19 Best Financial Consultants in California

Golden Trust Financial Corporation is a top ten pick due to its excellent customer service, knowledgeable team, and a long-term dedication to clients’ interests. Many reports emphasize the firm’s professionalism, ability to explain complex financial matters in an understandable way, and focus on maintaining relationships, which clearly shows the firm’s commitment to clients. more...

Golden Trust Financial Corporation is a top ten pick due to its excellent customer service, knowledgeable team, and a long-term dedication to clients’ interests. Many reports emphasize the firm’s professionalism, ability to explain complex financial matters in an understandable way, and focus on maintaining relationships, which clearly shows the firm’s commitment to clients.

Accion Opportunity Fund is in the top ten because of its consumer focus, fair terms, fast processing, and personal assistance from specialist staff like Rexie and Mayra. They help small businesses, especially those disadvantaged by traditional lenders. The fund is also enthusiastic about eliminating systemic barriers to ownership. more...

Accion Opportunity Fund is in the top ten because of its consumer focus, fair terms, fast processing, and personal assistance from specialist staff like Rexie and Mayra. They help small businesses, especially those disadvantaged by traditional lenders. The fund is also enthusiastic about eliminating systemic barriers to ownership.

GMG Tax & Business Services is among the top ten businesses, also rated for high-quality and personalized customer service. Based in San Jose, the business personalizes plans to protect assets and ensure professional and personal growth. Customers evaluate GMG Tax & Business Services positively for superior staff support, speedy services, and tax and insurance expertise. more...

GMG Tax & Business Services is among the top ten businesses, also rated for high-quality and personalized customer service. Based in San Jose, the business personalizes plans to protect assets and ensure professional and personal growth. Customers evaluate GMG Tax & Business Services positively for superior staff support, speedy services, and tax and insurance expertise.

Alam One Stop Tax and Accounting Services is among the top ten because of its superb customer service, attention to detail, and professional demeanor. Clients near Mr. Mahbub Alam's 30 years in expertise credit him for complete explanations of complex tax issues, prompt communication, and consistently achieving substantial tax deductions. more...

Alam One Stop Tax and Accounting Services is among the top ten because of its superb customer service, attention to detail, and professional demeanor. Clients near Mr. Mahbub Alam's 30 years in expertise credit him for complete explanations of complex tax issues, prompt communication, and consistently achieving substantial tax deductions.

SnapFi is listed as top 10 because of its user-friendly platform, great service, and cutting-edge technology. Several reviews mention successful loans completed by SnapFi professionals and their support system. However, some negative reviews are also about poor customer service and hidden fees during the loan application process. more...

SnapFi is listed as top 10 because of its user-friendly platform, great service, and cutting-edge technology. Several reviews mention successful loans completed by SnapFi professionals and their support system. However, some negative reviews are also about poor customer service and hidden fees during the loan application process.

Joshua Lightcap, CFP®|AAMS¿ is a very professional and helpful financial advisor. His clients praise his professionalism and communication skills, saying he understands their goals. Lightcap helps his clients improve their financial techniques and advises both small businesses and individuals. His client-focused research has helped him and Edward Jones become prominent advisors. more...

Joshua Lightcap, CFP®|AAMS¿ is a very professional and helpful financial advisor. His clients praise his professionalism and communication skills, saying he understands their goals. Lightcap helps his clients improve their financial techniques and advises both small businesses and individuals. His client-focused research has helped him and Edward Jones become prominent advisors.

Wealth Legacy Group®, Inc. makes the top ten list for its multidisciplinary wealth management strategy. R.J. Kelly and his team focus heavily on social responsibility and charitable giving while assisting clients through the estate planning process and achieving quality support and clear communication, a bespoke client service approach, and a holistic vision for wealth that stan more...

Wealth Legacy Group®, Inc. makes the top ten list for its multidisciplinary wealth management strategy. R.J. Kelly and his team focus heavily on social responsibility and charitable giving while assisting clients through the estate planning process and achieving quality support and clear communication, a bespoke client service approach, and a holistic vision for wealth that stands out from the crowd. Client references agree the team's wealth management plan helps clients at every level of wealth maintain the wealth they have accumulated over the years.

Fidelity Investments’ user-rated performance is inconsistent. Some reviewers cite excellent service, with professionals exceeding expectations. In contrast, others critique the limited customer service options and poor mobile app features. Fidelity Investments scores a 72 out of 100 on the Investopedia reviews for customer service. more...

Fidelity Investments’ user-rated performance is inconsistent. Some reviewers cite excellent service, with professionals exceeding expectations. In contrast, others critique the limited customer service options and poor mobile app features. Fidelity Investments scores a 72 out of 100 on the Investopedia reviews for customer service.

Pacific Wealth Management is a top firm for its fiduciary commitment, personalized investment strategies, and strong client relationships. Clients praise its expertise, responsive service, and recommendations always designed with their best interests in mind. Clients take comfort in experiencing extensive, collaborative planning and robust returns. more...

Pacific Wealth Management is a top firm for its fiduciary commitment, personalized investment strategies, and strong client relationships. Clients praise its expertise, responsive service, and recommendations always designed with their best interests in mind. Clients take comfort in experiencing extensive, collaborative planning and robust returns.

Charles Schwab is regarded as a top ten brokerage service provider for its extensive client service options and top-quality help when necessary. Several account representative changes make private wealth management challenging. Still, toll-free consumer hotlines and the online community serve as back-up networks and are decisive for Schwab's ranking. more...

Charles Schwab is regarded as a top ten brokerage service provider for its extensive client service options and top-quality help when necessary. Several account representative changes make private wealth management challenging. Still, toll-free consumer hotlines and the online community serve as back-up networks and are decisive for Schwab's ranking.

