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State DirectoryFinancial Services in Los Altos, CA
2. Moser Gail C Attorney At Law
121 W Washington Ave Ste 201, Sunnyvale, CA 94086
From Business: *ELIMINATE DEBT *First Consultation Free
4. Pwjohnson Wealth Management
2051 Grant Rd, Los Altos, CA 94024
5. Ravi Tax Preparation Srvc
690 W Fremont Ave, Sunnyvale, CA 94087
"One of best tax consultants. They give the best financial advice. They explain things if you don't understand. The staff are very friendly and courteous."
7. Foothill Financial Services
1229 S Mary Ave, Sunnyvale, CA 94087
"reliable service, keeps pric lower than competition"
8. Portnov Financial & Insurance Services
1580 W El Camino Real Ste 13, Mountain View, CA 94040
9. Music Exchange
861 S Winchester Blvd, San Jose, CA 95128
From Business: Music Exchange has been actively involved with schools, universities, houses of worship, and arts organizations throughout the Bay Area and is committed to building a…
10. Business & Escrow Service Center
3031 Tisch Way, San Jose, CA 95128
From Business: Business & Escrow Service Center, serving the Bay Area and Silicon Valley, is conveniently located near Stevens Creek and Winchester Blvd. in the Santana Office Tower, San…
11. Barbara Madden - Financial Advisor, Ameriprise Financial Services
164 Main St Ste 206, Los Altos, CA 94022
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
12. Ester Ng - Financial Advisor, Ameriprise Financial Services
164 Main St Ste 206, Los Altos, CA 94022
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
13. Born To Sell
399 Main St, Los Altos, CA 94022
From Business: Online subscription service for self-directed investors. Saves you time and improves your monthly income by selling call options on stocks and ETFs you own. We have a covered…
14. Edward Jones - Financial Advisor: Cynthia A Wemyss, CFP®|ChFC®
339 S San Antonio Rd Ste 1, Los Altos, CA 94022
From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…
15. Chase Bank
1234 W El Camino Real, Sunnyvale, CA 94087
From Business: Find out how Chase can help you with checking, savings, mobile banking, and more. Deposit products provided by JPMorgan Chase Bank, N.A. Member FDIC.
Wheelchair accessible16. Edward Jones - Financial Advisor: Robert W Diaz
1309 S Mary Ave Ste 204, Sunnyvale, CA 94087
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
17. Fachner Acccounting Group Inc.
65 W Hamilton Ave Ste 5, Campbell, CA 95008
From Business: We are a team of seasoned, technically skilled, well-educated (but continually learning), super-friendly professionals providing tailored professional tax & accounting…
Wheelchair accessible18. Fidelity Investments
2580 W El Camino Real Ste 9, Mountain View, CA 94040
From Business: Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your…
Wheelchair accessible19. Edward Jones - Financial Advisor: Swanellie Paulin, AAMS™|CRPC™
1309 S Mary Ave Ste 204, Sunnyvale, CA 94087
From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…
20. Edward Jones - Financial Advisor: John M Lee, CFP®
440 N Wolfe Rd, Sunnyvale, CA 94085
From Business: Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an…
21. U.S. Bank
300 Main St, Los Altos, CA 94022
From Business: Thanks for doing your part to keep your communities strong. If youve been financially impacted by COVID-19, youre not alone. Stop by one of our U.S. Bank branches in Los Altos,…
22. First American Title - Erika Schuman-Fitch
161 S San Antonio Rd Ste 5, Los Altos, CA 94022
From Business: I’m proud to work for First American Title in Los Altos. As a leader in the title insurance industry, we provide escrow and settlement services as well as title insurance for…
23. Bee Wong at Rate (NMLS #281727)
167 S San Antonio Rd Ste 16, Los Altos, CA 94022
From Business: Bee Wong is your Los Altos local lender. As a loan officer at Rate, one of the largest retail mortgage lenders in the United States, Bee is committed to helping homeowners with…
24. Tanya Click at Rate (NMLS #307893)
167 S San Antonio Rd Ste 16, Los Altos, CA 94022
From Business: Tanya Click is your Los Altos local lender. As a loan officer at Rate, one of the largest retail mortgage lenders in the United States, Tanya is committed to helping homeowners…
25. Andre Gutierrez at Rate (NMLS #251241)
167 S San Antonio Rd Ste 16, Los Altos, CA 94022
From Business: Andre Gutierrez is your Los Altos local lender. As a loan officer at Rate, one of the largest retail mortgage lenders in the United States, Andre is committed to helping…
26. Parshan Rayatkah at Rate (NMLS #1577584)
167 S San Antonio Rd Ste 16, Los Altos, CA 94022
From Business: Parshan Rayatkah is your Los Altos local lender. As a loan officer at Rate, one of the largest retail mortgage lenders in the United States, Parshan is committed to helping…
27. Nicole Santizo at Rate (NMLS #582907)
167 S San Antonio Rd Ste 16, Los Altos, CA 94022
From Business: Nicole Santizo is your Los Altos local lender. As a loan officer at Rate, one of the largest retail mortgage lenders in the United States, Nicole is committed to helping…
28. Michael Haigh at Rate (NMLS #200819)
167 S San Antonio Rd Ste 16, Los Altos, CA 94022
From Business: Michael Haigh is your Los Altos local lender. As a loan officer at Rate, one of the largest retail mortgage lenders in the United States, Michael is committed to helping…
29. Rate
167 S San Antonio Rd Ste 16, Los Altos, CA 94022
From Business: Rate is one of the largest retail mortgage lenders in the United States. Founded in 2000 and licensed in all 50 states and Washington, D.C., we are committed to helping…
30. Citi ATM
130 Main St, Los Altos, CA 94022
From Business: Citi is a financial services company, which offers a range of financial products and services, including Citi’s digital banking services, mortgage products, personal loans, and…