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  1. US
  2. CA
  3. Best Financial Consultants in Us
  4. 20 Best Financial Consultants in California

20 Best Financial Consultants In California

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1

Golden Trust Financial Corporation

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 fi 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.

Services & Prices
Individual Tax Preparation $100 - $250
Business Tax Preparation $200 - $500
Tax Audit Support $150 - $300
IRA Account Setup $50 - $150

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+14084011513
Closed Now
2690 S White Rd #60, San Jose, CA 95148, USA
General Services
Tax Preparation
2

Accion Opportunity Fund

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 busin 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.

Services & Prices
Small Business Loan $5000 - $50000
Startup Loan $10000 - $30000
Equipment Financing $1000 - $100000
Application Review $0 - $100

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+14082970204
Closed Now
111 W St John St #800, San Jose, CA 95113, USA
General Services
Business Loans
3

GMG TAX & BUSINESS SERVICES

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 asset 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.

Services & Prices
Individual Tax Preparation $100 - $200
Business Tax Preparation $200 - $400
Tax Consultation $50 - $100
Liability Coverage $100 - $150

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+14085997424
Closed Now
3535 Ross Ave Ste 307, San Jose, CA 95124, USA
General Services
Tax Preparation
4

Alam One Stop Tax and Accounting Services

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 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.

Services & Prices
Individual Tax Filing $100 - $200
Business Tax Filing $200 - $500
1099 Tax Assistance $150 - $300
Tax Planning $150 - $250

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+14082020306
Closed Now
3933 Baronet Ct, San Jose, CA 95121, USA
General Services
Tax Preparation
5

SnapFi

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 th 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.

Services & Prices
Home Purchase Loan $2000 - $5000
Refinance Loan $1500 - $4000
Home Equity Loan $2500 - $6000
Pre-qualification Consult $100 - $300

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+18008165626
Closed Now
1155 Meridian Ave #100, San Jose, CA 95125, USA
General Services
Mortgage Services
6

Edward Jones - Financial Advisor: Joshua Lightcap, CFP®|AAMS¿

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 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.

Services & Prices
Retirement Planning $100 - $200
Family Financial Planning $80 - $150
Education Savings Planning $70 - $120
Business IRA Investments $150 - $250

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+16192238357
Closed Now
5083 Santa Monica Ave Suite 1 A, San Diego, CA 92107, USA
General Services
Financial Planning
7

Wealth Legacy Group®, Inc.

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 wh 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.

Services & Prices
Will Preparation $300 - $500
Trust Establishment $1000 - $3000
Family Governance Planning $500 - $1500
Investment Strategy Development $1000 - $2500

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+18585690633
Closed Now
4540 Kearny Villa Rd # 114, San Diego, CA 92123, USA
General Services
Estate Planning
8

Fidelity Investments

Fidelity Investments’ user-rated performance is inconsistent. Some reviewers cite excellent service, with professionals exceeding expectations. In contrast, others critique the limited custom 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.

Services & Prices
Opening a Brokerage Account $0 - $50
Trade Execution $5 - $15
401(k) Management $0 - $100
HSA Management $0 - $50

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+18005442269
Closed Now
4160 N First St, San Jose, CA 95134, USA
General Services
Brokerage Services
9

Pacific Wealth Management

Pacific Wealth Management is a top firm for its fiduciary commitment, personalized investment strategies, and strong client relationships. Clients praise its expertise, responsive service, an 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.

Services & Prices
Portfolio Management $500 - $1000
Risk Assessment $200 - $400
Investment Strategy Development $300 - $600
Retirement Planning $300 - $700

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+18585099797
Closed Now
11512 El Camino Real #350, San Diego, CA 92130, USA
General Services
Investment Management
10

Charles Schwab

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 pr 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.

Services & Prices
Brokerage Account Setup $0 - $50
Robo-Advisor Management $0 - $30
Retirement Account Setup $0 - $100
Phone Support $0 - $20

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+16195744800
Closed Now
7510 Hazard Center Dr Ste 407, San Diego, CA 92108, USA
General Services
Investment Services
11

Complete Controller

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 i 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.

Services & Prices
Monthly Bookkeeping $200 - $500
Payroll Processing $100 - $300
Financial Reporting $150 - $400
Full Controller Services $500 - $2000

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+18664438879
Closed Now
99 S Almaden Blvd 6th Floor, San Jose, CA 95113, USA
General Services
Bookkeeping
12

Citrine Capital

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 stru 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.

