True North Advisors
Business details
- Category
- Financial Services · Financial advisor, Financial planner
- Address
- 1580 Oakland Rd C114, San Jose, CA 95131
- Phone
- (408) 573-1822
- Website
- truenorthadvisors.net
- County
- Santa Clara County
Hours
- Monday: 10 AM–12 PM, 1–3 PM
- Tuesday: 10 AM–12 PM, 1–3 PM
- Wednesday: 1 AM–3 PM
- Thursday: 10 AM–12 PM, 1–3 PM
- Friday: 10 AM–12 PM, 1–2 PM
- Saturday: Closed
- Sunday: Closed
About
Looking for financial planning in San Jose? True North Advisors offers personal, clear guidance to help you plan with confidence.
We take the time to explain every step, answer your questions thoughtfully, and understand what matters most to you. Our clients often tell us they feel heard and supported throughout the planning process, and that they feel more informed about their financial future.
Many of our relationships have lasted for years, and we're proud to treat each client like part of the family. Serving San Jose and across Santa Clara County, we work with individuals and families looking for steady, trustworthy planning and investment support.
Book through our booking page to schedule a discovery meeting with us.
We take the time to explain every step, answer your questions thoughtfully, and understand what matters most to you. Our clients often tell us they feel heard and supported throughout the planning process, and that they feel more informed about their financial future.
Many of our relationships have lasted for years, and we're proud to treat each client like part of the family. Serving San Jose and across Santa Clara County, we work with individuals and families looking for steady, trustworthy planning and investment support.
Book through our booking page to schedule a discovery meeting with us.