BEST RATED » FREMONT CA » FINANCIAL SERVICES

3 Best Financial Services in Fremont, CA

Expert recommended Top 3 Financial Services in Fremont, California. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

CHARLES SCHWAB

3161 Stevenson Boulevard, Fremont, CA 94538 Directions

Since 1999

Here’s The Deal:
Charles Schwab Fremont is one of the best financial services located in Fremont. The firm focuses on wealth management. Their extensive selection of investment products gives you the right choices to create a diversified portfolio and reach your goals. They design their products and services to make down costs, so investors have more money to invest. You can understand where your money is invested and why, how your investments are performing. They clearly explain the fees they charge and help you understand the typical costs you can incur. The firm offers complimentary workshops.

SPECIALTY:
Financial Advising and Retirement Planning, Individual Retirement Account, Exchange-Traded Fund, Annuities, Investment Advice, International Stocks, Mutual Funds, Stocks, Bonds, Trust, Estate and Charitable Giving, Fixed Income Products, Life, Disability & Long-Term Care Insurance

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Mon-Fri: 8:30am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

NRI WEALTH MANAGEMENT, LLC

39111 Paseo Padre Parkway, Fremont, CA 94538 Directions

Since 2009

Here’s The Deal:
NRI Wealth Management, LLC is one of the financial firms in Fremont. Laddi Jhuty is the owner and principal advisor of the firm. They specialize in asset protection strategies. NRI Wealth Management offers ongoing portfolio management services based on specific goals. They customize strategies to create and manage your wealth. The firm has managed investment accounts for individuals, retirement plans, foundations, estates, and corporations. They are proud to use their knowledge, skills and experience to help fulfil their purpose and create positive change. Get a complimentary quote and consultation. They also serve in Santa Clara.

SPECIALTY:
Retirement, Pension and 401K Planning, Education Planning (529 Plans), Investment and Wealth Management, Defined Benefit Plan, Managed Money Accounts, Traditional and Roth IRA, Stock Option, Key Person Life & Disability Income Insurance

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nriwealth.com

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Mon-Fri: 9am - 5pm
Sat & Sun: Closed

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EUNICE H SCHOLTEN

39849 Paseo Padre Parkway, Fremont, CA 94538 Directions

Since 2006

Here’s The Deal:
Eunice H Scholten has been a financial advisor in Edward Jones. Edward Jones can help their clients prepare for retirement, save for education, and be tax-smart investors. They can work together to develop specific strategies to help you achieve your goals. They can also monitor your progress to ensure you stay on track or determine if any adjustments need to be made. They can help you develop a complete, tailored strategy to help you achieve your financial goals. Contact them to request an appointment.

SPECIALTY:
EDWARD JONES - Financial Planning, Investment Management, Retirement Planning, 401K Planning, Social Security, Risk Managment, Portfolio Management, College Planning, Stock, Bond, 529 College Savings Planning, Life Insurance, Estate Planning, Education Planning, Traditional IRA, Legacy Planning, Insurance Planning, Roth IRAs & Annuities

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