9 advisors with offices in San Jose. Credentials, fee structures, and minimums are disclosed on each listing.
San Jose, California
Beacon Pointe Advisors is an investment advisory firm in San Jose, California. Services include Financial Planning and Investment Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.
View detailsSan Jose, California
GMG Taxes, Insurance & Business Services is located in San Jose and offers tax planning and preparation along with insurance analysis for individuals and business owners. The firm provides customized tax strategies, retirement planning guidance, and investment consultation, with a focus on compliance and identifying deduction opportunities. The firm has earned a 5-star rating across 100 Google reviews.
View detailsSan Jose, California
Insurance-Based
Henry Frazier III, Financial Advisor - Eagle Strategies is an insurance-based firm in San Jose, California. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.
View detailsSan Jose, California
KOSHY P.GEORGE; CPA is an investment advisory firm in San Jose, California. Services include Tax Planning. Its advisors hold CPA credentials. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.6-star rating from 45 Google reviews.
View detailsSan Jose, California
Loan Factory - We Dare You to Compare is an investment advisory firm in San Jose, California. Services include Estate Planning. Advisory services are available in English, Chinese, Korean, Spanish, Tagalog, and Vietnamese. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 4,672 Google reviews.
View detailsSan Jose, California
Wirehouse
Merrill Lynch Wealth Management is a wirehouse firm in San Jose, California. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.
View detailsSan Jose, California
Insurance-Based
Qi Zhang, Financial Services Professional - New York Life is an insurance-based firm in San Jose, California. Services include Financial Planning and Insurance Analysis. The office has a wheelchair-accessible entrance. The office is open daily.
View detailsSan Jose, California
Silicon Valley Capital Partners is an advisory firm based in San Jose that uses Fidelity Investments as its custodian, providing clients access to Fidelity's account management tools, statements, and investor center locations. The firm emphasizes simplified financial guidance across education and risk management services.
View detailsSan Jose, California
Sun Wealth Advisor of LPL Financial, based in San Jose, California, provides retirement planning, financial planning, investment management, estate planning, and insurance analysis services to individuals and families. The firm follows a three-step approach: clarifying client goals, developing personalized strategies, and providing ongoing adjustments as circumstances evolve. Insurance planning and retirement planning are key specialties, with a focus on helping clients build confidence in their long-term financial position.
View detailsAdvisors serving San Jose specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (California's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.