Financial Services locations near Saratoga, CA

Edward Jones - Financial Advisor: Glynis A Wineinger

📍 12297 Saratoga-sunnyvale Rd Ste 200, Saratoga, CA, 95070

📞 408-873-2611

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: 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.

Edward Jones - Financial Advisor: Jessica HO

📍 4855 Atherton Ave Ste 100 Ste 100, San Jose, CA, 95130

📞 408-370-6554

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: Todd Bergstrom

📍 21710 Stevens Creek Blvd Ste 135, Cupertino, CA, 95014

📞 408-973-0629

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: 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.

Accurex Financial Services

📍 12085 Marilla Dr, Saratoga, CA, 95070

📞 408-253-2899

Chicago Title

📍 12156 Saratoga Sunnyvale Rd, Saratoga, CA, 95070

📞 408-973-1900

🌐 chicagotitle.com

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.

Becker Financial Services

📍 155 E Campbell Ave, Campbell, CA, 95008

📞 408-370-9000

🌐 www.beckerfinancialservices.com

Locally owned and operated. See us for all your needs