Financial Services in Los Gatos, CA

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1. Thielen & Associates CPAs

Thielen & Associates CPAs

591 W Hamilton Ave, Campbell, CA 95008

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

From Business: Thielen & Associates was launched in 2004, based on a collaborative idea from our Managing Director, Paula Thielen, and her adult children Jeremy Thielen, and Marisa Thielen…

YP
21 Years
in Business

2. Chase Bank

Chase Bank

15698 Los Gatos Blvd, Los Gatos, CA 95032

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

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.

3. Fidelity Investments

Fidelity Investments

434 N Santa Cruz Ave, Los Gatos, CA 95030

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

From Business: Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning…

4. Edward Jones - Financial Advisor: Vince DiPiero, CFP®

Edward Jones - Financial Advisor: Vince DiPiero, CFP®

101 Church St Ste 18, Los Gatos, CA 95030

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

5. Don Williams & Associates Inc

Don Williams & Associates Inc

17510 Farley Rd W, Los Gatos, CA 95030

CLOSED NOW:8:30 am - 4:00 pm

From Business: At Don Williams & Associates we understand in these tough difficult times the value of your insurance dollar. We also understand that you have many options when choosing your…

YP
63 Years
in Business

6. Chris Johnson - Assoc. Broker for Affinity Mortgage NMLS #235072

Chris Johnson - Assoc. Broker for Affinity Mortgage NMLS #235072

2542 S Bascom Ave Ste 185, Campbell, CA 95008

CLOSED NOW:9:00 am - 4:00 pm

From Business: Based in California, Chris Johnson & Affinity Mortgage are trusted mortgage brokers offering a wide range of loan solutions to help you achieve homeownership. We specialize in…

YP
20 Years
in Business

7. Fachner Acccounting Group Inc.

Fachner Acccounting Group Inc.

65 W Hamilton Ave Ste 5, Campbell, CA 95008

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

From Business: We are a team of seasoned, technically skilled, well-educated (but continually learning), super-friendly professionals providing tailored professional tax & accounting…

YP
26 Years
in Business
Amenities:
Wheelchair accessible

8. Golden State Tax Service Inc

Golden State Tax Service Inc

262 E Hamilton Ave, Campbell, CA 95008

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

From Business: Golden State Tax Service Inc. has experience in all matters of accounting and taxation, internal revenue services (IRS) problem resolution, estates and trusts, business…

YP
22 Years
in Business

9. Edward Jones - Financial Advisor: Lucy McGuire, CFP®|AAMS®|CRPS™

Edward Jones - Financial Advisor: Lucy McGuire, CFP®|AAMS®|CRPS™

14375 Saratoga Ave Ste 105, Saratoga, CA 95070

CLOSED NOW:8:00 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

10. Henry Plata - Private Wealth Advisor, Ameriprise Financial Services

Henry Plata - Private Wealth Advisor, Ameriprise Financial Services

591 W Hamilton Ave Ste 110, Campbell, CA 95008

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…

11. Peter Jung - Financial Advisor, Ameriprise Financial Services

Peter Jung - Financial Advisor, Ameriprise Financial Services

1700 Winchester Blvd Ste 103, Campbell, CA 95008

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…

12. Todd Jason Armer - Financial Advisor, Ameriprise Financial Services

Todd Jason Armer - Financial Advisor, Ameriprise Financial Services

1999 S Bascom Ave Ste 700, Campbell, CA 95008

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…

13. U.S. Bank

U.S. Bank

127 N Santa Cruz Ave, Los Gatos, CA 95030

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 Los Gatos,…

14. Krista Valpreda at Guaranteed Rate Affinity (NMLS #459894)

Krista Valpreda at Guaranteed Rate Affinity (NMLS #459894)

410 N Santa Cruz Ave, Los Gatos, CA 95030

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

From Business: Krista Valpreda is your Los Gatos local lender. As a loan officer at Guaranteed Rate Affinity, a national retail mortgage lender delivering low rates with a streamlined…

15. Guaranteed Rate Affinity

Guaranteed Rate Affinity

410 N Santa Cruz Ave, Los Gatos, CA 95030

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

From Business: Guaranteed Rate Affinity is a national retail mortgage lender delivering low rates with a streamlined process, we are committed to helping homeowners with home purchase loans…

