Wealth Management in Mountain View, CA

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List of Firms

Mountain View, CA Wealth Management Firms

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Btechoption
Location 523 Sylvan Ave, Mountain View, CA 94041, USA
Phone (615) 247-4633
Directions
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Pacific Edge Inv Management
Location 800 W El Camino Real # 180, Mountain View, CA 94040, USA
Phone (650) 943-2445
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Merrill Edge
5 out of 5
Location 384 San Antonio Rd, Mountain View, CA 94040, USA
Phone (650) 383-9057
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SEC File# 801-123471
CRD# 156023
Location 2570 W El Camino Real Suite 200, Mountain View, CA 94040, USA
Phone (650) 559-9700
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Family CFO, Inc.
Location 4966 El Camino Real #227, Los Altos, CA 94022, USA
Phone (650) 961-7802
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Michael Kissinger - Kingsview Partners
SEC File# 801-79198
CRD# 148107
Location 2570 W El Camino Real Suite 210, Mountain View, CA 94040, USA
Phone (650) 383-4911
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Keng/ Teng Group - Morgan Stanley
Location 650 Castro St Suite 105, Mountain View, CA 94040, USA
Phone (650) 316-6780
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The Mountain View Group - Morgan Stanley
Location 650 Castro St Suite 105, Mountain View, CA 94041, USA
Phone (650) 316-6780
Directions
SEC File# 801-68987
CRD# 146720
Location 2570 W El Camino Real #520, Mountain View, CA 94040, USA
Phone (650) 941-1717
Directions
SEC File# 801-113009
CRD# 294197
Location 2570 W El Camino Real #600, Mountain View, CA 94040, USA
Phone (650) 559-9900
Directions
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WealthPRIME
Location 4966 El Camino Real, Los Altos, CA 94022, USA
Phone (855) 774-6340
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SEC File# 801-120369
CRD# 312323
Location 900 N Shoreline Blvd, Mountain View, CA 94043, USA
Phone (650) 567-9300
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SEC File# 801-64313
CRD# 135373
5 out of 5
Location 800 W El Camino Real #201, Mountain View, CA 94040, USA
Phone (650) 325-9044
Directions
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Financial Advisors | U.S. Bancorp Investments
Location 1570 Grant Rd, Mountain View, CA 94040, USA
Phone (415) 406-1127
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Vertex Wealth Management
Location 640 W California Ave Suite 210, Sunnyvale, CA 94086, USA
Phone (650) 814-0536
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First Republic Bank
4 out of 5
Location 401 San Antonio Rd Suite 68, Mountain View, CA 94040, USA
Phone (650) 383-2888
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Tumalo Financial LLC
Location 303 Chiquita Ave STE 7, Mountain View, CA 94041, USA
Phone (650) 963-9979
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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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Fidelity Investments
4 out of 5
Location 2580 W El Camino Real Suite 9, Mountain View, CA 94040, USA
Phone (800) 367-0355
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The CJ Wealth Management Group - Morgan Stanley
Location 525 University Ave Suite 620, Palo Alto, CA 94301, USA
Phone (650) 687-2128
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Cognizant Wealth Advisors
SEC File# 801-122365
CRD# 162374
Location 530 Lytton Ave 2nd Floor Suite 224, Palo Alto, CA 94301, USA
Phone (650) 209-4062
Directions
Wealth Management in Mountain View, CA

Where Wealth Management Advisors in Mountain View, CA Serve

Mountain View, CA is a vibrant city located in the heart of Silicon Valley, known for its innovative spirit and diverse communities. It boasts of several landmarks such as the iconic Googleplex, Shoreline Amphitheatre, and the Computer History Museum. The city is home to some of the top employers in the tech industry, including Google, LinkedIn, and Microsoft. Its major highways and streets include the US-101, CA-85, and El Camino Real, which provide easy access to neighboring cities. Mountain View is divided into several neighborhoods, each with its unique charm and character, such as the lively downtown area, the upscale Monta Loma neighborhood, and the peaceful Cuesta Park. With its bustling tech scene, rich cultural heritage, and stunning natural scenery, Mountain View is a city that never fails to captivate and inspire.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Mountain View, CA can benefit from a bank in several ways. Firstly, they can access various financial services such as savings accounts, checking accounts, and loans. Secondly, banks can provide financial advice and guidance to residents who may be struggling with their finances. Additionally, banks can offer investment opportunities to residents who are looking to grow their wealth. One specific feature that would be particularly helpful to Mountain View residents is online banking. Given the city's reputation as a hub for technology and innovation, many residents are likely to be tech-savvy and prefer to manage their finances digitally. Online banking allows customers to check their account balances, transfer funds, and pay bills from the comfort of their homes or offices. This convenience is especially important in a city where residents lead busy lives and may not have the time to visit a physical bank branch.

