Financial Services in Milpitas, CA

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1. Law Offices of Geoffrey Nwosu

Law Offices of Geoffrey Nwosu

1710 Hamilton Ave, San Jose, CA 95125

CLOSED NOW:11:45 am - 4:30 pm

From Business: We are humbled that most of our business come from former clients and other attorneys. We handle complex legal concerns in the areas of: 1- personal Injuries including…

YP
21 Years
in Business

2. Edward Jones

Edward Jones

4855 Atherton Ave Ste 100, San Jose, CA 95130

Amenities:
Wheelchair accessible

3. Race Street Tax Services

Race Street Tax Services

173 N Morrison Ave, San Jose, CA 95126

CLOSED NOW:

From Business: Race Street Tax Service is a full-service bookkeeping firm serving clients throughout the area, dedicated to providing our clients with professional, personalized services and…

YP
49 Years
in Business

4. Pfahnl & Hunt Accountancy Corporation

Pfahnl & Hunt Accountancy Corporation

333 W Santa Clara St, San Jose, CA 95113

CLOSED NOW:

From Business: Pfahnl & Hunt was established in San Jose in 1962. The principals and staff are qualified to provide a full range of accounting, tax and advisory services. We currently serve…

YP
63 Years
in Business

5. Chase Bank

Chase Bank

1285 S Park Victoria Dr, Milpitas, CA 95035

CLOSED NOW:9:00 am - 2:00 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.

6. Wells Fargo Advisors

Wells Fargo Advisors

550 S Winchester Blvd Ste 601, San Jose, CA 95128

From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and…

7. Fachner Acccounting Group Inc.

Fachner Acccounting Group Inc.

65 W Hamilton Ave Ste 5, Campbell, CA 95008

CLOSED NOW:

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. Jieming Robinson - PNC Mortgage Loan Officer (NMLS #403916)

Jieming Robinson - PNC Mortgage Loan Officer (NMLS #403916)

19620 Stevens Creek Blvd Ste 220, Cupertino, CA 95014

CLOSED NOW:Closed

From Business: As a homebuyer, you’re looking for a Mortgage Loan Officer you can trust, one who’ll be honest with you and help you every step along the way. I have experience making the…

9. Qing Zhao - PNC Mortgage Loan Officer (NMLS #282955)

Qing Zhao - PNC Mortgage Loan Officer (NMLS #282955)

19620 Stevens Creek Blvd Ste 220, Cupertino, CA 95014

CLOSED NOW:Closed

From Business: As a homebuyer, you’re looking for a Mortgage Loan Officer you can trust, one who’ll be honest with you and help you every step along the way. I have experience making the…

10. Sandra Gan - PNC Mortgage Loan Officer (NMLS #2308994)

Sandra Gan - PNC Mortgage Loan Officer (NMLS #2308994)

19620 Stevens Creek Blvd Ste 220, Cupertino, CA 95014

CLOSED NOW:Closed

From Business: As a homebuyer, you’re looking for a Mortgage Loan Officer you can trust, one who’ll be honest with you and help you every step along the way. I have experience making the…

11. Arthur Li - PNC Mortgage Loan Officer (NMLS #853711)

Arthur Li - PNC Mortgage Loan Officer (NMLS #853711)

19620 Stevens Creek Blvd Ste 220, Cupertino, CA 95014

CLOSED NOW:Closed

From Business: As a homebuyer, you’re looking for a Mortgage Loan Officer you can trust, one who’ll be honest with you and help you every step along the way. I have experience making the…

12. Albert Wong - PNC Mortgage Loan Officer (NMLS #289030)

Albert Wong - PNC Mortgage Loan Officer (NMLS #289030)

19620 Stevens Creek Blvd Ste 220, Cupertino, CA 95014

CLOSED NOW:Closed

From Business: As a homebuyer, you’re looking for a Mortgage Loan Officer you can trust, one who’ll be honest with you and help you every step along the way. I have experience making the…

13. Amanda Lumb-Hilaire - PNC Area Sales Manager, Home Lending (NMLS #666945)

Amanda Lumb-Hilaire - PNC Area Sales Manager, Home Lending (NMLS #666945)

19620 Stevens Creek Blvd Ste 220, Cupertino, CA 95014

CLOSED NOW:Closed

From Business: As a homebuyer, you’re looking for a Mortgage Loan Officer you can trust, one who’ll be honest with you and help you every step along the way. I have experience making the…

14. James Chen - PNC Mortgage Loan Officer (NMLS #345360)

James Chen - PNC Mortgage Loan Officer (NMLS #345360)

19620 Stevens Creek Blvd Ste 220, Cupertino, CA 95014

CLOSED NOW:Closed

From Business: As a homebuyer, you’re looking for a Mortgage Loan Officer you can trust, one who’ll be honest with you and help you every step along the way. I have experience making the…

15. James Truong - Mortgage Loan Officer (NMLS #742636)

James Truong - Mortgage Loan Officer (NMLS #742636)

19620 Stevens Creek Blvd Ste 220, Cupertino, CA 95014

From Business: James Truong is no longer a PNC Mortgage Loan Officer.

