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...”

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

“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.”

“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...”

“Rogers Investment Advisors, LLC is a boutique concierge wealth management firm based in the San Francisco Bay Area. We are licensed as a registered investment advisor by the State of California, and can accept clients throughout the United States. We...”

“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...”

“Apryl List utilizes her extensive people skills as Davis Financial Management's Client Relationship Associate. Apryl understands the importance of effective, timely communication and “getting things done” in a spirit of excellence for the benefit of ...”

“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...”

“Dick founded The Blakeley Group, Inc. in 2009. As the Chief  Executive and Compliance Office,  he is personally committed to...”

“Founded in 2003 by former professional trader Thomas Wynn, Wynn Capital provides customized investment management and comprehensive financial planning for individuals and families. Wynn Capital is an independent, fiduciary advisor.”

“Like with any multi-location onboarding, there were a few hiccups but the support team was very active in helping us to identify and resolve the issues.”