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.
San Jose, CA
"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
"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 moretely be returning next year! - Denise read less"
Reviewed by Kayla C.
Sivaranjini Financial planner
"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 morel in decision-making was noteworthy. In addition, she also offers informative sessions on relevant topics to enhance personal financial acumen. I highly recommend her to anyone embarking on the journey to establish their personal financial portfolio. read less"
Reviewed by Brittany A.
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 financial markets. read less
Ekenna CFP®, AAMS® at Bay Street
"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
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. I enjoy meeting people and helping them get their life in order. It is very rewarding when I can help someone get on track for college, retirement or other goal. read less
Law Offices of David S. Rubalcava, APC
Los Angeles, CA
"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 moresed all of our inquiries. It was a pleasure collaborating with him! read less"
Reviewed by Nicole S.
Accounting Solutions LLP
Los Angeles, CA
"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
Los Angeles, CA
"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 morefered to show me her rates and match them or let me keep my existing policy if she couldn't. Figuring I had nothing to lose, I agreed. Shockingly, I would have ended up paying over $200k+ in fees if I had continued with my current policy! Thanks to Heidi's thorough review, I saved thousands of dollars in just the first year. I have since recommended her to others and continue to hear rave reviews. Thank you, Heidi! read less"
Reviewed by Brittany J.
Keen Business Solutions
Rancho Palos Verdes, CA
"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 moreement in our insurance portfolio. We were exceptionally pleased with her services, and two of our key employees underwent a one-on-one review with her, where she uncovered redundancies in our budgets and plans. Great job, Traci! read less"
Reviewed by Kayla Y.
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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