3 Best Financial Services in Santa Clara, CA

“Essence Wealth & Insurance Services is led by Sunny Wang, who serves as the President and Financial Advisor of the firm. With over 22 years of experience as an independent financial advisor, he has been helping clients save, grow, protect, and enjoy their money. He always feels so fortunate to be able to build a great career based on how many people he has helped. The team's mission is to help remove some of the responsibilities and worries and make you focus on what matters to you. They work with successful people like you. They understand how hectic life can get sometimes, which leaves little time for the most important people in your life. Their sole mission is to help remove some of the responsibilities and worries you may have so you can focus on what matters to you. Contact me for a free consultation.”

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“JR Financial & Insurance Services wants to take the stress out of financial planning. Their very knowledgeable agents, James Rukstalis and Peter Bradshaw, can help you navigate any of your financial questions from the very basic to the very complex. They can guide you through the financial planning process, along with estate planning, tax preparation, wills and trusts, home refinancing, and much more. Their goal is to help you gain a better understanding of your current financial standing and how you can better your current situation. And best of all, their services are free. Please get in touch with them for a no-cost financial consultation and get your appointment scheduled on the day and time that works best for you.”

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“Steve Duffy, a dedicated Edward Jones financial advisor, prioritizes investing time to understand your financial aspirations before investing your money. Whether you're planning for retirement, saving for your children's or grandchildren's education, or safeguarding the financial future of your loved ones, Steve Duffy and his team collaborate with you to develop tailored strategies to achieve your goals. They continuously monitor your progress to ensure you stay on track and make necessary adjustments when needed. Above all, they are committed to providing exceptional client service. With Edward Jones, you can count on receiving comprehensive and personalized financial strategies to help you achieve your financial objectives.”

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