Financial Services locations near Alviso, CA

Showing 1–10 of 10 results

Alviso, CA has 10 financial services listings across 4 ZIP codes. Details on this page were last refreshed Jul 2026.

Edward Jones - Financial Advisor: Shane Jacksteit

Investment Services

📍 298 S Sunnyvale Ave Ste 103, Sunnyvale, CA, 94086

📞 408-732-9532

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 tax-smart investor.

Masashi Yamamoto - Prudential Financial

Investment Services

📍 1731 Technology Dr Suite 600 Ste 600, San Jose, CA, 95110

📞 408-755-4024

For more than 135 years, Prudential Financial, Inc., has helped individual and institutional customers grow and protect their wealth.

George WU - Prudential Financial

Investment Services

📍 1731 Technology Dr Suite 600 Ste 600, San Jose, CA, 95110

📞 408-755-4052

For more than 135 years, Prudential Financial, Inc., has helped individual and institutional customers grow and protect their wealth.

Silphy OU - Prudential Financial

Investment Services

📍 1731 Technology Dr Suite 600 Ste 600, San Jose, CA, 95110

📞 408-755-4035

For more than 135 years, Prudential Financial, Inc., has helped individual and institutional customers grow and protect their wealth.

Kevin Dorset - Prudential Financial

Investment Services

📍 1731 Technology Dr Suite 600 Ste 600, San Jose, CA, 95110

📞 408-755-4054

For more than 135 years, Prudential Financial, Inc., has helped individual and institutional customers grow and protect their wealth.

Michael Louie - Prudential Financial

Investment Services

📍 1731 Technology Dr Suite 600 Ste 600, San Jose, CA, 95110

📞 408-755-4017

For more than 135 years, Prudential Financial, Inc., has helped individual and institutional customers grow and protect their wealth.

Crest Financial

Financial Advisory Services

📍 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.

Updated Jul 2026

World Financial Group

Financial Institutions

📍 2099 Gold St, San Jose, CA, 95002

📞 408-586-8123

🌐 www.worldfinancialgroup.com

Updated Jul 2026

World Financial Group

Financial Services

📍 2077 Gold St, San Jose, CA, 95002

📞 408-957-7626

🌐 www.worldfinancialgroup.com

Primerica Financial Services

Financial Services

📍 3350 Scott Blvd Bldg 30 Ste 02, Santa Clara, CA, 95054

📞 408-845-9497

Locally owned and operated. See us for all your needs

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Financial Advisory Services Financial Institutions Financial Services Investment Services
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