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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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Douglass Law Group
- Trust
- Probate
- Patient
“I had the privilege of working with Judy at the Douglass Law Group for my Estate Planning, Trust Administration, and Probate Law needs, and I cannot express how grateful I am for the outstanding service I received.”
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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
“Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services offered through Legacy Capital Group, an investment advisor registered with the SEC. None of these entities provide ta...”
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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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Truly Financial Group
- Tax
“Very knowledge tax professional service.”
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Bay Street Capital Holdings
- Professional
- 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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Marshall Wealth Management Group
“The team I work with is responsive, articulate, patient with my questions and respectful of my goals.”
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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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Sherer Group
“Tim Sherer is a responsible advisor.”
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Rice Financial Consulting
“Rice Financial Consulting, Inc. is a Registered Investment Adviser (RIA). Stephen M. Rice and Dorothy Janet Hundrieser are Investment Adviser Representatives (IAR) and Financial Advisers of Rice Financial Consulting, Inc. Financial Advisers are not S...”
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Mainstreet Financial Planning
“MainStreet Financial Planning, Inc is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempted.”
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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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MDB Group
LPL Financial, Unique Process, Tell A Friend
“OUR WORLD – more complex today than ever – creates uncertainty and poses challenges to your financial situation. At MDB Group, we make the financial world clear and understandable. We work to better prepare you for important decisions that willaim to...”
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Three Bell Capital
Family Office, Corporate Retirement, Wealth Management
“The road ahead is inherently individual. Three Bell Capital carries into the future the results of your past, protecting your family, your interests, and your choices as that path develops.”
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Frank Elmer Investment Strategies
Reduce Taxes, and, Reduce Portfolio Risk,, Improve Investment Returns,
“ is a fee-only, independent investment advisory firm. Our services include active portfolio management and financial planning. We specialize in 401(k) rollovers, Roth IRA conversions and helping retirees and young professi...”
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Patrick Bennett & Associates
The Private Trust Company, Wealth Management
“Cypress Wealth presents you with a comprehensive wealth management solution to help build a better future whether you want to invest your money or want fiduciaries to manage your assets and build a comprehensive finanical plan, we help you work towar...”
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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.”
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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