Sami Najafi Shaeghi - Wealth Financial Advisor
Business details
- Category
- Financial Services · Investment service, Financial consultant, Financial planner
- Address
- 50 W San Fernando St Suite 275, San Jose, CA 95113
- Phone
- (408) 499-0718
- Website
- bankofthewest.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: 8 AM–5 PM
- Sunday: 8 AM–5 PM
About
Sami Najafi Shaeghi - Wealth Financial Advisor offers investment guidance, financial planning, and personal wealth advice, and our work is built around helping you plan with confidence. We serve individuals and families across San Jose and Santa Clara County, helping them organize their finances around the goals that matter most to them.
Our approach centers on understanding your situation first, then building a clear plan for saving, investing, and protecting what you have worked for. Whether you are just starting to think about long-term investments or refining an existing strategy, we aim to make each step easy to understand.
Learn more and schedule a consultation through our booking page.
Our approach centers on understanding your situation first, then building a clear plan for saving, investing, and protecting what you have worked for. Whether you are just starting to think about long-term investments or refining an existing strategy, we aim to make each step easy to understand.
Learn more and schedule a consultation through our booking page.