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360 Payments

(48)

Fees
Competitive
Credit Card

“They have done everything they said they would, customer service is awesome, and it seamlessly integrates with my management software including text to pay.”

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Wealth Cairn - An Investor Coaching Company

(28)

Life
Action
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.”

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Wade Financial Advisory

Wealth Management, Investment Management, Specialty Services

“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...”

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Lamberty, Pyle & Associates

(2)

“Steve's knowledgeable, courteous and gets our taxes done fast and it's easy too!!!”

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Behage Tax Service

“We are a full-service Accounting firm licensed in CA. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly. Please call us today - we'll be happy to offer you ...”

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Storek Carlson & Strutz

(1)

Cash Flow Management, Business Valuation, Tax Services

“Small firm, affordable, highly responsive, handles small and large.”

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Context Wealth Advisors

(6)

Retirement

“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.”

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Clearbridge Financial

(6)

“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.”

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Roseryan

Systems Review, Audit Readiness, Technical Accounting

“From fractional CFOs and individual SOX and compliance specialists, to entire expert teams, RoseRyan provides flexible, as-needed outsourced — or 'on demand '— engagement options, including interim, fractional, project-based or long-term solutions ac...”

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Leal Financial Planning

(2)

“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.”

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Mine & Arao

(1)

“Parking spaces for you to take care of business.”

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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...”

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Galloway Uhlenberg Accountants

Tax Relief, Industries, Services For Individuals

“Tax returns can seem complicated if you're not a tax expert. Business owners, especially, can find completing their personal tax alongside their business returns to be particularly challenging...”

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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.”

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Vestnomics Wealth Management

Back, Calculator Library, Account Access

FAQs

Are you a broker or are you affiliated with a broker?

No, we are an independent registered investment advisor firm. We are neither a broker nor affiliated with a broker. This means we can be more objective in the advice we offer our clients. We use the services of a custodian for your marketable securities.

What is a custodian?

A custodian is a company that has physical possession of your assets. As an independent registered investment advisor, we direct investments but do not have custody or possession of your money. Checks are made payable to and deposited directly with a custodian.

Do you provide planning services without investing?

Yes, we do. This is part of being your personal economic advisors. We would like to see all our clients participate in the financial planning process. We can provide planning services on a per hour or flat fee basis. Our fee is based on the estimated number of hours to complete a plan. For most families, the fee for a financial planning engagement will run between $600 to $1200. If a case is more complex or requires additional research, the cost could increase.

Can you do a talk for us?

Yes. We can provide talks on various financial topics for your group. We can also provide seminars on workplace education topics such as retirement plan participation.

We do have more answers on the FAQ page on our website.

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Centaurus Financial - Jane Prugsanapan

Team, Featured Links, Useful Links

“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.”

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SJ Financial Group, INC

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Kaizen Financial Strategies

Financial Goal Planning, Investment Management

“All investment decisions have some risks associated with them, including the choice to not invest and hold cash for long period of time. Our investment approach considers a personalized balance of what returns are needed by our clients to pursue thei...”

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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 ...”

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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...”

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Bhuiyan & Associates, CPA

(46)

Real Estate & Rental Property

“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”

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Financial Rescue

(46)

Program
Credit Cards
Questions

“Keithly Kalacas : Client Care Representative: assign to me by Financial Recue ( Success Link) in handling the whole set up of payment plans , updating me on going payment plan and important things to submit to properly resolve payments accordingly ...”

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Litherland, Kennedy & Associates

(35)

Information
Future
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.”

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Teh Financial Coaching

(49)

Debt
Savings
Budgeting

“For too long I only considered the numbers and how to allocate percentages to food or rent and missed out that people's habits are driven by their past that can effect the rest of their lives with how they handle money.”

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Average Cost	$3000
Minimum cost	$1000
Maximum cost	$8500
Avg Per Hour Rates	$300

Best Financial Advisors in Campbell, CA

The highest-rated Financial Planning & Wealth Management companies out of 195 vetted & reviewed in the Campbell area.

360 Payments

Wealth Cairn - An Investor Coaching Company

Wade Financial Advisory

Lamberty, Pyle & Associates

Behage Tax Service

Storek Carlson & Strutz

Context Wealth Advisors

Clearbridge Financial

Roseryan

Leal Financial Planning

Mine & Arao

Coeus Financial

Galloway Uhlenberg Accountants

Pruneyard Financial Group

Vestnomics Wealth Management

Centaurus Financial - Jane Prugsanapan

SJ Financial Group, INC

Kaizen Financial Strategies

Seek First

Onesta Wealth Management

Bhuiyan & Associates, CPA

Financial Rescue

Litherland, Kennedy & Associates

Teh Financial Coaching

Retirement Planning and Investment Management Services in Campbell, CA Cost Estimates

Why these companies made our list

Wealth Management Advisors near Campbell

Popular in Campbell