Financial Services in North San Jose San Jose, CA

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1. Fidelity Investments

Fidelity Investments

4160 N 1st St, San Jose, CA 95134

OPEN 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…

YP
60 Years
in Business
Amenities:
Wheelchair accessible

2. Chase Bank

Chase Bank

1077 E Brokaw Rd, San Jose, CA 95131

OPEN NOW:9:00 am - 6:00 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. Bradford Brown Financial & Insurance Services

Bradford Brown Financial & Insurance Services

1731 Technology Dr Ste 400, San Jose, CA 95110

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

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

4. Timothy Kang - Thrivent

Timothy Kang - Thrivent

2021 The Alameda #390, San Jose, CA 95126

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

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,…

5. Albert Hsia - Financial Advisor, Ameriprise Financial Services

Albert Hsia - Financial Advisor, Ameriprise Financial Services

1905 The Alameda, San Jose, CA 95126

OPEN NOW:8:30 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…

6. Jeffrey Raegen - Private Wealth Advisor, Ameriprise Financial Services

Jeffrey Raegen - Private Wealth Advisor, Ameriprise Financial Services

1905 The Alameda, San Jose, CA 95126

OPEN 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…

7. Chad Parker - Private Wealth Advisor, Ameriprise Financial Services

Chad Parker - Private Wealth Advisor, Ameriprise Financial Services

1905 The Alameda, San Jose, CA 95126

OPEN 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…

8. 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

OPEN NOW:9:00 am - 7:00 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…

9. 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…

10. 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

OPEN 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…

11. Richard Simpson - Financial Advisor, Ameriprise Financial Services

Richard Simpson - Financial Advisor, Ameriprise Financial Services

3945 Freedom Cir Ste 460, Santa Clara, CA 95054

OPEN 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…

12. Edelman Financial Engines

Edelman Financial Engines

3945 Freedom Cir Ste 450, Santa Clara, CA 95054

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

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…

13. Edward Jones - Financial Advisor: Steve Duffy

Edward Jones - Financial Advisor: Steve Duffy

1995 El Camino Real Ste 302, Santa Clara, CA 95050

OPEN NOW:8:30 am - 4:00 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

14. Silicon Valley Bank

Silicon Valley Bank

3003 Tasman Dr, Santa Clara, CA 95054

OPEN NOW:10:00 am - 3:00 pm

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

15. New York Life Insurance

New York Life Insurance

1731 Technology Dr Ste 400, San Jose, CA 95110

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

From Business: As your local New York Life financial professional, I offer financial guidance and insurance services from a Fortune 100 company with more than 175 years of experience…

16. U.S. Bank

U.S. Bank

1661 Airport Blvd, San Jose, CA 95110

OPEN 24 HOURS

From Business: Norman Y. Mineta San Jose International Airport offers online information about various airlines, destinations and terminals. It also provides information about the status of…

17. Bank of America Advanced Center

Bank of America Advanced Center

52 Skytop St Ste 30, San Jose, CA 95134

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

From Business: Welcome to Bank of America in San Jose, CA, home to a variety of your financial needs including checking and savings accounts, online banking, mobile and text banking, student…

YP
241 Years
in Business

18. First American Title - Sal Covarrubias

First American Title - Sal Covarrubias

1737 N 1st St Ste 110, San Jose, CA 95112

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

From Business: I’m proud to work for First American Title in San Jose. As a leader in the title insurance industry, we provide escrow and settlement services as well as title insurance for…

19. Bay Area Business Consultants

Bay Area Business Consultants

2109 O'Toole Ave Ste L, San Jose, CA 95131

From Business: Credit Consulting and Credit Repair

20. Brett Jennings - Associate Financial Advisor, Ameriprise Financial Services

Brett Jennings - Associate Financial Advisor, Ameriprise Financial Services

1905 The Alameda, San Jose, CA 95126

OPEN 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…

21. Lesley Lemessurier - Associate Financial Advisor, Ameriprise Financial Services

Lesley Lemessurier - Associate Financial Advisor, Ameriprise Financial Services

1905 The Alameda, San Jose, CA 95126

OPEN 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…

22. Citi

Citi

200 W Taylor St, San Jose, CA 95110

OPEN 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…

23. Principal - Closed

Principal - Closed

2099 Gateway Pl Ste 100, San Jose, CA 95110

From Business: This office is closed.

24. True North Financial & Insurance Services

True North Financial & Insurance Services

1630 Oakland Rd Ste A210, San Jose, CA 95131

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

From Business: Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex…

25. Henshaw & Henry PC

Henshaw & Henry PC

1871 The Alameda Ste 333, San Jose, CA 95126

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

From Business: We are a firm that focuses on assisting individuals at times of need. We provide litigation consulting and services, in addition to estate planning and bankruptcy assistance.

YP
14 Years
in Business

26. PTP Tax Center

PTP Tax Center

1212 El Camino Real, Santa Clara, CA 95050

OPEN NOW:10:00 am - 6:30 pm

From Business: accounting, payroll, irs audit representation, tax planing. tax preparation, tax, self employed, partnerships, corporation. sales tax, pos

YP
35 Years
in Business

27. Check N' Go

Check N' Go

2750 El Camino Real, Santa Clara, CA 95051

OPEN NOW:10:30 am - 6:00 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…

28. Edward Jones - Financial Advisor: Jim Knipple

Edward Jones - Financial Advisor: Jim Knipple

69 Washington St, Santa Clara, CA 95050

OPEN NOW:8:00 am - 6:00 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

29. Patelco Credit Union

Patelco Credit Union

2654 El Camino Real, Santa Clara, CA 95051

OPEN 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

30. Cefcu

Cefcu

3980 Rivermark Plz, Santa Clara, CA 95054

OPEN NOW:9:00 am - 5:00 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…

We found 696 results for Financial Services in or near North San Jose, San Jose, CA.They also appear in other related business categories including Financial Planning Consultants, Loans, and Financial Planners. 22 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.