Investment and Retirement Advice & News

It is often nice to have a financial broker who is available to talk with you about your investments for retirement, and be nearby to where you live or work. It is great when they understand what it takes to live here in Silicon Valley.

Brokers

Charles Schwab
Offers a toll-free telephone number (800-682-0668) for service in Mandarin and Cantonese for their Asia-Pacific Service located in Milpitas.
12 Ranch Drive, 408-467-7010

CUSO Financial Services
CommonWealth has formed a relationship with CUSO Financial Services, L.P. (CFS)*, an independent broker/dealer, to provide service and support for your investment and insurance needs. As a CommonWealth member, you can enjoy CUSO’s personalized service, lower brokerage and online trading fees, complimentary financial consultations, and more.
537 E. Calaveras Boulevard
Wealth Access Line: 800-564-1588, option 1

TD Ameritrade
Meet with a Financial Consultant who can help you understand the investment products and services we offer.
232 Barber Ct, Building F
408-321-8599

News

Business Journal of San Jose
Business news. Access The Book of Lists.

Silicon Beat
Levi Sumagaysay and Rex Crum report on Silicon Valley business news in the Mercury News.

SiliconValley.com: Inside the Tech Economy
Tech columnists and news about what’s going on in the technical sector.

Silicon Valley 150 Stock Report
A complete list of the top 150 companies in Silicon Valley, updated with 15 minute delay during the trading day.

The Street
Investor news and venture capital in Silicon Valley report from Mercury News.