Morgan Hill, CA
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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
  • New on Thumbtack
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.

  • New on Thumbtack
Colbie M.
Verified review

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

  • New on Thumbtack
About

Waddell & Reed is a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe that you will be better able to identify your goals and make sound financial decisions by utilizing our financial planning process.

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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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My work is tailored to fit the needs of the customer.

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).

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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!

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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

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

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.

  • New on Thumbtack
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.

  • 3 years in business
  • New on Thumbtack
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.

  • New on Thumbtack
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.

  • New on Thumbtack
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

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.

  • 13 years in business
  • New on Thumbtack
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.

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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

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.

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

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