View Profile
360 Payments
- Fees
- Industry
- Credit Card
“Just recently, a significant issue arose, that did not directly involve 360, but they were able to use their expertise to guide me through to a excellent solution.”
Best Financial Advisors in Campbell, CA
24 firms listed · 16 in Campbell · 2 open weekends · 19 rated 4.5+ · 1 shows a license
Data verified October 16, 2026
View Profile
Wealth Cairn - An Investor Coaching Company
- Life
- Integrity
- Knowledge
“He spent time listening to my situation and goals, based on them he then showed me the fundamentals and broke down my assets in charts to present the actions to take and opportunities of investment.”
View Profile
Wade Financial Advisory
“Wealth Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the wealth management plan...”
View Profile
CD Tax & Bookkeeping Services
“Trust Chris with my taxes every year after bouncing between Turbo Tax, H&R, and another accounting service.”
View Profile
Storek Carlson & Strutz
“Small firm, affordable, highly responsive, handles small and large.”
View Profile
Clearbridge Financial
“I am thankful for her flexibility and for spending extra time to make sure I'm up to date with not only my portfolio but also being a sounding block for all other financial considerations.”
The 24 firms listed for Campbell, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Campbell, CA
Of the 24 firms we list here, 16 are in Campbell itself and 8 come from San Jose (5, 6 mi), Milpitas (2, 11 mi) and Santa Clara (1, 6 mi). 19 of the firms on this page have a rating, from 4.6 to 5.0 across 1,078 reviews; 6 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (88%), responsiveness (76%) and quality (74%). 2 are open on weekends. The services the firms on this page list most often on their websites are services for individuals (3), tax planning (3), tax services (3), accounting services (2) and business services (2). 1 shows a license on its website; 1 lists staff certifications (CFP) and 5 have a BBB rating of A or A+. Domain records put 18 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 3 offer payment plans; 2 offer a free initial consultation and 3 are family- or locally-owned. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Campbell take financial planning bookings online?
8 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
View Profile
Context Wealth Advisors
- Team
- Retirement
- Goals
“We have worked with Chris for more than 10 years and have the utmost confidence in his ability to plan for our retirement and manage our finances in an honest and ethical manner.”
View Profile
Leal Financial Planning
“I was glad to be able to take what he taught me and implement it myself rather than simply hitch my wagon to someone else who just sees me as a ticket to 1% fees forever.”
View Profile
Lamberty, Pyle & Associates
“Steve's knowledgeable, courteous and gets our taxes done fast and it's easy too!!!”
View Profile
Mine & Arao
“He filed my tax extension with out me even contacting him.”
View Profile
Coeus Financial
“Why do we call ourselves Coeus? In Greek mythology, Coeus was a Titan, the son of the primordial deities of Heaven and Earth. His name means questioning. We relate to Coeus because we are always questioning. By asking the right questions, we can dril...”
View Profile
Pruneyard Financial Group
“We are a family business established in 2000, which has managed millions of dollars in investment portfolios and prepared thousands of tax returns for individuals, families, and small businesses in Silicon Valley.”
View Profile
Centaurus Financial - Jane Prugsanapan
“Our first priority is to take care of you and your family, at whatever stage of life you're at. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance.”
View Profile
Kaizen Financial Strategies
“It's not just about how much you make, but how much you keep. Taxes are a key component of your overall financial plan. We help our clients with a forward-looking view of not just the current year, but every year. We help you understand the tax impli...”
View Profile
Onesta Wealth Management
“The information he wrote in 2014 presumed that if an advisor is licensed as an investment advisor they always put the clients needs first. Well, between 2014 and 2017 Tony Robbins found that this is not the case. A financial advisor could be dually l...”
View Profile
Seek First
“Seek First Inc. is a registered investment adviser located in California. The Firm is registered as an investment adviser with the United States Securities and Exchange Commission (the “SEC”). The Adviser may not transact business in states where it ...”
View Profile
Litherland, Kennedy & Associates
- Medi-Cal
- Knowledge
- Trust
“She helped me figure out a plan for my elderly parents when it comes to: LTC insurance, Medicare, Medi-Cal, VA, assisted living, skilled nursing facility and hospice.”
View Profile
Bhuiyan & Associates, CPA
- Tax Laws
- Tax Returns
- Questions
“Amazing and professional CPA accountant , very professional and competitive pricing for the wide services he is offering to his clients , i do recommend him for his professionalism and service pricing”
View Profile
Financial Rescue
- Creditors
- Credit Cards
- Questions
“This review is for Al, my client representative from Financial Rescue , when they change my client representative I thought he's the same with other ones who don't respond and listens to my concern regarding my account.”
View Profile
Golden Trust
- Health
- Money
- Questions
“If you are looking for some information about other programs (401k, life insurance, fixed annual annuity, etc) she is very informative!”
View Profile
Teh Financial Coaching
- Tools
- Education
- Budgeting
“It was a transformative moment for me - Christine's own story and personable approach to finances was very practical, and easy for me to start taking steps towards being debt-free and eventually focus on building my wealth.”
View Profile
Synqmine Tax Planning and CFO Services
- Bookkeeping
- Honesty
- Company
“Manuel is very knowledgeable and he is always up to date with the most recent changes and laws in the industry, he improved my Taxes plan in ways that I didn't even think of, he even helped a relatives to get financing for their company.”
View Profile
David D Tobkin, CPA
“Did great work for us in a difficult tax situation.”
View Profile
Snap Advisory
- Questions
“My two associates and I started another business in 2018 and I again insisted on O"Neill and Bergado My business partners were hesitant but are now happy that I did.”
Retirement Planning and Investment Management Services in Campbell, CA Cost Estimates
Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on 343 cost profiles
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
