Laurels

Best Financial Advisors in Santa Clara
2022

C-J Advisory, Inc

C-J Advisory, Inc

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

C-J Advisory, Inc. is a Santa Clara-based financial planning firm that provides local clients investment and wealth management services. Kyle Thompson, a certified wealth advisor, and accredited investment fiduciary, leads the firm (AIF). Personal financial coaching, insurance analysis, investment management, retirement planning, and estate planning are some of the services offered by the firm. C-J Advisory has been in business for over 20 years and is a National Social Security Advisor (NSSA) certified firm.

2060 The Alameda
San Jose, CA 95126

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Clarity Wealth Advisors

Clarity Wealth Advisors

  • Certified Financial Planner (CFP)

Clarity Wealth Advisors serves clients in Santa Clara and the surrounding areas. It offers financial planning services to help individuals and families develop charitable strategies, insurance analysis, cash flow management, and educational funding. It also helps create detailed action plans to guide clients in managing their income taxes, investments, retirement funds, and estate. Its managing partner, Parvin Manuchehri, has been in the financial industry for more than 20 years and is a member of the Investment Committee for the Women’s Building.

2160 The Alameda
San Jose, CA 95126

Website

Website
Empowerment Financial Guidance

Empowerment Financial Guidance

  • Retirement Planning

Empowerment Financial Guidance is a team of financial planners providing services to working and retired professionals in the Santa Clara metro. The company's goal-based approach helps its clients create financial plans and goals, understand proper investment management and philosophies, and execute sustainable and responsible investing. Margaret Stephan, one of the company's financial advisors, began her financial planning career in 1992, serving in the United States Navy as a command financial specialist, and she has been a member of the Financial Planning Association since 2000.

4030 Moorpark Avenue
San Jose, CA 95117

Website

Website
Financial Independence

Financial Independence

  • Estate Planning
  • Certified Financial Planner (CFP)

Financial Independence helps clients in Santa Clara manage their finances. It offers different financial planning services to prepare clients for major life transitions and lifestyle changes. These services include tax, estate, employee benefits, investment, and retirement planning. In addition, its team provides advice regarding the clients' mutual funds, bonds, stocks, and financial assets. One of its financial advisors, Marit MacDonald, holds a Juris Doctor degree and is a volunteer at the Junior Achievement and the Financial Planning Association.

5201 Great America Parkway
Santa Clara, CA 95054

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

First Street Wealth Advisors

First Street Wealth Advisors

  • Certified Financial Planner (CFP)
  • Retirement Planning

First Street Wealth Advisors is a team of financial advisors serving the community of Santa Clara and its neighboring areas. The services it offers include financial planning, business succession planning, retirement planning, and wealth and income protection. Principal John E. Lococo brings more than 20 years of experience in serving individuals and businesses by creating financial strategies that meet their needs. First Street Wealth Advisors has two offices located in San Jose and San Rafael.

2635 North 1st Street
San Jose, CA 95134

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Gulati Financial & Insurance Services

Gulati Financial & Insurance Services

  • Estate Planning

Gulati Financial & Insurance Services is a firm that has been serving clients in Santa Clara for almost 40 years. The company's services include retirement planning, life insurance, disability or income replacement plans, charitable giving, employee benefit, and pension plans. It also offers deferred compensation and pension alternatives, investment, estate planning, and asset allocation strategies. The firm was established in 1982 by its president, Anil Gulati, a member of FINRA and SIPC and is a Registered Investment Advisor.

2350 Mission College Boulevard
Santa Clara, CA 95054

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

3 (Best)

Average Review Score:

4.3 / 5 ( Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Heckman Financial & Insurance Services

Heckman Financial & Insurance Services

  • Certified Financial Planner (CFP)
  • Insurance Products

Heckman Financial & Insurance Services offers financial advisory services in Santa Clara. It was founded in 1992 and has since provided services such as wealth management, retirement, investments, asset protection, and life insurance. It also helps clients with educational plans and charitable donations. Its group of financial advisors leads clients by reviewing and evaluating first their financial situation and implementing a strategy to help them pursue their financial goals. Its president Eric Heckman authored the book "Worry Less Wealth."

