San Jose, CA

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San Jose, CA
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Best Financial Advisors in San Jose, CA

The highest-rated Financial Planning & Wealth Management companies out of 178 vetted & reviewed in the San Jose area.

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Litherland, Kennedy & Associates

Litherland, Kennedy & Associates

(45)
  • Seminar
  • Trust
  • Questions
“We have had a wonderful experience working with Dedra Jize as she has helped and guided us with the placement of our aunt into a Skilled Nursing Facility.”
Accepts All Major Credit Cards
In Business Since 1995
Licensed, BBB Rating: A+
3425 S Bascom Ave #240, San Jose, CA 95008
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Financial Rescue

Financial Rescue

(47)
  • Negotiator
  • Questions
  • Account
“I greatly commend with much appreciation and deep thanks and gratitude most especially to Keithly Kalacas, who helped assist me during the final stage of my negotiation journey.”
In Business Since 2008
IAPDA Certified
99 S Almaden Blvd #600, San Jose, CA
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Golden Trust

Golden Trust

(41)
  • 401k
  • Questions
  • IRA
“I been coming here for 5 years now and there is no one else I would recommend to do my tax.”
In Business Since 2011
2690 S White Rd #60, San Jose, CA
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David D Tobkin, CPA

David D Tobkin, CPA

(1)
Tax Services, Services For Individuals, Business Services
“Did great work for us in a difficult tax situation.”
Accepts All Major Credit Cards
In Business Since 1984
Licensed, BBB Rating: A+
Offers Financing Options
2397 Forest Ave A, San Jose, CA
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Snap Advisory

Snap Advisory

(27)
  • Questions
“She has transformed our accounting system from a do-it-yourself Excel system to a Quickbooks based job-costing system and in the process, made us eligible for government contracts and grants.”
Remote Consultations Available
In Business Since 2022
Accepts All Major Credit Cards
Family Business
6830 Vía del Oro #220, San Jose, CA
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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 San Jose Area
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Ami Shah CPA

Ami Shah CPA

(18)
Fbar, Tax, Small Business
“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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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 2004
Licensed, BBB Rating: A+
1165 Lincoln Ave #330, San Jose, CA
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Patrosso & Associates

Patrosso & Associates

(10)
Career Coaching, Goal Planning, Addiction and Wellness
“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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Taxulo

Taxulo

(11)
  • Team
  • Price
“He has excellent staff, cleaned up my Quickbooks for past 3 years and saved me in taxes.”
In Business Since 2017
3031 Tisch Way #10, San Jose, CA
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Martin Lowe, CPA

Martin Lowe, CPA

(6)
“He was very professional, thorough, and fast while taking the time to speak to us so that we felt secure, and knowledgeable about making our tax decisions.”
27+ Years Experience
Transparent Fees & Pricing
4595 Salina Dr, San Jose, CA
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Dragon Financial Group

Dragon Financial Group

“Together Dragon Financial Group and Mercer Advisors bring extensive expertise helping clients manage their wealth. As a full-service wealth management firm we help with all aspects of your financial life, from customized financial planning and invest...”
Accepts All Major Credit Cards
In Business Since 2016
Licensed, BBB Rating: A+
1700 S El Camino Real # 200, San Mateo, CA
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Dunham Associates Cpas

Dunham Associates Cpas

(9)
“Obviously, over twenty years of tax prep a number of situations have occurred and he or his staff have been able to resolve those issues and make my business and life less stressful and more streamlined.”
In Business Since 2006
1884 The Alameda, San Jose, CA
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Stevenson Jr Joe T CPA

Stevenson Jr Joe T CPA

Payroll Tax Problems, Tax Preparation, Audits - Reviews - Compilations
“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. Services for Individuals”
In Business Since 1990
Transparent Fees & Pricing
14895 E 14th St #410, San Leandro, CA
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Sid Financial Services

Sid Financial Services

(3)
Inese Pevzner, Sid Financial Services, Kalvin Sid, Cfp®, Mba, Cka®
“We have consulted with Kevin Sid many times over the years and he has always given us sound wisdom.”
In Business Since 2006
1700 S Amphlett Blvd #218, San Mateo, CA
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Sequoia Wealth Advisors and Invesment Management

Sequoia Wealth Advisors and Invesment Management

(2)
Investment Management, Financial Planning, Retirement Planning
“Kristina sets the standard for competence and compassion.”
In Business Since 2011
99 S Almaden Blvd #925, San Jose, CA
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Financial Journey Partners

Financial Journey Partners

(2)
Financial Planning Process, Second Opinion, Comprehensive Financial Planning
“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.”
In Business Since 2006
Licensed
101 Metro Dr Suite 264, San Jose, CA
Featured

This event will highlight the key principles of achievement and paths to success that propel young people to meet their highest potential in all aspects of life. Our special guest speaker is Barry Garapedian, President & CEO of MAG 7 Consulting. Barry is a dynamic speaker, and we are pleased to host him for this event and take the time to focus on aspiring young minds. Come to this webinar with the young people in your life to help them energize their personal path forward. We look forward to having you join us as well as any of your family, friends and colleagues you wish to invite!

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Lawrence Accountancy Corporation

Lawrence Accountancy Corporation

(1)
“Lawrence is amazing; He returned ALL my calls during his insanely busy tax season, knows out of state tax laws (WITHOUT having to google it in front of us, 10 stars for that!”
In Business Since 2004
Transparent Fees & Pricing
1602 The Alameda #100, San Jose, CA
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Snow Hartman Fong & Associates

Snow Hartman Fong & Associates

(1)
“Super helpful and knowledgable staff.”
Transparent Fees & Pricing
In Business Since 2019
Accepts All Major Credit Cards
1213 Lincoln Ave UNIT 209, San Jose, CA
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Investy Financial Services

Investy Financial Services

(15)
  • Tax
  • 401k
“I highly recommend their services to anyone looking for knowledgeable, efficient, and friendly tax preparation assistance, especially if you're seeking the convenience of handling everything remotely.”
In Business Since 2017
919 Story Rd #1200, San Jose, CA
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Fireside Tax Consulting

Fireside Tax Consulting

(1)
Privacy Policy & Disclosure
“Great tax company.”
In Business Since 2018
1975 Hamilton Ave, San Jose, CA
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Budwal & Associates.

Budwal & Associates.

(1)
Tell A Friend
“Very knowledgeable helping and smilling staff.”
In Business Since 1998
329 Piercy Rd, San Jose, CA
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Falk Barrot & Associates

Falk Barrot & Associates

(6)
Special Needs Planning, Estate Planning Services, Asset Protection & Business Planning
“In both cases my experience exceeded expectations, and I would without hesitation encourage you to retain the services of Kim Barrot if you have similar needs, or any needs, related to the preparation of Living Trust Services.”
Family Business
In Business Since 2000
Accepts All Major Credit Cards
Serving San Jose Area
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Retirement Planning and Investment Management Services in San Jose, CA Cost Estimates

Minimum cost
$1247
Maximum cost
$10598
National Average
$3741
Avg Per Hour Rates
$375
$2494
$6858
Typical price range is based on 492 cost profiles
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Average Cost $3741
Minimum cost $1247
Maximum cost $10598
Avg Per Hour Rates $375

Typical range $2494 to $6858 is based on 492 cost profiles.

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Wealth Management Advisors near San Jose

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