Best Financial Advisors in Santa Clara, CA

“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.”

“Unlike other financial advisers I have had experience with, she gets to know you and your current life plans and helps you navigate the complex options available for saving for the future.”

“He takes his role as a fiduciary very seriously and has never hesitated to advise what is best for our family, even when it has not been what is best for him and his business.”

“It has been seven years since we retired, and, in spite of withdrawing my RMD and using some funds for home improvements, our investments are more than twice what we had when we first met with Chris.”

“) financial planner, but also has numerous qualities that have become increasingly rare & precious including (but certainly not limited to) solid communication skills, strong attention to detail, a broader understanding of financial planning (includi...”

“It's nice to see a return on my investment and receive coaching simultaneously to understand the why.”

“I found Victoria when I was going through transition in my photography business and Victoria was a really great support for my business.”

“The team I work with is responsive, articulate, patient with my questions and respectful of my goals.”

“We offer frequent consultations to better assist clients and understand their tax and financial standing. Our initial consultations are free of charge and allow our team to best match our expertise to your needs. When necessary, we provide additional...”

“We are a full-service accounting firm licensed in California. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.”

“At Meisser & Associates, we've been serving the accounting needs of Santa Cruz, CA and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, we want to hear from you.”

“Insurance products and services are offered or issued by Transamerica Life Insurance Company, Cedar Rapids, IA; Transamerica Financial Life Insurance Company, Harrison, NY (licensed in New York); and Transamerica Casualty Insurance Company, Cedar Rap...”

“We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate purposes, our personalized service helps synchronize your needs and wants with your financial goals and objectiv...”

“KLM Capital will also seek to provide expertise to investee companies not commonly available from institutional investors. In return, KLM Capital expects to earn strategic investment grade entry prices by creating or securing investment opportunities...”

“Equity compensation can be complex. Incentive Stock Options, Non-Qualified Stock Options, Restricted Stock Units, 83(b) elections, 10b5-1 plans. Each of these items have their own wealth and tax implications. Your time is best spent focused on your j...”