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    Stock Broker Sunnyvale Near Me

    Edward Jones - Financial Advisor: Shane Jacksteit, AAMS™|CRPC™ Charles Schwab Fidelity Investments Edward Jones - Financial Advisor: Rafe Ann Du Bois, CRPC™ TD Ameritrade Edward Jones - Financial Advisor: Glynis A Wineinger, AAMS™ Charles Schwab Charles Schwab
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    1. Edward Jones - Financial Advisor: Shane Jacksteit, AAMS™|CRPC™ - Sunnyvale

    · 2 reviews

    438 S Murphy Ave Suite 201, Sunnyvale, CA 94086, United States

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    1. 1. Personalized financial advice from a dedicated Edward Jones Financial Advisor in Sunnyvale, CA.
    2. 2. Take control of your financial future with our Starting Point tool and My Priorities quiz.
    3. 3. Stay informed with weekly market highlights and economic news summaries.
    4. 4. Tailored services and investments to meet your unique financial needs and goals.
    5. 5. Exclusive access to a U.S. financial advisor for U.S. residents, ensuring local and personalized support.

    2. Charles Schwab - Sunnyvale

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    · 13 reviews

    438 E El Camino Real, Sunnyvale, CA 94087, United States

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    1. 1. Outstanding service: Our financial consultants are always ready to help you open a brokerage account and ensure your needs are met promptly.
    2. 2. Friendly and professional staff: Expect a warm welcome and expert guidance from our team, making your experience smooth and efficient.
    3. 3. Improved recent service: We've leveled up our game, with faster and more detailed service for opening new accounts, and a class act at the front desk.
    4. 4. Record resolution: Our dedicated records personnel can quickly resolve any discrepancies, ensuring accurate investment records and a satisfied customer.
    5. 5. Comfortable environment: Enjoy complimentary coffee and tea while discussing your investments in a friendly and inviting atmosphere.

    3. Fidelity Investments - Sunnyvale

    · 25 reviews

    398 W El Camino Real Suite 102, Sunnyvale, CA 94087

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    1. 1. Expert Financial Planning - Our advisors, like Stephen Crowell, provide personalized financial plans to help you achieve your goals, especially during life transitions.
    2. 2. Competent and Helpful Representatives - Get assistance from dedicated representatives, such as McRae, who will patiently guide you through complex financial processes.
    3. 3. Professional Private Advisors - Benefit from the expertise of advisors like Sheela Sukhdeo, who offers valuable insights on Fidelity's products and tailors financial plans to meet your retirement goals.
    4. 4. Positive Responsiveness - Experience efficient problem-solving with our staff, as they quickly address and resolve any issues, just like Julio and Diaz did for our satisfied clients.
    5. 5. Compassionate and Culturally Aware Service - Our advisors, including Sheela Sukhdeo and Kosin Cheng, understand your unique needs and provide culturally sensitive financial planning, ensuring a personalized experience for every client.

    4. First Discount Brokerage - Los Altos

    · 1 reviews

    86 3rd St, Los Altos, CA 94022

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    5. Edward Jones - Financial Advisor: Rafe Ann Du Bois, CRPC™ - Sunnyvale

    · 1 reviews

    1309 S Mary Ave #204, Sunnyvale, CA 94087

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    1. 1. Personalized financial advice from a dedicated Edward Jones advisor, tailored to your unique goals and needs.
    2. 2. Our Starting Point tool helps new investors take their first steps towards building a successful financial portfolio.
    3. 3. Take our My Priorities quiz to better understand your financial goals and create a comprehensive strategy for achieving them.
    4. 4. Stay informed with our weekly market updates, providing insights on economic news and market trends.
    5. 5. Get expert advice from a local Sunnyvale financial advisor, committed to serving your community and helping you achieve your financial dreams.

    6. TD Ameritrade - Cupertino

    · 10 reviews

    19349 Stevens Creek Blvd, Cupertino, CA 95014

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    1. 1. Exclusive access to a local investment expert at TD Ameritrade's Cupertino office.
    2. 2. Customized investment strategies tailored to your unique financial goals.
    3. 3. Convenient office hours and location in the heart of Silicon Valley.
    4. 4. Comprehensive investment services for all your financial needs.
    5. 5. Reliable and trustworthy with a proven track record in the industry.

    7. Edward Jones - Financial Advisor: Glynis A Wineinger, AAMS™ - Saratoga

    · 1 reviews

    12297 Saratoga Sunnyvale Rd Suite 200, Saratoga, CA 95070

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    1. 1. Personalized financial advice tailored to your unique needs, from a trusted Edward Jones Financial Advisor in Saratoga, CA.
    2. 2. Take control of your financial future with our user-friendly Starting Point tool and My Priorities quiz.
    3. 3. Stay informed on market highlights and economic news with our weekly summaries, curated for U.S. residents.
    4. 4. Receive customized services and investments based on your goals and the regulations of your state.
    5. 5. Resubscribe to Edward Jones' communications for exclusive insights and offers, ensuring your financial strategy stays up-to-date.

    8. Charles Schwab - Menlo Park

    · 5 reviews

    800 El Camino Real Suite #100, Menlo Park, CA 94025

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    9. Charles Schwab - Los Altos

    · 7 reviews

    240 3rd St Ste 100, Los Altos, CA 94022

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