Best Financial Advisors in Milpitas, CA

The highest-rated Financial Planning & Wealth Management companies out of 200 vetted & reviewed in the Milpitas area.

Teh Financial Coaching

Teh Financial Coaching

(49)
  • Tools
  • Understand
  • Feel
“I still have a lot of work to do with my current situation but I do appreciate Christine pointing me in the right direction and providing her services to get me in the position I am aiming to reach.”
In Business Since 2016
Expedition Ln, Milpitas, CA
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Synqmine Tax Planning and CFO Services

Synqmine Tax Planning and CFO Services

(26)
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.”
Family Business
Free Initial Consultation
In Business Since 2014
1525 McCarthy Blvd Suite 1082, Milpitas, CA
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SJ Accounting Consulting CPA CFP

SJ Accounting Consulting CPA CFP

(6)
Charitable Giving Planning, Financial Planning, Practice Management Consulting
“I've been doing things in a less-than-optimal manner for years without knowing it and he straightened up my books in ways I would never have figured out.”
In Business Since 2012
1525 McCarthy Blvd #1000, Milpitas, CA
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Negandhi TAX Corporation

Negandhi TAX Corporation

International Tax Planning, Corporate International Tax Compliances, Services For Individuals
“Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.”
Transparent Fees & Pricing
Accepts All Major Credit Cards
Offers Financing Options
In Business Since 2010
500 E Calaveras Blvd UNIT 208, Milpitas, CA
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Area Financial Services

Area Financial Services

In Business Since 1992
82 N Main St, Milpitas, CA
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Acuitax - Accounting and Tax Services

Acuitax - Accounting and Tax Services

Itin/Caa, Business, Tax Planning
In Business Since 2020
1525 McCarthy Blvd Ste 1079, Milpitas, CA
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Financial Education Services

Financial Education Services

1313 N Milpitas Blvd, Milpitas, CA
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Steven Wu Financial Services

Steven Wu Financial Services

“Join us, and we can put your future in hands that'll give you a fair shake – ours.”
In Business Since 1998
1525 McCarthy Blvd #1000, Milpitas, CA
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360 Payments

360 Payments

(48)
  • Industry
  • Processor
  • Questions
“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 Milpitas Area
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Turnkey Financial Solutions

Turnkey Financial Solutions

(50)
  • Payroll
  • Employee Retention
  • Checks
“Thanks to their efforts, we were able to secure an ERTC refund, which has played a vital role in maintaining our operations and ensuring our services continue without interruption.”
In Business Since 2016
33170 Alvarado-Niles Rd #1659, Union City, CA
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Bhuiyan & Associates, CPA

Bhuiyan & Associates, CPA

(46)
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.”
Accepts All Major Credit Cards
In Business Since 2011
2118 Walsh Ave, Santa Clara, CA
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Financial Rescue

Financial Rescue

(46)
  • Paying
  • Account
  • Debt
“Highly recommended , FR help me so much , And I want to give 5 star ,high commendation to Lyca Salvador, she helps me and takes care of me, Everytime I have question she always make sure to call me or text me .”
IAPDA Certified
In Business Since 2008
99 S Almaden Blvd #600, San Jose, CA
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Litherland, Kennedy & Associates

Litherland, Kennedy & Associates

(35)
  • Understanding
  • Seminar
  • Questions
“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.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 1993
Serving Milpitas Area
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Golden Trust

Golden Trust

(39)
  • Investment
  • 401k
  • IRA
“My mother Van and I love Kieu Hanh, she does a great job on our family's taxes and saves us a lot of money”
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)
Tax Services, Business Services, Industries
“Did great work for us in a difficult tax situation.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
Offers Financing Options
Transparent Fees & Pricing
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
  • Goals
  • Future
“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 Milpitas Area
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Wade Financial Advisory

Wade Financial Advisory

Specialty Services, Investment Management, Wealth Management
“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...”
Accepts Cash
Licensed, BBB Rating: A+
In Business Since 1994
Serving Milpitas 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.”
Remote Consultations Available
Accepts All Major Credit Cards
Family Business
In Business Since 2022
6830 Vía del Oro #220, San Jose, CA
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Ami Shah CPA

Ami Shah CPA

(18)
  • Money
  • Questions
  • Patient
“She has a lot of expertise in the field of foreign income reporting and FBAR, which is a very important and dreaded topic especially for the NRI community.”
Transparent Fees & Pricing
In Business Since 2006
2570 N First St St 200, San Jose, CA
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Lamberty, Pyle & Associates

Lamberty, Pyle & Associates

(2)
“Pyle CPA extraordinaire”
Licensed, BBB Rating: A+
In Business Since 1986
Serving Milpitas 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 1993
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 2004
1165 Lincoln Ave #330, San Jose, CA
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Patrosso & Associates

Patrosso & Associates

(10)
Career Coaching, Addiction and Wellness, Stress Management
“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.”
Free Initial Consultation
In Business Since 1999
1777 Hamilton Ave #1000, San Jose, CA
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Martin Lowe, CPA

Martin Lowe, CPA

(4)
“We have been clients of Martin since the day we opened our business, 16 years ago.”
Transparent Fees & Pricing
Licensed
In Business Since 1991
4595 Salina Dr, San Jose, CA
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Retirement Planning and Investment Management Services in Milpitas, CA Cost Estimates

Minimum cost
$1137
Maximum cost
$9660
National Average
$3410
Avg Per Hour Rates
$341
$2273
$6251
Typical price range is based on 275 cost profiles
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Average Cost $3410
Minimum cost $1137
Maximum cost $9660
Avg Per Hour Rates $341

Typical range $2273 to $6251 is based on 275 cost profiles.

Why these companies made our list

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