20 Best Financial Services in Sunnyvale February 2026
Following are the list of 20 top rated Financial Services near me in Sunnyvale, United States as per their rating and reviews.
SVB Financial Group
3003 Tasman Dr, Santa Clara, CA 95054, United States
Location: (37.4042585, -121.982235)
Rating: 3.7/5 (13) Votes
Fidelity Investments
398 W El Camino Real Suite 102, Sunnyvale, CA 94087, United States
Location: (37.3688942, -122.0375121)
Rating: 2.8/5 (8) Votes
Edward Jones - Financial Advisor: Shane Jacksteit
298 S Sunnyvale Ave Suite 103, Sunnyvale, CA 94086, United States
Location: (37.3742605, -122.0295373)
Rating: 5/5 (2) Votes
Foothill Financial Services
1229 S Mary Ave, Sunnyvale, CA 94087, United States
Location: (37.3541956, -122.0506149)
Rating: 5/5 (1) Votes
Raymond James Financial Services
475 S Mathilda Ave, Sunnyvale, CA 94086, United States
Location: (37.3722506, -122.0363259)
Rating: 5/5 (1) Votes
World Financial Group Inc
1290 Oakmead Pkwy #230, Sunnyvale, CA 94085, United States
Location: (37.3864277, -121.9898645)
Rating: 5/5 (1) Votes
Danny D. Chung - BancWest Investment Services Financial Advisor
380 S Mathilda Ave, Sunnyvale, CA 94086, United States
Location: (37.3739216, -122.0349875)
Rating: 5/5 (1) Votes
Skygold Financial Group
710 Lakeway Dr #275, Sunnyvale, CA 94085, United States
Location: (37.3868264, -121.9879512)
Rating: 5/5 (1) Votes
Edward Jones - Financial Advisor: Rafe Ann Du Bois, CRPC®
1309 S Mary Ave Suite 204, Sunnyvale, CA 94087, United States
Location: (37.3492718, -122.0508537)
Rating: 5/5 (1) Votes
World Financial Group
2099 Gold St, San Jose, CA 95002, United States
Location: (37.4206572, -121.976504)
Rating: 5/5 (1) Votes
Raymond James Financial Services
5301 Stevens Creek Blvd #5, Santa Clara, CA 95052, United States
Location: (37.3248859, -121.998857)
Rating: 5/5 (1) Votes
Covenant Financial & Insurance Services
1270 Oakmead Pkwy, Sunnyvale, CA 94085, United States
Location: (37.3864306, -121.9906606)
Rating: 5/5 (1) Votes
JPL Financial Group
830 Stewart Dr, Sunnyvale, CA 94085, United States
Location: (37.3834781, -122.0096279)
Rating: 5/5 (1) Votes
Securities America Inc
705 Starbush Dr, Sunnyvale, CA 94086, United States
Location: (37.363928, -122.003505)
Rating: 5/5 (1) Votes
Edward Jones - Financial Advisor: Tanner M Kohl
298 S Sunnyvale Ave Suite 103, Sunnyvale, CA 94086, United States
Location: (37.374246, -122.0294935)
Rating: 5/5 (1) Votes
Edward Jones - Financial Advisor: Robert W Diaz
1309 S Mary Ave Suite 204, Sunnyvale, CA 94087, United States
Location: (37.349343, -122.0509397)
Rating: 5/5 (1) Votes
Raymond James Financial Services
19960 Stevens Creek Blvd, Cupertino, CA 95014, United States
Location: (37.322525, -122.022519)
Rating: 5/5 (1) Votes
Infinity Venture Group LLC
298 S Sunnyvale Ave # 203, Sunnyvale, CA 94086, United States
Location: (37.374246, -122.0294935)
Rating: 5/5 (1) Votes
Mass Mutual Financial Group
19925 Stevens Creek Blvd, Cupertino, CA 95014, United States
Location: (37.3234749, -122.0216088)
Rating: 5/5 (1) Votes
Addison Avenue Investment Services
19960 Stevens Creek Blvd, Cupertino, CA 95014, United States
Location: (37.322525, -122.022519)
Rating: 5/5 (1) Votes
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TOP 10 BEST Financial Advisor in Sunnyvale, CA - Yelp
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... Center at 398 West El Camino Real, Suite 102, Sunnyvale, CA for financial planning, wealth management, retirement, investment and brokerage services.
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Tax Planning in Sunnyvale
sfofinancial.com
SFO Financial specializes in Tax Planning and services Sunnyvale. Call (650) 351-4422 today!
Schwab in Sunnyvale, CA: Investment & Brokerage Firm
www.schwab.com
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Sunnyvale Industrial Financial Center & Walk-Up ATM
locators.bankofamerica.com
Bank of America financial center is located at 921 E Arques Ave Sunnyvale, CA 94085. Our branch conveniently offers walk-up ATM services.