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Investment Services Firms in Los Gatos

Edward Jones - Financial Advisor: Vince DiPiero, CFP®

Edward Jones - Financial Advisor: Vince DiPiero, CFP® Verified by Yext

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101 Church Street, Suite 18, Los Gatos, CA

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Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

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Fidelity Investments

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434 N. Santa Cruz Avenue, Los Gatos, CA

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Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning appointment online or by calling your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.

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Wells Fargo Advisors

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150 N Santa Cruz Ave, Los Gatos, CA

408-354-6512

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Wells Fargo Advisors

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150 N Santa Cruz Ave, Los Gatos, CA

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Savant Wealth Management

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475 Alberto Way, Suite 210, Los Gatos, CA

408-436-9800

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Savant Wealth Management Verified by Yext

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475 Alberto Way, Suite 210, Los Gatos, CA

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Savant Wealth Management’s Los Gatos team provides fiduciary, fee‑only financial guidance to individuals and families, serving technology professionals. Our advisors offer perspective across financial planning, investment strategy, and retirement considerations, with a focus on long‑term priorities. Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance is not indicative of future results. Different types... Read More about Savant Wealth Management

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Empirical Wealth Management Verified by Yext

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250 N Santa Cruz Ave, Los Gatos, CA

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When it comes to complex financial decisions, we are not designed to rely solely on our own limited personal experience. In nearly every endeavor, we can benefit from the cumulative experience and knowledge gained by others. It takes decades of hard work and persistence to build wealth and you deserve to have it grow and protected by a dedicated team... Read More about Empirical Wealth Management

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Edward Jones - Financial Advisor: Russ Case, CFP®|AAMS®|CRPC™|CRPS™

Edward Jones - Financial Advisor: Russ Case, CFP®|AAMS®|CRPC™|CRPS™ Verified by Yext

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987 University Avenue, Suite 11, Los Gatos, CA

Retirement Ready?Try Our Calculator and See!

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

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Edward Jones - Financial Advisor: Thomas R Boscardin

Edward Jones - Financial Advisor: Thomas R Boscardin Verified by Yext

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987 University Avenue, Suite 11, Los Gatos, CA

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Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.

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Wells Fargo Advisors

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1663 Branham Ln, San Jose, CA

408-445-3051

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Wells Fargo Advisors

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1663 Branham Ln, San Jose, CA

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Wells Fargo Advisors

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2061 Camden Ave, San Jose, CA

408-559-5680

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Wells Fargo Advisors

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2061 Camden Ave, San Jose, CA

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Wells Fargo Advisors

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16100 Los Gatos Blvd., Los Gatos, CA

408-356-6142

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Wells Fargo Advisors

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16100 Los Gatos Blvd., Los Gatos, CA

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