Trevor Schwartz Investments of Raymond James
Business details
- Category
- Financial Services · Financial planner, Financial consultant
- Address
- 333 W San Carlos St #1650, San Jose, CA 95110
- Phone
- (408) 279-1724
- Website
- raymondjames.com
- County
- Santa Clara County
About
Whether you're planning for retirement or looking to grow your savings, Trevor Schwartz Investments of Raymond James offers financial planning and investment guidance tailored to you. We are a financial planning and consulting practice based in San Jose, serving clients across Santa Clara County and the wider South Bay.
Our work centers on building personalized plans around your goals, whether that means investment strategy, long-term wealth planning or helping you make confident decisions about your money. We take the time to understand your full financial picture before recommending a path forward, so every plan reflects your priorities and your timeline.
Clear communication is at the heart of how we work, and we aim to explain each step so you always know where your money stands and why.
If you'd like to talk through your financial goals, visit our website to get started.
Our work centers on building personalized plans around your goals, whether that means investment strategy, long-term wealth planning or helping you make confident decisions about your money. We take the time to understand your full financial picture before recommending a path forward, so every plan reflects your priorities and your timeline.
Clear communication is at the heart of how we work, and we aim to explain each step so you always know where your money stands and why.
If you'd like to talk through your financial goals, visit our website to get started.