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Cerity PartnersFinancial advisor in San Jose, CA

Cerity Partners is a financial advisor at 550 S Winchester Blvd #350, San Jose, CA 95128, rated 3.0 from 2 Google reviews. Open Monday to Friday.

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, CA0 paid placements in any rankingHow we rank

Call (650) 949-2221Website ↗

Key facts

Key facts about Cerity Partners
Address550 S Winchester Blvd #350, San Jose, CA 95128Get directions
Phone(650) 949-2221
Websiteceritypartners.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating3.0 from 2 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Investment Advisorsadditional Google category

Service area

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

Based in San Jose, CAView on map

Opening hours

Opening hours for Cerity Partners
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Cerity Partners

What are Cerity Partners’ hours?

Cerity Partners is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Cerity Partners serve?

Serves San Jose and 11 towns within 25 miles: Campbell, Santa Clara, Cupertino, Saratoga, Communications Hill, Sunnyvale, Los Gatos, Alum Rock, Milpitas, 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 Cerity Partners?

Cerity Partners has a rating of 3.0 from 2 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 Cerity Partners?

Call Cerity Partners on (650) 949-2221. The business is at 550 S Winchester Blvd #350, San Jose, CA 95128. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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