Laurels
Best Financial
Advisors in
San Jose
2017

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored financial advisors on more than 25 variables across five categories, and analysed the results to give you a hand-picked list of the best financial advisors in San Jose, CA.

ReviewedCuratedTop Picks23614919

Our Selection Criteria:

  • 1. Reputation

    A history of delighted customers and outstanding service.

  • 2. Credibility

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Experience

    Masters of their craft, based on years of practical experience and education.

  • 4. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Bay Area Financial Advisers

The team at Bay Area Financial Advisers uses the latest tools and years of experience to provide customers with the support they need to build a secure financial future. The company's advisors take a holistic approach to designing customized plans for each customer's needs and provide in-depth financial, retirement, and estate planning to ensure complete support for every stage of life. The company also serves business owners and provides targeted strategies to develop excellent employee benefit plans to help customers expand, increase profits, and attract the best quality of employees.

San Jose, CA(408) 528-7060

Website

Budwal and Associates

Budwal and Associates is a name customers trust for personalized financial planning services. The company's advisors help individuals, families, and business owners make wise financial decisions as they plan for the years ahead, whether they want to save for a child's education or create a plan to ensure a comfortable retirement. Customers know they're in good hands as they receive personalized strategies and advice to maximize tax returns, create smart investment plans, and choose the best insurance to protect assets and loved ones.

San Jose, CA(408) 972-8000

Website

C-J Advisory, Inc.

C-J Advisory, Inc. is a team of knowledgeable and caring financial planners that have been serving customer's needs for more than 35 years. No matter the customer's needs the company's experts are there every step of the 3wway to provide timely, in-depth advice and customized strategies for protecting, growing, and using wealth wisely. Services include personalized retirement, tax, and long-term healthcare planning, investment management, and wealth transfer management. The company also provides notary services, insurance needs analyses, and specialized services for entrepreneurs and business owners.

San Jose, CA(408) 345-2890

Website

Concentrum Wealth Management

Concentrum Wealth Management is a team of experienced financial planners, advisors, and consultants committed to providing customers with the finest in personalized financial services. The company specializes in helping individuals, families, executives, and business owners make smart decisions to grow and protect wealth and plan for the future. Specialties include real estate, retirement, and investment management to meet every customer's needs, vision, and goals. The staff uses the latest tools and years of industry experience to create customized investment and asset protection plans to ensure financial security.

San Jose, CA(408) 840-4030

Website

Flournoy Wealth Management

The team of dedicated financial experts at Flournoy Wealth Management strives to provide the highest level of personalized service. The company offers a range of services designed to protect and grow wealth and help customers enjoy a secure and robust financial future. Available services include personalized investment management and advising, asset protection, retirement planning, and college savings planning. The company's founder is a Certified Divorce Financial Analyst and specializes in giving customers creative and compassionate advising during one of life's most challenging and stressful times.

San Jose, CA(408) 271-8800

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Integrated Wealth Management

Integrated Wealth Management is the name customers trust for reliable, honest, and in-depth financial services. The company's financial planners have the knowledge and skills to help customers plan for a stable future and use the latest tools and technology to help individuals and families achieve financial security. Services include strategic financial planning, retirement planning, and investment analyses and refinement. The company also provides long-term care planning to be sure customers and family members have the care they need when illness or disability strikes or a loved one passes away.

San Jose, CA(408) 288-7886

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Johanson Financial Advisors, Inc.

Johanson Financial Advisors, Inc. is an independent financial planning firm that strives to give customers the highest quality of service at competitive, fee-based rates. The company's Certified financial planners and analysts create customized plans to meet each customer's unique needs, whether they need help planning for a secure retirement or want strategic tax strategies to maximize returns. The company's experienced staff understands how intimidating it can be to plan for the future and work hard to give customer's the support, advice, and knowledge they need.

Campbell, CA(408) 404-0009

Website

Ken Prodger, CFP

Ken Prodger, CFP is a professional financial advising firm that offers a range of expert services to help individuals and business owners make wise decisions for a secure future. The company's advisor gives customers the support, knowledge, and tools they need to plan for every stage of life, from choosing the best life insurance to creating a solid retirement strategy. When customers need to find a comprehensive employee benefits plan or reduce their future tax burden, the advisor works hard to design the ideal plan for their unique needs.

Sunnyvale, CA(408) 637-0242

Website

KLN Financial Group

KLN Financial Group was founded to give customers from all walks of life the highest quality of tax and financial services. The company's experienced staff work with each customer to find the best solutions for their needs, including areas like full-service income tax preparation and strategic tax planning to maximize returns. The financial advisors also help customers craft solid plans for retirement, children's education savings, and estate protection and distribution. Customers can call or contact the company on the website to get started with a consultation.