16. RD'S Tax and Financial Strategies

RD'S Tax and Financial Strategies

3190 S Bascom Ave, San Jose, CA 95124

CLOSED NOW:

From Business: Welcome! RD's Tax Strategies, Inc. was founded in 1975 by Robert Duitz, EA. Today we are one of the largest tax preparation firms in Santa Clara County, serving clients in all…

YP
50 Years
in Business
Amenities:
Wheelchair accessible

17. Premierone Credit Union

Premierone Credit Union

5353 Almaden Expy Ste 80, San Jose, CA 95118

CLOSED NOW:10:00 am - 2:00 pm

From Business: Whether planned or unexpected, you often need a financial partner who can provide you the right services for where you find yourself or your family. Your credit union…

18. Fidelity Investments

Fidelity Investments

4160 N 1st St, San Jose, CA 95134

CLOSED NOW:Closed

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

YP
60 Years
in Business
Amenities:
Wheelchair accessible

19. Vikram Kohli - Financial Advisor, Ameriprise Financial Services

Vikram Kohli - Financial Advisor, Ameriprise Financial Services

3130 De La Cruz Blvd Ste 128, Santa Clara, CA 95054

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…

20. Bradford Brown Financial & Insurance Services

Bradford Brown Financial & Insurance Services

1731 Technology Dr Ste 400, San Jose, CA 95110

CLOSED NOW:Closed

From Business: We are committed to helping you pursue your long-term financial goals. We believe that a plan is a powerful tool. Reaching your long-term financial objectives hinges on having…

YP
52 Years
in Business

21. Silicon Valley Bank

Silicon Valley Bank

3003 Tasman Dr, Santa Clara, CA 95054

CLOSED NOW:Closed

From Business: Silicon Valley Bank’s Santa Clara office is one of the locations where Silicon Valley Bank helps innovative companies and their investors move bold ideas forward, fast. Silicon…

YP
19 Years
in Business

22. Edelman Financial Engines

Edelman Financial Engines

3945 Freedom Cir Ste 450, Santa Clara, CA 95054

CLOSED NOW:Closed

From Business: The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in…

23. Jing Chien - Private Wealth Advisor, Ameriprise Financial Services

Jing Chien - Private Wealth Advisor, Ameriprise Financial Services

3945 Freedom Cir Ste 460, Santa Clara, CA 95054

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…

24. Phuong N Quach - Private Wealth Advisor, Ameriprise Financial Services

Phuong N Quach - Private Wealth Advisor, Ameriprise Financial Services

3945 Freedom Cir Ste 460, Santa Clara, CA 95054

CLOSED NOW:Closed

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…

25. Richard Simpson - Financial Advisor, Ameriprise Financial Services

Richard Simpson - Financial Advisor, Ameriprise Financial Services

3945 Freedom Cir Ste 460, Santa Clara, CA 95054

CLOSED NOW:Closed

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…

26. Timothy Kang - Thrivent

Timothy Kang - Thrivent

2021 The Alameda #390, San Jose, CA 95126

CLOSED NOW:

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Timothy Kang is committed to providing financial advice,…

27. Albert Hsia - Financial Advisor, Ameriprise Financial Services

Albert Hsia - Financial Advisor, Ameriprise Financial Services

1905 The Alameda, San Jose, CA 95126

CLOSED NOW:Closed

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. Jeffrey Raegen - Private Wealth Advisor, Ameriprise Financial Services

Jeffrey Raegen - Private Wealth Advisor, Ameriprise Financial Services

1905 The Alameda, San Jose, CA 95126

CLOSED NOW:Closed

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. Chad Parker - Private Wealth Advisor, Ameriprise Financial Services

Chad Parker - Private Wealth Advisor, Ameriprise Financial Services

1905 The Alameda, San Jose, CA 95126

CLOSED NOW:Closed

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. Davin Lundgren - Associate Manager, Ameriprise Financial Services

Davin Lundgren - Associate Manager, Ameriprise Financial Services

225 W Santa Clara St Ste 1600, San Jose, CA 95113

CLOSED NOW:10:00 am - 4:00 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 764 results for Financial Services in or near Milpitas, CA.They also appear in other related business categories including Financial Planning Consultants, Loans, and Banks. 25 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 Vietnamese.