HomeDirectoryCaliforniaSan JoseFinancial AdvisorsUnion Bank
Financial Advisors

Union Bank

Financial Advisor serving San Jose, California · 1 of 61 financial advisors in the area

📍 99, Almaden Boulevard, San Jose, CA, 95113
Map
📍 99, Almaden Boulevard, San Jose, CA, 95113

About Union Bank

Union Bank is a financial advisor located in San Jose, California. As a local financial advisor, they serve San Jose and surrounding communities in California. Contact them through ProHorizon for a free quote.

Financial professionals in San Jose should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the California securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in San Jose

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in San Jose may vary based on the scope of work and provider.

Get a Free Quote from Union Bank

Tell us about your project and we'll connect you with verified local pros — 100% free.

✓ Your request has been sent! Local pros will contact you shortly.

✅ Tips for Hiring Financial Advisors in San Jose

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
Verify licensing and insurance
Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in San Jose?
Financial Advisors in San Jose typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in San Jose?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 61 financial advisors in San Jose to choose from.
Does Union Bank offer free quotes?
Contact Union Bank directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in San Jose

Comerica Bank

226, Airport Parkway, San Jose, CA, 95110

Wells Fargo Advisors

1, Almaden Boulevard, San Jose, CA, 95113

Loring Ward

10, Almaden Boulevard, San Jose, CA, 95113

Bridge Bank

55, Almaden Boulevard, San Jose, CA, 95113

TMFC, Inc.

521, Charcot Avenue, San Jose, CA, 95131

Oportun

1636, Story Road, San Jose, CA, 95122