San Jose Financial Planners

SAN JOSE, CA

1,162

Financial Planners are in San Jose

San Jose Financial Planners are TOP RATED

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"... in finding any deductions that are due. i have never had a problem with any of my returns so they are pretty reliable. i will use them again in the future...."

"... getting my documentation to the office. they filed for an extension for me and then prepared all of the documents, took care of the e-filing, and provided my hard-copies of the returns as well as returning the documents i had provided to them to facilitate..."

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San Jose Financial Advising Articles

How to choose the right financial planner

A financial planner can help you protect your family's assets and achieve long-term goals such as retirement and college savings. (Photo by Chris Liphart)

Before you hire a financial planner, be sure you know what you want to achieve. Take the time to interview potential candidates, know how they’re paid, check their credentials and get and check references.

Why hire a financial planner?

A financial planner can help you examine the realities and possibilities of retirement, no matter whether you're self-employed, work for an employer, have retirement benefits or are on your own.

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San Jose Financial Planners Reviews

"... and clear. he made sure to explain everything until i understood it...."

"... of his understanding and the clarity of his answers. he is available for both tax preparation and for consultation only if you wish to prepare your own taxes. he also provides financial planning and management (of which i received advice relating..."

"... i liked working with him. i felt that the price was fair. he was excellent. ..."

"... was very capable and friendly, and he did an excellent job. he had a good grasp of tax law and we’ll continue using him...."

"... in the busy march-april season. very responsive to my questions. the finished product is outstanding...."

"... and received cd of tax return in mail 2 weeks later. ..."

"... without any cost to me. he was very courteous and willing to help quickly without charging, which was very unusual. he was very professional and i would certainly consider using him in the future...."

"... about him, and they were really good. i am not finished working with him on my taxes right now, but so far he is very good. he has been responsive and cordial to me...."