Complete Controller is a top 10 bookkeeping service in San Jose. Excellent client reviews highlight customer service. Experience with the highly-acclaimed team, the firm's transparency, and its promise to give the same level of service as each customer's business. The solution will save time by simplifying their bookkeeping needs. more...

Complete Controller is a top 10 bookkeeping service in San Jose. Excellent client reviews highlight customer service. Experience with the highly-acclaimed team, the firm's transparency, and its promise to give the same level of service as each customer's business. The solution will save time by simplifying their bookkeeping needs.

Citrine Capital is a top 10 wealth management company, specializing in tailored strategies for business owners and entrepreneurs to accumulate, safeguard, and transmit wealth. A flat fee structure and a fiduciary commitment underpin relationships with clients. Stellar reviews describe the team as attentive, cordial, and professional. Their flat fee approach simplifies financial more...

Citrine Capital is a top 10 wealth management company, specializing in tailored strategies for business owners and entrepreneurs to accumulate, safeguard, and transmit wealth. A flat fee structure and a fiduciary commitment underpin relationships with clients. Stellar reviews describe the team as attentive, cordial, and professional. Their flat fee approach simplifies financial decisions.

ImpactAdvisor LLC features top-tier tax optimization primarily, setting client goals ahead of any others. The firm customizes clients' portfolios and employs advanced technology to streamline the investment process for maximum after-tax gains. The company’s expertise in values-aligned investing and tax-efficient Roth strategies enhances every client’s experience. more...

ImpactAdvisor LLC features top-tier tax optimization primarily, setting client goals ahead of any others. The firm customizes clients' portfolios and employs advanced technology to streamline the investment process for maximum after-tax gains. The company’s expertise in values-aligned investing and tax-efficient Roth strategies enhances every client’s experience.

Heckman Financial & Insurance Services Inc. is in the top ten list for its professionalism, comprehensive financial strategies for clients, and Eric Heckman’s customized investment advice. Eric's proactive strategies, and lifelong desk education honor clients’ well-being guaranteeing long-term loyalty and worry-free retirement. He constantly recommends and modifies plans to keep more...

Heckman Financial & Insurance Services Inc. is in the top ten list for its professionalism, comprehensive financial strategies for clients, and Eric Heckman’s customized investment advice. Eric's proactive strategies, and lifelong desk education honor clients’ well-being guaranteeing long-term loyalty and worry-free retirement. He constantly recommends and modifies plans to keep them updated. His highly qualified employees also contribute to a great team environment. Regular and emotional comments from clients substantiate Eric's success work ethics and strategies.

Global Key Advisors ranks in the top ten for their unparalleled client-centric international investment strategy, tailored strategies, and personal monitoring. Their expertise in global investment strategies and strong relations with public company executives brings a wealth of insights and innovative trading strategies, making the firm a trusted partner in investment. more...

Global Key Advisors ranks in the top ten for their unparalleled client-centric international investment strategy, tailored strategies, and personal monitoring. Their expertise in global investment strategies and strong relations with public company executives brings a wealth of insights and innovative trading strategies, making the firm a trusted partner in investment.

Mercer Advisors is one of the top ten wealth management firms because of its over 35 years of experience and tailored services. It offers financial planning, investment management, and retirement support. Clients cite the firm’s knowledgeable, helpful, and professional teams and its customized plans and exceptional annual reviews, which prioritize their clients’ well-being. more...

Mercer Advisors is one of the top ten wealth management firms because of its over 35 years of experience and tailored services. It offers financial planning, investment management, and retirement support. Clients cite the firm’s knowledgeable, helpful, and professional teams and its customized plans and exceptional annual reviews, which prioritize their clients’ well-being.

The Charles Schwab Corporation offers a complete range of financial services through its subsidiaries, including brokerage and banking. Charles Schwab & Co., Inc., a broker-dealer, offers investment products and services, including Schwab brokerage account accounts. Charles Schwab Bank, a Member FDIC and Equal Housing Lender is its banking subsidiary. It offers deposit and l more...

The Charles Schwab Corporation offers a complete range of financial services through its subsidiaries, including brokerage and banking. Charles Schwab & Co., Inc., a broker-dealer, offers investment products and services, including Schwab brokerage account accounts. Charles Schwab Bank, a Member FDIC and Equal Housing Lender is its banking subsidiary. It offers deposit and lending products and services.

Flagstar Bank Home Loan Center is a top 10 contender due to its range of loan programs. The company's customer care is an asset, without its limitations. It has been rated highly by its clients. The second category is the flexibility offered when it comes to choosing the mortgage option. Refund requests can be made at any time in the loan process. The third area is the variety o more...

Flagstar Bank Home Loan Center is a top 10 contender due to its range of loan programs. The company's customer care is an asset, without its limitations. It has been rated highly by its clients. The second category is the flexibility offered when it comes to choosing the mortgage option. Refund requests can be made at any time in the loan process. The third area is the variety of tools and resources provided by Flagstar Bank. The Fraud Detection notifications are the most remarkable. They discreetly alert you to any changes to your information. The contactless communication techniques are rated as the best mortgage lender, and the relationships developed with defective service requestors are the most rewarding.

Through Confident Retirement(r), I provide personalized financial advice that will help you reach your retirement goals. My goal is to get to know you and your priorities. We work together to document your goals and track your progress. I also make recommendations that help you adjust to the changes in your life. You will feel connected, confident and in control with digital too more...

Through Confident Retirement(r), I provide personalized financial advice that will help you reach your retirement goals. My goal is to get to know you and your priorities. We work together to document your goals and track your progress. I also make recommendations that help you adjust to the changes in your life. You will feel connected, confident and in control with digital tools that allow you to access your investments at any time, regular review of your goals and easy access to them. Request a free consultation to get started.