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Map of Summerside, San Jose, CA

Financial Services in Summerside San Jose, CA

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31. Spiros Kabitsis - Financial Advisor, Ameriprise Financial Services

Spiros Kabitsis - Financial Advisor, Ameriprise Financial Services

1 Almaden Blvd Ste 810, San Jose, CA 95113

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…

32. Joanne Cirocco - Private Wealth Advisor, Ameriprise Financial Services

Joanne Cirocco - Private Wealth Advisor, Ameriprise Financial Services

1 Almaden Blvd Ste 810, San Jose, CA 95113

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

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…

33. Jason Styczynski - Private Wealth Advisor, Ameriprise Financial Services

Jason Styczynski - Private Wealth Advisor, Ameriprise Financial Services

1 Almaden Blvd Ste 810, San Jose, CA 95113

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

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…

34. Edward Jones - Financial Advisor: Dennis H Laughlin, CFP®|AAMS™

Edward Jones - Financial Advisor: Dennis H Laughlin, CFP®|AAMS™

1165 Lincoln Ave Ste 320, San Jose, CA 95125

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

35. Central Coast Bankruptcy Inc.

Central Coast Bankruptcy Inc.

111 N Market St, San Jose, CA 95113

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

From Business: When you need a lawyer in San Jose, CA, look for a firm that will treat you with respect and work hard to protect your rights. Whether you’re filing for bankruptcy or buying…

YP
17 Years
in Business

36. Check N' Go

Check N' Go

740 Story Rd Ste 2, San Jose, CA 95122

CLOSED NOW:10:30 am - 7:00 pm

From Business: Check 'n Go was founded with a simple purpose in mind: provide financial solutions for short-term lending needs that may be ignored by "traditional" lenders and provide a…

37. Patelco Credit Union

Patelco Credit Union

1775 Story Rd Ste 110, San Jose, CA 95122

CLOSED NOW:10:00 am - 6:00 pm

From Business: We are a full-service, not-for-profit credit union, and we are here for you. Patelco offers the same convenient services and access of the big banks, but with better rates,…

YP
89 Years
in Business

38. Edward Jones - Financial Advisor: Sachin Verma

Edward Jones - Financial Advisor: Sachin Verma

1165 Lincoln Ave Ste 320, San Jose, CA 95125

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

39. Gold Star Mortgage Financial Group

Gold Star Mortgage Financial Group

1694 Tully Rd Ste A, San Jose, CA 95122

CLOSED NOW:9:00 am - 6:00 pm

From Business: Houston brings over 15 years of experience to the gold star team and has been named among the TOP 1% of mortgage originators in america in 2013.

40. Investy Financial Services

Investy Financial Services

919 Story Rd, San Jose, CA 95122

CLOSED NOW:10:00 am - 6:00 pm

From Business: 401K, IRA, TAX SERVICES, MEDICARE

41. Oportun

Oportun

1636 Story Rd, San Jose, CA 95122

CLOSED NOW:11:00 am - 6:30 pm

From Business: Loans of $300 to $10,000 for bills, repairs, debt consolidation and more. Our in-person loan service is designed to help you on your financial journey. Quickly find out how…

42. OneMain Financial

OneMain Financial

189 Curtner Ave Ste 40, San Jose, CA 95125

CLOSED NOW:8:30 am - 5:30 pm

From Business: OneMain Financial has been a trusted personal loan lender for more than 100 years and is proud to have served millions of customers nationwide. Get a personal loan to help with…

43. Citi ATM

Citi ATM

2189 Quimby Rd, San Jose, CA 95122

CLOSED NOW:10:00 am - 5:00 pm

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…

44. Cefcu

Cefcu

2980 E Capitol Expy Ste 90, San Jose, CA 95148

CLOSED NOW:9:00 am - 6:00 pm

From Business: CEFCU borrowers and savers help each other enjoy a better value. Helping you find a better value in Checking accounts, Loans, Credit Cards, Mortgages, Investments, and more…

