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Kristi Ellington Financial

“Kristi brings with her a passion for helping people and a love of everything financial, and it is with great expectations that she greets each day, excited to discover new opportunities to help people. Kristi is fanatical about keeping up with the co...”

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Ledwith Financial Wealth Management

(5)

“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.”

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Quintes | Securing Retirement Outcomes

“Your employees are your team. The team that works side-by-side to help achieve goals and grow an enterprise. Like you, they value a trusted partner who can secure tomorrow, while their energy and your resources are focused on building for today. A pa...”

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Elder & Company Cpa's

“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. We are experienced and friendly. Contact us for a fr...”

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At Peace With Money

(3)

“I used to be really disorganized and inefficient, but now, with Angela's help, I've implemented the Profit First accounting system into my business and managing my finances is a snap.”

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Grace & Associates

(3)

“I didn't have a clue what I was supposed to do regarding business taxes before I spoke to him, but once I did, I had a clear plan of action to take going forward.”

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The 24 firms listed for Gilroy, 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: Gilroy, CA

16 of the 24 firms on this page have a rating, from 3.8 to 5.0 across 422 reviews; 3 have 50 or more reviews and 14 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (93%), quality (90%) and responsiveness (80%). 3 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are business services (4), services for individuals (4), tax services (4), retirement planning (3) and industries (2). 2 show a license on their websites and 4 have a BBB rating of A or A+. Domain records put 15 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 2 offer payment plans; 3 offer a free initial consultation and 2 are family- or locally-owned. We have a website on file for 22 of the firms on this page; 19 publish a contact page; 14 list a public email and 3 take bookings online. 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 Gilroy take financial planning bookings online?

3 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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Jacob Young Financial

“Jacob Young Financial has been committed to serving individuals, families and businesses in the Santa Cruz area and beyond since 2000. We are dedicated to developing life-long relationships with our clients through comprehensive financial guidance, i...”

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Authentikos Advisory

“We acknowledge the trust you place in us by being as proactive as we can be, checking in between scheduled meetings and being attentive to changes in your life. You are always encouraged to reach out, and we will be happy to assist you with whatever ...”

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Advisors360

“At Capital Advisors 360, we understand the challenges individuals and institutions face when making important financial decisions. As an independent firm with offices near Seattle and in Silicon Valley, Denver and Boston, we realize that we cannot be...”

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Christian Wealth Management

(2)

“Michael knows what he is doing and is an all around great guy.”

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Dabo Financial Group

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Marshall Ira B

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J Ward Financial

“J Ward Financial Services, LLC is a Registered Investment Advisor principally registered in California, and registered or exempt from registration in other states as applicable. Nothing presented on or through this page is intended to be personalized...”

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Mi Ocampo Financials

“Founded in 2020 by our President, Luis Rodriguez. We are a full-service Financial and consulting firm that proudly represents the small-business community. Along our other ventures, we have made it our priority to help those businesses in need. Throu...”

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360 Payments

(48)

System
Processor
Industry

“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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Litherland, Kennedy & Associates

(45)

Mind
Information
Knowledge

“Litherland, Kennedy & Associates offers a wide range of educational webinars on Estate Planning and why you need to set one up to protect your assets for your family.”

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Golden Trust

(41)

Investment
Insurance
Money

“Everyone who works here is nice, kind, and trustworthy.”

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Wealth Cairn - An Investor Coaching Company

(29)

Action
Goals
Integrity

“He established a way to make sure that all of his clients' questions were answered and that any concerns could be brought up at any time and at any point during the planning process.”

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David D Tobkin, CPA

(1)

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

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Snap Advisory

(27)

Questions

“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.”

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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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Flournoy Wealth Management

(1)

“Full of helpful information AND a really nice lady!”

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Patrosso & Associates

(10)

Meetings
Goals

“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

(5)

“Professional, expertise and client services are amazing!”

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Average Cost	$3196
Minimum cost	$1066
Maximum cost	$9054
Avg Per Hour Rates	$320

Best Financial Advisors near Gilroy, CA

Kristi Ellington Financial

Ledwith Financial Wealth Management

Quintes | Securing Retirement Outcomes

Elder & Company Cpa's

At Peace With Money

Grace & Associates

Area overview: Gilroy, CA

Jacob Young Financial

Authentikos Advisory

Advisors360

Christian Wealth Management

Dabo Financial Group

Marshall Ira B

J Ward Financial

Mi Ocampo Financials

360 Payments

Litherland, Kennedy & Associates

Golden Trust

Wealth Cairn - An Investor Coaching Company

David D Tobkin, CPA

Snap Advisory

Wade Financial Advisory

Flournoy Wealth Management

Patrosso & Associates

CD Tax & Bookkeeping Services

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

Why these companies made our list

Financial Advisors near Gilroy

Popular in Gilroy