Beacon Pointe Advisors
San Jose, California
Beacon Pointe Advisors is located in San Jose, California and provides financial planning and investment management services. The firm works with clients in English.
View detailsCA · San Jose
Fiduciary advisors in San Jose, CA
9 advisors with offices in San Jose. Credentials, fee structures, and minimums are disclosed on each listing.
GMG TAXES, INSURANCE & BUSINESS SERVICES
★
San Jose, California
GMG Taxes, Insurance & Business Services is located in San Jose, California and provides insurance analysis and tax planning services. The firm serves clients in English and Spanish.
View detailsHenry Frazier III, Financial Advisor - Eagle Strategies
San Jose, California
Insurance-Based
Retirement Planning
Investment Management
Henry Frazier III, Financial Advisor at Eagle Strategies, is located in San Jose, California. The firm provides financial planning and insurance analysis services, with specialties in retirement planning and investment management. Services are conducted in English.
View detailsKOSHY P.GEORGE; CPA
★
San Jose, California
CPA
Koshy P. George is a CPA-credentialed tax planning advisor based in San Jose, California. The firm provides tax planning services and maintains a 4.6 rating across 45 Google reviews. English is the primary language of service.
View detailsLoan Factory - We Dare You to Compare
★
San Jose, California
Loan Factory is a San Jose-based firm offering estate planning services. The firm operates in Chinese, English, Korean, Spanish, Tagalog, and Vietnamese to serve a multilingual client base.
View detailsMerrill Lynch Wealth Management
★
San Jose, California
Wirehouse
Investment Management
Wealth Management
Merrill Lynch Wealth Management operates in San Jose, California as a wirehouse offering investment management and wealth management services. The firm provides financial planning and investment management to clients. Services are available in English.
View detailsQi Zhang, Financial Services Professional - New York Life
San Jose, California
Insurance-Based
Qi Zhang is a financial services professional with New York Life based in San Jose, California. Services include financial planning and insurance analysis. English-speaking
View detailsSilicon Valley Capital Partners
★
San Jose, California
Silicon Valley Capital Partners is located in San Jose, California and serves clients in English. The firm holds a 5-star rating based on 3 Google reviews.
View detailsSun Wealth Advisor of LPL Financial
★
San Jose, California
Insurance Planning
Retirement Planning
Sun Wealth Advisor of LPL Financial is located in San Jose, California and provides financial planning, investment management, estate planning, insurance analysis, and retirement planning services. The firm specializes in insurance planning and retirement planning.
View detailsFinancial advisors in San Jose, California
Advisors 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.