Mariner

★★★★★5.0 (2) Financial Services San Jose

Business details

Category
Financial Services · Financial planner
Address
99 S Almaden Blvd Suite 730, San Jose, CA 95113
Phone
(408) 947-7321
Website
marinerwealthadvisors.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 planning in San Jose? Mariner is here to help you build a plan that fits your goals.

We are a financial planning practice serving individuals and families across San Jose and the wider Santa Clara County area. Our work centers on helping clients understand where they stand today and where they want to go, then shaping a clear path to get there.

We take the time to listen, so every recommendation reflects your priorities rather than a one-size-fits-all approach. Whether you are planning for retirement, managing your investments, or simply want a second opinion on your finances, we are glad to talk it through with you.

You can learn more about our services on our website.