Financial Planning Financial Planners locations near Santa Clara, CA

Showing 1–10 of 10 results

We track 10 financial planning financial planners listings in and around Santa Clara, CA, spread over 5 ZIP codes. Listings here were last checked in Sep 2026.

Bank Of The West

📍 3888 Stevens Creek Blvd, San Jose, CA, 95117

📞 408-261-3893

Founded in 1874, Bank of the West offers a wide range of banking, insurance, trust and investment services for individuals and business. The bank operates more than 650 retail and commercial banking locations in 19 Western and Midwestern states. Bank of the West is a subsidiary of BNP Paribas, which has a presence in 80 countries with 190,000 employees.

Massmutual Silicon Valley

📍 101 Metro Dr Suite 550 Ste 550, San Jose, CA, 95110

📞 408-286-4010

As a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), we help people like you take the next step toward a more secure financial future.

Bank Of The West

📍 11111 N Wolfe Rd Ste A Ste A, Cupertino, CA, 95014

📞 408-777-0233

Founded in 1874, Bank of the West offers a wide range of banking, insurance, trust and investment services for individuals and business. The bank operates more than 650 retail and commercial banking locations in 19 Western and Midwestern states. Bank of the West is a subsidiary of BNP Paribas, which has a presence in 80 countries with 190,000 employees.

Crest Financial

📍 2880 Lakeside Dr, Santa Clara, CA, 95054

📞 408-986-0898

Call the professionals at Crest Financial. We have many years of experience in the industry. We specialize in department analysis, planning, budgeting, portfolios, and more. Call today to set up a personal consultation.

Elevate Financial

📍 2905 Stender Way, Santa Clara, CA, 95054

📞 408-899-7371

Thorhill Financial

📍 3375 Scott Blvd, Santa Clara, CA, 95054

📞 408-988-8171

Updated Sep 2026

Ameriprise Financial

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

📞 408-988-5455

🌐 ameripriseadvisors.com

Calbay Investments Inc

📍 2880 Lakeside Dr Ste 100, Santa Clara, CA, 95054

📞 408-986-0898

JPD Financial Consultants Inc

📍 275 Saratoga Ave Ste 200, Santa Clara, CA, 95050

📞 408-579-4700

🌐 jpdfinancial.org

MDF Financial Advisors

📍 2241 Sutter Ave, Santa Clara, CA, 95050

📞 408-241-1008

🌐 mdf-fa.com