West Valley Peninsula Group
Business details
- Category
- Financial Services · Financial planner, Investment service
- Address
- 99 S Almaden Blvd Ste 300, San Jose, CA 95113
- Phone
- (408) 947-3334
- Website
- us.rbcwealthmanagement.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
West Valley Peninsula Group offers financial planning and investment services to households and individuals in San Jose and across Santa Clara County. We help clients build clear, long-term plans for saving, investing and protecting what matters most to them.
Our team works closely with each client to understand their goals, timeline and comfort with risk, then design a strategy that fits their life. We focus on straightforward guidance, regular check-ins and practical advice, so clients always know where they stand.
Whether you are planning for retirement, managing investments or preparing for a major life change, we are glad to help you take the next step.
Learn more and get in touch through our website.
Our team works closely with each client to understand their goals, timeline and comfort with risk, then design a strategy that fits their life. We focus on straightforward guidance, regular check-ins and practical advice, so clients always know where they stand.
Whether you are planning for retirement, managing investments or preparing for a major life change, we are glad to help you take the next step.
Learn more and get in touch through our website.