Financial Planners in Los Gatos, CA

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32. Annuity General

Annuity General

Serving the Los Gatos Area

OPEN 24 HOURS

From Business: Call now for a Free Information Kit authored by a leading USA retirement income planning firm. Pros and cons on annuities, discover ways to maximize retirement income & easy to…

33. Ameriprise Financial

Ameriprise Financial

2542 S Bascom Ave, Campbell, CA 95008

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

From Business: The advisor listed is an Ameriprise financial advisor in Campbell. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of…

34. B & R Accounting Inc

B & R Accounting Inc

1900 Camden Ave Ste 204, San Jose, CA 95124

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

42. 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…

43. 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…

44. Bill Oakes EA,CFP(r)

Bill Oakes EA,CFP(r)

1314 Addiewell Pl, San Jose, CA 95120

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

From Business: We specialize in providing hourly, as-needed financial planning and advice to individuals and families, regardless of their net worth, income or investable assets. As Fee-Only…

YP
32 Years
in Business

45. Herminia Ojeda - Financial Advisor, Ameriprise Financial Services

Herminia Ojeda - Financial Advisor, Ameriprise Financial Services

920 Saratoga Ave Ste 105C, San Jose, CA 95129

OPEN NOW:9:00 am - 6:00 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…

46. 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…

47. 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…

48. Mariner

Mariner

99 Almaden Blvd Ste 730, San Jose, CA 95113

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

From Business: Access to a wealth of knowledge and solutions.

49. 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…

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

My Truong Lang - Financial Advisor, Ameriprise Financial Services

1700 Winchester Blvd Ste 103, Campbell, CA 95008

OPEN 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…

51. Cumulus Financial Group

Cumulus Financial Group

900 E Hamilton Ave, Campbell, CA 95008

OPEN 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

52. Nationwide Insurance - Pedro Garcia & Co.

Nationwide Insurance - Pedro Garcia & Co.

1390 S Winchester Blvd Ste B2, San Jose, CA 95128

OPEN NOW:8:30 am - 6:00 pm

From Business: The Pedro Garcia & Co. Nationwide Insurance Agency is here to help our clients save time and money on their risk management solutions.

YP
13 Years
in Business

53. Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

560 S Winchester Blvd, San Jose, CA 95128

CLOSED 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

54. C Denise Brodersen, CFP, CPWA, CEPA - UBS Financial Services Inc.

C Denise Brodersen, CFP, CPWA, CEPA - UBS Financial Services Inc.

355 Santana Row Ste 2050, San Jose, CA 95128

From Business: UBS Financial Services is a registered broker and dealer that provides wealth management solutions in the United States. It offers securities, trading, brokerage and related…

55. Ion Your Life LLC

Ion Your Life LLC

3550 Stevens Creek Blvd Ste 340, San Jose, CA 95117

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

From Business: Ion Your Life LLC

YP
20 Years
in Business

56. The Alameda Financial Group

The Alameda Financial Group

1541 The Alameda Ste A, San Jose, CA 95126

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

From Business: At Alameda Financial Group, we are passionate about making a difference in the lives of our clients, with clear, independent advice to help each client feel financially…

57. 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…

58. 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…

59. Michael Glantz - Thrivent

Michael Glantz - Thrivent

2021 The Alameda Ste 140, 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. Michael Glantz is committed to providing financial advice,…

60. Wayne Peterson - Thrivent

Wayne Peterson - Thrivent

2021 The Alameda Ste 140, 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. Wayne Peterson is committed to providing financial advice,…

We found 274 results for Financial Planners in or near Los Gatos, CA.They also appear in other related business categories including Financial Planning Consultants, Financial Services, and Investment Advisory Service. 4 of the rated businesses have 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Central San Jose, East Campbell, and Pruneyard. These businesses offer their services in one-or-more of the following languages: and Spanish.