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24 firms listed · 5 in Milpitas · 1 open 24/7 · 8 open weekends · 21 rated 4.5+
Data verified October 16, 2026
The 24 firms listed for Milpitas, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Of the 24 firms we list here, 5 are in Milpitas itself and 19 come from towns including San Jose (8, 9 mi), Campbell (5, 11 mi) and Newark (2, 9 mi). 22 of the firms on this page have a rating, from 4.0 to 5.0 across 1,214 reviews; 7 have 50 or more reviews and 21 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (88%), quality (77%) and responsiveness (75%). 1 is open around the clock; 8 are open on Saturdays and 5 on Sundays. The services the firms on this page list most often on their websites are tax services (6), services for individuals (5), tax planning (5), accounting services (4) and business services (4). 1 lists staff certifications (CPA) and 6 have a BBB rating of A or A+. 20 have ten or more years of experience, the longest 44 years. 1 offers urgent consultations; 5 offer payment plans; 4 offer a free initial consultation and 2 are family- or locally-owned. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
7 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
