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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.”

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Bestadvisorsinc

(2)

“They/Tim was excellent.”

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Profound Consulting Group

(3)

“After the first meeting with Sharon, she explained the PPP forgiveness loan and even found out that my previous accountant made a few mistakes on last year's income tax report!”

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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 ...”

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Merrill Investment & Retirement Financial Center

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Merrill Edge

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Bhuiyan & Associates, CPA

(29)

Real Estate & Rental Property

“My CPA with another firm cancelled last minute due to a family emergency and wasn't available before my deadline, so I Googled CPA and found Bhuiyan & Associates, CPA with great reviews.”

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Litherland, Kennedy & Associates

(25)

Needs
Seminars
Firm

“In addition to writing trusts for several family members, their geriatric care manager, Dedra Jize has walked us through the change to assisted living.”

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360 Payments

(30)

Saving
Account
Payment Processing

“I am not real strong with technical things and she was patient with me and never made me feel anxious as I usually do while dealing with unknown processes.”

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Golden Trust Financial Corporation

(28)

Investment
Insurance
Family

“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...”

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Oneill & Bergado

(24)

For Small Businesses, Additional Services, Tax Problem Resolution

“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.”

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Marine Coast Financial

(2)

“They financed my boat at a great rate.”

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Ami Shah CPA

(18)

Questions
Patient
Money

“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.”

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Flournoy Wealth Management

(1)

“Full of helpful information AND a really nice lady!”

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Financial Rescue

(30)

Peace
Email
God

“Super friendly staff, I would like to thank Alton Hay Muyot, he is extremely amazingly responsive to any of my concern and really cares about his client.”

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Turnkey Financial Solutions

(30)

Rebates
Knowledge
Tax Credit

“I'm still amazed at the amount of money we received in rebates from the Employee Retention Credit and all possible due to Wynn and his teams knowledge.”

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Teh Financial Coaching

(29)

Passion
Tools
Taxes

“She thoughtfully and efficiently guided my Wife and I through the creation of a budget that manages our financial obligations intelligently and with transparency.”

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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...”

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Wealth Cairn - An Investor Coaching Company

(20)

Retirement
Life
Mindset

“He offers trustworthy expertise to provide excellent guidance and coaching for our investing needs as well as practical support to get ready for college.”

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Topco Payroll & Bookkeeping

(6)

Business

“Advice and answers to questions always prompt and complete.”

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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.”

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Sustainable Capital Finance

(1)

Smart Solar Financing, Solar For Religious Institutions, Solar For Non-Profits

“Seriously this is the best service I have ever had at any bank or finance organization!”

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Only For Dentists - Cupertino

(8)

Wealth Management, Transition Consulting, Practice Management Consulting

“I've never really had to deal with a CPA prior to starting my own business, but it seems like his fees are reasonable; a small number compared to how much he's going to help me save in the long run.”

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Lavelle Law Offices

(4)

“Great firm and staff!”

Featured

San Jose Estate planning Attorney | Trusts: An Important Part of Your Estate Plan A trust is one of the most crucial components of a successful estate plan. and they come in numerous forms. Trusts may be revocable, otherwise known as a “living trust,” or irrevocable. Both hold assets, designate your beneficiaries, and designate a trustee to manage the trust for the economic benefit of your beneficiaries. Assets in a trust will most of the time avoid the probate process and the associated fees. Call La Velle Law Offices for a free consultation with our experienced San Jose, CA Attorneys.

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Average Cost	$3609
Minimum cost	$1203
Maximum cost	$10226
Avg Per Hour Rates	$361

Best Financial Advisors in Sunnyvale, CA

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

MSA Accounting

Bestadvisorsinc

Profound Consulting Group

Vertex Wealth Management

Merrill Investment & Retirement Financial Center

Merrill Edge

Bhuiyan & Associates, CPA

Litherland, Kennedy & Associates

360 Payments

Golden Trust Financial Corporation

Oneill & Bergado

Marine Coast Financial

Ami Shah CPA

Flournoy Wealth Management

Financial Rescue

Turnkey Financial Solutions

Teh Financial Coaching

Wade Financial Advisory

Wealth Cairn - An Investor Coaching Company

Topco Payroll & Bookkeeping

Peter B. Diaz, CPA

Sustainable Capital Finance

Only For Dentists - Cupertino

Lavelle Law Offices

Retirement Planning and Investment Management Services in Sunnyvale, CA Cost Estimates

Why these companies made our list

Wealth Management Advisors near Sunnyvale

Popular in Sunnyvale