Grassi Investment Management
Business details
- Category
- Financial Services · Investment service, Financial planner
- Address
- 2350 Mission College Blvd #190, Santa Clara, CA 95054
- Phone
- (650) 934-0770
- Website
- grassiinvest.com
- County
- Santa Clara County
Hours
- Monday: 7 AM–4 PM
- Tuesday: 7 AM–4 PM
- Wednesday: 7 AM–4 PM
- Thursday: 7 AM–4 PM
- Friday: 7 AM–4 PM
- Saturday: Closed
- Sunday: Closed
About
Looking for investment management in Santa Clara? Grassi Investment Management offers personalized investment and financial planning services for individuals and families.
We work with clients across Santa Clara and the wider South Bay to help them build, manage and protect their wealth over time. Our approach starts with understanding your goals, your timeline and your comfort with risk, so every recommendation is tailored to your situation.
We focus on clear communication, so you always know where your money stands and why we're making each decision. Whether you're planning for retirement, saving for a major goal or looking for a second opinion on your current portfolio, we're here to help.
Visit our website to learn more about how we can work together.
We work with clients across Santa Clara and the wider South Bay to help them build, manage and protect their wealth over time. Our approach starts with understanding your goals, your timeline and your comfort with risk, so every recommendation is tailored to your situation.
We focus on clear communication, so you always know where your money stands and why we're making each decision. Whether you're planning for retirement, saving for a major goal or looking for a second opinion on your current portfolio, we're here to help.
Visit our website to learn more about how we can work together.