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Financial Advisory Services in Los Altos, California

Cathy Nguyen: Allstate Insurance photos
Cathy Nguyen: Allstate Insurance, Los Altos
Los Altos / California / United States
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At our Allstate Agency in Los Altos, we’ve gotten to know many local families. We enjoy being a part of the community, and building local relationships is one of the best parts of our job. We know what life is like in Los Altos– that we choose our cars and homes to fit our lifestyle and budget. We also know how important it is to do the same when it comes to protecting our neighbors. We look forward to getting to know you and helping you to find the insurance solutions that meet your needs. We are dedicated to Allstate’s mission of providing people with best-in-class service, whether you want to explore your coverage options or need to file a claim. Allstate delivers on its promise of acting with respect and care, and you can count on us to do the same. We understand the importance of having the right coverage in place before the unexpected happens. That’s why we recommend customers regularly review their coverage to try to prevent gaps that could put their finances or belongings at risk. It’s important to stay ahead of life’s changes, and one of our jobs is to see that we offer you the coverage options that keep up with your changing needs. Call, email, or stop by our agency in Los Altos today. We are also open Saturday by appointments for those seeking off hours help.
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Lesti Structured Settlements photos
Lesti Structured Settlements, Los Altos
Los Altos / California / United States
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Lesti Structured Settlements Inc is a structured settlement consulting company in Los Altos. Its owner and founder, Paul Lesti, is a Certified Structured Settlement Consultant. The company specializes in helping clients of recently settled legal cases arrange their settlement pay schedule in a way that works for them. More information is available by visiting the company's website or by calling its office.

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Farmers Insurance - Frank Hughes photos
Farmers Insurance - Frank Hughes, Los Altos
Los Altos / California / United States
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CA Lic. #0G64028 As your personal Farmers Insurance agent located in Los Altos, I believe in keeping you informed of ways to protect whats important to you. Whether youre looking for auto insurance, homeowners insurance, life insurance, or specialty coverage, Farmers Insurance will help you select the right products to fit your insurance needs. Auto Insurance at Farmers Insurance offers a variety of auto insurance products to fit your needs. In case youre involved in an accident, Farmers auto, motorcycle & car insurance can help provide financial protection for you and your family. Whether you need homeowners insurance or renters insurance, Farmers offers home insurance coverage for protecting you and your belongings. Farmers Insurance also offers life insurance, business insurance, and motorcycle insurance to help protect your hard earned assets. Visit our website for a competitive quote to help save money & better protect your family today!
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Edward Jones - Financial Advisor: Cynthia A Wemyss photos
Edward Jones - Financial Advisor: Cynthia A Wemyss, Los Altos
Los Altos / California / United States
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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.
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Milestone Financial LLC photos
Milestone Financial LLC, Los Altos
Los Altos / California / United States
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Milestone Financial, LLC provides real estate loans and investment opportunities for people throughout San Diego, Sacramento, and other California locations. If you’re looking for high-return investments that are also low risk and aren’t sure where to invest money, we’re your answer. We’re a safe investment and consistently offer high returns. If you’re unsure how to buy a house with bad credit, we can also help. We offer property loans for people right here in California — no minimum credit score required. Whether you’re looking to buy a house, you’re a broker and want to close the deal fast with a loan, or you’re looking for the best investments in the area, we can help. Contact our finance company today.
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Chase Bank photos
Chase Bank, Los Altos
Los Altos / California / United States
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Find out how Chase can help you with checking, savings, mobile banking, and more. Deposit products provided by JPMorgan Chase Bank, N.A. Member FDIC.
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Farmers Insurance - Anna Perez-Villafranca photos
Farmers Insurance - Anna Perez-Villafranca, Los Altos
Los Altos / California / United States
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CA Lic. #0C09983 As your personal Farmers Insurance agent located in Los Altos, I believe in keeping you informed of ways to protect whats important to you. Whether youre looking for auto insurance, homeowners insurance, life insurance, or specialty coverage, Farmers Insurance will help you select the right products to fit your insurance needs. Auto Insurance at Farmers Insurance offers a variety of auto insurance products to fit your needs. In case youre involved in an accident, Farmers auto, motorcycle & car insurance can help provide financial protection for you and your family. Whether you need homeowners insurance or renters insurance, Farmers offers home insurance coverage for protecting you and your belongings. Farmers Insurance also offers life insurance, business insurance, and motorcycle insurance to help protect your hard earned assets. Visit our website for a competitive quote to help save money & better protect your family today!
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Better Credit USA photos
Better Credit USA, Los Altos
Los Altos / California / United States
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Chase ATM photos
Chase ATM, Los Altos
Los Altos / California / United States
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You can tell our ATMs how you like your money, and they wont forget. Choose your denominations, language and receipt preferences with Chase QuickChoice®.
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Barbara Madden - Ameriprise Financial Services, Inc. photos
Barbara Madden - Ameriprise Financial Services, Inc., Los Altos
Los Altos / California / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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U.S. Bank Branch photos
U.S. Bank Branch, Los Altos
Los Altos / California / United States
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Let the U.S. Bank Los Altos Office help you bank smarter with Online Banking, Bill Pay, Checking Accounts, Savings Accounts, Bank Loans and Student Loans.
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BCB Partners photos
BCB Partners, Los Altos
Los Altos / California / United States
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For over 20 years, BCB Partners offers interim management and financial advisory services. Based in Los Altos, Calif., it serves software firms and high tech companies in the start-up phase, providing services on an interim/project basis catering to financial, accounting and business management related areas. BCB Partners further offers consulting and planning services for corporate strategy, relationship management, accounting and human resources. The firm has a broad clientele comprising, Dnet, HiFive.net, Interop, Manatara, Sana Security and TR Technology, among others.
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Hordins Bookkeeping & Income Tax Service photos
Hordins Bookkeeping & Income Tax Service, Los Altos
Los Altos / California / United States
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Hordin's Income Tax Service is a full-service financial solutions and consulting company based in Los Altos. The company offers a wide range of financial services to individual and business clients including tax preparation assistance, estate planning work and financial planning. Call for more information or to schedule a consultation.

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Edward Jones - Financial Advisor: Aileen A Low, CFP® photos
Edward Jones - Financial Advisor: Aileen A Low, CFP®, Los Altos
Los Altos / California / United States
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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.
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Farmers Insurance - Frank Hughes photos
Farmers Insurance - Frank Hughes, Los Altos
Los Altos / California / United States
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CA Lic. #0G64028 As your personal Farmers Insurance agent located in Los Altos, I believe in keeping you informed of ways to protect whats important to you. Whether youre looking for auto insurance, homeowners insurance, life insurance, or specialty coverage, Farmers Insurance will help you select the right products to fit your insurance needs. Auto Insurance at Farmers Insurance offers a variety of auto insurance products to fit your needs. In case youre involved in an accident, Farmers auto, motorcycle & car insurance can help provide financial protection for you and your family. Whether you need homeowners insurance or renters insurance, Farmers offers home insurance coverage for protecting you and your belongings. Farmers Insurance also offers life insurance, business insurance, and motorcycle insurance to help protect your hard earned assets. Visit our website for a competitive quote to help save money & better protect your family today!
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Bryan Frediani - Diversified Capital Funding photos
Bryan Frediani - Diversified Capital Funding, Los Altos
Los Altos / California / United States
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Diversified Capital Funding of Los Altos provides loans for business and residents looking to purchase real estate. You can visit the Web site for online loans, a mortage calculator or for questions regarding the purchase of a home, loan approvals, finance rates and most everything relating to real estate. Diversified Capital Funding is on the corner of Main and Whitney streets.

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Lai Hing Ester Ng - Ameriprise Financial Services, Inc. photos
Lai Hing Ester Ng - Ameriprise Financial Services, Inc., Los Altos
Los Altos / California / United States
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Do you ever wonder how you will generate income in retirement? My practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement approach, my goal is to help clients build and protect their income during their working years, and develop a distribution plan for retirement. Together we build confidence ” for today and for tomorrow, so they can live the retirement theyve earned and deserve. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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MDB Group photos
MDB Group, Los Altos
Los Altos / California / United States
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At MDB Group, we employ a fully integrated wealth management framework that provides a more complete view of your financial circumstances and planning issues. This approach aims to work towards more effective decisions since each component of your financial situation – your estate, investments, tax, retirement, and business circumstances, if applicable – is analyzed and evaluated. We then implement objective, comprehensive strategies specifically tailored to help address your financial goals. Our customized approach – understanding all aspects of your finances and implementing mutually agreed upon strategies – brings you confidence in helping to work towards your goals.
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Varveris & Associates photos
Varveris & Associates, Los Altos
Los Altos / California / United States
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Varveris & Associates is a certified public accountant firm offering tax management, accounting and consultation services. Varveris & Associates offers assistance with estate planning, cash flow management, tax minimization, stock option planning and more. Founder Nicholas G. Varveris has been providing certified public accountant services for over 30 years. Visit Varveris & Associates' official website for more information on services provided. 

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Goalpath Financial Planning photos
Goalpath Financial Planning, Los Altos
Los Altos / California / United States
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Goal Path Financial Planning is a full-service financial solutions and consulting company based in Los Altos. The firm offers a wide range of services to clients, including financial planning, asset management, investment advice and retirement planning. Call for more information or to schedule a consultation.

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