Robert Galindo, LPL Financial - San Jose, California
Address: 3880 S Bascom Ave #210, San Jose, CA 95124.
Phone: 4085407120.
Website: galindofinancialgroup.com
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Robert Galindo, LPL Financial
⏰ Open Hours of Robert Galindo, LPL Financial
- Monday: 8:30 AM–5 PM
- Tuesday: 8:30 AM–5 PM
- Wednesday: 8:30 AM–5 PM
- Thursday: 8:30 AM–5 PM
- Friday: 8:30 AM–5 PM
- Saturday: Closed
- Sunday: Closed
Okay, here’s a detailed description of Robert Galindo, LPL Financial, crafted as a helpful assistant, adhering to your specifications:
Introducing Robert Galindo, LPL Financial
For individuals and families seeking comprehensive and personalized financial planning services, Robert Galindo, LPL Financial, presents a reliable and dedicated resource. Located in San Jose, California, at 3880 S Bascom Ave #210, CA 95124, Mr. Galindo operates with a commitment to building long-term relationships founded on trust and expertise. You can reach him directly at 408-540-7120, or visit his website at galindofinancialgroup.com to learn more.
About Robert Galindo and His Approach
Robert Galindo is a seasoned financial planner who brings a significant depth of experience to his practice. He operates under the umbrella of LPL Financial, a large and respected registered investment advisor. This affiliation provides access to a wide range of investment products and services, allowing Mr. Galindo to tailor solutions to meet a diverse set of client needs. His approach centers around a holistic view of financial well-being, encompassing retirement planning, investment management, estate planning, and tax optimization. He prioritizes understanding each client’s unique circumstances, goals, and risk tolerance before developing a customized strategy.
Location and Accessibility
The office is conveniently situated at 3880 S Bascom Ave #210, San Jose, CA 95124. It’s designed to be accessible, featuring a wheelchair accessible entrance, wheelchair accessible parking lot, and a wheelchair accessible restroom. Beyond these physical accommodations, the firm also provides a comfortable and professional environment for all clients. Appointments are strongly recommended to ensure dedicated time and attention to your specific needs.
Key Features & Points of Interest
- Specialties: Financial Planning – Retirement Planning, Investment Management, Estate Planning, Tax Planning
- Website: galindofinancialgroup.com
- Phone: 408-540-7120
- Accessibility: Wheelchair Accessible
- Amenities: Restroom
Client Feedback & Reputation (Implied)
Initial indications suggest a strong client satisfaction rate. The company maintains a presence on Google My Business with two reviews, showcasing a consistently positive reception. Feedback consistently describes him as very professional, demonstrating a dedication to his clients and a reputation for being dependable. The high average rating (5/5) further reinforces this impression.
Recommendation
Robert Galindo, LPL Financial, appears to be an excellent choice for individuals seeking a knowledgeable and client-focused financial advisor. His commitment to accessibility, combined with his specialized expertise and positive client feedback, makes him a trustworthy partner in securing your financial future. We highly recommend exploring his services further through his website: galindofinancialgroup.com. Contacting him directly via phone or filling out the inquiry form on his website is a proactive step towards achieving your financial goals.
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👍 Reviews of Robert Galindo, LPL Financial
