financial advisor · San Jose, CA

financial advisors in San Jose, CA

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3150 Almaden Expressway
San Jose, CA
(480) 991-0225
https://www.unitedplanners.com/ · Claim this financial advisor listing — free dofollow link + 5 keywords

Contact details enriched from United Planners Financial Services’s website.

Operated by: Meras Financial

✓ Google Business Profile: listed on Google

© OpenStreetMap contributors

Looking for a financial advisor in San Jose? United Planners Financial Services is listed here. You can reach it by phone at (480) 991-0225. Its website is https://www.unitedplanners.com/. It sits 3.8 miles west of central San Jose, at 37.2766° N, 121.8785° W. It sits near Lucky (1.4 mi), Marina Grocery (2.5 mi) and Tân Lập Supermarket (2.8 mi). It is operated by Meras Financial. Other financial advisors nearby include Investment House (2 mi) and Silicon Valley Financial Group (3.7 mi). About 56% of adults here hold a bachelor's degree or higher. Mercado California anchors this part of San Jose. It's located at 3150 Almaden Expressway. The median age in Santa Clara County is around 37.9. Select StateAlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth.

At 3150 Almaden Expressway in San Jose, CA you'll find United Planners Financial Services, a financial advisor. Select StateAlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew. Their website lists Alan Stephenson, Karman Scott, Charlie Artmann, and Kevin Baird. It's operated by Meras Financial.

It's 3.4 mi from Lion Market (supermarket). United Planners Financial Services is 2.5 mi from Marina Grocery (supermarket). It sits 2.8 mi from Tân Lập Supermarket (supermarket).

Our map counts 31 financial advisors across San Jose. Fee-only, fee-based, and commission models pay the advisor differently; asking exactly how they are compensated is expected, not rude. Other financial advisors nearby: Investment House (2.0 mi), Silicon Valley Financial Group (3.7 mi), and Beacon Pointe Advisors (4.0 mi).

About 55% of homes in Santa Clara County are owner-occupied. The typical commute in Santa Clara County runs about 27 minutes. Upper Silver Creek is a 8.3-mile-long (13.4 km) northwestward-flowing stream originating in the Edenvale Hills in southeast San Jose, Santa Clara County… The median home value in Santa Clara County is around $1,382,800. The area sees roughly 20 inches of rain a year. Summers in San Jose average near 85°F and winters settle around 43°F. About 56% of adults here hold a bachelor's degree or higher. Hellyer Park Velodrome is a velodrome in Hellyer County Park at San Jose, California, United States. Lucky is one of the spots that gives this part of San Jose its character. Find United Planners Financial Services online at https://www.unitedplanners.com/. This listing is mapped from OpenStreetMap and is free. If you own United Planners Financial Services, you can claim this page to add hours, services, and a booking link.

Nearby landmarks: 3.4 mi from Lion Market (supermarket) · 2.5 mi from Marina Grocery (supermarket) · 2.8 mi from Tân Lập Supermarket (supermarket)

Frequently asked questions

Where is United Planners Financial Services located?
United Planners Financial Services is at 3150 Almaden Expressway, San Jose, CA.
What are United Planners Financial Services's hours?
Hours aren't listed publicly. Contact United Planners Financial Services to confirm before you go.
What other financial advisors are near United Planners Financial Services?
Nearby financial advisors include Investment House (2.0 mi), Silicon Valley Financial Group (3.7 mi), and Beacon Pointe Advisors (4.0 mi).
How do I contact United Planners Financial Services?
Visit https://www.unitedplanners.com/.
What should I look for in a financial advisor in San Jose?
Account minimums and where assets are custodied are practical filters worth settling in the first call. Checking hours and confirming details directly with the business is always worth the two minutes.
From their website

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  • Alan Stephenson
  • Karman Scott
  • Charlie Artmann
  • Kevin Baird
  • PHYSICAL ADDRESS
  • MAILING ADDRESS

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