Best Financial Advisors in Gilroy, CA

The highest-rated Financial Planning & Wealth Management firms out of 218 vetted & reviewed in the Gilroy area.

360 Payments

360 Payments

(30)
  • Industry
  • System
  • Account
“I am not real strong with technical things and she was patient with me and never made me feel anxious as I usually do while dealing with unknown processes.”
Remote Consultations Available
In Business Since 2010
Serving Gilroy Area
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Tammy M. Kettler, CPA

Tammy M. Kettler, CPA

(1)
“Tammy makes all my taxes + accounting needs super smooth and easy.”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2018
Offers Financing Options
Serving Gilroy Area
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Ledwith Financial Wealth Management

Ledwith Financial Wealth Management

(5)
Education Planning, Guided Wealth Portfolios, Tax Planning
“Brad is not only a very talented financial advisor, he is a friendly and kind man that cares about your future needs and genuinely takes pride in helping you hit your financial goals.”
In Business Since 2008
Serving Gilroy Area
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Patrick Scheufler Accountancy

Patrick Scheufler Accountancy

(3)
“This group consistently knows the answers to all of the questions and completes my returns in a timely professional manner.”
Transparent Fees & Pricing
In Business Since 1997
Offers Financing Options
Serving Gilroy Area
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Planetwired.com

Planetwired.com

(6)
  • Crypto
“I would consult and buy their crypto research service again.”
In Business Since 2001
Serving Gilroy Area
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Christian Wealth Management

Christian Wealth Management

(2)
“Michael knows what he is doing and is an all around great guy.”
Serving Gilroy Area
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Fireside Tax Consulting

Fireside Tax Consulting

(1)
Privacy Policy & Disclosure
“Great tax company.”
In Business Since 2017
1975 Hamilton Ave, San Jose, CA
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Bhuiyan & Associates, CPA

Bhuiyan & Associates, CPA

(29)
Real Estate & Rental Property
“My CPA with another firm cancelled last minute due to a family emergency and wasn't available before my deadline, so I Googled CPA and found Bhuiyan & Associates, CPA with great reviews.”
Accepts All Major Credit Cards
In Business Since 2010
2118 Walsh Ave, Santa Clara, CA
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Financial Rescue

Financial Rescue

(30)
  • Negotiator
  • Company
  • Email
“Super friendly staff, I would like to thank Alton Hay Muyot, he is extremely amazingly responsive to any of my concern and really cares about his client.”
In Business Since 2008
P.o. Box 361504, Milpitas, CA,
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Golden Trust Financial Corporation

Golden Trust Financial Corporation

(28)
  • Health
  • Family
  • Investment
“I went to Jasmine for my 2021 tax returns and she did a wonderful job, I like to shop around on yelp and read reviews to save myself the time of driving around and they had the best price and five stars for reviews so i decided to give them a try bec...”
In Business Since 2011
2690 S White Rd #60, San Jose, CA
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Oneill & Bergado

Oneill & Bergado

(24)
For Small Businesses, Tax Problem Resolution, Additional Services
“Gale did an awesome job amending and cleaning up my business tax issues that I had as a result of hiring an unprofessional and inexperienced tax person.”
Accepts All Major Credit Cards
In Business Since 2011
6830 Vía del Oro Suite 220, San Jose, CA
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Litherland, Kennedy & Associates

Litherland, Kennedy & Associates

(25)
  • Information
  • Seminars
  • Family
“Roy and his team are very knowledgable and were dedicated to helping me through the process of creating a trust from the very first seminar I attended to the finish.”
Licensed, BBB Rating: A+
In Business Since 1994
Accepts All Major Credit Cards
Serving Gilroy Area
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Ami Shah CPA

Ami Shah CPA

(18)
  • Questions
  • Patient
  • Money
“She has a lot of expertise in the field of foreign income reporting and FBAR, which is a very important and dreaded topic especially for the NRI community.”
Transparent Fees & Pricing
In Business Since 2006
2570 N First St St 200, San Jose, CA
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Marine Coast Financial

Marine Coast Financial

(2)
“They financed my boat at a great rate.”
MLO# 1899995
In Business Since 1990
1936 Camden Ave, San Jose, CA
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Flournoy Wealth Management

Flournoy Wealth Management

(1)
“Full of helpful information AND a really nice lady!”
Licensed, BBB Rating: A+
In Business Since 2003
1165 Lincoln Ave #330, San Jose, CA
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Teh Financial Coaching

Teh Financial Coaching

(29)
  • Debt
  • Understand
  • Tools
“Financial literacy is something that I've always struggled with, and beyond skimming through the occasional investment books/half-hearted research attempts, I've never been motivated to learn about finances.”
In Business Since 2016
Expedition Ln, Milpitas, CA
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Sustainable Capital Finance

Sustainable Capital Finance

(1)
Solar For Native American Tribes, Solar Ppa’s, Community Solar Financing
“Seriously this is the best service I have ever had at any bank or finance organization!”
Transparent Fees & Pricing
In Business Since 1995
Offers Financing Options
99 S Almaden Blvd, San Jose, CA
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Retirement Planning and Investment Management Services in Gilroy, CA Cost Estimates

Minimum cost
$1066
Maximum cost
$9054
National Average
$3196
Avg Per Hour Rates
$320
$2131
$5858
Average price range is based on 375 cost profiles
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Average Cost $3196
Minimum cost $1066
Maximum cost $9054
Avg Per Hour Rates $320

Typical range $2131 to $5858 is based on 375 cost profiles.

Why these companies made our list

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