The Alameda Financial Group

Business details

Category
Financial Services · Financial planner
Address
1541 The Alameda, San Jose, CA 95126
Phone
(408) 213-6930
Website
alamedafinancialgroup.com
County
Santa Clara County

Hours

  • Monday: 9 AM–5 PM
  • Tuesday: 9 AM–5 PM
  • Wednesday: 9 AM–5 PM
  • Thursday: 9 AM–5 PM
  • Friday: 9 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

About

Whether you need help building a retirement plan or guidance on managing your investments, The Alameda Financial Group offers financial planning tailored to your goals. We are a financial planning and consulting practice serving individuals and families in San Jose and across Santa Clara County.

Our work centers on understanding where you are today and mapping out a clear path toward the future you want. We take the time to listen closely to your priorities so that every recommendation fits your life, not a generic template.

Clients across the South Bay trust us to explain complex financial decisions in plain language, one step at a time.

Visit our website to learn more about our services and reach out to start the conversation.