Business in Financial consultant:

Edward Jones - Financial Advis
Edward Jones - Financial Advis
Sar Capital Management LLC
Stonecrest Financial
Woodside Capital Partners

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Financial consultant

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

· 4 reviews

900 Lafayette St Suite 503, Santa Clara, CA 95050

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1. Personalized financial advice tailored to your unique needs, from a local Edward Jones advisor in Santa Clara, CA.
2. Take control of your financial future with our user-friendly Starting Point tool and My Priorities quiz.
3. Stay informed on market highlights and economic news with our weekly summaries, curated for your convenience.
4. Receive advice from a registered financial advisor dedicated to serving California residents, backed by a reputable firm.
5. Access a range of investment options designed to meet your financial goals, available exclusively through our U.S. advisors.

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Financial consultant

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

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· 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 educated decisions.
- Local Expertise: Benefit from the knowledge of a dedicated financial advisor in your community, serving Santa Clara, CA.

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Investment company

3. Sar Capital Management LLC - Santa Clara

· 1 reviews

5201 Great America Pkwy Suite 320, Santa Clara, CA 95054

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Mortgage lender

4. Stonecrest Financial

· 18 reviews

4675 Stevens Creek Blvd # 235, Santa Clara, CA 95051

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- Fast approvals: Experience quick loan approvals with our self-funded, direct lending approach, bypassing traditional bank delays.
- Creative solutions: We tackle complex financing challenges head-on, providing tailored solutions without the red tape.
- Borrower-focused: Your success is our priority; we build lasting relationships with repeat borrowers who trust our expertise.
- Flexible financing: Our diverse products, like bridge loans and lines of credit, empower investors to seize opportunities swiftly.
- Expert guidance: Work with dedicated professionals like Doris, who provide calm, organized support during your financing journey.

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Financial consultant

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Investment bank

5. Woodside Capital Partners

· 3 reviews

2650 Birch St #100, Palo Alto, CA 94306

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- Exclusive financial advisory services tailored for innovative tech companies, ensuring strategic growth and successful acquisitions.
- Expertise in capital raising for cutting-edge firms, empowering them to expand their market presence and capabilities.
- Proven track record in facilitating transformative acquisitions, enhancing product offerings and driving industry advancements.
- Strong connections with leading investors, providing clients access to vital funding and strategic partnerships.
- Commitment to nurturing innovation in sectors like AI, photonics, and IoT, shaping the future of technology.

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Financial consultant

6. The Skyline Wealth Management Group - Morgan Stanley

· 2 reviews

225 W Santa Clara St Suite 900, San Jose, CA 95113

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Financial planner

7. Edelman Financial Engines

· 2 reviews

3945 Freedom Cir #950, Santa Clara, CA 95054, United States

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- Personalized Wealth Planning: Tailored strategies that align with your unique financial goals and aspirations.
- Expert Team Support: Access to a dedicated team of financial planners and in-house specialists for comprehensive guidance.
- Award-Winning Firm: Recognized as the top independent Registered Investment Advisor by Barron's for six consecutive years.
- Fiduciary Commitment: Your best interests come first, ensuring objective and transparent investment advice.
- Simplified Onboarding Process: Easy steps to start your financial journey with a trusted advisor by your side.

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Bank

8. Enterprise Trust & Investment

· 1 reviews

15425 Los Gatos Blvd # 150, Los Gatos, CA 95032

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- Active engagement ensures your family's legacy is protected with personalized attention and care.
- Expert trustees bring substantial knowledge and fiduciary responsibility, guiding your family through complex decisions.
- Family office style structure combines personal insight with rigorous management for lasting trust relationships.
- Comprehensive support from in-house professionals simplifies the complexities of legal, tax, and regulatory obligations.
- Long-term consistency and evolving expertise provide peace of mind for decades of trust management.