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.

Wealth Architects

Wealth Architects

In Business Since 2003
800 W El Camino Real #201, Mountain View, CA
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Waverley Wealth Management

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...”
In Business Since 2010
2570 W El Camino Real Suite 200, Mountain View, CA
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Padgett of Mountain View

Padgett of Mountain View

In Business Since 2017
800 W El Camino Real Suite 180, Mountain View, CA
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Aspiriant | Silicon Valley

Aspiriant | Silicon Valley

“Aspiriant is a registered investment adviser with the United States Securities and Exchange Commission (“SEC”). For additional information regarding our registration with the SEC, please click on the link below identified as ADV. For a copy of our fu...”
In Business Since 1990
2570 W El Camino Real #520, Mountain View, 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.”
In Business Since 2011
Accepts All Major Credit Cards
2118 Walsh Ave, Santa Clara, CA
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Litherland, Kennedy & Associates

Litherland, Kennedy & Associates

(25)
  • Firm
  • Information
  • Seminars
“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
In Business Since 1995
Licensed, BBB Rating: A+
Serving Mountain View Area
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360 Payments

360 Payments

(30)
  • Fees
  • Industry
  • System
“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.”
In Business Since 2010
Remote Consultations Available
Serving Mountain View Area
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Sevilla Financial Services

Sevilla Financial Services

(1)
Payroll Services, Tax Planning, Individuals
“As a Freelancer the team at Sevilla Financial Services really are knowledgeable, dedicated and empathetic as far as being there for you every step of the way for most of my Finance questions or concerns and processes!”
In Business Since 2009
Licensed, BBB Rating: A+
Serving Mountain View Area
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Sunshine Pro Accounting and Tax

Sunshine Pro Accounting and Tax

(20)
  • Accountant
  • Tax Services
  • Questions
“Having worked with Sunshine over the last few years I now see the value of investing CPA and booking keeping services from a firm that has their clients best interest at heart...”
In Business Since 2014
Transparent Fees & Pricing
Serving Mountain View Area
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Ami Shah CPA

Ami Shah CPA

(18)
  • Money
  • Patient
  • Questions
“I'd like to recommend Ami for her confidence, her knowledge in tax codes and reporting rules and all that, plus the friendly interactions that she delivered.”
In Business Since 2006
Transparent Fees & Pricing
2570 N First St St 200, San Jose, CA
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Marine Coast Financial

Marine Coast Financial

(2)
“I financed a boat with them this year and they were able to get me a better rate than my credit union.”
In Business Since 1993
MLO# 1899995
1936 Camden Ave, San Jose, CA
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Focusyou

Focusyou

(1)
Financial Planning and Coaching, Investment Management
“No matter what your situation is like they will assist in getting you together.”
Accepts All Major Credit Cards
In Business Since 2013
Licensed, BBB Rating: A+
1670 S Amphlett Blvd suite 214-49, San Mateo, CA
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Flournoy Wealth Management

Flournoy Wealth Management

(1)
“Full of helpful information AND a really nice lady!”
In Business Since 2002
Licensed, BBB Rating: A+
1165 Lincoln Ave #330, San Jose, CA
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Turnkey Financial Solutions

Turnkey Financial Solutions

(30)
  • Funding
  • Restaurant
  • Employee Retention
“We just got our employee retention tax credit checks in the mail recently after the Turnkey team had informed me just a few days prior that our applications had been approved & processed.”
In Business Since 2016
33170 Alvarado-Niles Rd #1659, Union City, CA
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Financial Rescue

Financial Rescue

(30)
  • Program
  • Negotiator
  • Company
“Super friendly staff, I would like to thank Alton Hay Muyot, he is extremely amazingly responsive to any of my concern and really cares about his client.”
In Business Since 2008
P.o. Box 361504, Milpitas, CA,
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Teh Financial Coaching

Teh Financial Coaching

(29)
  • Learn
  • Debt
  • Understand
“I wanted to work with Christine after starting my business and needing to get clear on managing different avenues of cash flow, learning about healthy investments and being intentional about my retirement planning.”
In Business Since 2016
Expedition Ln, Milpitas, CA
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Wade Financial Advisory

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...”
Accepts Cash
In Business Since 1996
Licensed, BBB Rating: A+
Serving Mountain View Area
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Wealth Cairn - An Investor Coaching Company

Wealth Cairn - An Investor Coaching Company

(20)
  • Future
  • Assets
  • Integrity
“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.”
In Business Since 2020
Transparent Fees & Pricing
Serving Mountain View Area
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Topco Payroll & Bookkeeping

Topco Payroll & Bookkeeping

(6)
  • Business
“Ana has stepped in and performed bookkeeping services for us for the past 3 months.”
Accepts Check
In Business Since 2014
Licensed, BBB Rating: A+
303 Twin Dolphin Dr, Redwood City, CA
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Peter B. Diaz, CPA

Peter B. Diaz, CPA

(6)
Partnership & Llc, Fiduci Ary, Estate Plan Consulting and More
“Peter Diaz is one of the best licensed Certified Public Accountants in Redwood City, California and has served as Corporate Tax Director for several global companies for 25+ years.”
Accepts All Major Credit Cards
In Business Since 1986
Licensed
1811 Kentfield Ave, Redwood City, CA
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Sustainable Capital Finance

Sustainable Capital Finance

(1)
Solar For Commercial & Industrial Energy Consumers, Solar For Native American Tribes, Solar Ppa’s
“Seriously this is the best service I have ever had at any bank or finance organization!”
Offers Financing Options
In Business Since 1995
Transparent Fees & Pricing
99 S Almaden Blvd, San Jose, CA
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Andersen Tax

Andersen Tax

Forensic Services, Individuals & Families With International Wealth, Establishing a Family Office
“From the member firms and collaborating firms of Andersen Global, learn more about the political, economic and social landscapes of various countries.”
Remote Consultations Available
In Business Since 1988
Transparent Fees & Pricing
2121 S El Camino Real, San Mateo, CA
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Only For Dentists - Cupertino

Only For Dentists - Cupertino

(8)
Wealth Management, Dental Practice Valuations, Practice Management Consulting
“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 ...”
Free Initial Consultation
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 2015
Serving Mountain View Area
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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
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Average Cost $3401
Minimum cost $1134
Maximum cost $9634
Avg Per Hour Rates $341

Typical range $2267 to $6234 is based on 470 cost profiles.

Why these companies made our list

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