AIF® - Santa Clara

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    · 2 reviews

    4633 Old Ironsides Dr Suite #436, Santa Clara, CA 95054, United States

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      • Personalized financial planning tailored to the unique needs of families with special needs children.
      • Expertise from a co-founder with firsthand experience in raising a child with special needs.
      • Comprehensive services including investment management, estate planning, and tax strategies for long-term security.
      • Compassionate team dedicated to understanding emotional challenges and providing holistic financial solutions.
      • Commitment to staying up-to-date on legal and regulatory issues affecting families with special needs.

    3. Victory Finance Inc - Santa Clara

    · 1 reviews

    2445 Augustine Dr Suite 150, Santa Clara, CA 95054

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      • Expert Guidance: Benefit from tailored strategies that enhance your business profitability and cash flow.
      • Proven Success: Join countless entrepreneurs who have doubled their revenue through our comprehensive programs.
      • Personalized Solutions: Receive customized financial strategies that align with your unique business goals and challenges.
      • Empowering Education: Gain valuable insights from a certified leadership coach to elevate your business acumen.
      • Community Support: Connect with a network of like-minded business owners dedicated to mutual success and growth.

    4. Edward Jones - Financial Advisor: Paul A Dines, CFP® - San José

    · 2 reviews

    69 Washington St, Santa Clara, CA 95050

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      • Personalized Financial Advice: Receive tailored guidance from experienced advisors to meet your unique financial goals.
      • Comprehensive Planning Tools: Utilize innovative tools like the Starting Point to kickstart your financial journey.
      • Prioritize Your Needs: Take the My Priorities quiz to identify and focus on your financial priorities.
      • Market Insights: Stay informed with weekly summaries of market highlights and economic news to make informed decisions.
      • Local Expertise: Benefit from the knowledge of a dedicated financial advisor in your community, serving Santa Clara, CA.
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    5. Heckman Financial & Insurance Services Inc-HFIS - San José

    · 6 reviews

    333 W Santa Clara St 6th Floor, San Jose, CA 95113

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      • Personalized Financial Guidance: Tailored strategies to meet your unique retirement goals and financial needs.
      • Comprehensive Retirement Planning: Assess your current situation to determine the funds needed for a comfortable retirement.
      • Integrity and Transparency: Recommendations made with your best interests at heart, ensuring trust and clarity.
      • Educational Resources: Access to informative webinars and guides to enhance your financial knowledge and confidence.
      • Proactive Wealth Management: Stay ahead of market volatility with strategies designed to protect and grow your wealth.

    6. Edward Jones - Financial Advisor: Steve Duffy - Santa Clara

    · 4 reviews

    900 Lafayette St Suite 503, Santa Clara, CA 95050

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      • Personalized financial advice tailored to your unique goals and circumstances, ensuring a customized approach to wealth management.
      • Utilize the Starting Point tool to kickstart your financial planning journey with expert guidance and resources.
      • Take the My Priorities quiz to identify your financial priorities and build a comprehensive strategy for success.
      • Stay informed with weekly market highlights and economic news, empowering you to make informed investment decisions.
      • Access exclusive services through U.S. financial advisors dedicated to helping you navigate your financial future.

    7. Sherwood Partners, Inc. - Santa Clara

    · 3 reviews

    3945 Freedom Cir #560, Santa Clara, CA 95054

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    1. 1. Pioneering Business Advisory since 1992, Sherwood Partners sets the gold standard with 1,500+ successful assignments for the benefit of creditors (ABCs).
    2. 2. Expertise in Overcoming Challenges: our team has unparalleled experience in helping businesses navigate through difficult financial situations, ensuring long-term success.
    3. 3. Comprehensive Solutions: from financial management and performance monitoring to monetizing IP, Sherwood Partners offers a full suite of services tailored to your business needs.
    4. 4. Client-Centric Approach: we work closely with you to understand your unique challenges, develop a customized plan, and guide you through every step of the implementation process.
    5. 5. Solid Results, Proven Track Record: Sherwood Partners is committed to delivering solid results and has a reputation for making a difference in the financial well-being of our clients.

    8. David Farkouh - Private Wealth Advisor, Ameriprise Financial Services, LLC - San José

    · 1 reviews

    225 W Santa Clara St Ste 1600, San Jose, CA 95113

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      • Personalized financial advice tailored to your unique goals, ensuring a customized approach to wealth management.
      • Professionals with certifications like AAMS™, ADPA™, and AEP® guarantee expertise in diverse financial planning areas.
      • Comprehensive training in investment strategies, estate planning, and retirement solutions for individuals and small business owners.
      • Focus on ethical practices and fiduciary responsibility, ensuring your financial interests are always prioritized.
      • Innovative behavioral finance techniques help clients make informed decisions and enhance their financial planning experience.
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    Welcome to ForCaliforniaLovers, your ultimate guide to finding the top-notch financial consultants in Santa Clara. We understand the importance of making informed decisions when it comes to managing your finances, and that's why we have curated a comprehensive list of the best financial planners in this vibrant city. Whether you are a business owner, an individual looking to secure your future, or someone seeking expert advice on investments, our platform is here to connect you with the most reliable professionals in the field. With our carefully selected network of financial consultants, you can rest assured that you will receive personalized and tailored solutions to meet your unique financial goals. Explore our website today and embark on a journey towards financial success with the help of the finest financial planners in Santa Clara.


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