Financial Services locations near Los Gatos, CA

Showing 1–10 of 10 results

Los Gatos, CA has 10 financial services listings across 2 ZIP codes. Details on this page were last refreshed Sep 2026.

Edward Jones - Financial Advisor: Andrew L Howard

Investment Services

📍 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

Investment Services

📍 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.

Updated Sep 2026

Sequoia Financial Group

Financial Services

📍 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

Financial Advisory Services

📍 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.