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Bettencourt InvestmentsFinancial advisor in San Jose, CA

Bettencourt Investments is a financial advisor at 1251 Park Ave, San Jose, CA 95126, ranked #42 of 255 financial advisors in San Jose and rated 4.2 from 5 Google reviews.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

San Jose, CAUpdated 0 paid placements in any rankingHow we rank

Key facts

Key facts about Bettencourt Investments
Address1251 Park Ave, San Jose, CA 95126Get directions
Phone(408) 275-6600
Google rating4.2 from 5 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category

Service area

Serves San Jose and 11 towns within 25 miles: Santa Clara, Campbell, Communications Hill, Alum Rock, Cupertino, Milpitas, Sunnyvale, Saratoga, Los Gatos, Mountain View and Los Altos.

Based in San Jose, CAView on map

Questions about Bettencourt Investments

How is Bettencourt Investments ranked in San Jose?

Bettencourt Investments is ranked #42 of 255 financial advisors in San Jose by RFA Score, with 63 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What areas does Bettencourt Investments serve?

Serves San Jose and 11 towns within 25 miles: Santa Clara, Campbell, Communications Hill, Alum Rock, Cupertino, Milpitas, Sunnyvale, Saratoga, Los Gatos, Mountain View and Los Altos. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Bettencourt Investments?

Bettencourt Investments has a rating of 4.2 from 5 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Bettencourt Investments?

Call Bettencourt Investments on (408) 275-6600. The business is at 1251 Park Ave, San Jose, CA 95126. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Bettencourt Investments compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Bettencourt Investments (this business)—634.2 (5)——
Albert Lee CFP#40635.0 (4)——4.0 mi
Capital V Group#41635.0 (9)NoNo5.3 mi
ShapeMyCredit - CPN Number, SCN Number & Tradelines#43633.7 (29)NoNo3.2 mi

See all 255 ranked financial advisors in San Jose