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Review Keywords Analysis

  1. US
  2. CA
  3. San Jose
  4. Best Financial Consultants in Us
  5. Best Financial Consultants in Ca
  6. 11 Best Financial Consultants in San Jose

11 Best Financial Consultants In San Jose

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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

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

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

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

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

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

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

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+18005442269
Closed Now
4160 N First St, San Jose, CA 95134, USA
General Services
Brokerage Services Retirement Accounts
7

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

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+18664438879
Closed Now
99 S Almaden Blvd 6th Floor, San Jose, CA 95113, USA
General Services
Bookkeeping Controller Services
8

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

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+14082979800
Closed Now
333 W Santa Clara St 6th Floor, San Jose, CA 95113, USA
General Services
Financial Planning Investment Management
9

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

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+14089939133
Closed Now
1100 Lincoln Ave Suite 240, San Jose, CA 95125, USA
General Services
Home Mortgage Customer Support
10

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
11

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 san-jose 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 san-jose are based on robust online activity and Google reviews, ensuring credibility.

2

Business Details

Comprehensive financial consultant profiles offer vital details for informed decisions in san-jose .

3

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Real-time customer ratings guide our financial consultant rankings in san-jose, reflecting genuine reputation.

4

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5

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