Investment Services locations near Sunnyvale, CA

Showing 1–10 of 10 results

We track 10 investment services listings in and around Sunnyvale, CA, spread over 4 ZIP codes. Listings here were last checked in Sep 2026.

Edward Jones - Financial Advisor: Shane Jacksteit

📍 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.

Edward Jones - Financial Advisor: Rafe Ann DU Bois

📍 1309 S Mary Ave Ste 204, Sunnyvale, CA, 94087

📞 408-746-3800

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.

Gold Quest Investment

📍 333 W Maude Ave Ste 103, Sunnyvale, CA, 94085

📞 408-733-6888

Aveni And Malatesta Family Investment

📍 665 S Knickerbocker Dr Ste 16, Sunnyvale, CA, 94087

📞 408-736-3100

Hoppe Financial

📍 505 W Olive Ave Ste 100, Sunnyvale, CA, 94086

📞 408-733-0245

Wolf Road Shell

📍 703 S Wolfe Rd, Sunnyvale, CA, 94086

📞 408-739-0903

Katco Financial Services

📍 917 Exmoor Way, Sunnyvale, CA, 94087

📞 408-720-1040

🌐 katco.net

Updated Sep 2026

Pwjohnson Wealth Management

📍 1153 Bordeaux Dr Ste 109, Sunnyvale, CA, 94089

📞 408-747-1222

🌐 pwjohnson.com

Pwjohnson Wealth Management is an investment services firm located in Sunnyvale, California. It has an active online presence as of 2026, indicating ongoing engagement with clients. Residents seeking financial guidance can consider this firm for their investment needs.

Pinnacle Financial Recruiting

📍 1250 Oakmead Pkwy, Sunnyvale, CA, 94085

📞 408-501-8877

YU Jonathan

📍 1290 Oakmead Pkwy, Sunnyvale, CA, 94085

📞 408-732-3250