Gilroy, CA

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Gilroy, CA
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Best Financial Advisors in Gilroy, CA

The highest-rated Financial Planning & Wealth Management companies out of 179 vetted & reviewed in the Gilroy area.

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Kristi Ellington Financial

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...”
Licensed
In Business Since 2013
Family Business
8343 Church St, Gilroy, CA
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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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Quintes | Securing Retirement Outcomes

Quintes | Securing Retirement Outcomes

Plan Types, Administrative Services, Engage With Quintes
“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...”
In Business Since 2003
1961 Main St #151, Watsonville, CA
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Elder & Company Cpa's

Elder & Company Cpa's

Business Services, Tax Services, Services For Individuals
“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...”
Transparent Fees & Pricing
In Business Since 2006
Free Initial Consultation
Serving Gilroy Area
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Lee Michael Murphy - Investing and Retirement Planning

Lee Michael Murphy - Investing and Retirement Planning

Academic Based Investment Strategies, Retirement Planning
“Designing an effective investment strategy is an essential component of creating a successful financial plan. We help our clients implement value-investing strategies that are backed by academic research. Value investing is an investment-based strate...”
Transparent Fees & Pricing
In Business Since 2022
Serving Gilroy Area
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Advisors360

Advisors360

Accumulation & Distribution, Retirement Planning, Institutional Consulting
“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...”
Transparent Fees & Pricing
In Business Since 2020
Serving Gilroy Area
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At Peace With Money

At Peace With Money

(3)
Quickbooks Training, Profitability Coaching, Bookkeeping Services
“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.”
In Business Since 2017
Serving Gilroy Area
Featured

New Blog Post: How to Get Organized and Reduce Money Stress in Your Business As a business owner, you are responsible for the finances of your business. That responsibility can come with a lot of stress. However, with proper management, the financial side of a business can become a seamless system that sustains you and your passion. The key here? Get organized. Read the full article below:...

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Grace & Associates

Grace & Associates

(3)
Business Services, Services For Individuals, Tax Services
“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.”
Accepts All Major Credit Cards
In Business Since 1993
Transparent Fees & Pricing
Serving Gilroy Area
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Jacob Young Financial

Jacob Young Financial

Tax, Estate Planning & Life Transitions, Money
“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...”
In Business Since 2010
17 Aspen Way, Watsonville, CA
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Authentikos Advisory

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 ...”
In Business Since 2012
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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Dabo Financial Group

Dabo Financial Group

Spanish Speaking, Financial Planning, Consultations
Serving Gilroy Area
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Marshall Ira B

Marshall Ira B

Workshops & Trainings, Financial & Estate Planning, Insurance Planning
Licensed
In Business Since 1999
Serving Gilroy Area
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Mi Ocampo Financials

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...”
In Business Since 2022
15790 Monterey Hwy Ste 300, Morgan Hill, CA
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J Ward Financial

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...”
In Business Since 2021
Serving Gilroy Area
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360 Payments

360 Payments

(48)
  • Industry
  • Software
  • Competitive
“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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Litherland, Kennedy & Associates

Litherland, Kennedy & Associates

(35)
  • Understanding
  • Medi-Cal
  • Future
“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.”
Licensed, BBB Rating: A+
In Business Since 1993
Accepts All Major Credit Cards
Serving Gilroy Area
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Golden Trust

Golden Trust

(39)
  • Investment
  • Insurance
  • IRA
“Do my taxes every year here”
In Business Since 2011
2690 S White Rd #60, San Jose, CA
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David D Tobkin, CPA

David D Tobkin, CPA

(1)
Services For Quickbooks, Business Services, Industries
“Did great work for us in a difficult tax situation.”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
Offers Financing Options
In Business Since 1982
2397 Forest Ave A, San Jose, CA
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Wealth Cairn - An Investor Coaching Company

Wealth Cairn - An Investor Coaching Company

(28)
  • Mindset
  • Questions
  • Action
“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.”
Transparent Fees & Pricing
In Business Since 2020
Serving Gilroy Area
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Wade Financial Advisory

Wade Financial Advisory

Investment Management, Wealth 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...”
Licensed, BBB Rating: A+
In Business Since 1994
Accepts Cash
Serving Gilroy Area
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Snap Advisory

Snap Advisory

(25)
  • 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.”
Family Business
Accepts All Major Credit Cards
In Business Since 2022
Remote Consultations Available
6830 Vía del Oro #220, 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 1991
1936 Camden Ave, San Jose, CA
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Lamberty, Pyle & Associates

Lamberty, Pyle & Associates

(2)
“Pyle CPA extraordinaire”
Licensed, BBB Rating: A+
In Business Since 1988
Serving Gilroy Area
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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

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

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Wealth Management Advisors near Gilroy

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