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Silicon Valley Accounting & Tax Firm
- Service
- Financial Statements
“Taking care of the structure & set up of my small business and helping in tax planning were all done in an expedited manner and it was a pleasure to work with.”
Best Financial Advisors in Cupertino, CA
24 firms listed · 5 in Cupertino · 1 open 24/7 · 5 open weekends · 22 rated 4.5+
Data verified October 16, 2026
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Pesta & Pesta Wealth Management
- Goals
- Advisor
- Company
“I am recommending Pesta and Pesta, because I have never felt pressured to follow one of their suggestions, they invest at a level I feel comfortable, they never change my investments without informing me first, they are detailed, they get things done...”
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Capital V Group
“Many underestimate the importance of social security income in retirement. Two thirds of Americans depend on SSI as their primary source of retirement income. It is not going anywhere. YOU have paid into this government run annuity for over 35 years....”
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Scion Capital
“Although I have concerns about greed's compromise on this great country and doubts about its financial structure, I hope to contribute in every way I can towards ensuring the best financial future possible and being selfless and kind.”
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Cathy Cha CPA
“Take a look at our Home page. Cha & Cho CPA Inc. is a full service tax, accounting and business consulting firm located in Cupertino, CA.”
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360 Payments
- Credit Card
- Industry
- System
“We have had many other processing services, but 360 Payments is by far the most inclusive service we have had and we hope to continue to move forward and grow with them as a company as the industry changes and evolves.”
The 24 firms listed for Cupertino, 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: Cupertino, CA
Of the 24 firms we list here, 5 are in Cupertino itself and 19 come from towns including San Jose (8, 11 mi), Campbell (4, 6 mi) and Milpitas (2, 12 mi). 23 of the firms on this page have a rating, from 4.0 to 5.0 across 1,157 reviews; 6 have 50 or more reviews and 22 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (89%), quality (77%) and responsiveness (75%). 1 is open around the clock; 5 are open on Saturdays and 4 on Sundays. The services the firms on this page list most often on their websites are tax services (5), accounting services (4), business services (4), industries (4) and services for individuals (4). 1 shows a license on its website; 1 lists staff certifications (CPA) and 6 have a BBB rating of A or A+. 20 have ten or more years of experience, the longest 44 years. 1 offers urgent consultations; 3 offer payment plans; 5 offer a free initial consultation and 2 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 Cupertino take financial planning bookings online?
7 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.
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Litherland, Kennedy & Associates
- Trust
- Knowledge
- Mind
“ As a Geriatric Care Manager, her in-depth knowledge and experience about the elder care system from skilled nursing facilities to the application process and so much more, combined with her exceptional level of detail, organization, responsiveness, ...”
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Bhuiyan & Associates, CPA
- Questions
- Tax Returns
- Work
“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
- Questions
- Credit Cards
- Asset
“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.”
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Golden Trust
- Questions
- Money
- Investment
“Everyone who works here is nice, kind, and trustworthy.”
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Teh Financial Coaching
- Budgeting
- Education
- Confident
“Christine is so much more than just a financial advisor -- if you are someone who really wants to understand themselves a little more (especially your relationship with money) and be an active participant in your financial well-being, Christine provi...”
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Synqmine Tax Planning and CFO Services
- Bookkeeping
- Loan
- 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.”
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Wealth Cairn - An Investor Coaching Company
- Knowledge
- Integrity
- Action
“He has a unique capacity to take complex economic matters combined with the many layers of human dynamics that impact finances and make them readily understandable and — even more important to me — he co-creates pathways to activating those understan...”
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David D Tobkin, CPA
“Did great work for us in a difficult tax situation.”
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1040 Tax Smart
- Questions
“I just did my taxes again and I must say” never disappointed “; always a pleasure to do my taxes and looking forward for many more years to come.”
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Snap Advisory
- Questions
“Patti and her team really help their clients - they prepare a well thought-out income tax planning packet every year, and it allows me to pull all my year-end documents together and file well in advance of the deadline, with less stress.”
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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...”
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Ami Shah CPA
- Patient
- Money
- Questions
“I recently had the pleasure of working with Ami Shah CPA firm on foreign disclosure matters, and I couldn't be more satisfied with their expertise and service.”
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Flournoy Wealth Management
“Full of helpful information AND a really nice lady!”
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Patrosso & Associates
- Goals
- Meetings
“He even developed a spreadsheet for me to help make projections from a numbers standpoint which helped me visualize and get excited about my goals and taking actionable steps towards achieving them.”
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CD Tax & Bookkeeping Services
“Trust Chris with my taxes every year after bouncing between Turbo Tax, H&R, and another accounting service.”
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Peter B. Diaz, CPA
- Tax Preparer
“Peter Diaz is one of the best licensed Certified Public Accountants in Redwood City, California and has served as Corporate Tax Director for several global companies for 25+ years.”
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Kimberly Perry CPA
- Team
- Tax Laws
“20 years ago I was referred to Kim and Joann to go to a IRS audit on my behalf, they did a fabulous job and I new at that point that I had found the perfect CPA for my business!”
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Orchid Wealth Management
“I have learned more with Seth and had more success with him than I have experienced with previous brokers.”
Retirement Planning and Investment Management Services in Cupertino, CA Cost Estimates
Minimum cost
$1067
Maximum cost
$9064
National Average
$3199
Avg Per Hour Rates
$320
$2133
$5865
Fair price range is based on 524 cost profiles
Why these companies made our list
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