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State DirectoryFinancial Services in Country Club Los Altos, CA
1. U.S. Bank
1250 Grant Rd, Mountain View, CA 94040
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 Mountain…
2. 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."
4. Pwjohnson Wealth Management
2051 Grant Rd, Los Altos, CA 94024
6. 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…
8. Charles Schwab
240 3rd St # 100, Los Altos, CA 94022
From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary,…
10. 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…
11. Chase Bank
199 Main St, Los Altos, CA 94022
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 accessible12. Candy Lew - Chase Home Lending Advisor - NMLS ID 694541
199 Main St, Los Altos, CA 94022
From Business: Candy proudly serves clients in all 50 states. Candy has 14 years of experience as a Senior Home Lending Advisor and specializes in preapproval, lending to self-employed…
13. 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…
14. 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…
15. 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…
16. 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…
17. 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…
18. 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…
19. 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…
20. 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…
21. 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…
22. 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…
