Kathryn Calderon - Private Client Advisor - San Jose, California
Address: 50 W San Fernando St Suite 425, San Jose, CA 95113, United States.
Phone: 4084831183.
Website: bankofthewest.com
Specialties: Investment service, Financial consultant, Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Appointment required.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
📌 Location of Kathryn Calderon - Private Client Advisor
⏰ Open Hours of Kathryn Calderon - Private Client Advisor
- Monday: 8 am–5 pm
- Tuesday: 8 am–5 pm
- Wednesday: 8 am–5 pm
- Thursday: 8 am–5 pm
- Friday: 8 am–5 pm
- Saturday: 8 am–5 pm
- Sunday: 8 am–5 pm
Kathryn Calderon: A Dedicated Private Client Advisor
If you're in the San Jose area and looking for expert financial guidance, turn to Kathryn Calderon - Private Client Advisor. Located at 50 W San Fernando St Suite 425, San Jose, CA 95113, United States, Kathryn offers a range of financial services tailored to individual clients' needs. To reach her, you can call 4084831183 or visit her professional website at bankofthewest.com.
| Specialties: | Investment Service, Financial Consultant, Financial Planner |
|---|---|
| Other Points of Interest: |
Kathryn Calderon specializes in providing comprehensive financial advice and planning services. Her specialties include investment services, where she helps clients make informed decisions about their portfolios. As a financial consultant, she offers strategic planning to meet long-term financial goals. Her role also encompasses being a financial planner, ensuring that each client's financial plan aligns with their unique circumstances and objectives.
Despite her valuable services, Kathryn Calderon - Private Client Advisor currently has no reviews on Google My Business, indicating a need for potential clients to reach out directly to form an opinion. The average opinion score is currently 0/5, suggesting there may be areas for improvement in how she communicates her services or interacts with clients. However, this is a relatively small sample size and does not necessarily reflect the overall experience of her clients.
For those considering reaching out to Kathryn, it's important to note that appointment scheduling is required. This ensures that clients can receive personalized attention and advice tailored to their specific financial situations. The office's accessibility features, including a wheelchair-accessible car park and entrance, make it convenient for all clients, including those with mobility issues.
If you're seeking professional financial guidance in the San Jose area, Kathryn Calderon is a professional worth considering. Her expertise in investment services, financial consulting, and financial planning could be invaluable for anyone looking to manage their finances more effectively. To learn more about her services or to schedule an appointment, consider visiting her Bank of the West website at bankofthewest.com, or give her a call directly at 4084831183.
Recommendation: Don't hesitate to contact Kathryn Calderon through her website or by phone. Her personalized approach to financial planning can make a significant difference in achieving your financial goals. Even without reviews, her commitment to accessibility and personalized service suggests she could provide a unique and beneficial experience for you.