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Morgan Hill Financial Advisors

Browse these financial services with great ratings from Thumbtack customers in Morgan Hill.

  • 5 years in business
Adina D.
Verified review

Leslie is very caring , knowledgeable and compassionate. I received great insights from her and I appreciate her expertise.

Elite Financial
5.0
from 2 reviews
  • 1 hire on Thumbtack
Raheema J.
Verified review

Very intelligence & personalized advice.

Colbie M.
Verified review

Randy, Caleb, and the whole team at RLJ are exceptional. Very helpful and informative.

  • 17 years in business
  • 1 hire on Thumbtack
Julie L.
Verified review

I have had very pleasant experiences with Sunny and his services. Sunny has been helping me with my insurance and investments for over 4 years now. He definitely has delivered what he promised. He always gets back to me in lightning speed whenever I have questions on my accounts. He takes the time to explain to me what I don't understand. Finance is really not my strong side. I needed someone that's patient enough to explain me what I should do. I don't have time to research for all the answers online nor do I trust the sources on there! Working with a financial advisor that's locally in San Jose and who I can completely trust is very important to me. So far I have nothing but positive things to say about Sunny and Essence Wealth & Insurance Services.

About

Brian has been with Waddell & Reed for fifteen years and is currently in the top 1% of Advisors based on total sales production. He earns his recognition from emphasizing a unique and personable approach with his clients. Ranging from young families to retirees seeking wealth management and estate planning strategies, clients may build a long-term relationship with Brian allowing him to help them leave a positive legacy for their family and friends.

About

We are a business that provides contract finance functions to corporations. Our service includes part-time and longer assignments in planning and compliance, with an emphasis on accelerating solutions to problems.

About

We are serving San Jose, CA and the outlying areas. Perry Clifton of Perry Clifton Financial & Insurance Services is offering the following services, not limited to: investments, retirement planning, life insurance, financial advisor and financial planner.

About

I have over 25 years experience as a CPA and our firm has been providing services to the Bay Area for greater than 15 years. Coast Financials Services, Inc. wants to provide you with the tools to succeed! Through services in Tax, Accounting, and Payroll we can help you feel empowered. We provide qualified accounting professionals who ensure that your financial records are maintained correctly. We work with you to ensure that your personal or business processes are conducted in a manner that ensures ongoing integrity in your financial transactions - and so much more!

About

At Staley Financial Services, we have merged this philosophy with the latest in technology to bring our vision to life. We offer a nearly paperless, one stop shop for your financial needs which allows us to work together with your other advisors seamlessly for your benefit without you needing to shuttle between them all.

About

High Lin Solutions Inc. is a full-service life insurance brokerage company specializing in competitive financial solutions for insurance, privatized banking, retirement, college funding, business lending and other business solutions. As a "safe money expert," HLS will educate clients on how to have the "LUC" factor with your money -- liquidity, use and control. In reality, most people do not have this factor with the mainstream financial vehicles they are using. Get educated "out of the box" and grow your money safely. Contact HLS now.

About

We take great pride in helping families with all income levels because we believe everyone deserves to have complimentary financial analysis and planning for themselves and their loved ones. We utilize a wide array of strategies (from fixed, variable to Indexing).

About

A boutique CPA firm caters to closely held businesses and individuals. The firm has offers in compromise, tax research and compliance.

About

Serving Pleasanton, CA, and the outlying areas, Robert C. Meyer of Investment Wealth Solutions is offering the following services, but are not limited to: investments, retirement planning, and estate taxes.

About

Mason & Mickens Financial Solutions Inc. offers complete accounting, financial and tax services, with its offices in Milpitas and Newport Beach. Our expertise is centered on four main services: 1) IRS and state tax problems, 2) tax preparation, 3) small business accounting and payroll, and 4) entrepreneurial consulting and business analysis. Whether your return is simple or a very complex sole proprietorship, Mason & Mickens Financial Solutions Inc. provides the same high-level review to every single return that we prepare. Call Mason & Mickens Financial Solutions Inc. to learn more about our tax preparation and tax planning services that are designed for you to minimize your tax liability.

About

At Exertus Financial Partners, fulfilling life is what we strive to accomplish on a day-to-day basis. This means helping our advisors and clients to enjoy and improve lifestyle at its very best. It's about shifting the wealth equation, helping assets grow, managing risks, and achieving financial independency. As a world-class organization, Exertus Financial Partners offers very competitive broad spectrum of insurance and retirement products. We believe in offering a personalized approach and customized solutions tailored to each client's individual needs. We're here to help customers put the future ahead with the financial planning of our advisors.

About

We provide fee-only personalized services to those who wish to bring order into their financial household. We conduct a face to face interview to help you assess your financial situation and hand-hold you to the next steps needed to find your dreams and pursue them. When you allow Sierra Pacific Advisors to work with you to simplify your life and alleviate the burden of your day-to-day wealth management, you are free to focus on your most important endeavors and pursue the joys of your life.

About

We offer tax preparation, financial planning, personnel financial, business and trust bookkeeping. We do all income tax preparation, prepare all tax forms example sales tax, payroll taxes, underground storage tank, and most any others tax forms that may come your way. We provide answers to most of the complex tax or business question that may come as you do business, and also, in your daily personnel dealings. We offer bookkeeping services, as simple as doing bank reconciliation for your grandmother checking account to total bookkeeping for complex, multi-activity businesses that may need payroll, sales reports, and monthly financial statements. We service mom and pop business, to multifamily partnerships. We will help do the bookkeeping and tax reports needed for that family trust that you have been appointed to as trustee. Our clients become a part of our extended family; when they have a question, they come to us for resources and guidance. Sometimes, this can be as simple as who is paying the highest interest rate this month, or as complicated as: what do I do, the bank is foreclosing on my home/rental house. Clients know that they can turn to us before they do any financial dealing, and we provide needed pro and cons, to help guide them to a successful endeavor, whatever that may be. We have been in business for over 25 years and "we know taxes."

About

We are a fee only financial planning and investment management firm located in Santa Cruz County. We have helped people create and manage their wealth for over 25 years.

About

Serving San Ramon, CA, and the outlying areas, Michael Tomren is offering the following services, but not limited to: wealth management, financial planner, retirement planner, financial advisor and estate planner to help clients reach their financial goals.

About

I help people solve their financial issues, such as budgeting, retirement, college, and investment planning to reach their financial goals. Checkout my website! I am your friendly and professional financial advisor.

About

At Staley Financial Services, we have merged this philosophy with the latest in technology to bring our vision to life. We offer a nearly paperless, one stop shop for your financial needs which allows us to work together with your other advisors seamlessly for your benefit without you needing to shuttle between them all.

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