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      Investment Management in Bascom - Forest San Jose, CA

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      91. Edward Jones - Financial Advisor: Sachin Verma

      Edward Jones - Financial Advisor: Sachin Verma
      408-998-3045Call Now
      Directions
      Investment ManagementInvestmentsFinancial Services

      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

      92. Merrill Lynch Wealth Management

      Merrill Lynch Wealth Management
      408-283-3000Call NowVisit Website
      Directions
      Investment ManagementFinancial PlannersFinancial Planning Consultants

      50 W San Fernando St 16th Fl, San Jose, CA 95113

      OPEN 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…

      YP
      111 Years
      in Business

      93. Sami Najafi Shaeghi-Wealth Financial Advisor

      Sami Najafi Shaeghi-Wealth Financial Advisor
      408-499-0718Call NowVisit Website
      Directions
      Investment ManagementInvestment SecuritiesFinancial Planning Consultants

      50 W San Fernando St, San Jose, CA 95113

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

      From Business: Bank of the West Wealth Management delivers a comprehensive suite of financial solutions and tailored services designed to help you build, manage, and transfer your wealth.

      94. Tone Tran-Private Client Advisor

      Tone Tran-Private Client Advisor
      408-309-5309Call NowVisit Website
      Directions
      Investment ManagementInvestment Advisory ServiceFinancial Planning Consultants

      50 W San Fernando St, San Jose, CA 95113

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

      From Business: Bank of the West Wealth Management delivers a comprehensive suite of financial solutions and tailored services designed to help you build, manage, and transfer your wealth.

      95. Valerie Nguyen-Private Client Advisor

      Valerie Nguyen-Private Client Advisor
      408-315-7941Call NowVisit Website
      Directions
      Investment ManagementInvestment Advisory ServiceFinancial Planning Consultants

      50 W San Fernando St, San Jose, CA 95113

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

      From Business: Bank of the West Wealth Management delivers a comprehensive suite of financial solutions and tailored services designed to help you build, manage, and transfer your wealth.

      96. Principal - Closed

      Principal - Closed
      408-533-9820Call NowVisit Website
      Directions
      Investment ManagementInsuranceFinancial Planners

      2099 Gateway Pl Ste 100, San Jose, CA 95110

      From Business: This office is closed.

      99. Fremont Bank

      Fremont Bank
      408-660-4101Call NowVisit Website
      Directions
      Investment ManagementBanksInvestments

      160 W Santa Clara St Ste 100, San Jose, CA 95113

      CLOSED NOW:9:00 am - 6:00 pm
      YP
      10 Years
      in Business

      100. Integrated Wealth Management

      Integrated Wealth Management
      408-288-7886Call NowVisit Website
      Directions
      Investment ManagementFinancing ServicesInvestments

      1275 Lincoln Ave Ste 8, San Jose, CA 95125

      CLOSED NOW:9:00 am - 4:30 pm
      YP
      17 Years
      in Business

      102. Capcon Financial

      Capcon Financial
      408-557-0500Call Now
      Directions
      Investment ManagementInvestment Advisory Service

      4300 Stevens Creek Blvd Ste 275, San Jose, CA 95129

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

      108. Umpqua Bank Home Lending

      Umpqua Bank Home Lending
      408-832-2195Call NowVisit Website
      Directions
      Investment ManagementBanksLoans

      225 W Santa Clara St Ste 150, San Jose, CA 95113

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

      110. Phu Quy, Inc.

      Phu Quy, Inc.
      408-595-9639Call Now
      Directions
      Investment ManagementReal Estate Management

      111 N Market St, San Jose, CA 95113

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

      115. Edward Jones

      Edward Jones
      408-370-6554Call NowVisit Website
      Directions
      Investment ManagementInvestmentsFinancial Planning Consultants

      4855 Atherton Ave Ste 100, San Jose, CA 95130

      Amenities:
      Wheelchair accessible

      116. Raisch Investment Group

      Raisch Investment Group
      408-295-6321Call Now
      Directions
      Investment ManagementFinancial Planning Consultants

      1680 Almaden Expy, San Jose, CA 95125

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

      119. Edward Jones - Financial Advisor: Christopher D Anderson

      Edward Jones - Financial Advisor: Christopher D Anderson
      408-370-6554Call Now
      Directions
      Investment ManagementInvestmentsMutual Funds

      4855 Atherton Ave Ste 100, San Jose, CA 95130

      CLOSED NOW:9:00 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

      120. Edward Jones - Financial Advisor: Sy Nguyen

      Edward Jones - Financial Advisor: Sy Nguyen
      408-370-6554Call Now
      Directions
      Investment ManagementInvestmentsFinancial Services

      4855 Atherton Ave Ste 100, San Jose, CA 95130

      CLOSED 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

      We found 325 results for Investment Management in or near Bascom - Forest, San Jose, CA.They also appear in other related business categories including Investment Advisory Service, Investments, and Financial Planning Consultants. 7 of the rated businesses have 4+ star ratings.


      The businesses listed also serve surrounding cities and neighborhoods including Central San Jose, Downtown San Jose, and North Los Altos. These businesses offer their services in one-or-more of the following languages: and Vietnamese.