Best Financial Advisors in Campbell, CA

“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.”

“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.”

“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...”

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

“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.”

“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.”

“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.”

“He filed my tax extension with out me even contacting him.”

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

“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...”

“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.”

“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.”

“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”

“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.”

“If you are looking for some information about other programs (401k, life insurance, fixed annual annuity, etc) she is very informative!”

“Did great work for us in a difficult tax situation.”