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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Arta Finance

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...”
In Business Since 2022
Transparent Fees & Pricing
153 Castro St Suite 200, Mountain View, CA
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LNB Accounting

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...”
Free Initial Consultation
In Business Since 2019
Transparent Fees & Pricing
800 W El Camino Real #180, Mountain View, CA
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Vita Planning Group Investment

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 ...”
In Business Since 1998
Licensed
900 N Shoreline Blvd, 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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360 Payments

360 Payments

(48)
  • 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.”
Offers Financing Options
In Business Since 2010
Remote Consultations Available
Serving Mountain View Area
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Litherland, Kennedy & Associates

Litherland, Kennedy & Associates

(45)
  • 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.”
Accepts All Major Credit Cards
In Business Since 1995
Licensed, BBB Rating: A+
Serving Mountain View Area
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Bhuiyan & Associates, CPA

Bhuiyan & Associates, CPA

(46)
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 2013
Accepts All Major Credit Cards
2118 Walsh Ave, Santa Clara, CA
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Turnkey Financial Solutions

Turnkey Financial Solutions

(50)
  • 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.”
In Business Since 2016
33170 Alvarado-Niles Rd #1659, Union City, CA
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Financial Rescue

Financial Rescue

(47)
  • 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.”
In Business Since 2008
IAPDA Certified
99 S Almaden Blvd #600, San Jose, CA
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Teh Financial Coaching

Teh Financial Coaching

(49)
  • 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...”
In Business Since 2016
Expedition Ln, Milpitas, CA
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Synqmine Tax Planning and CFO Services

Synqmine Tax Planning and CFO Services

(25)
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.”
Family Business
In Business Since 2014
Free Initial Consultation
1525 McCarthy Blvd Suite 1082, Milpitas, CA
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Wealth Cairn - An Investor Coaching Company

Wealth Cairn - An Investor Coaching Company

(29)
  • 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.”
In Business Since 2020
Transparent Fees & Pricing
Serving Mountain View Area
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David D Tobkin, CPA

David D Tobkin, CPA

(1)
Industries, Services For Quickbooks, Tax Services
“Did great work for us in a difficult tax situation.”
Offers Financing Options
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 1982
2397 Forest Ave A, San Jose, CA
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1040 Tax Smart

1040 Tax Smart

(13)
  • Questions
“Maria is the best I'm so happy how well she handled my tax problems.”
Transparent Fees & Pricing
In Business Since 2013
Licensed, BBB Rating: A+
Serving Mountain View Area
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Sunshine Pro Accounting and Tax

Sunshine Pro Accounting and Tax

(21)
  • 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.”
In Business Since 2014
Transparent Fees & Pricing
Serving Mountain View Area
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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 1994
Licensed, BBB Rating: A+
Serving Mountain View Area
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Ami Shah CPA

Ami Shah CPA

(18)
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.”
In Business Since 2006
CPA Certified
2570 N First St St 200, San Jose, CA
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Flournoy Wealth Management

Flournoy Wealth Management

(1)
“Full of helpful information AND a really nice lady!”
In Business Since 2004
Licensed, BBB Rating: A+
1165 Lincoln Ave #330, 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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Silicon Valley Accounting & Tax Firm

Silicon Valley Accounting & Tax Firm

(6)
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.”
Offers Financing Options
In Business Since 2018
Transparent Fees & Pricing
10080 N Wolfe Road, 200 Suite SW3, Cupertino, CA
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Patrosso & Associates

Patrosso & Associates

(10)
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.”
In Business Since 1999
Free Initial Consultation
1777 Hamilton Ave #1000, San Jose, CA
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CD Tax & Bookkeeping Services

CD Tax & Bookkeeping Services

(5)
Industries, Services For Quickbooks, Tax Services
“Been going to Chris for 40 years plus.”
Free Initial Consultation
In Business Since 2009
Transparent Fees & Pricing
Serving Mountain View Area
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Kimberly Perry CPA

Kimberly Perry CPA

(12)
  • 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!”
Transparent Fees & Pricing
In Business Since 1999
Licensed, BBB Rating: A
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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