Financial Advising in Santa Clara, CA
4 locations found near Santa Clara
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Financial Advising
Financial Advising
“James is one the best financial planner we have met. He is very transparent and genuinely wants to help us with financial well being. He is highly skilled and has wealth of knowledge. He gives honest opinion and has our best interest in mind. He analyzed our investment portfolio and gave us good suggestions on where to diversify. He looked at all aspects of our finances and gave us a broader perspective on how to approach planning and how it ties in with our life goals. So glad that we found James and looking forward to our next meeting with him.”
Financial Advising
Financial Advising
“Definitely recommend Sunny! very easy to talk to and he was very straight forward with the next steps, I did the free consultation with him and he did not push any of his services, esp right now when it not necessary. Will be looking to work with him in the future when its necessary but with just with consultation it was very helpful and comprehensive.”