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State DirectoryFinancial Services in Portola Vally, CA
1. Sequoia Federal Credit Union
530 El Camino Real, Redwood City, CA 94063
From Business: We Provide a wide variety of services for its members. In addition to basic checking and savings (money market) accounts, we proudly offer various loans (Share, Home, Equity,…
2. Deserve
5. Pon & Associates
303 Twin Dolphin Dr Fl 6, Redwood City, CA 94065
6. Personal Capital Advisors Corporation
3 Lagoon Dr Ste 200, Redwood City, CA 94065
7. Peter B. Diaz, CPA - Tax Consulting and Tax Preparation
1811 Kentfield Ave, Redwood City, CA 94061
"I have been a client of Peter's over a decade and I highly recommend him for any of your tax/accounting related, business management, and/or other financial needs. My…"
9. Lightspeed Venture Partners
2200 Sand Hill Rd, Menlo Park, CA 94025
10. Andrikopoulos Financial Services
445 Sherman Ave Ste L, Palo Alto, CA 94306
Wheelchair accessible
14. Folsom & Associates
530 Lytton Ave, Palo Alto, CA 94301
From Business: L.S. Davis & Associates&65279; is the accounting and financial planning &65279;company of Leonard S. Davis JD, CPA. L.S Davis & Associates offers tax preparation in addition to…
15. Chase Bank
3500 Alameda De Las Pulgas, Menlo Park, CA 94025
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.
16. Jeanette Garretty, Robertson Stephens
1550 El Camino Real Ste 250, Menlo Park, CA 94025
From Business: Jeanette is a Principal and Managing Director at Robertson Stephens. For more than three decades, Jeanette has advised business leaders, entrepreneurs and wealthy families in…
17. Edward Jones - Financial Advisor: Linh B Thai, CFP®|AAMS™
750 Menlo Ave Ste 350, Menlo Park, CA 94025
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…
18. Edward Jones - Financial Advisor: Mary Beth Hambly, CFP®
750 Menlo Ave Ste 350, Menlo Park, CA 94025
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…
19. Edward Jones - Financial Advisor: Benito B Barillas, AAMS™|CRPC™
750 Menlo Ave Ste 350, Menlo Park, CA 94025
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…
20. Buckingham Strategic Wealth
2409 Park Blvd, Palo Alto, CA 94306
From Business: Buckingham Strategic Wealth's Palo Alto team is more than a wealth management firm. Our holistic approach helps you plan and organize all aspects of your financial life and…
21. Fidelity Investments
251 University Ave, Palo Alto, CA 94301
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 accessible22. Bordeaux Wealth Advisors
1550 El Camino Real Ste 100, Menlo Park, CA 94025
From Business: Bordeaux Wealth Advisors is an independent wealth management firm with ~ $4.0 billion in assets under advisement. We take a holistic approach of one’s entire financial…
23. Robertson Stephens - Menlo Park
1550 El Camino Real Ste 250, Menlo Park, CA 94025
From Business: The Robertson Stephens’ Menlo Park office brings a combined 60 plus years of experience to creating smart, comprehensive financial solutions for its clients, with a focus on…
24. GW & Wade
540 Cowper St, Palo Alto, CA 94301
From Business: GW & Wade is an industry-leading financial adviser, focusing on clients who require holistic investment planning, unencumbered by proprietary financial products.
Wheelchair accessible25. Jade Fiducial Palo Alto
2225 E Bayshore Rd Ste 200, Palo Alto, CA 94303
From Business: Whether it be a real estate investment or the launch of a start-up, our Jade Fiducial teams will ensure that you comply with all tax obligations, prepare all your filings and…
26. Edward Jones - Financial Advisor: David M Amann, CFP®|ChFC®
702 Marshall St Ste 400, Redwood City, CA 94063
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…
27. Edward Jones - Financial Advisor: Stephen C Kagan, AAMS™
702 Marshall St Ste 400, Redwood City, CA 94063
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…
28. Edward Jones - Financial Advisor: Jim Knipple, AAMS™
702 Marshall St Ste 515, Redwood City, CA 94063
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…
29. Tali Alon - Branch Manager, Ameriprise Financial Services
255 Shoreline Dr Ste 400, Redwood City, CA 94065
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…
30. The CGS Financial Group - Ameriprise Financial Services
255 Shoreline Dr Ste 400, Redwood City, CA 94065
From Business: At The CGS Financial Group, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of…