Services & Prices
Comprehensive Financial Planning $150 - $300
Budgeting Services $100 - $200
Retirement Planning $200 - $400
Investment Portfolio Management $300 - $600

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+14154948262
Closed Now
535 Mission St 14th floor, San Francisco, CA 94105, USA
General Services
Financial Planning
13

ImpactAdvisor LLC

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 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.

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+14158605300
Closed Now
655 Montgomery St 7th floor, San Francisco, CA 94111, USA
14

Heckman Financial & Insurance Services Inc-HFIS

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. Er 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.

Services & Prices
Retirement Planning $100 - $200
Investment Strategies $150 - $300
Estate Planning $200 - $400
Portfolio Management $200 - $500

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+14082979800
Closed Now
333 W Santa Clara St 6th Floor, San Jose, CA 95113, USA
General Services
Financial Planning
15

Global Key Advisors

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 inves 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.

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+14158488135
Closed Now
649 Mission St, San Francisco, CA 94107, USA
16

Mercer Advisors Wealth Management

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 retire 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.

Services & Prices
Retirement Planning $100 - $300
Budget Assessment $50 - $150
Investment Analysis $200 - $400
Portfolio Management $200 - $500

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+18009261681
Closed Now
9740 Appaloosa Rd Suite 150, San Diego, CA 92131, USA
General Services
Financial Planning
17

Charles Schwab

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 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.

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+14156676210
Closed Now
100 Post St, San Francisco, CA 94108, USA
18

Flagstar Bank Home Loan Center

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 clien 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.

Services & Prices
Home Purchase Loan $2000 - $5000
Home Refinance $1500 - $4000
Loan Assumption $800 - $2500
Loan Inquiry $0 - $0

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+14089939133
Closed Now
1100 Lincoln Ave Suite 240, San Jose, CA 95125, USA
General Services
Home Mortgage
19

Ameriprise Financial

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 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.

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+14089185300
Closed Now
1 Almaden Blvd #810, San Jose, CA 95113, USA
20

Dimov Tax Specialists

"George Dimov, CPA, PLLC, is a full-service accounting firm offering tax, accounting, audit, representation, bookkeeping, payroll, and benefits to clients in all 50 states and globally. We of more...

"George Dimov, CPA, PLLC, is a full-service accounting firm offering tax, accounting, audit, representation, bookkeeping, payroll, and benefits to clients in all 50 states and globally. We offers premium tax and accounting services for individuals and businesses. The firm has the knowledge to handle tax or accounting issues at all levels of complexity, from basic W2 tax returns to complex forensic accounting returns and hedge fund/real estate accounting. We also handle federal & state tax resolution cases. More specifically, we offer: Individual Tax Preparation, Business Taxes (LLC, single member sole prop, S corp, C corp, partnership returns), Bookkeeping, Cryptocurrency Taxation, RSU & Stock Option Taxation, Forensic Accounting, Verification of Income, Excel Modeling, Property Management Accounting, Business Valuations and M&A Consulting, Income Projections, Private Equity Taxation, CPA services, Audit, Review, Compilation, Married Filing Joint vs. Separate analysis, Alternative Minimum Tax, Tax Strategy, New Tax Bill. When working with George Dimov CPA, you can expect prompt response time, attention to detail, and accurate results that will maximize legal tax benefits. Services offered in English, Mandarin Chinese, and Russian. Our team has worked with countless clients across a wide variety of industries in all 50 states and globally. We apply a disciplined, integrated approach to corporate tax requiring experienced tax professionals who understand the distinct tax concerns of corporations and partnerships. Our services are priced according to complexity of task, and upon agreement with the client. Notice: Due to the pandemic conditions we are working online. ""Count on Dimov Tax, Where Every Second Counts! """

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8338291120
Closed Now
333 W San Carlos St San Jose, CA 95110

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Our Methodology

Best 10 financial consultant list assembly and recognition by TrustAnalytica for California is based on online reputation backed by review sources as google reviews, TrustAnalytica reviews and more.

We choose the best companies in the location and rank them based on rating, quantity of reviews and verification (Claimed or unclaimed profile).

Rankings are frequently updated to reflect the latest reviews from trusted sources.

The Process

TrustAnalytica's procedure for listing financial consultant companies involves manual research, review and placement. Please note that some companies are placed here through their registration with our services as every company gets not only access to our Saas services but also a profile that gets listed. We evaluate businesses based on their online reputation, accessibility, online resources such as website and their fit for best 10 financial consultant category.

1

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Verified financial consultant listings in California are based on robust online activity and Google reviews, ensuring credibility.

2

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Comprehensive financial consultant profiles offer vital details for informed decisions in California .

3

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4

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