11 Best Financial Consultants In San Jose

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.

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.

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.

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.

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.

"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 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! """