Financial Services

Boston Private Bank and Trust
Address: 345 S San Antonio Rd.
Los Altos, CA
Business Genre: ,
Long Business Description:

Boston Private is a leading wealth management, trust, and private banking company with a national presence. Headquartered in Boston, we serve clients from our offices located in the major markets of Boston, San Francisco, San Jose, Los Angeles and Palm Beach.

We’re committed to building a trusted relationship with each client and have the broad expertise to create comprehensive, custom solutions for their personal and business needs that are often interconnected.

As wealth creators, our clients value having one trusted resource that can help them address all of their wealth management, trust, and private banking needs.

Business Website Address:
Business Phone Number: 650-917-4600
Hours: 9:00 a.m. – 4:00 p.m. PST
(meetings available upon request)
Monday – Friday
Edward Jones Investments, Cynthia A. Wemyss, CFP
Address: 339 S San Antonio Rd,
Suite 1B
Los Altos, CA
Business Genre:
Long Business Description:

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It’s also important to understand the level of risk you’re comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

Whether you’re planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we’re dedicated to providing you top-notch client service.

But we’re not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone’s expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.

Business Phone Number: 650-948-4886
Hours: Monday 8:00 am – 5:00 pm
Tuesday 8:00 am – 5:00 pm
Wednesday 8:00 am – 5:00 pm
Thursday 8:00 am – 5:00 pm
Friday 8:00 am – 2:30 pm
Heritage Bank
Address: 419 S San Antonio Rd.
Los Altos, CA
Business Genre: ,
Long Business Description:

Founded in 1994, Heritage Bank of Commerce is a premier community business bank in the heart of Silicon Valley—a bank founded by businesspeople, for businesspeople. With our expertise, we can understand the challenges you face and what you need to meet those challenges. And as fellow businesspeople, we care about your success. Over the years, our proven team of professional bankers have put our experience and commitment to work, offering premier, high-touch service and the best solutions for building long-term relationships with our clients.

In helping our clients, we’ve become a master of business banking. Today, we’re one of the largest SBA Preferred Lenders in California. And we’re a Preferred Lender for the USDA Business and Industry division.

Business Phone Number: 650-941-9300
Business Contact Email:
Hours: Monday 9AM–5PM
Tuesday 9AM–5PM
Wednesday 9AM–5PM
Thursday 9AM–5PM
Friday 9AM–5PM
Saturday Closed
Sunday Closed
Knight & Company
Address: 425 1st Street
Los Altos, CA
Long Business Description:

Knight & Company is a professional tax and accounting firm in Los Altos. Our family firm began in 1954 serving and helping individuals and small businesses with their tax filings and accounting issues and these clients are still the core of our business.
Our clientele has expanded to include all manner of entities and individuals, and our service offering has expanded to include all types of tax and accounting engagements, as well as consulting for operations management and wealth management services.
We are moving into the future with our clients in ways that allow them to save time and money.
We help our clients to earn more, save more, and often enjoy it more.
Leveraging technology with common sense and technical skill allows us to help our clients do more and do it better.
Our goal is to help you reach your goals. We can help you.

Business Website Address:
Business Phone Number: 650-948-8737
Business Contact Email: