Sign in
Find the best local pros
See honest referrals, shared on social networks
I need:
in:
Search
Financial Planners in San Jose, CA
Locations
›
CA
›
San Jose, CA
›
Financial planner
Business?
Create a profile
All San Jose, CA Financial planners
All San Jose, CA Categories
Nearby Financial planners
San Francisco, CA
(42 mi)
Relevancy Ranking
?
1.
Platinum Investment Partners
Financial Planner
6155 Almaden Expy, San Jose, CA 95120, USA
San Jose
,
CA
95120
9.9
Score Details
Location
Great
Ratings
Great
Recency
Ok
View Profile
View Profile
(408) 265-6267
Referral from
Oct 14, 2017
Mike F.
:
Hi all, I need to refinance my house. Does anyone have a mortgage broker that they would recommend? Thank you!
Stacy S.:
I have 2 that I work with and trust. Camille Dupuis - 408.445.5179 & Bob Singer - 408.265.6267. Tell them I referred you.
See all recommendations
1
2.
Tax Consultation of America Inc
Financial Planner, Bookkeeper, Accountant
88 Tully Rd Ste 106
San Jose
,
CA
95111
9.9
Score Details
Location
Great
Ratings
Great
Recency
Ok
View Profile
View Profile
(408) 971-1888
Referral from
Jan 02, 2021
beatea27
:
Looking for a tax advisor/service recommendation and cost information in San Jose-bay area Married filing jointly both claiming 0, but...
Wakarimasen420:
I think this is who I used last year and the year before, and for audit after using turbo tax, with a similar list of items as you......
See all reviews
1
3.
Adam Ward - Ameriprise Financial Services, Inc., W...
Financial Planner
1 Almaden Blvd # 810
San Jose
,
CA
95113
9.8
Score Details
Location
Great
Ratings
Great
Recency
Ok
View Profile
View Profile
(408) 918-5339
Referral from
Dec 15, 2015
Jody H.
:
Any recommendations for a financial advisor and why are you recommending them?
Jestin J.:
Everything you need to know is on my website: www.ameripriseadvisors.com/jestin.p.jansen - can also provide several references from...
See all recommendations
1
4.
Raymond James Financial Services
Financial Planner, House Cleaner
99 Almaden Blvd
San Jose
,
CA
95113
Open
⋅ Closes at 7:00PM
9.7
Score Details
Location
Great
Ratings
Great
Recency
Ok
View Profile
View Profile
(408) 947-7321
Referral from
Mar 30, 2014
Cameron B.
:
Facebook friends..you killed it with the house cleaner and TV repairman recs..Not to impose but I am really in need of an excellent...
Tj R.:
I use Zach Hayes, http://hfinancial.com/home.html. He's awesome.
See all recommendations
1
5.
Ravix Group Inc
Financial Planner
226 Airport Pkwy # 400, San Jose, CA 95110, USA
San Jose
,
CA
95110
9.6
Score Details
Location
Great
Ratings
Great
Recency
Ok
View Profile
View Profile
(408) 216-0656
Referral from
Oct 22, 2013
Patrycja T.
:
Could you recommend a reliable accounting firm for startups (after seed funding) in the Bay Area/Silicon Valley? Thanks :)
Julia S.:
http://ravixgroup.com/
See all recommendations
1
6.
Financial planner referral in
San Jose
,
CA
Referral from August 11, 2014
5.0
Nathan J. asked:
Looking for a financial planner, any referrals would be greatly appreciated :)
Kevin C.
replied:
Christopher Wu
is pretty awesome.
Kathy P.
replied:
My bf can help you out!
Bruce Le
See all responses
7
See all 7 results within 15 miles of San Jose, CA
New Review
Business Name
*
Contact info
*
and/or
Service categories
*
Service was delivered in
*
Bottom line rating
*
Quality
Value
Service
Review
*
Post this review to my wall
Submit Review
Please wait....
Please wait...
Reset your password
What's your email address?
Please provide valid email
Submit