Financial Advising in Milpitas, CA

5 locations found near Milpitas

“Christine has helped me put my finances in order and I do believe I now have a healthy attitude towards my finances. I used to be so anxious because of fears that I don't have enough money for my retirement and at the same time I fear that I am too stingy but she has helped me find the root cause of all these anxieties, see the overall picture of all my finances by monitoring my assets and stick to a budgeting system. I can smile now and found peace with my finances. I can spend money with no guilt and I feel confident about the future. That in itself is worth a lot so it was a wise decision that I invested on Christine's coaching!”

5 Superb110 Reviews

“SJ Accounting Consulting, Inc is my regular go to service for doing my taxes and I absolutely love this firm. They are super punctual and always on time in filing taxes. They are very clear in their instructions on what is needed, and once I provide all documents, the taxes are done seamlessly without any follow ups. This place is such a respite, especially after dealing with so many unprofessional tax guys in the bay area. Thank you Sean and team!”

5 Superb33 Reviews

“Prestige mobile home repair did a excellent job, fixing holes in the floors replacing old rugs and replacing with panels. It looks great and feels good. Tony Boss was so kind and his workers were really efficient and respectful. Would highly recommend them for mobile home repairs.Linda Quinones Fremont”

4.2 Good10 Reviews

“A big shout out to Suzzette, the Client Relationship Specialist at Milpitas branch who went above and beyond to help us with our accounts login issues. She was knowledgeable, patient and helpful, tackled many issues to make sure everything would work for us. There are lots of choices when it comes to trading and retirement accounts, Suzzette is our reason why we stick to Charles Schwab! Thank you Suzzette, we really appreciate you! ??”

4 Good19 Reviews

“I highly recommend Nini Yang and the GC Tax Institute for your professional tax service needs. Nini is a competent, knowledgeable, and enthusiastic tax and financial planning professional who demonstrates integrity, thoroughness, and passion, in providing care and service to her clients.

If you are looking for excellent client service and a tax professional who cares about providing phenomenal customer service, ask for Nini at the GC Tax Institute. 5 Stars !”

3.8 Good9 Reviews