Find Financial Services Agents in San Jose, CA

Find Financial Services Agents in San Jose, CA

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Top 10 Financial Services Agents in San Jose, CA

First Tax Service, Inc.

4.6 (5)

San Jose, CA

Recent review:

"Rephrased: As a small business owner, receiving valuable tax-saving advice and expert guidance on our finances has been immensely beneficial."

Reviewed by Rachel A.

Focus Your Finance, INC

5.0 (39)

Milpitas, CA

Recent review:

"The prices at Focus are very reasonable. I won't be going back to Liberty Tax Service or H&R Block due to their outrageous costs. Jay at Focus was professional, helpful, and understanding. I'll defini... read more"

Reviewed by Kayla C.

Sivaranjini Financial planner

4.9 (5)

Pleasanton, CA

Recent review:

"Ranjini proved to be an outstanding advisor who expertly assisted me in selecting the appropriate financial product. Her remarkable patience in addressing all my inquiries and ensuring my comfort leve... read more"

Reviewed by Brittany A.

Dogpatch Capital

5.0 (1)

Daly City, CA


I offer clients a personalized financial plan that helps them achieve their long-term life goals through a prudent and disciplined portfolio management process that's based on decades of experience in... read more

Ekenna CFP®, AAMS® at Bay Street

5.0 (25)

Berkeley, CA

Recent review:

"Ekenna's friendly nature made me comfortable, and he patiently explained everything despite possessing extensive knowledge, never making me feel inferior. Ekenna, I appreciate your help!"

Reviewed by Sarah S.

Capstone Financial Group

Folsom, CA


I enjoy working with individual, families and business owner to help them identify their needs and goals. From there we can build a plan that helps them take care of their needs and reach their goals... read more

Law Offices of David S. Rubalcava, APC

4.6 (41)

Los Angeles, CA

Recent review:

"Mr. Rubalcava proved to be exceedingly congenial and highly proficient. He provided a clear and thorough explanation of all pertinent details, leaving no stone unturned. Furthermore, he readily addres... read more"

Reviewed by Nicole S.

Accounting Solutions LLP

5.0 (6)

Los Angeles, CA

Recent review:

"George proved to be an excellent selection for my Agencies as he provided valuable assistance in organizing my bookkeeping for the year 2020."

Reviewed by Ashley G.

The Financial Designers

5.0 (1)

Los Angeles, CA

Recent review:

"Finally getting around to writing a review that's been long overdue. A recent Happy Birthday email served as a reminder to do so. I had been using a competing insurance policy for a year when Heidi of... read more"

Reviewed by Brittany J.

Keen Business Solutions

4.9 (7)

Rancho Palos Verdes, CA

Recent review:

"Our team was thoroughly impressed by Traci's vast knowledge and expertise. She made significant contributions to our company's efficiency enhancement and was able to highlight opportunities for improv... read more"

Reviewed by Kayla Y.

What is a financial service agent?

A financial service agent is someone who helps you manage your finances and investments. They can help you save for retirement, invest in stocks and bonds, and manage your overall portfolio. They work with various financial institutions, including banks, brokerages, and mutual funds companies, to provide you with the best possible advice on your money.

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