Financial Services
San Jose
769 businesses listed, showing 481–520. How we order them.
Financial services in San Jose are most concentrated in ZIP 95113, which has 67 of the listings here, followed by 95112 with 56 and 95125 with 50. If you want a tax preparer, lender or advisor you can visit in person, start with whichever of those ZIPs is closest to where you live or work. Widen the search only if nothing there fits. The rest of the 769 records are spread across the city, so filtering by ZIP will shorten the list faster than scrolling.
More about financial services in San Jose ↓ ↑
Every one of the 769 listings has a phone number, and 712 link to a website. That means you can read up on a firm's services before you call two or three and ask about fees. A paid placement here would be marked Sponsored, and none are in this category at the moment, so the order you see has not been bought. A firm that finds its own listing out of date can claim it and update the details directly.
Financial Services in San Jose by the numbers
SiteCity lists 769 businesses under Financial Services in San Jose, CA, as of September 30, 2026. 768 list a phone number and 712 list a website.
Most-listed ZIP codes: 95113 (67), 95112 (56) and 95128 (54).
Listings come from Overture Maps Foundation places data (release 2026-08-19.0, which includes Foursquare OS Places) and from businesses added or updated through SiteCity. How we count.
Listings40
- SnapFi - Home Buying & Low Mortgage Rates
1155 Meridian Ave, 95125-4331
- Envios America
2162 Story Rd, 95122
- On Demand Circuit Services
1181 N 4th St Ste 30, 95112
- Jaime Ulloa
420 S White Rd, 95127
- DolEx Dollar Express
1625 McKee Rd, 95116
- Fiesta Auto Insurance & Tax Service
1152 E Julian St Suite #30, 95116
- Finance Pros
2114 Senter Rd STE 12, 95112
- Golden Trust
2690 S White Rd #60, 95148
- Platinum Investment Partners
6155 Almaden Expy #400, 95120
- Leavitt Pacific Insurance Brokers
1570 The Alameda Ste 101, 95126
- Shepherd & Associates Insurance Services
2055 Junction Ave Ste 212, 95131
- Lucille Maravilla
1760 Mount Vernon Dr, 95125
- Quantum Financial Services
1777 Hamilton Ave Ste 2270, 95125
- FSV Analytics
18 S Second St, 95113
- Discovery Capital
675 N 1st St Ste 1240, 95112
- Bay One Insurance Services
111 N Market St #300, 95113
- Paine Financial and Insurance Services
1153 Lincoln Ave, 95125-3009
- Heritage Bank of Commerce
150 S Almaden Blvd, 95113-2000
- Patriot Investigative Group
1190 S Bascom Ave Ste 213, 95128
- Capital Funding Group
2570 N First St, 95131
- Sustainable Capital Finance
99 Almaden Blvd, 95113
- 123 We Fix Credit
1900 Camden Ave, 95124-2942
- Preferred Mortgage Loans
1090 Lincoln Ave Ste 9, 95125
- The McClain Team
1195 Camino Pablo, 95125
- Bay View Funding
224 Airport Pkwy, 95110-1018
- Pacific Capital Wealth Management
2055 Junction Ave Ste 235, 95131
- Pay 'n Time
6475 Camden Ave #100, 95120
- California Home Loans
1885 The Alameda, 95126-1700
- Laura Rose EA Tax and Bookkeeping Services
1101 S Winchester Blvd A105, 95128
- Coinme
Safeway, 179 Branham Ln, 95136
- Bay Area Financial Services
12 S 1st St UNIT 816, 95113
- RP Accountancy
1777 Hamilton Ave #1200, 95125
- David Lucas - Raymond James
150 Almaden Blvd Ste 1375, 95113
- Retirement Capital Strategies
1190 Saratoga Ave, 95129-3400
- InEx Insurance Services
2542 S Bascom Ave Ste 185, 95008
- Mosaic Mortgage Group
18 S Second St Ste 157, 95113
- Tropicana Money Transfers
1123 S King Rd, 95122-2144
- New Bay Realty
3152 Story Rd, 95127-3815
- Consumer Law Center, Inc.
1435 Koll Cir, 95112-4610
- World Financial Group
1718 Ringwood Ave, 95131-1711
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