THREE BEST RATED FREMONT CA FINANCIAL SERVICES

Top 3 Financial Services in Fremont, CA

Handpicked 3 Best Financial Services in Fremont, CA. How do we actually find the most highly rated financial service? Our 50-Point Inspection includes everything from checking reputation, history, complaints, local reviews, nearness, satisfaction, trust and cost to the general excellence. That's not all... businesses do not pay us to list them. You deserve only the best!

LADDI S. JHUTY

39111 Paseo Padre Pkwy, Fremont, CA 94538

Since 2009

Life Insurance, Education Planning, Estate Planning, Portfolio Management, Stock Option Planning, Retirement Plans, Defined Benefit Plan, 401(K) Retirement Plans, Traditional IRA, Roth IRA, Managed Money Accounts, Asset Protection Strategies & Key Person Life Insurance

With offices in Fremont, Santa Clara & Dublin

laddi@nriwealth.com
lsjfinancial.com

Mon - Sat 9:00 am - 5:00 pm

I have found Mr. Laddi very knowledgeable and precise when it comes to financial planning and related areas. In my first meeting itself I was able to see his value addition and expertise coming into play. His style of working is very practical and truly understands the need of his clients. He was very precise in his answers to my queries and he exactly knows what are various implications and limits on doing certain things and taking certain actions. I highly recommend Mr. Laddi to anyone.
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LPL FINANCIAL - NANCY KNIGHT

43358 Banda Terrace, Fremont, CA 94539

Since 1997

Advanced Tax Planning, Insurance, College Funding, Long Term Care Strategies, Advanced Personal Financial Planning, Estate & Trust Planning

Specializes in Investment, Financial & Tax Management strategies for professionals

Five Star Wealth Manager Awards 2014, 2015, 2016

License # 0F47915

nancy.knight@lpl.com
fremontfinancialadvisor.com

Mon - Fri 8:00 am - 6:00 pm Sat 9:00 am - 5:00 pm

Nancy provides individualized planning sessions at recurring intervals which accommodates changing economic conditions and life events. Nancy’s clients can review their portfolios and reports through web access at all times or contact her directly for unbiased financial advice.
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EDWARD JONES - EUNICE H SCHOLTEN

39849 Paseo Padre Parkway, Fremont, CA 94538

Since 2006

Retirement Planning, Investment, Insurance, Estate Planning, College Savings & Wealth Management

Focuses on Investors Saving for Retirement Retirees

eunice.scholten@edwardjones.com
edwardjones.com/financial-adviso...

By Appointment

They help clients develop a complete, tailored strategy to help achieve their financial goals. Very helpful service. Highly recommended.
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