3 Best Financial Services in Santa Clara, CA

“Essence Wealth & Insurance Services is an experienced and independent fiduciary financial advising firm that helps people save, grow, protect, and enjoy their money. Sunny Wang is the president and founder of Essence Wealth & Insurance Services. As an independent financial advisor, he has been helping people for over 23 years and educates them on how to save, grow, protect, and enjoy their money. He also dedicates his time to helping people with their mental health and overcoming their personal struggles. If you're looking experienced, independent, financial advisor to help you and your family achieve your long-term financial goals, please contact Sunny Wang for a free consultation.”

Read more

“ 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 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 improve your situation. And best of all, their services are absolutely free. Please contact them for a no-cost financial consultation.”

Read more

“Steve Duffy believes it's important to invest his time in understanding what you're working toward before you invest your money. Edward Jones is an investment firm that understands that your financial goals deserve a face-to-face conversation. With their years of experience, their investment strategists and analysts recommend investments that will perform well over time. Whether you are planning to retire, saving for your children's or grandchildren's college education, or simply trying to secure the financial future of those you care about most, they can work with you to develop practical plans that help you achieve your objectives. They can help you develop a complete, tailored strategy to reach your financial goals.”

Read more