Golden Trust Financial Corporation, based in San Jose, California, is a highly reputable financial service company with a skilled team that boasts many years of experience in the industry. Their excellent customer service sets them apart from the competition, and they prioritize their clients by not engaging in sales. Instead, their focus is on providing secure investments that more...

Positive Reviews: Customers appreciate Accion Opportunity Fund for its competent, fair, and polite approach, as well as its quick and easy processes. The company's staff, including Rexie and Mayra, are highly regarded for their professionalism, support, and willingness to go the extra mile for their clients. The turnaround time for documents and loan approvals is praised, with s more...

GMG TAX & BUSINESS SERVICES is a leading agency that offers exceptional customer service and innovative products in the financial consulting industry. Customers appreciate the personalized and strategic plans provided by the company, which help protect and ensure the future growth, maintenance, and protection of their assets. The team of experts at GMG TAX & BUSINESS SERVICES ad more...

Alam One Stop Tax and Accounting Services has received glowing reviews from satisfied customers. Clients highly appreciate the professionalism and expertise of the financial consultant, who is described as detailed-oriented and customer-friendly. The consultant's thorough explanations of tax rules and diligence in the work have impressed customers, leading to strong recommendati more...

Positive reviews for SnapFi highlight their excellent service and technology, as well as their ability to meet customer needs and provide a smooth process. Customers appreciate the knowledgeable and helpful financial consultants, who guide them through the home buying or refinancing process. SnapFi's cutting-edge technology and online portal make it easy for customers to complet more...

2. The positive reviews for Edward Jones - Financial Advisor: Joshua Lightcap, CFP®|AAMS¿ highlight the exceptional service and professionalism provided by Joshua and his team. Customers appreciate his knowledge and expertise in retirement planning and investment strategies. They commend his ability to create personalized plans to help clients achieve their financial goals. Many more...

Wealth Legacy Group®, Inc. has received overwhelmingly positive reviews from satisfied customers. One reviewer praised the expertise and experience of RJ Kelly, noting how he seamlessly integrates his knowledge into his analysis and advice to his clients. Another client highlighted RJ's patience and willingness to push for the benefit of his clients, utilizing data and wisdom ga more...

Positive reviews for Pacific Wealth Management highlight the company's professionalism, expertise, and dedication to their clients' best interests. Customers appreciate the team's ability to listen to their financial goals and design personalized investment strategies that align with their risk profiles. The reviewers trust Pacific Wealth Management to manage their portfolios an more...

Positive Reviews: Customers appreciate Schwab's excellent phone service, which takes care of all their needs and provides account support nationally. Schwab is seen as a fine place to entrust your money, although some reviewers mention having multiple account representatives that were young and short-lived. While there may be a lack of personal attention and quick responses to p more...

Complete Controller is a highly recommended company for financial consultancy and bookkeeping services in San Jose. With a solid team of experts who have sound judgment and good character, Complete Controller stands out among the competition. The company brings bookkeeping to the next level, providing transparent services that are way ahead of the industry. They are invested in more...

Citrine Capital is a wealth management company that has received positive reviews from clients. One client expressed gratitude for the work of their advisor in getting their finances in order and helping them start investing. Another mentioned their fantastic experience with a fiduciary who was responsive and dedicated to improving their financial standing. Clients also praised more...

Positive reviews for ImpactAdvisor LLC highlight the expertise and helpfulness of their financial advisors. Customers appreciate the knowledge and assistance provided by the advisors, particularly in areas such as tax optimization and retirement fund structuring. The advisors are described as highly recommended, knowledgeable, and capable of providing customized solutions to mee more...

Positive reviews for Global Key Advisors highlight several key factors that customers appreciate about the company. First and foremost, customers mention the team's deep knowledge of international investment strategies, indicating a high level of expertise in this field. Additionally, customers appreciate the company's client-centric approach, which focuses on understanding indi more...

Heckman Financial & Insurance Services Inc-HFIS is a well-established company in San Jose, led by Eric, a renowned speaker, author, and president of the firm for over 25 years. With a team that is highly professional and responsive, Eric and his staff provide comprehensive and objective financial advice to their clients. They are knowledgeable about investment choices and consis more...

Positive Reviews for Mercer Advisors Wealth Management: Customers rave about the knowledgeable, helpful, and accessible team at Mercer Advisors. They have confidence in their life financial plan, from practice income to retirement investing. Clients appreciate the fantastic service and professionalism provided by Mercer Advisors for over 25 years. They value the company's commi more...

Positive Reviews of Charles Schwab: Customers appreciate Charles Schwab for their financial consultant services. Their consultants are knowledgeable, helpful, and provide personalized advice to meet individual financial goals. Clients commend the company for their excellent customer service, responsiveness, and ability to answer any questions promptly. Schwab's financial consult more...

Positive reviews for Fidelity Investments highlight their financial consultant category. Customers appreciate the helpfulness and assistance provided by the financial consultants at Fidelity. From answering questions and emails to assisting with account applications, customers have had positive experiences with their interactions with the consultants. The consultants are describ more...

My goal is to offer you trusted advice and guidance when it comes to making important financial decisions, such as real estate financing. My team and I will work together to help you with your home loan financing. The most current market information is available, as well as a range of loan programs that will suit your needs. We are also committed to keeping our customers informe 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 too more...