Financial Services locations near Holy City, CA

Edward Jones - Financial Advisor: Andrew L Howard

📍 101 Church St Ste 18, Los Gatos, CA, 95030

📞 408-354-5336

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.

Edward Jones - Financial Advisor: Russell T Case

📍 16190 Los Gatos Blvd Ste 102, Los Gatos, CA, 95032

📞 408-358-3238

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.

Edward Jones - Financial Advisor: Zach Brown

📍 5619 Scotts Valley Dr Ste 100 Ste 100, Scotts Valley, CA, 95066

📞 831-438-2778

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.

Thomas Newton - Prudential Financial

📍 4444 Scotts Valley Dr Suite 8a Ste 8a, Scotts Valley, CA, 95066

📞 831-438-9055

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

Edward Jones - Financial Advisor: John Golemo

📍 3911 Mary Eliza Trc #300, Marietta, GA, 30064

📞 770-795-8495

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.

Hamilton M M Financial Group Inc

📍 23378 Deerfield Rd, Los Gatos, CA, 95033

📞 408-353-8400

Mgmt Financial Consultants

📍 17745 Umatilla Trl, Los Gatos, CA, 95033

📞 408-353-2126

Wellness Woodland Financial

📍 24323 Mountain Charlie Rd, Los Gatos, CA, 95033

📞 408-353-3503

Sequoia Financial Group

📍 987 University Ave Ste 8, Los Gatos, CA, 95032

📞 408-395-2102

🌐 sequoia-financial.com

Sequoia Financial Group is a financial services firm located in Los Gatos, California. The firm offers a range of services including asset management, business services, estate planning, and wealth management, along with online services. They provide various financial products such as futures, mortgages, and stocks. With an active online presence noted as of 2026, they are equipped to assist clients in navigating their financial needs.

Clear Mark Wealth Management

📍 59 N Santa Cruz Ave Ste R, Los Gatos, CA, 95030

📞 408-395-1510

🌐 www.clearmarkwealthmanagement.com

Clear Mark Wealth Management uses wisdom and compassion to create financial stability and confidence. Securities through LPL Financial. Member FINRA/SIPC.