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      Map of Ortega Park, Sunnyvale, CA

      Investment Management in Ortega Park Sunnyvale, CA

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      2. Edward Jones - Financial Advisor: Robert W Diaz

      Edward Jones - Financial Advisor: Robert W Diaz
      408-746-3800Call NowVisit Website
      Directions
      Investment ManagementInvestmentsMutual Funds

      1309 S Mary Ave Ste 204, Sunnyvale, CA 94087

      OPEN NOW:8:00 am - 5:00 pm

      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…

      YP
      103 Years
      in Business

      3. The Asguard Insurance Agency

      The Asguard Insurance Agency
      408-655-0726Call NowVisit Website
      Investment ManagementInsurance

      Sunnyvale, CA 94087

      From Business: LET OUR certified health insurance agent. LES MEZEI. Give YOU personalized assistance in enrolling on covered California or finding other stand alone coverage AT NO additional…

      4. LPL Financial

      LPL Financial
      408-736-3398Call NowVisit Website
      Directions
      Investment ManagementFinancial PlannersLife Insurance

      525 W Remington Dr Ste 124, Sunnyvale, CA 94087

      OPEN NOW:9:00 am - 5:00 pm
      Amenities:
      Wheelchair accessible

      5. Edward Jones - Financial Advisor: Shane Jacksteit, CFP®|CAP®|AAMS™|CRPC™

      Edward Jones - Financial Advisor: Shane Jacksteit, CFP®|CAP®|AAMS™|CRPC™
      408-732-9532Call NowVisit Website
      Directions
      Investment ManagementInvestmentsFinancial Services

      438 S Murphy Ave Ste 201, Sunnyvale, CA 94086

      OPEN NOW:8:30 am - 5:00 pm

      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…

      YP
      103 Years
      in Business

      7. Financial Engines

      Financial Engines
      408-498-6000Call NowVisit Website
      Directions
      Investment ManagementInvestment Advisory ServiceFinancial Planners

      1050 Enterprise Way, Sunnyvale, CA 94089

      OPEN NOW:8:30 am - 5:00 pm
      YP
      29 Years
      in Business

      12. Morgan Stanley Wealth Management

      Morgan Stanley Wealth Management
      408-861-2054Call NowVisit Website
      Directions
      Investment ManagementInvestmentsInvestment Advisory Service

      20400 Stevens Creek Blvd, Cupertino, CA 95014

      From Business: Morgan Stanley, located in Cupertino, Calif., is an investment banking company that offers various financial products and services to government organizations, institutions and…

      13. Flagstar Bank

      Flagstar Bank
      408-831-5000Call NowVisit Website
      Directions
      Investment ManagementBanksMortgages

      19330 Stevens Creek Blvd, Cupertino, CA 95014

      OPEN NOW:9:00 am - 5:00 pm

      From Business: Due to COVID-19, we are limiting interactions in the majority of our branches. This branch will only be offering appointment-only services during normal business hours. For…

      14. A Life Well Spent

      A Life Well Spent
      408-973-7827Call Now
      Directions
      Investment ManagementInvestment Advisory ServiceFinancial Planners

      19925 Stevens Creek Blvd, Cupertino, CA 95014

      OPEN NOW:9:00 am - 5:00 pm

      15. Gunn Financial

      Gunn Financial
      408-973-7862Call NowVisit Website
      Directions
      Investment ManagementFinancial Planning ConsultantsFinancial Planners

      19925 Stevens Creek Blvd Ste 100, Cupertino, CA 95014

      OPEN NOW:9:00 am - 5:00 pm

      21. California Investment Co.

      California Investment Co.
      408-255-1617Call Now
      Directions
      Investment Management

      1438 Royal Ann Ct, San Jose, CA 95129

      OPEN NOW:9:00 am - 5:00 pm