San Jose Financial Advisor Leads
216 financial advisor businesses across San Jose, United States, averaging 4.3 out of 5 from 20 customer reviews. 30 are listed below with their ratings, categories and areas.
Open all 216 in LeadsFundaCSV export · updated as new searches run
- Businesses
- 216
- in San Jose
- Average rating
- 4.3 / 5
- 12 rated 4.5 or higher
- Reviews counted
- 20
- across this page
- Reachable
- 93%
- have a phone · 77% have a site
What kind of financial advisor businesses are in San Jose
Financial Planner17Financial Consultant4Investment Service3Financial Advisor2Debt Collection Agency1Credit Union1
| # | Business | Rating | Website | Phone | |
|---|---|---|---|---|---|
| 1 | FINEX Group LLC Debt collection agency 22 Great Oaks Blvd #230, San Jose, CA 95119 | 1.4(10) | fine••••••.com | ••••••@finexgroup.com | (87•) •••-•••• |
| 2 | Sequoia Wealth Advisors and Invesment Management, Inc. Financial planner 99 S Almaden Blvd #925, San Jose, CA 95113 | 3.7(3) | sequ•••••.com | ••••••@sequoiawa.com | (40•) •••-•••• |
| 3 | Finovera, Inc. Financial planner 860 Hillview Ct Unit 220, Milpitas, CA 95035 | 3(3) | n/a | hidden | n/a |
| 4 | Oakhurst Financial Financial planner 1059 Fremont Ave, Los Altos, CA 94024 | 5(2) | oakh•••••••••••••.com | ••••••@oakhurstfinancial.com | n/a |
| 5 | Wells Fargo Advisors Investment service 1202 E Arques Ave, Sunnyvale, CA 94085 | 5(1) | n/a | hidden | (40•) •••-•••• |
| 6 | Merrill Investment & Retirement Financial Center Investment service 1310 S Mary Ave, Sunnyvale, CA 94087 | 5(1) | n/a | hidden | (40•) •••-•••• |
| 7 | Orchard City Wealth Management, LLC Financial planner 987 University Ave #8, Los Gatos, CA 95032 | n/a | orch•••••••••.com | ••••••@orchardcitywm.com | (66•) •••-•••• |
| 8 | Sun Wealth Advisor of LPL Financial Financial advisor 5446 Thornwood Dr Ste 101, San Jose, CA 95123 | 5 | sunw••••••••••••.com | ••••••@sunwealthadvisor.com | (40•) •••-•••• |
| 9 | Silicon Valley Wealth Advisors, LLC Financial planner 3190 S Bascom Ave #210, San Jose, CA 95124 | 3.4 | svwa•••••••.com | ••••••@svwadvisors.com | (40•) •••-•••• |
| 10 | Mark Grisedale Financial planner 17500 Depot St Ste 130, Morgan Hill, CA 95037 | 5 | mark•••••••••.com | ••••••@markgrisedale.com | (40•) •••-•••• |
| 11 | Advisors360 | Financial Planning and Wealth Management | Retirement Focused Financial consultant 355 Woodview Ave #300, Morgan Hill, CA 95037 | n/a | advi••••••••••.com | ••••••@advisors360pwm.com | (40•) •••-•••• |
| 12 | Creative Capital Financial planner 17705 Hale Ave, Morgan Hill, CA 95037 | n/a | crea•••••••••••.com | ••••••@creativecapital.com | (40•) •••-•••• |
| 13 | Authentikos Advisory Financial planner 1295 E Dunne Ave Ste 215, Morgan Hill, CA 95037 | n/a | auth•••••••.com | ••••••@authentikos.com | (87•) •••-•••• |
| 14 | Wells Fargo Advisors Investment service 17590 Monterey Rd, Morgan Hill, CA 95037 | n/a | n/a | hidden | (40•) •••-•••• |
| 15 | Ledwith Financial Wealth Management Financial planner 55 W 1st St, Morgan Hill, CA 95037 | 5 | ledw••••••••••••.com | ••••••@ledwithfinancial.com | (40•) •••-•••• |
| 16 | Rice Financial Consulting Financial consultant 300 E Main St, Los Gatos, CA 95030 | 3 | rice•••.com | ••••••@ricefc.com | (40•) •••-•••• |
