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Best Financial Advisors in Mountain View, CA
The highest-rated Financial Planning & Wealth Management companies out of 129 vetted & reviewed in the Mountain View area.
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Arta Finance
“Artificial Intelligence (AI) is taking the world by storm this year, thanks to applications like OpenAI's ChatGPT. But AI's potential to change our lives extends far beyond Large Language Models (LLM) and chatbots. Rapid advances in AI have made it p...”
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LNB Accounting
Industries, Tax, Business Valuation and Consulting
“We understand that your situation is unique, so we tailor our services to your individual needs. Our recommendations are based on different factors for each business or individual and can include your current assets, real estate holdings, investments...”
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Vita Planning Group Investment
“Vita Planning Group LLC understands and attests that they are an ERISA fiduciary as defined in the Fiduciary Rule under the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986. Vita Planning Group LLC adheres to the ...”
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Waverley Wealth Management
“Personal financial planning doesn't start with picking products or services. It doesn't start with determining what your assets are, how much you earn annually, or how much income you'd like to have in retirement. Planning done the right way begins w...”
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360 Payments
- Software
- System
- Processor
“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.”
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Litherland, Kennedy & Associates
- Skilled Nursing
- Mind
- Information
“We just moved and purchased a new home, and they have been so helpful in getting our new home into our Trust - Sonya has been truly amazing when supporting our needs.”
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Bhuiyan & Associates, CPA
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.”
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Turnkey Financial Solutions
- Funding
- Payroll
- Tax Credit
“We cannot express enough gratitude towards Turn Key Financial Solutions, specifically Wynn and Paula, for their exceptional service and dedicated efforts in getting us our Employee Retention Credit from the IRS.”
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Financial Rescue
- Program
- Asset
- Paying
“Iam happy to have them helping me to settle my accounts when it comes to assisting and answering any of my questions they were able to give me answer esp.”
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Teh Financial Coaching
- Retirement
- Confident
- Plan
“I was intrigued by the concept and sought to understand why I behaved and felt the way I did with money, but I had no idea behind the WHY's of it all nor how to change; she was truly an effective guide in helping through what can be very tricky water...”
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Synqmine Tax Planning and CFO Services
Tax Planning, CFO Services, Accounting Services
“They studied my marriage and instead of paying They returned more than $8,000 to me, that's why I say that when it comes to taxes, SYNQMINE is the best, thank you SYNQMINE for existing.”
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David D Tobkin, CPA
Industries, Services For Quickbooks, Tax Services
“Did great work for us in a difficult tax situation.”
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Wealth Cairn - An Investor Coaching Company
- Mindset
- Action
- Goals
“Peter is a passionate financial coach who is not only dedicated to ensuring you plan wisely for your future but also kind, patient, flexible and readily available for questions, concerns or reassurance.”
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1040 Tax Smart
- Questions
“Maria is the best I'm so happy how well she handled my tax problems.”
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Sunshine Pro Accounting and Tax
- Tax Services
- Questions
- Accountant
“He took the time to learn about my financials in detail, including personal and real estate income, walked me through options, prepared all the documents, and reviewed them with me in detail.”
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Wade Financial Advisory
Specialty Services, Wealth Management, Investment 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...”
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Ami Shah CPA
Book Keeping, Consulting, Accounting
“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.”
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Flournoy Wealth Management
“Full of helpful information AND a really nice lady!”
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Focusyou
Financial Planning and Coaching, Investment Management
“No matter what your situation is like they will assist in getting you together.”
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Patrosso & Associates
Financial Coach, Fitness and Health, Career Coaching
“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.”
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Silicon Valley Accounting & Tax Firm
Industries, Services For Quickbooks, Tax Services
“Taking care of the structure & set up of my small business and helping in tax planning were all done in an expedited manner and it was a pleasure to work with.”
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CD Tax & Bookkeeping Services
Industries, Services For Quickbooks, Tax Services
“Been going to Chris for 40 years plus.”
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Kimberly Perry CPA
- Team
- Tax Laws
“20 years ago I was referred to Kim and Joann to go to a IRS audit on my behalf, they did a fabulous job and I new at that point that I had found the perfect CPA for my business!”
Retirement Planning and Investment Management Services in Mountain View, CA Cost Estimates
Minimum cost
$1134
Maximum cost
$9634
National Average
$3401
Avg Per Hour Rates
$341
$2267
$6234
Typical price range is based on
470 cost profiles
Why these companies made our list
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