Gerdts Investment Group of Raymond James
Business details
- Category
- Financial Services · Financial planner, Financial consultant
- Address
- 333 W San Carlos St Ste 1375, San Jose, CA 95110
- Phone
- (408) 279-1724
- Website
- raymondjames.com
- County
- Santa Clara County
About
Clear guidance, sound planning, and steady support for your financial future: that's what we offer at Gerdts Investment Group of Raymond James. We are a financial planning and consulting practice serving individuals and families across San Jose and Santa Clara County.
Our work centers on helping clients build a plan around their goals, whether that means saving for retirement, managing investments, or making sense of major financial decisions. We take the time to understand your situation before recommending any strategy, so the advice you receive fits your life rather than a generic template.
As part of the Raymond James network, we bring the resources of a established firm together with the personal attention of a local practice.
Explore our services on our website or reach out to start the conversation about your goals.
Our work centers on helping clients build a plan around their goals, whether that means saving for retirement, managing investments, or making sense of major financial decisions. We take the time to understand your situation before recommending any strategy, so the advice you receive fits your life rather than a generic template.
As part of the Raymond James network, we bring the resources of a established firm together with the personal attention of a local practice.
Explore our services on our website or reach out to start the conversation about your goals.