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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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 2008
Free Initial Consultation
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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Jacob Young Financial

Jacob Young Financial

Estate Planning & Life Transitions, Tax Efficiency Planning, Tax
“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
195 Aviation Way #101, Watsonville, CA
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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...”
Licensed
In Business Since 2022
Transparent Fees & Pricing
Serving Gilroy Area
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Advisors360

Advisors360

“We utilize some of the latest technologies to capture a real-time view of your portfolio, identify your concerns, prioritize your goals, track your performance, and make thoughtful recommendations. Whether you have an existing portfolio or new assets...”
Remote Consultations Available
In Business Since 2017
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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Regent Wealth Managment

Regent Wealth Managment

“The more engaged and informed you are in your financial world, the more successful our partnership will be. Our research is just one way we can invest in you and provide you with useful tools and knowledge. Our clients have access to additional resou...”
In Business Since 2012
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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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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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 1993
Accepts All Major Credit Cards
Serving Gilroy Area
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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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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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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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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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Flournoy Wealth Management

Flournoy Wealth Management

(1)
“Full of helpful information AND a really nice lady!”
Licensed, BBB Rating: A+
In Business Since 2002
1165 Lincoln Ave #330, San Jose, CA
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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 1996
Accepts Cash
Serving Gilroy Area
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Wealth Cairn - An Investor Coaching Company

Wealth Cairn - An Investor Coaching Company

(20)
  • Assets
  • Integrity
  • Life
“Peter spends the time to get to know you and how you live and understand what is important to you so the plan feels personal which makes it easier to stick to.”
Transparent Fees & Pricing
In Business Since 2020
Serving Gilroy Area
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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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Behage Tax Service

Behage Tax Service

“We are a full-service Accounting firm licensed in CA. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly. Please call us today - we'll be happy to offer you ...”
Transparent Fees & Pricing
Licensed
Free Initial Consultation
In Business Since 2015
Serving Gilroy Area
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Lavelle Law Offices

Lavelle Law Offices

(4)
“Great firm and staff!”
Transparent Fees & Pricing
In Business Since 2018
Free Initial Consultation
111 N Market St suite 300, San Jose, CA
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Only For Dentists - Cupertino

Only For Dentists - Cupertino

(8)
Wealth Management, Transition Consulting, Practice Management Consulting
“I've never really had to deal with a CPA prior to starting my own business, but it seems like his fees are reasonable; a small number compared to how much he's going to help me save in the long run.”
In Business Since 2008
19925 Stevens Creek Blvd #100, Cupertino, 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

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

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Wealth Management Advisors near Gilroy

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