| 17 | John Plaza Financial planner 835 Blossom Hill Rd #220, San Jose, CA 95123 | n/a | john•••••.com | ••••••@johnplaza.com | (40•) •••-•••• |
| 18 | Pioneer Financial Center Financial planner 3150 Almaden Expy #202, San Jose, CA 95118 | 5 | pion••••••••••••••••••.com | ••••••@pioneerfinancialcenter.com | (40•) •••-•••• ext. ••• |
| 19 | Investy Financial Services Financial planner 919 Story Rd #1200, San Jose, CA 95122 | 5 | inve•••••.com | ••••••@investyfs.com | (40•) •••-•••• |
| 20 | Lexington Financial Financial planner 260 Saratoga-Los Gatos Rd, Los Gatos, CA 95030 | n/a | lexi••••••••••••••.net | ••••••@lexingtonfinancial.net | (40•) •••-•••• |
| 21 | Cypress Private Wealth Financial advisor 59 N Santa Cruz Ave, Los Gatos, CA 95030 | n/a | n/a | hidden | (40•) •••-•••• |
| 22 | Sherer Group LLC Financial consultant 2 N Santa Cruz Ave Ste 201, Los Gatos, CA 95030 | 2.3 | thes••••••••••.com | ••••••@thesherergroup.com | (88•) •••-•••• |
| 23 | David Henderson Financial consultant 5444 Thornwood Dr, San Jose, CA 95123 | n/a | dave••••.com | ••••••@davehend.com | (40•) •••-•••• |
| 24 | Excite Credit Union Credit union 151 Bernal Rd, San Jose, CA 95119 | 5 | exci••••.org | ••••••@excitecu.org | (80•) •••-•••• |
| 25 | Maple Leaf Investments Financial planner 1155 Redmond Ave Ste B, San Jose, CA 95120 | n/a | mapl••••••••.com | ••••••@mapleleafinv.com | (40•) •••-•••• |
| 26 | Tannen & Associates Financial planner 6069 Bluering Ct, San Jose, CA 95120 | n/a | n/a | hidden | (40•) •••-•••• |
| 27 | Fynanc LLC Software company 6475 Camden Ave #201, San Jose, CA 95120 | 5 | fyna•••.com | ••••••@fynanc.com | (40•) •••-•••• |
| 28 | Scharf Investments, LLC Investment company 16450 Los Gatos Blvd #207, Los Gatos, CA 95032 | 5 | scha•••••••••••••.com | ••••••@scharfinvestments.com | (83•) •••-•••• |
| 29 | Comprehensive Financial Management Financial planner 720 University Ave Ste 110, Los Gatos, CA 95032 | n/a | n/a | hidden | (40•) •••-•••• |
| 30 | Resilient Wealth Planning | Bay Area Financial Advisor Financial planner 18181 Butterfield Blvd #170, Morgan Hill, CA 95037 | 5 | resi•••••••••••••.com | ••••••@resilientplanning.com | (80•) •••-•••• |
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Sign in to view full leadsFinancial Advisor leads in San Jose: common questions
How many financial advisor businesses are listed in San Jose?
216 financial advisor businesses in San Jose, United States are in this list. 30 of them are shown on this page.
Do these financial advisor listings include phone numbers and websites?
93% of the businesses shown here have a phone number on file and 77% have a website. Contact details are shortened on this page and shown in full inside LeadsFunda.
How well rated are financial advisor businesses in San Jose?
They average 4.3 out of 5 across 20 reviews, and 12 of the 30 shown are rated 4.5 or higher.
Where does this San Jose data come from?
Every listing is built from public Google Maps business profiles and refreshed as new searches run. Nothing here is scraped from private sources.
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Contact details on this page are shortened. Business information is collected from public Google Maps listings. To have a listing removed, contact us.