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

(29)
  • Debt
  • Manage
  • Feel
“Financial literacy is something that I've always struggled with, and beyond skimming through the occasional investment books/half-hearted research attempts, I've never been motivated to learn about finances.”
In Business Since 2016
Expedition Ln, Milpitas, CA
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SJ Accounting Consulting CPA CFP

SJ Accounting Consulting CPA CFP

(5)
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 1990
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 2015
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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Bhuiyan & Associates, CPA

Bhuiyan & Associates, CPA

(29)
Real Estate & Rental Property
“It is more than 5 years I am using Bhuiyan & Associates, CPA services for filing tax, I recommended and referred CPA Motin Bhuiyan to all of my friends and relatives.”
Accepts All Major Credit Cards
In Business Since 2011
2118 Walsh Ave, Santa Clara, CA
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Litherland, Kennedy & Associates

Litherland, Kennedy & Associates

(25)
  • Information
  • Questions
  • 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.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 1993
Serving Milpitas Area
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Oneill & Bergado

Oneill & Bergado

(24)
For Individuals, 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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360 Payments

360 Payments

(30)
  • Industry
  • Software
  • Questions
“We are enjoying our new terminals that work with our shop management software, our online pay portal is working great and have added text-to-pay to our methods of payment.”
Remote Consultations Available
In Business Since 2010
Serving Milpitas Area
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Golden Trust Financial Corporation

Golden Trust Financial Corporation

(28)
  • Health
  • IRA
  • Questions
“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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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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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 2004
1165 Lincoln Ave #330, San Jose, CA
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Turnkey Financial Solutions

Turnkey Financial Solutions

(30)
  • Restaurant
  • Business
  • Checks
“I had heard about Wynn & Turnkey over a year ago when this payroll rebate program was still relatively new through my friends who had done it with Wynn.”
In Business Since 2016
33170 Alvarado-Niles Rd #1659, Union City, CA
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Financial Rescue

Financial Rescue

(30)
  • Negotiator
  • Account
  • Questions
“I just want to Thank You Alton Muyot my client care representative for your assistance and for taking care of my account while I was enrolled in your program.”
In Business Since 2008
P.o. Box 361504, Milpitas, CA,
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Wealth Cairn - An Investor Coaching Company

Wealth Cairn - An Investor Coaching Company

(20)
  • Assets
  • Goals
  • Knowledge
“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 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 1996
Serving Milpitas Area
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Sustainable Capital Finance

Sustainable Capital Finance

(1)
Solar On Multifamily Affordable Housing, Solar For Native American Tribes, Covid-19 Solar Stimulus: $0 Year 1 PPA
“Seriously this is the best service I have ever had at any bank or finance organization!”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 1995
99 S Almaden Blvd, San Jose, CA
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Lavelle Law Offices

Lavelle Law Offices

(4)
“Colby offers outstanding advice with empathy and understanding.”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2018
111 N Market St suite 300, San Jose, CA
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Only For Dentists - Cupertino

Only For Dentists - Cupertino

(8)
Dental Practice Valuations, Transition Consulting, Wealth Management
“For the past several years, we have trusted Micheal and Company CPA with our accounting, Nice, professional and very knowledgeable in Tax laws for dental practices.”
In Business Since 2008
19925 Stevens Creek Blvd #100, Cupertino, 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 ...”
Accepts All Major Credit Cards
Licensed
Free Initial Consultation
Transparent Fees & Pricing
Serving Milpitas Area
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Bay Area Financial Services

Bay Area Financial Services

(1)
“They have other services too - debt relive, loan modficiations, business start-ups--basically anything dealing with money.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 1991
12 S 1st St UNIT 816, 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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