3 Best Financial Services in Sunnyvale, CA

“Charles Schwab is a top-tier financial planning firm that helps clients achieve their financial goals. Melissa Drago is the branch manager and vice president. With 28 years of professional experience, she holds the Certified Wealth Strategist® designation. She holds Series 7, 9, 10, 24, 63, and 66 securities licenses and a Life and Variable Annuity Insurance License in California. Melissa Drago completed her Bachelor of Science degree at the Leonard N. Stern School of Business, New York University. Charles Schwab is committed to providing clear and honest answers to any client questions and welcomes anyone seeking financial guidance. Complimentary workshops are available where you can gain knowledge about investing, trading, saving, and other related topics at no cost.”

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“Shane Jacksteit completed his undergraduate education at Vanguard University of Southern California and has earned the Certified Financial Planner™ certification. As a firm believer in philanthropy's transformative power, he has dedicated his career to lasting positive change. He is also a member of the Edward Jones Grassroots Task Force, which is dedicated to making the voice of the individual investor heard on Capitol Hill. Edward Jones is an investment firm that prioritizes face-to-face conversations to fully understand its clients' financial needs. The team creates personalized strategies to achieve their clients' financial goals. Their commitment to exceptional service is reflected in their diligent follow-up and execution of their processes. In addition, they actively engage with their local community. They can provide a proper fee estimate.”

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“Fidelity Investments helps investors feel confident in their most important financial goals and manages employee benefit programs. They help more than 29,500 businesses support their employees’ total well-being and support more than 15,900 wealth management firms and institutions with innovative investment and technology solutions to grow their businesses. They continue to challenge the status quo and harness innovation to move faster and create value for their customers and clients by developing new products and services to stay ahead of their distinct and evolving financial needs. Fidelity Investments helps wealth management firms and institutions navigate the changing industry landscape to grow their businesses and meet their clients’ financial needs.”

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