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Financial Planners in San Jose, CA

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  • 1.

    Platinum Investment Partners

    • 6155 Almaden Expy, San Jose, CA 95120, USA San Jose, CA 95120
    9.4
    Score Details
    • Location
      Great
    • Ratings
      Great
    • Recency
      Ok
    (408) 265-6267
    Referral from Oct 14, 2017
     
    Business reviewer avatar
    Mike F.:
    Hi all, I need to refinance my house. Does anyone have a mortgage broker that they would recommend? Thank you!
    Business reviewer avatar
    I have 2 that I work with and trust. Camille Dupuis - 408.445.5179 & Bob Singer - 408.265.6267. Tell them I referred you.
  • 2.

    Tax Consultation of America Inc

    • 88 Tully Rd Ste 106 San Jose, CA 95111
    9.3
    Score Details
    • Location
      Great
    • Ratings
      Great
    • Recency
      Ok
    (408) 971-1888
    Referral from Jan 02, 2021
     
    Business reviewer avatar
    beatea27:
    Looking for a tax advisor/service recommendation and cost information in San Jose-bay area Married filing jointly both claiming 0, but...
    Business reviewer avatar
    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......
  • 3.

    Adam Ward - Ameriprise Financial Services, Inc., W...

    • 1 Almaden Blvd # 810 San Jose, CA 95113
    9.2
    Score Details
    • Location
      Great
    • Ratings
      Great
    • Recency
      Ok
    (408) 918-5339
    Referral from Dec 15, 2015
     
    Business reviewer avatar
    Jody H.:
    Any recommendations for a financial advisor and why are you recommending them?
    Business reviewer avatar
    Everything you need to know is on my website: www.ameripriseadvisors.com/jestin.p.jansen - can also provide several references from...
  • 4.

    Raymond James Financial Services

    • 99 Almaden Blvd San Jose, CA 95113
    • Closed ⋅ Opens at 9:00AM
    9.1
    Score Details
    • Location
      Great
    • Ratings
      Great
    • Recency
      Ok
    (408) 947-7321
    Referral from Mar 30, 2014
     
    Business reviewer avatar
    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...
    Business reviewer avatar
    I use Zach Hayes, http://hfinancial.com/home.html. He's awesome.
  • 5.

    Ravix Group Inc

    • 226 Airport Pkwy # 400, San Jose, CA 95110, USA San Jose, CA 95110
    9.0
    Score Details
    • Location
      Great
    • Ratings
      Great
    • Recency
      Ok
    (408) 216-0656
    Referral from Oct 22, 2013
     
    Business reviewer avatar
    Patrycja T.:
    Could you recommend a reliable accounting firm for startups (after seed funding) in the Bay Area/Silicon Valley? Thanks :)
    Business reviewer avatar
    http://ravixgroup.com/
  • Referral from August 11, 2014
    5.0
    Facebook reviewer avatar
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