Sunnyvale, CA

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Sunnyvale, CA
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Best Financial Advisors in Sunnyvale, CA

The highest-rated Financial Planning & Wealth Management companies out of 125 vetted & reviewed in the Sunnyvale area.

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MSA Accounting

MSA Accounting

(3)
“I was desperately seeking for some suggestion on my urgent financial issues, and the owner Moe kindly provide me detailed recommendations from his professional perspective and help me understand the pros and cons on each option.”
In Business Since 2012
1021 S Wolfe Rd Suite 235, Sunnyvale, CA
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Priceseries

Priceseries

“CFTC RULE 4.41 - HYPOTHETICAL OR SIMULATED PERFORMANCE RESULTS HAVE CERTAIN LIMITATIONS. UNLIKE AN ACTUAL PERFORMANCE RECORD, SIMULATED RESULTS DO NOT REPRESENT ACTUAL TRADING. ALSO, SINCE THE TRADES HAVE NOT BEEN EXECUTED, THE RESULTS MAY HAVE UNDER...”
Transparent Fees & Pricing
In Business Since 2012
526 W Fremont Ave #2574, Sunnyvale, CA
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Vertex Wealth Management

Vertex Wealth Management

“As you browse through our website, you will see that we have highlighted background information on our firm and the services we provide. We have also included useful resources such as informative articles (in our Newsletters section) and interactive ...”
In Business Since 2018
640 W California Ave Suite 210, Sunnyvale, CA
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Merrill Investment & Retirement Financial Center

Merrill Investment & Retirement Financial Center

1310 S Mary Ave, Sunnyvale, CA
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360 Payments

360 Payments

(48)
  • Competitive
  • Industry
  • Fees
“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.”
Remote Consultations Available
In Business Since 2010
Offers Financing Options
Serving Sunnyvale Area
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Litherland, Kennedy & Associates

Litherland, Kennedy & Associates

(45)
  • Elderly
  • Knowledge
  • Medi-Cal
“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.”
Licensed, BBB Rating: A+
In Business Since 1995
Accepts All Major Credit Cards
Serving Sunnyvale Area
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Bhuiyan & Associates, CPA

Bhuiyan & Associates, CPA

(46)
Real Estate & Rental Property
“I worked with HR Block for many years but eventually i realized i am overpaying them and taxes are not done properly instead of being eligible for refund i was paying out of my pocket.”
Accepts All Major Credit Cards
In Business Since 2013
2118 Walsh Ave, Santa Clara, CA
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Turnkey Financial Solutions

Turnkey Financial Solutions

(50)
  • Expertise
  • Mail
  • Company
“I wanted to take a moment to express my sincere gratitude to Turnkey for their outstanding service in helping our tea shops obtain the Employee Retention Tax Credit (ERC).”
In Business Since 2016
33170 Alvarado-Niles Rd #1659, Union City, CA
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Financial Rescue

Financial Rescue

(47)
  • Peace
  • Credit Cards
  • Creditors
“Well I called to ask the status of my credit, and thank god Al and Marvin answered my question and I will soon be able to breathe easy Thanks to Financial Rescue”
IAPDA Certified
In Business Since 2008
99 S Almaden Blvd #600, San Jose, CA
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Golden Trust

Golden Trust

(41)
  • Office
  • Money
  • Health
“I've been going to Golden Trust for about 7 years now.”
In Business Since 2011
2690 S White Rd #60, San Jose, CA
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Teh Financial Coaching

Teh Financial Coaching

(49)
  • Fear
  • Education
  • Tools
“" For anyone who is planning for the future, trying to save, or buy a house or just wants to understand any aspect of personal finance a bit better, I cannot recommend Christine enough.”
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, Capital Raising, 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.”
Free Initial Consultation
In Business Since 2014
Family Business
1525 McCarthy Blvd Suite 1082, Milpitas, CA
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Wealth Cairn - An Investor Coaching Company

Wealth Cairn - An Investor Coaching Company

(29)
  • Assets
  • Integrity
  • Life
“Instead, he took the time to educate me on the pros and cons of different investment strategies and helped me make an informed decision that I was comfortable with.”
Transparent Fees & Pricing
In Business Since 2020
Serving Sunnyvale Area
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David D Tobkin, CPA

David D Tobkin, CPA

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

1040 Tax Smart

(13)
  • Questions
“Awsome Service”
Licensed, BBB Rating: A+
In Business Since 2013
Transparent Fees & Pricing
Serving Sunnyvale Area
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Snap Advisory

Snap Advisory

(27)
  • Questions
“My two associates and I started another business in 2018 and I again insisted on O"Neill and Bergado My business partners were hesitant but are now happy that I did.”
Family Business
Accepts All Major Credit Cards
In Business Since 2022
Remote Consultations Available
6830 Vía del Oro #220, San Jose, CA
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Wade Financial Advisory

Wade Financial Advisory

Investment Management, Wealth Management, Specialty Services
“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...”
Licensed, BBB Rating: A+
In Business Since 1994
Accepts Cash
Serving Sunnyvale Area
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Ami Shah CPA

Ami Shah CPA

(18)
Business Management, Ovdp, Accounting
“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.”
CPA Certified
In Business Since 2006
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!”
Licensed, BBB Rating: A+
In Business Since 2004
1165 Lincoln Ave #330, San Jose, CA
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Patrosso & Associates

Patrosso & Associates

(10)
Stress Management, Fitness and Health, Financial Coach
“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.”
Free Initial Consultation
In Business Since 1999
1777 Hamilton Ave #1000, San Jose, CA
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Silicon Valley Accounting & Tax Firm

Silicon Valley Accounting & Tax Firm

(6)
Services For Quickbooks, Industries, Business Services
“It was a pleasure to work with Joseph, his expertise, reliability, and client-centered service make Joseph a trusted advisor in the accounting industry.”
Transparent Fees & Pricing
In Business Since 2018
Offers Financing Options
10080 N Wolfe Road, 200 Suite SW3, Cupertino, CA
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CD Tax & Bookkeeping Services

CD Tax & Bookkeeping Services

(5)
Services For Quickbooks, Industries, Business Services
“Professional, expertise and client services are amazing!”
Transparent Fees & Pricing
In Business Since 2009
Free Initial Consultation
Serving Sunnyvale Area
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Peter B. Diaz, CPA

Peter B. Diaz, CPA

(6)
Research Credit Analysis, And Other Business Tax Returns, Individual
“Peter Diaz is one of the best licensed Certified Public Accountants in Redwood City, California and has served as Corporate Tax Director for several global companies for 25+ years.”
Licensed
In Business Since 1988
Accepts All Major Credit Cards
1811 Kentfield Ave, Redwood City, CA
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Kimberly Perry CPA

Kimberly Perry CPA

(12)
  • Tax Laws
  • Team
“Every year after our appointment, we always breathe a big sigh of relief that it's over for another year and we can leave in their hands to figure it out.”
Licensed, BBB Rating: A
In Business Since 1997
Transparent Fees & Pricing
Serving Sunnyvale Area
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Retirement Planning and Investment Management Services in Sunnyvale, CA Cost Estimates

Minimum cost
$1203
Maximum cost
$10226
National Average
$3609
Avg Per Hour Rates
$361
$2406
$6617
Average price range is based on 359 cost profiles
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Average Cost $3609
Minimum cost $1203
Maximum cost $10226
Avg Per Hour Rates $361

Average range $2406 to $6617 is based on 359 cost profiles.

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Wealth Management Advisors near Sunnyvale

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