333 West Santa Clara Street
San Jose, CA 95113

WebsiteInstagram

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Ken Prodger, CFP,ChFC,ChSNC AIF

Ken Prodger, CFP,ChFC,ChSNC AIF

Ken Prodger, CFP, ChFC, ChSNC AIF delivers customized financial solutions to clients in Santa Clara. He assists individuals and business owners to make informed decisions in the areas of investment, estate, and retirement planning via comprehensive and personalized counsel. His independent financial firm also provides other products and services, such as tax and risk management, executive or employee benefit packages, and education funding. Ken Prodger, a Certified Financial Planner and Accredited Investment Fiduciary, has nearly two decades of industry experience.

4633 Old Ironsides Drive
Santa Clara, CA 95054

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

NRI Wealth Management

NRI Wealth Management

  • Estate Planning
  • Retirement Planning
  • Insurance Products

NRI Wealth Management is a financial advisory firm that exclusively caters to non-resident Indians or NRIs in Santa Clara. It also serves charitable foundations, trusts, estates. and corporations. The fiduciary Certified Financial Planner assists NRIs who have assets both in India and the US with their college education and estate planning. It also develops and monitors retirement programs which include pensions plans, 401(K), IRA, and Roth. It employs independent legal counsel to represent high-net-worth individuals, startups, and Fortune 500 companies.

5201 Great America Parkway
Santa Clara, CA 95054

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.4 / 5 ( Best)

Total Reviews:

9 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Rivermark Wealth Management

Rivermark Wealth Management

  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Rivermark Wealth Management helps clients in Santa Clara pursue their financial goals. It offers estate planning services to assists individuals and families in securing their assets and protecting their children's future. It also handles the management of cash flow to determine the clients' savings, expenses, and debts. Additionally, the company is available for educational, tax, employee benefits, and retirement planning services. Its primary advisor, Ron Guay, has more than two decades of experience in the financial planning industry.

640 West California Avenue
Sunnyvale, CA 94086

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

SAS Financial Advisors, LLC

SAS Financial Advisors, LLC

  • Certified Financial Planner (CFP)
  • Retirement Planning

SAS Financial Advisors, LLC, is an investment advisory firm that works with clients from Santa Clara and neighboring communities. Its advisors provide investment management, retirement planning, education planning, debt management, and tax implications. Its services also include analysis for cash flow, stock options, risk management, employee benefits, Social Security strategies, and Medicare strategies. One of its senior associates, Ira Fateman, has over 30 years of experience in the financial services industry. He volunteers for the Hebrew Free Loan Association, teaching classes on personal finances.

50 California Street
San Francisco, CA 94111

Website

Website
Silicon Valley Financial Group

Silicon Valley Financial Group

  • Insurance Products

Silicon Valley Financial Group is a team of financial advisors and wealth management professionals in San Jose that offers services to clients in the Santa Clara metro. The company began operations in 1953, initially offering insurance life insurance solutions. It now provides financial planning solutions such as 401k planning, retirement planning, estate planning, employee benefits solutions, and tax preparations. Gabriel Issa is a financial advisor who has been a resident of San Jose since 1985 and is the current CEO.

950 South Bascom Avenue
San Jose, CA 95128

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Special Needs Planning Group

Special Needs Planning Group

  • Certified Financial Planner (CFP)

Special Needs Planning Group advocates for families of children with special needs by providing comprehensive financial guidance. Situated in Santa Clara, it offers services such as risk management, tax planning, formulating investment strategies, and financial analysis. It also helps clients in life care planning, government benefits application and maintenance, and special needs trust. Ken Prodger, leader of the firm, is a Certified Financial Planner and a Chartered Special Needs Consultant. Prodger served as the president of Parents Helping Parents.

4633 Old Ironsides Drive
Santa Clara, CA 95054

Website

Website
The Alameda Financial Group

The Alameda Financial Group

  • Certified Financial Planner (CFP)

The Alameda Financial Group helps Santa Clara clients achieve financial independence. It provides a wide array of services, including financial planning, retirement income planning, estate planning, and business succession strategies. The firm also assists clients in simplifying their finances, reducing their taxes, managing their health, and protecting their assets. David Koehler, its senior financial planner, started his CPA tax practice over 25 years ago and transitioned into opening The Alameda Financial Group as a financial planning practice.

1541 The Alameda
San Jose, CA 95126

Website

Website

Wrong city? Here are some nearby places: