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Financial Advisors in Saratoga, CA

How to choose a financial advisor in Saratoga

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Matthew Casas

Financial Advisor

SARATOGA RESEARCH & INVESTMENT MANAGEMENT

Saratoga, CA

ProfileNo contact yet

Ellen Lee

Financial Advisor

Transamerica Financial Advisors, Llc

Saratoga, CA

ProfileNo contact yet

Marc Crosby

Financial Advisor

SARATOGA RESEARCH & INVESTMENT MANAGEMENT

Saratoga, CA

ProfileNo contact yet

Philip Spencer

Financial Advisor

SARATOGA RESEARCH & INVESTMENT MANAGEMENT

Saratoga, CA

ProfileNo contact yet

Kevin Tanner

Financial Advisor

SARATOGA RESEARCH & INVESTMENT MANAGEMENT

Saratoga, CA

ProfileNo contact yet

Celine Chen

Financial Advisor

CITIGROUP GLOBAL MARKETS INC.

Saratoga, CA

ProfileNo contact yet

Ping He

Financial Advisor

Cambridge Investment Research Advisors, Inc.

Saratoga, CA

ProfileNo contact yet

Robert Meng

Financial Advisor

SARATOGA RESEARCH & INVESTMENT MANAGEMENT

Saratoga, CA

ProfileNo contact yet

Joseph Pollard

Financial Advisor

SARATOGA RESEARCH & INVESTMENT MANAGEMENT

Saratoga, CA

ProfileNo contact yet

Philip Mills

Financial Advisor

STATE FARM INVESTMENT MANAGEMENT CORP.

Saratoga, CA

ProfileNo contact yet

Tracey Devine

Financial Advisor

SARATOGA RESEARCH & INVESTMENT MANAGEMENT

Saratoga, CA

ProfileNo contact yet
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