Securities America Inc
Business details
- Category
- Financial Services · Financial planner
- Address
- 101 Metro Dr #650, San Jose, CA 95110
- Phone
- (408) 453-2000
- Website
- securitiesamerica.com
- County
- Santa Clara County
Hours
- Monday: 10 AM–5 PM
- Tuesday: 10 AM–5 PM
- Wednesday: 10 AM–5 PM
- Thursday: 10 AM–5 PM
- Friday: 10 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
Local families and professionals in San Jose often turn to Securities America Inc for financial planning guidance that helps them make confident decisions about their future. We are a financial planning firm serving clients across San Jose and Santa Clara County.
Our work centers on helping you organize your goals, build a clear plan, and review it as your circumstances change. We take the time to understand where you are today and where you want to go, then translate that into practical steps you can act on.
Our approach is built around clear communication, so you always know what your plan includes and why each recommendation matters. Whether you are planning for retirement, managing investments, or preparing for the next stage of life, we aim to bring thoughtful, personal attention to every client.
Book a consultation through our website to start a conversation about your financial goals.
Our work centers on helping you organize your goals, build a clear plan, and review it as your circumstances change. We take the time to understand where you are today and where you want to go, then translate that into practical steps you can act on.
Our approach is built around clear communication, so you always know what your plan includes and why each recommendation matters. Whether you are planning for retirement, managing investments, or preparing for the next stage of life, we aim to bring thoughtful, personal attention to every client.
Book a consultation through our website to start a conversation about your financial goals.