45. Oportun

Oportun

201 Willow St, San Jose, CA 95110

CLOSED NOW:11:00 am - 6:30 pm

From Business: Loans of $300 to $10,000 for bills, repairs, debt consolidation and more. Our in-person loan service is designed to help you on your financial journey. Quickly find out how…

46. Liberty Tax Service

Liberty Tax Service

4100 Monterey Hwy, San Jose, CA 95111

From Business: To opt in, text LIBTAX to US411 for special offers. When you visit a Liberty Tax office, you’ll get real help from real people - and products and tax services with real…

YP
28 Years
in Business

47. Thoppay, Vivek, AGT

Thoppay, Vivek, AGT

50 W San Fernando St, San Jose, CA 95113

CLOSED NOW:7:00 am - 3:00 pm

From Business: Welcome to Merrill Lynch in San Jose, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

48. Mike Aning at Citywide (NMLS #225911)

Mike Aning at Citywide (NMLS #225911)

18 S 2nd St Ste 157, San Jose, CA 95113

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

From Business: Mike Aning is your San Jose local lender. As a loan officer at Citywide Home Mortgage, Mike is committed to helping homeowners with home purchase loans and refinances, while…

49. Faith Lawrence at Citywide (NMLS #1819694)

Faith Lawrence at Citywide (NMLS #1819694)

18 S 2nd St Ste 157, San Jose, CA 95113

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

From Business: Faith Lawrence is your San Jose local lender. As a loan officer at Citywide Home Mortgage, Faith is committed to helping homeowners with home purchase loans and refinances,…

50. Sequoia Wealth Advisors & Investment Management, Inc.

Sequoia Wealth Advisors & Investment Management, Inc.

99 Almaden Blvd Ste 925, San Jose, CA 95113

CLOSED NOW:7:30 am - 4:30 pm

From Business: Sequoia Wealth Advisors was founded in 2007 with the purpose of finding a better way to provide financial advice and investment services. We began with just three advisors who…

51. Ruby Lin - RBC Wealth Management Financial Advisor

Ruby Lin - RBC Wealth Management Financial Advisor

99 Almaden Blvd Ste 300, San Jose, CA 95113

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

From Business: 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…

52. Castaneda-Sargenti-Pace Wealth Management Group

Castaneda-Sargenti-Pace Wealth Management Group

99 Almaden Blvd Ste 300, San Jose, CA 95113

CLOSED NOW:7:00 am - 4:00 pm

From Business: 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…

53. Don Woo - RBC Wealth Management Financial Advisor

Don Woo - RBC Wealth Management Financial Advisor

99 Almaden Blvd Ste 300, San Jose, CA 95113

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

From Business: 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…

54. Philip T Castaneda - RBC Wealth Management Financial Advisor

Philip T Castaneda - RBC Wealth Management Financial Advisor

99 Almaden Blvd Ste 300, San Jose, CA 95113

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

From Business: 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…

55. Amado Q. Rivera Jr. - RBC Wealth Management Financial Advisor

Amado Q. Rivera Jr. - RBC Wealth Management Financial Advisor

99 Almaden Blvd Ste 300, San Jose, CA 95113

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

From Business: 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…

56. Kris Sorensen - RBC Wealth Management Financial Advisor

Kris Sorensen - RBC Wealth Management Financial Advisor

99 Almaden Blvd Ste 300, San Jose, CA 95113

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

From Business: 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…

57. Morgan / Chapman Group

Morgan / Chapman Group

99 Almaden Blvd Ste 300, San Jose, CA 95113

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

From Business: 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…

58. Jim Galindo - RBC Wealth Management Financial Advisor

Jim Galindo - RBC Wealth Management Financial Advisor

99 Almaden Blvd Ste 300, San Jose, CA 95113

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

From Business: 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…

59. Carlton Pace - RBC Wealth Management Financial Advisor

Carlton Pace - RBC Wealth Management Financial Advisor

99 Almaden Blvd Ste 300, San Jose, CA 95113

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

From Business: 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…

60. Gary Sargenti - RBC Wealth Management Financial Advisor

Gary Sargenti - RBC Wealth Management Financial Advisor

99 Almaden Blvd Ste 300, San Jose, CA 95113

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

From Business: 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…