Retirement Planning in Mountain View, CA

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Top Retirement Planners in Mountain View, CA

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Darryl H Ng - Morgan Stanley
Location 650 Castro St Suite 105, Mountain View, CA 94041, USA
Phone (650) 316-6789
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Retirement Administration Inc
Location 4966 W El Camino Real # 213, Los Altos, CA 94022, USA
Phone (650) 961-5500
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Senior Wyze Senior Care & Assisted Living Mountain View CA
Location 625 Ellis St #200, Mountain View, CA 94043, USA
Phone (866) 233-6516
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Merrill Investment & Retirement Financial Center
Location 444 Castro St, Mountain View, CA 94041, USA
Phone (650) 386-8119
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Richard Dulin Enrolled Agent
Location 2430 Thaddeus Dr, Mountain View, CA 94043, USA
Phone (650) 965-3414
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Retirement Planning in Mountain View, CA

About Mountain View, CA for Those Planning to Retire

Mountain View, CA is a vibrant city located in the heart of Silicon Valley. This city boasts a plethora of landmarks, including the iconic Googleplex, the Computer History Museum, and Shoreline Amphitheatre. It is also home to top employers such as Google, LinkedIn, and Intuit. Major highways such as Highway 101 and Highway 85 run through the city, making it easily accessible for commuters. Some of the most popular streets in Mountain View include Castro Street, which is lined with trendy restaurants and shops, and El Camino Real, a bustling thoroughfare with a mix of commercial and residential areas. The city is divided into several distinct neighborhoods, each with its own unique charm and character. From the eclectic and artsy vibe of the Old Mountain View neighborhood to the family-friendly atmosphere of Waverly Park, there is something for everyone in this dynamic city.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Mountain View, CA can be helped by a bank in various ways. One of the most common ways is by providing them with financial services that cater to their specific needs. For instance, the bank can offer loans to residents who want to purchase a home in the area, which is known for its high cost of living. Additionally, the bank can provide investment opportunities to residents who want to grow their wealth, given that Mountain View is home to many tech companies that have generated a lot of wealth in recent years. Moreover, the bank can offer financial advice to residents who are new to the area and may not be familiar with the local financial landscape. By doing so, the bank can help residents make informed decisions about their finances and avoid costly mistakes. Overall, a bank can be a valuable resource for residents of Mountain View, CA who are looking to manage their finances and achieve their financial goals.

Insurance Broker

Residents of Mountain View, CA can benefit greatly from the services of an insurance broker. With the high cost of living in the area, an insurance broker can help residents navigate the complexities of insurance policies and find the best coverage at the most affordable prices. For example, with the prevalence of tech companies in the area, many residents may be self-employed or have unique insurance needs related to their profession. An insurance broker can assist in finding specialized policies that address these needs. Additionally, with the frequent wildfires in California, residents may require specific coverage for their homes and property. An insurance broker can help residents understand their options and choose the best coverage to protect their assets. In a bustling and diverse community like Mountain View, an insurance broker can provide invaluable guidance and support to ensure residents are properly covered and prepared for any unexpected events.

Wealth Management

As a hub of technological innovation, Mountain View, CA is home to a high concentration of highly-paid tech executives and entrepreneurs. For these residents, a wealth manager can provide invaluable assistance in navigating the complex world of investment and financial planning. From creating a personalized investment strategy to managing risk and maximizing returns, a skilled wealth manager can help Mountain View residents build and protect their wealth. Additionally, given the high cost of living in the Bay Area, a wealth manager can provide guidance on budgeting and saving strategies that are tailored to the unique needs of Mountain View residents. By working with a wealth manager, residents can feel confident that their finances are in good hands, allowing them to focus on their careers and other priorities in this bustling and dynamic community.

Financial Advisor

Residents of Mountain View, CA can benefit from the guidance of a financial advisor in a number of ways. With its proximity to Silicon Valley, many residents of Mountain View work in the tech industry and may receive stock options or other complex compensation packages that require specialized knowledge. A financial advisor can help these individuals navigate the intricacies of their benefits packages and make informed decisions about their investments. Additionally, Mountain View is known for its high cost of living, and a financial advisor can help residents create a budget and savings plan to achieve their financial goals. With the constantly changing economic landscape, a financial advisor can also provide valuable insight and advice on how to adapt and make the most of opportunities as they arise. Overall, a financial advisor can be a valuable partner for residents of Mountain View in achieving financial stability and success.

Mortgage Loan Officer

Residents of Mountain View, CA can benefit from the expert guidance of a mortgage loan officer in various ways. For instance, the loan officer can help them navigate the complex and ever-changing real estate market in the area, which is known for its high property values and competitive bidding wars. With their extensive knowledge of the local market, a loan officer can help residents find the best loan options and interest rates that suit their financial situation and goals. Additionally, a loan officer can assist residents in understanding the intricacies of the home buying process, from pre-approval to closing, and help them avoid potential pitfalls and costly mistakes. Moreover, with Mountain View being a hub for tech companies and startups, a loan officer can help residents who work in these industries take advantage of specialized loan programs and incentives that cater to their unique needs and circumstances.

Tax Services

Residents of Mountain View, CA may benefit from the services of a tax advisor in a variety of ways. With the high cost of living in this tech hub, a tax advisor can help residents navigate the complexities of the tax code and maximize their deductions. Additionally, Mountain View is home to many startups and entrepreneurs, and a tax advisor can provide valuable guidance on tax planning and strategy for these individuals. Furthermore, with the recent implementation of California's new gig worker law, AB5, a tax advisor can help independent contractors and freelancers in Mountain View understand their tax obligations and avoid potential penalties. Overall, a tax advisor can provide crucial support and expertise to residents of Mountain View, helping them to achieve financial stability and success in this dynamic and challenging environment.

Estate Planning Lawyer

Residents of Mountain View, CA can benefit significantly from the services of an estate planning lawyer. This is especially true given the high cost of living in the area, which can make estate planning a daunting task for many individuals. An experienced estate planning lawyer can help residents of Mountain View navigate the complexities of estate planning, including issues related to taxes, probate, and asset protection. Additionally, given the area's high concentration of technology companies and startups, an estate planning lawyer can help residents of Mountain View develop strategies for protecting their intellectual property and other valuable assets. With the help of an estate planning lawyer, residents of Mountain View can ensure that their assets are protected and their loved ones are taken care of in the event of their passing.

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