Baseline Financial Services

Business details

Category
Financial Services · Financial institution
Address
950 S Bascom Ave #2001, San Jose, CA 95128
Phone
(877) 229-4025
Website
baselinefinancial.com
County
Santa Clara County

Hours

  • Monday: 8 AM–5 PM
  • Tuesday: 8 AM–5 PM
  • Wednesday: 8 AM–5 PM
  • Thursday: 8 AM–5 PM
  • Friday: 8 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

About

Looking for financial services in San Jose? Baseline Financial Services offers personal financial support for individuals and families across the South Bay.

We are a financial institution serving San Jose and the surrounding communities of Santa Clara County. Our team focuses on helping clients manage their money with clear guidance and practical solutions.

We take the time to understand each client's goals before recommending next steps. Whether you are planning ahead or working through a specific financial need, we are here to help you move forward with confidence.

To learn more about our services, visit our website.