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Tammy M. Kettler, CPA
“Tammy makes all my taxes + accounting needs super smooth and easy.”
Best Financial Advisors in Los Gatos, CA
The highest-rated Financial Planning & Wealth Management companies out of 149 vetted & reviewed in the Los Gatos area.
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Castelli Financial
Services
“Juliette has been great, she is very professional, does a great job explaining the process, and makes sure you fully understand what you're investing in.”
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Legacy Capital Group California
“Legacy Capital Group California is a wealth advisory firm in Los Gatos, CA. Our wealth managers specialize in investment planning, tax planning*, estate planning, retirement planning, insurance and risk management, and charitable gifting. As professi...”
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Truly Financial Group
- Knowledge
- Tax
“Very knowledge tax professional service.”
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Bay Street Capital Holdings
- Plan
- Team
“William was genuinely concerned that he explained the concepts so that everyone understood and was available at the end of the session for questions if needed.”
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Olma Tax & Financial
“She understands her clients, very efficient, personable, and she is an expert in her field.”
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Dempsey & Associates
Tell A Friend, Featured Links, Cls/Brinker Capital Investment Firm
“I literally have no idea what this is but 5 stars I guess”
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Scharf Investments
Scharf Mutual Funds, An Active Approach
“* Important Note: The CNBC FA 100 ranking is based on a proprietary methodology developed by CNBC in partnership with AccuPoint Data Solutions. The search begins with the 40,646 RIA firms from the SEC regulatory database. The list is narrowed to 100 ...”
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Wong Timothy CPA
Tax Services, Business Services, Industries
“Timothy Wong, CPA is licensed in CA and specializes in Accounting. We are professional, experienced, and affordable. We offer a broad range of services for business owners, executives, and independent professionals.”
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Lesti Structured Settlements
“A family member worked with him nearly 5 years ago and he still makes himself readily available.”
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Glomb Private Wealth
“We are an independent firm that brings the values of a small family business and the highly personalized service of a boutique firm, all backed by the vast resources of global financial institutions.”
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Sherer Group
“Tim Sherer is a responsible advisor.”
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Johnson Lyman Wealth Advisors
“Note: These case studies do not represent a real Johnson Lyman Wealth Advisor client. Instead, they describe typical scenarios that our clients face, along with some of the successful outcomes we've developed with those clients.”
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Pwjohnson Wealth Management
Benefits and Services, Frequently Asked Questions, Performance Expectations
“It's all about our clients, with personalized portfolios that avoid common investor pitfalls. PWJohnson Wealth and Legacy, LLC offers comprehensive ongoing services, with expertise in all areas of financial planning.”
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Vasona Financial & Tax Services
“Our mission is to minimize our clients' tax burden through proper tax planning and advice. As a business financial coach, we help business owners manage and grow their business through the use of various financial tools.”
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Orchard City Wealth Management
“We have helped many families gain a sense of control over complex issues like equity compensation packages and taxes. Our clients work for some of the biggest tech, bio-tech, and start-up companies in Silicon Valley and across the country. They face ...”
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Retirement Administration
“Our high-powered team goes into the trenches to design a retirement fortress unlike any other advanced retirement plan. We are experts in all the regulatory and tax stipulations, yet we go beyond the basics because our clients want more than standard...”
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360 Payments
- Company
- Team
- Account
“Recently we were supported by Diana Baldeon to resolve an important processing request -- she was fast, followed through and resolved successfully -- saving us days of waiting !!!”
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Litherland, Kennedy & Associates
- Seminar
- Questions
- Worry
“In speaking with Justin it became clear that he had years of experience dealing with complex trust issues and he was confident we could arrive at a successful closure of our trust.”
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Bhuiyan & Associates, CPA
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.”
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Financial Rescue
- Negotiator
- Account
- Worries
“I greatly commend with much appreciation and deep thanks and gratitude most especially to Keithly Kalacas, who helped assist me during the final stage of my negotiation journey.”
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Golden Trust
- 401k
- IRA
- Tax Services
“Jasmine Nguyen, one of the tax preparers there, was very professional and helpful in answering all my questions related to my tax return.”
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Teh Financial Coaching
- Future
- Goals
- Mindset
“I had questions like how much do I need in retirement, how to understand my tax return, how to determine how much of an emergency fund needed personally and for my small business, and determining how much I actually need for bills, how much to save, ...”
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Synqmine Tax Planning and CFO Services
CFO Services, Capital Raising, Tax Planning
“Manuel is second-to-none and your business will benefit tremendously with his unique full service financial advisory services other bookkeeping or traditional accounting practices don't offer.”
Retirement Planning and Investment Management Services in Los Gatos, CA Cost Estimates
Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Typical price range is based on
520 cost profiles
Why these companies made our list
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