Best Financial Advisors in Santa Clara, CA

“Amazing and professional CPA accountant , very professional and competitive pricing for the wide services he is offering to his clients , i do recommend him for his professionalism and service pricing”

“) 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've visited with several financial planners in my life and Jay Srivatsa is by far the most knowledgable and helpful.”

“The service is fee based, which I like because he creates a financial plan with the client in mind, instead of a plan that pays future commissions to him.”

“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.”

“Sandra has excellent skills and experience to assist with complex financial issues in a divorce, including understanding 3rd party governmental benefits and giving guidance with the unique issues present when the couple divorcing have special nee...”

“I will continue to check with Wealth Solutions 101 before looking elsewhere for information on building, growing, and scaling my affiliate marketing business and network.”

“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.”

“Great tax company.”

“Again thank you for Alton Muyot and Lyka my negotiator and thank you for Financial Rescue that you have a professional staff like Alton and Lyca Salvador my trusted negotiator she is the one who facilitated my account and now l am debt free.”

“I went to Jasmine for my 2021 tax returns and she did a wonderful job, I like to shop around on yelp and read reviews to save myself the time of driving around and they had the best price and five stars for reviews so i decided to give them a try bec...”