San Jose, CA(408) 865-6691

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Mayer & Associates Advisory

Mayer & Associates Advisory is a financial planning firm dedicated to helping customers achieve their dreams and build a stable financial future. The company's experienced advisors provide complete support through every stage of life and help customers make smart choices as they plan for challenging life events like retirement, college funding, and home buying. Whether customers need to value a business for sale or want to create a secure estate plan to help grandchildren succeed, the friendly experts at Mayer & Associates Advisory are there to help every step of the way.

San Jose, CA(408) 249-8600

Website

Mayflower Capital

Mayflower Capital has earned the reputation as the place to go for personalized service, expert advice, and creative insights. The company's tax, investment, and financial experts give customers the tools, knowledge, and support they need to grow and protect wealth and plan for the future. Available services for individuals include strategic retirement planning, estate planning, and educational planning for children or grandchildren. The company also provides targeted assistance to business owners who need help selecting the best 401K and benefits plans for employees.

Los Altos, CA(650) 949-0775

Website

Peter Mu CFP

Peter Mu CFP is a Certified Financial Planner with a commitment to giving customers the support they need to plan for a secure future. The company provides top-quality services tailored to the needs of individuals, entrepreneurs, and families, including LGBT, blended, and multi-generational families. NO matter the customer's needs and goals the experts at Peter Mu CFP have the skills and knowledge to help, from saving for a child's college to planning long-term medical care. Prospective customers can contact the company on the website to schedule a complimentary consultation.

San Jose, CA(408) 520-1518

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Platinum Retirement Solutions

Platinum Retirement Solutions has been protecting customer wealth for more than 25 years. The company offers a range of professional service to individuals, families, and business owners, including custom-designed retirement, tax, estate, and long-term care planning. The goal at Platinum Retirement Solutions is to give customers the tools they need to have a secure financial future and make wise decisions through every stage of life, no matter their goals, needs, or income. Customers can email or call to schedule an appointment and learn about the company's informative seminars.

San Jose, CA(408) 241-0017

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Sequoia Wealth Advisors

Sequoia Wealth Advisors provides customized advising and support to customers at every stage of life. The company offers an extensive selection of services, including retirement, investment, and insurance planning, wealth management and protection, and long-term care planning to ensure complete security during the golden years. From divorce to charitable giving, customers are in good hands with the company's experienced and dedicated advisors. Customers can call the firm to request a consultation and rest assured that they will receive the highest level of service as they work toward a solid financial future.

San Jose, CA(408) 645-2500

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Silicon Valley Wealth Advisors, LLC

The experienced financial planners and advisors at Silicon Valley Wealth Advisors, LLC know how complicated and overwhelming it can be to plan for the future. The company provides a range of services to help high-dollar individuals invest wisely, protect and grow wealth, and plan for a secure future for themselves and their families. The company is a fee-only firm, providing the highest quality of service without hidden costs or conflicts of interest. Prospective customers can learn about services on the company's website and call to request a consultation.

San Jose, CA(408) 688-0888

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Tech Girl Financial

Tech Girl Financial is an innovative financial services firm dedicated to serving high-value women in the technology sector. The company's creative and experienced financial experts work with customers to devise wise strategies for a secure financial future, all designed to suit each customer's unique goals, vision, and career path. Customers begin with an in-depth consultation so the planners can establish a framework for future success, security, and wealth management. The company's website also features free, informative tools and articles and a blog that provides useful tips and financial strategies.

San Jose, CA(800) 584-3652

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The Sherer Group, LLC

The Sherer Group, LLC is a San Jose financial firm dedicated to helping customers secure financial independence. The company's advisors keep up-to-date on the latest laws, tools, and knowledge to provide every customer with the most valuable and strategic counsel at every step. The company helps customers choose the ideal life, disability, and long-term care insurance to ensure complete security in the event of illness. Customers receive complete support in planning for retirement, wealth protection, and comprehensive investing, all designed to ensure a solid and comfortable financial future.

San Jose, CA(888) 984-7526

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Wales Investments, Inc.

Wales Investments, Inc. is a premier financial planning and advising firm dedicated to helping individuals, corporations, and families protect, enhance, and secure their personal; wealth. Financial services include strategic, customized tax, estate, and retirement planning, The company also provides expert consultation services to executives and business owners to help customers find the ideal employee benefit plans and make smart decisions that will serve the business in the years to come. Customers can fill out the contact form on the company's website to get more information about services and pricing.

San Jose, CA(408) 944-9176

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Wellspring Consulting

Wellspring Consulting provides comprehensive and personalized service to customers who need professional, strategic, and innovative wealth management. The company's planners and advisors have decades of industry experience and strive to form personal relationships with every customer to best serve their unique needs. Whether customers want to save for a child's education, plan for a secure retirement, and choose the best benefits package for employees, Wellspring Consulting is there to provide reliable and honest service. Customers can contact the firm on the website to request a consultation.

San Jose, CA(408) 435-1668

Website

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