Financial Advisors & Mortgage Brokers in San Jose

1

Investy Financial Services

Financial Advisors & Mortgage Brokers · San Jose, California

★★★★★ 5.0 (29)

📍 919 Story Rd #1200, San Jose, CA 95122

Income Tax, Medicare Advantage, Medicare supplement, Medicare Part D, 401K roll over, IRA, Self-Directed IRA.

2

Beacon Pointe Advisors

Financial Advisors & Mortgage Brokers · San Jose, California

★★★★★ 5.0 (14)

📍 2021 The Alameda Ste 390, San Jose, CA 95126

At Beacon Pointe Advisors in San Jose, California, we go beyond the traditional role of a financial planner, embracing the role of a holistic advisor, committed to steering you through life's pivotal financial choices. W…

3

Financial Journey Partners

Financial Advisors & Mortgage Brokers · San Jose, California

★★★★★ 5.0 (12)

📍 101 Metro Dr Ste 264, San Jose, CA 95110

Financial Journey Partners is a San Jose-based independent wealth management firm serving high-net-worth individuals and families with $2M+ in investable assets. We specialize in comprehensive planning for Silicon Valley…

📍 950 S Bascom Ave #2112, San Jose, CA 95128

Silicon Valley Financial Group is one of the financial advisors & mortgage brokers listed in San Jose, California.

5

Azul Private Wealth

Financial Advisors & Mortgage Brokers · San Jose, California

★★★★★ 5.0 (3)

📍 6140 Hellyer Ave, San Jose, CA 95138

Azul Private Wealth is an independent, fee-only fiduciary wealth management firm serving individuals, families, and business professionals throughout Silicon Valley. I work especially closely with small business owners, …

📍 99 S Almaden Blvd Suite 730, San Jose, CA 95113

Access to a wealth of knowledge and solutions.

7

Merrill Lynch Wealth Management

Financial Advisors & Mortgage Brokers · San Jose, California

★★★★★ 5.0 (2)

📍 50 W San Fernando St 16th Floor, San Jose, CA 95113

The San Jose, CA Branch welcomes the opportunity to demonstrate why we believe we can make a significant difference in your life through goals-based wealth management strategies, including retirement income planning and …

📍 99 S Almaden Blvd Ste 300, San Jose, CA 95113

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and soluti…

9

Sun Wealth Advisor of LPL Financial

Financial Advisors & Mortgage Brokers · San Jose, California

★★★★★ 5.0 (2)

📍 5446 Thornwood Dr Ste 101, San Jose, CA 95123

Sun Wealth Advisor of LPL Financial is a financial partner dedicated to helping professionals and pre-retirees achieve their financial goals. Sometimes, there are too many choices and you need a guide. Pre-retirees who a…

📍 1764 The Alameda, San Jose, CA 95126

Located at 1764 The Alameda, San Jose, CA 95126, Global Wealth Partners, Inc.