16. Charles Schwab

Charles Schwab

335 N Santa Cruz Ave, Los Gatos, CA 95030

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

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,…

17. Michael Jacobs at Citywide (NMLS #309559)

Michael Jacobs at Citywide (NMLS #309559)

236 N Santa Cruz Ave Ste 101, Los Gatos, CA 95030

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

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

18. Michael Kalai at Citywide (NMLS #281984)

Michael Kalai at Citywide (NMLS #281984)

236 N Santa Cruz Ave Ste 101, Los Gatos, CA 95030

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

From Business: Michael Kalai is your Los Gatos local lender. As a loan officer at Citywide Home Mortgage, Michael is committed to helping homeowners with home purchase loans and refinances,…

19. Bob Bachman at Guaranteed Rate Affinity (NMLS #256297)

Bob Bachman at Guaranteed Rate Affinity (NMLS #256297)

16185 Los Gatos Blvd Ste 205, Los Gatos, CA 95032

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

From Business: Bob Bachman is your Los Gatos local lender. As a loan officer at Guaranteed Rate Affinity, a national retail mortgage lender delivering low rates with a streamlined process,…

20. Citi ATM

Citi ATM

15879 Los Gatos Blvd, Los Gatos, CA 95032

OPEN 24 HOURS

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…

21. Los Gatos Bookkeeping

Los Gatos Bookkeeping

Los Gatos, CA 95032

From Business: We are a full service bookkeeping company who specializes in QuickBooks Financial Software. We will happily do your accounts payable, accounts receivable, monthly adjustments,…

YP
25 Years
in Business

22. Cumulus Financial Group

Cumulus Financial Group

900 E Hamilton Ave, Campbell, CA 95008

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

From Business: Cumulus Financial provides management consulting and outsourced administrative functions to the SMB market using best of breed, cloud based, applications.

YP
15 Years
in Business

23. eZeeTAX, Inc.

eZeeTAX, Inc.

18488 Prospect Rd Ste 8, Saratoga, CA 95070

From Business: QuickBooks Certified ProAdvisor -- eZeeTAX, Inc. provides Small Business Accounting, Bookkeeping and Tax Services to Individuals and Small Business Owners. We serve the entire…

YP
17 Years
in Business

24. Check N' Go

Check N' Go

1575 Winchester Blvd Ste D, Campbell, CA 95008

OPEN 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…

25. Patelco Credit Union

Patelco Credit Union

1790 S Bascom Ave Ste 110, Campbell, CA 95008

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

From Business: Patelco is a full-service, not-for-profit credit union. We offer the same convenient services and access of the big banks, but with higher savings, better rates, fewer fees,…

YP
89 Years
in Business

26. Liberty Tax Service

Liberty Tax Service

1404 Camden Ave, Campbell, CA 95008

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

27. Joshua D Miller - Private Wealth Advisor, Ameriprise Financial Services

Joshua D Miller - Private Wealth Advisor, Ameriprise Financial Services

591 W Hamilton Ave Ste 110, Campbell, CA 95008

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…

28. Eric Han - Financial Advisor, Ameriprise Financial Services

Eric Han - Financial Advisor, Ameriprise Financial Services

591 W Hamilton Ave Ste 110, Campbell, CA 95008

CLOSED NOW:8:00 am - 3:00 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…

29. My Truong Lang - Financial Advisor, Ameriprise Financial Services

My Truong Lang - Financial Advisor, Ameriprise Financial Services

1700 Winchester Blvd Ste 103, Campbell, CA 95008

CLOSED NOW:8:00 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…

30. John Castaneda - Financial Advisor, Ameriprise Financial Services

John Castaneda - Financial Advisor, Ameriprise Financial Services

1999 S Bascom Ave Ste 700, Campbell, CA 95008

CLOSED NOW:10:00 am - 3:00 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…

We found 600 results for Financial Services in or near Los Gatos, CA.They also appear in other related business categories including Financial Planning Consultants, Loans, and Financial Planners. 18 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 East Campbell. These businesses offer their services in one-or-more of the following languages: Spanish, Hindi, and Chinese.