Financial Advising in San Jose, CA
24 locations found near San Jose
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Financial Advising
Financial Advising
“Cannot recommend Richard and his team enough. They are who you want to work with if you have problems with debt, and want an efficient and viable solution to address them.”
Financial Advising
“Premier one credit union has been my long term bank for many years mainly because of the great service I get there. Kay Amado I call her my personal banker because she is so friendly to every member that comes in but especially because she has helped me so many financial needs from car loans to personal loans over and over. She will tell me if it makes sense or not when it's time to refinance. She has been the best, every time I have an answer she is quick in her response to steer me in the right direction. She is the best”
Financial Advising
“I worked with Nam Nguyen for the past two years and I'm leaving this review because it's tax season and honestly I feel like it's the least I could do after the help he's given me. Before meeting Nam, I cycled through 3-4 CPAs and had rough years and miscalculations. I file both my personal and business tax returns with him.Reflecting on why I would vouch for this firm, and particularly Nam: - he's fast to respond and always available (tax season or not)- he is proactive with his advice - he's a strategic thinker - i learn something every time we have a meeting- communicates and breaks down my tax returns in a way that is easily understandable If you're looking for a CPA who is strategy forward, clearly very smart, and kind, he's your guy. I've actually referred 3+ connections to him already. I hope to be working with him for years to come.”
Financial Advising
“I have been a client of KNR Services for over 20 years, which is saying a lot about their expertise and customer service. Really a pleasure working with Lubna, she is professional & knowledgeable with great attention to detail and making sure everything is done correctly. She is very generous with her time and explaining various tax topics. Always a good experience.”
9:30AM - 6:30PM
1060 S White Rd D, San Jose
Financial Advising
“Amichaelrichard Carter, soy un prestamista privado que concede préstamos a particulares y empresas. ¿Ha sido rechazado por tantos bancos? ¿Necesita financiación para establecer su negocio? ¿Necesita financiación para la expansión de su negocio? ¿O necesitas un préstamo personal ?. contáctenos ahora :: (michaelrichardinvestmentment @ gmall com)”
Financial Advising
Financial Advising
“We have done business with MLP for about 30 years now! The are hardworking and friendly. We have always felt that our taxes were done well above the norm. I'm sure that over the years we have saved way more than the cost. The financial services they provide has helped us invest our money wisely. We have done very well with their advice! We recommend them to anyone who needs good financial advice.”
Financial Advising
“Don Woo is our financial advisor and we are completely satisfied with his counsel. Don knows exactly what we want to do with our money and he executes perfectly. I would never consider leaving Don so he may never retire...also a shout out to Maria...she is always there for us as well. I have referred a few clients to Don and they are happy as well”
Financial Advising
“I started banking with FRB in 2016 when I got my house mortgage but after signing papers upon closing, have not stepped foot in a branch. That changed today when I needed to complete some cash transactions. Upon walking in, I was immediately greeted with a friendly hello from the security guard, and then Lisa, who offered me a seat and quickly jumped into action to help me. Lisa was professional and fast, and the office environment was so pleasant, clean and following safe COVID protocols. Highly recommend this branch (and FRB in general) for banking!”
Financial Advising
8:30AM - 5:30PM
150 East Campbell Avenue STE 201, Campbell
Financial Advising
“Hands down the very best experience I've ever had with any company, period! This is the first time I decided to use a tax preparer, and I have complicated taxes (rentals, business income, kids, income from multiple states, etc). Jennifer and Matthew had a intro call with me, laid out the cost upfront, and were incredibly communicative throughout the process. Never ONCE did I have to reach out to check in and see how things were going. They also very patiently explained tax processes that I couldn't understand. I've never been so pleased to work with Jennifer and Matthew. Jennifer is a complete joy and incredibly efficient and professional. I'm almost EXCITED to file with them again next year!”
Financial Advising
“ALAM Accountancy-A well respected CPA firm we have been with for 30 plus years and under the leadership of Mr.Alam his daughter (Shermin) has accumulated knowledge and experience. The Staffs there are very cordial as well as Shermin herself very reasonable towards understanding and offering guidance to services and are very prompt.”
Financial Advising
“When it comes to my family's money, I wouldn't trust anyplace else. I'm a client of Tore Saso and Rob Gellman. If they recommend something to you, it's because it's what's right for your situation They have fun personalities and aren't the stuffy people you'd expect for a prestigious firm. They are extremely professional and know their stuff. Their support staff is also very prompt and knowledgable.”
Financial Advising
6:30AM - 4PM
355 Santana Row Suite 2050, San Jose
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“I have been a customer for years and have never looked anywhere else. The staff are always very friendly and helpful. We have used them for loans and checking as well as my personal finances. If you need a great business bank look no further.”
Financial Advising
“Walked in without an appointment to open a brokerage account. Still the representative helped us with the application! She was friendly and warm, even helped with taking printouts. Had a smooth experience !”
Financial Advising
“In late 2018 our company was seeking a new facility. AeroFund was professional and very responsive even through the holidays and accomplished what we needed. We also appreciated the personal customer service by Holly Fryer and the rest of the team. Great company to work with!”
Financial Advising
Financial Advising
Financial Advising
Financial Advising in The Nearby Cities
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