Insurance Broker

Residents of Mountain View, CA can benefit from the services of an insurance broker in numerous ways. For instance, an insurance broker can assist them in finding the most suitable insurance policies that fit their unique needs and budget. With the city's high cost of living, an insurance broker can help residents save money by finding affordable insurance rates for their homes, cars, and businesses. Furthermore, Mountain View is home to several tech companies, and an insurance broker can help tech professionals secure specialized insurance coverage for their gadgets, computers, and other electronic devices. Additionally, an insurance broker can help residents navigate the complexities of the healthcare system and find the best health insurance plans that provide adequate coverage for their medical needs. Overall, an insurance broker can be a valuable resource for Mountain View residents, helping them protect their assets and achieve financial security.

Retirement Planning

Residents of Mountain View, CA could greatly benefit from the expertise of a retirement planner in a variety of ways. For instance, a retirement planner could help residents navigate the complex tax laws and regulations unique to California, such as Proposition 13 and the state's high income tax rates. Additionally, given the high cost of living in Mountain View, a retirement planner could assist residents in creating a comprehensive financial plan that accounts for the area's expensive housing market and the need to save for retirement while balancing other financial priorities. Furthermore, a retirement planner could help residents optimize their Social Security benefits and make informed decisions about their retirement savings, such as whether to invest in a 401(k) or IRA. With the help of a retirement planner, residents of Mountain View can feel confident that they are making the most of their retirement savings and planning for a financially secure future.

Financial Advisor

Residents of Mountain View, CA can greatly benefit from the expertise of a financial advisor. With the city being home to several tech giants like Google and LinkedIn, many residents have high-paying jobs and opportunities for stock options. A financial advisor can help them navigate the complexities of managing their finances, including tax planning, investment strategies, and retirement planning. Additionally, with the high cost of living in the area, a financial advisor can assist residents in creating a budget and finding ways to save money. An advisor can also help residents navigate the competitive real estate market in Mountain View, where the median home price is over $2 million. Overall, a financial advisor can provide invaluable guidance to residents of Mountain View, helping them achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Mountain View, CA would greatly benefit from the expertise of a mortgage loan officer. With the median home price in Mountain View being $1.7 million, many residents may need assistance in securing a mortgage loan. A loan officer can help residents navigate the complex process of obtaining a mortgage, including finding the best interest rates and loan terms. Additionally, Mountain View is home to many tech industry professionals who may have unique financial situations, such as stock options or bonuses, that can complicate the mortgage process. A knowledgeable loan officer can provide guidance and advice on how to best utilize these assets when applying for a mortgage. Overall, a mortgage loan officer can be an invaluable resource for residents of Mountain View looking to achieve their dream of homeownership in this high-cost area.

Tax Services

Residents of Mountain View, CA can benefit greatly from the expertise of a tax advisor. With the city being home to several tech giants such as Google and LinkedIn, many residents are likely to have complex tax situations due to stock options, RSUs, and other forms of compensation. A tax advisor can help navigate the intricacies of these financial instruments and ensure that residents are taking advantage of all available deductions and credits. Additionally, Mountain View has a high cost of living, and a tax advisor can assist residents in finding ways to reduce their tax burden and maximize their savings. Whether it's through strategic retirement planning or charitable giving, a tax advisor can provide valuable guidance to help Mountain View residents achieve their financial goals.

Estate Planning Lawyer

Residents of Mountain View, CA could benefit greatly from the services of an estate planning lawyer. With the city being a hub for technology and innovation, many residents may have unique assets or intellectual property that require special attention in their estate plans. An estate planning lawyer can assist residents in creating a comprehensive plan that ensures their assets are protected and distributed according to their wishes. Additionally, with the high cost of living in the area, an estate planning lawyer can help residents minimize taxes and fees associated with their estate. The lawyer can also provide guidance on healthcare directives and powers of attorney, which are especially important for residents who may be working in high-stress jobs and may not have the time to focus on these matters. Overall, an estate planning lawyer can provide invaluable assistance to residents of Mountain View, CA in ensuring their legacy is protected and their wishes are carried out.

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