3 Best Financial Services in Santa Clara, CA

Santa Clara is a beautiful city near San Jose, in California’s Silicon Valley. There are many financial advisors and Financial Services firms in Santa Clara, CA. Among all these, it can be a bit difficult to choose a better advisor.

Today we have brought to you three major financial firms that can fulfill all your needs. If you have any question related to financial, then you can also get its answer.
Below is a list of the top and leading financial services in Santa Clara, CA. To help you find the best financial services in Santa Clara, CA located near you, we’ve put together our list based on Yelp and Google reviews.

Santa Clara’s Best Financial Services:

The top rated Financial Services in Santa Clara, CA are:

  • Essence Wealth & Insurance Services – Comprehensive Financial Planning, Investment Solutions, Insurance Services, Education Planning, Retirement Planning, and Business Planning


  • JR Financial & Insurance Services – Specialize in providing financial and retirement planning services.


  • Edward Jones – Financial Advisor: Steve Duffy – Steven Duffy is a financial advisor in Santa Clara, CA. He has been in practice for 29 years, the last 29 years at Edward Jones.

Essence Wealth & Insurance Services

Since 2012

Essence Wealth & Insurance Services


Essence Wealth & Insurance Service’s mission allows you to focus on the things that matter to you and take away some of your worries. Sunny Wang is the president and financial advisor of Essence Wealth & Insurance Service. For a confidential consultation, Sunny Wang can help you and your family find an honest, competent, independent, creative and personable financial advisor who will help you achieve your long-term financial goals.

Essence Wealth & Insurance Service, an independent fiduciary financial advising company, helps people save, grow, protect, and enjoy their money. The company’s financial planning services include financial planning, investments and insurance. They also offer alternative investments, cash flow analysis and financial decision-making support. Attach an exterior image to the mail and change the image mark.


Financial Advisor, Insurance Services, Education, Retirement, Business


Address:4677 Old Ironsides Drive, Suite 350, Santa Clara, CA 95054
Phone: (650) 996-0924
Website: EssenceWealth.com


If you are considering hiring a Financial Advisor look no further than Essence Wealth. Sunny Wang is very professional and responsive. If I have any questions regarding my account, he is always on top of it! I value his service and timely response. I highly recommend Sunny and Essence Wealth for all your Financial needs!


JR Financial & Insurance Services

Since 2008

JR Financial & Insurance Services

JR Financial & Insurance Services make financial planning to be easy for all people. James Rukstalis, and Peter Bradshaw are both highly knowledgeable and can assist with any financial questions you may have.

They will assist you with financial planning, estate planning, tax preparation and home refinancing. They will help you understand your financial situation and tell you how to improve it. Their services are completely free. For free consultation on financial matters, you can call them directly or visit office.


Financial Analysis, Advanced Trusts, Investments, Retirement Saving, Real Estate, Life Insurance, Social Security


Address: 2005 De La Cruz Boulevard, Suite 120, Santa Clara, CA 95050
Phone:(408) 642-1322


Excellent customer service no matter what your financial status may be. I feel I was treated with great care and sound financial advice even though I do not have a large minimum investment or a tremendous amount of assets to work with. Finally, a company who genuinely cares about their clients wellbeing.


Edward Jones – Financial Advisor: Steve Duffy

Edward Jones - Financial Advisor: Steve Duffy

Edward Jones, an investment firm believes that you deserve a face-to-face conversation about your financial goals. We can help prepare for retirement, save money for education, and become a tax-savvy investor.

Edward Jones Financial Advisor believes it is important to take the time to get to know you and your goals before you invest any money. Understanding your tolerance for risk when investing is important so that we can find the right steps to achieve your long-term goals.


Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants


Address:900 Lafayette St, Ste 503 Santa Clara, CA 95050
Phone: (408) 248-2811
Website: edwardjones.com


Steven Duffy is an amazing listener and a consummate professional. He cares about his clients and makes sure he understands how you feel; what your goals are; and is happy to kindly educate you towards success. He’s amazingly available and open to talking you through whatever steps you need help navigating. His knowledge and experience is vast and solid.


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