Business in Investment service:

HYSTA SVC Inc. (Formerly SVC V
Essence Wealth & Insurance Ser
Heckman Financial & Insurance
Edelman Financial Engines (Cor

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Investment service

1. HYSTA SVC Inc. (Formerly SVC Venture Club) - Santa Clara

· 1 reviews

3300 Central Expy, Santa Clara, CA 95051

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2. Essence Wealth & Insurance Services - Santa Clara

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· 4 reviews

4677 Old Ironsides Dr #350, Santa Clara, CA 95054

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1. Personalized financial planning: We listen to your needs and create tailored plans to help you save, grow, protect, and enjoy your money.
2. Expert guidance: Our representative, Sunny, is experienced in unique investment structures and will provide attentive service to help you achieve your financial goals.
3. Registered and licensed: Essence Wealth is a member of FINRA and SIPC, and our representative is registered in multiple states, ensuring compliance and trustworthiness.
4. Wide range of services: We offer securities and investment advisory services, allowing us to cater to your diverse financial needs and help you build a secure future.
5. Empowering you to enjoy life: Our mission is to alleviate your financial worries, giving you the freedom to focus on what truly matters – the important people in your life.

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3. 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 that align with your unique retirement goals and lifestyle needs.
- Comprehensive Retirement Planning: Assess your financial situation to determine the income needed for a comfortable retirement.
- Integrity and Transparency: Recommendations made with your best interests at heart, ensuring trust and clarity in every decision.
- Educational Resources: Access to informative webinars and guides to enhance your understanding of wealth management.
- Proactive Wealth Management: Stay ahead of market volatility with strategies designed to protect and grow your investments.

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4. Edelman Financial Engines (Corporate Office) - Santa Clara

· 9 reviews

3315 Scott Blvd 4th Floor, Santa Clara, CA 95054

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1. Exclusive webinars on retirement income planning, led by experts.
2. Recognized by Barron's for 6 consecutive years (2018-2023) as a top RIA firm.
3. Featured in Financial Times annual list of top 300 RIA firms (2020).
4. Comprehensive financial advisory with a team of experts guiding every aspect of your wealth.
5. Tailored wealth management for individuals, backed by trusted service to 102 Fortune 500 companies.
6. Proactive estate planning advice, preparing you for upcoming changes in estate laws.