Book onlineBook
Teh Financial Coaching
“She is very knowledgeable and offered me workable solutions to my financial issues and it made an immediate positive impact in my life.”
Best Financial Advisors near Milpitas, CA
We have 3 firms in Milpitas on file, and all of them are on this list, along with 12 from towns including San Jose (8, 9 mi), Santa Clara (2, 6 mi) and Los Gatos (1, 14 mi).
3 open weekends · 14 rated 4.5+ · 2 show a license
Data verified October 18, 2026
SJ Accounting Consulting CPA CFP
“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.”
Negandhi TAX Corporation
Bhuiyan & Associates, CPA
“I have been working with Mohammed Bhuiyan for the past 3 years and I HIGHLY recommend him.”
Golden Trust
“I'm very satisfied with the service and especially thanks to Jasmine Kieu Hanh.”
Flournoy Wealth Management
“Full of helpful information AND a really nice lady!”
The 15 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.
Area overview: Milpitas, CA
14 of the 15 firms on this page have a rating, from 4.6 to 5.0 across 301 reviews; 3 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (86%), responsiveness (64%) and quality (61%). 3 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are retirement planning (3), financial planning (2), investment management (2) and tax planning strategies (2). 2 show a license on their websites and 1 has a BBB rating of A or A+. 12 have ten or more years of experience, the longest 27 years. 1 offers payment plans and 2 offer a free initial consultation. We have a website on file for all 15 of the firms on this page; all 15 publish a contact page; 12 list a public email and 5 take bookings online. 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.
Why are financial advisers outside Milpitas listed here?
3 of the 15 firms are located in Milpitas. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Patrosso & Associates
“Mark helped me set some realistic goals through several coaching appointments and I achieved great success with his help.”
Castelli Financial
“If you want a financial planner that takes the time to know you and listens to your needs, look no further Juliette Castelli is your gal!”
Book onlineBook
Taxulo
“They streamlined my whole accounting and reporting processes so I was able to focus on growing my businesses.”
Techgirl Financial | Bay Area Financial Advisor
“Kim and Victor are very honest and trustworthy people who care about your future needs and genuinely take pride in helping you hit your financial goals.”
JR Financial & Insurance Services
“JR Financial has been very helpful in navigating a bad situation with my taxes.”
Sequoia Wealth Advisors and Invesment Management
“Kristina sets the standard for competence and compassion.”
Financial Journey Partners
“We were drawn to Elaine, Scott and Linda because they chose to create a smaller firm to better serve their clients rather than a legacy name -- exactly the model that we've wanted.”
Fireside Tax Consulting
Investy Financial Services
“Very efficient with her response, she's always super helpful and willing to help you step by step.”
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
