3 Best Financial Services in San Jose, CA

Here’s The Deal:
Roundleaf is a boutique firm committed to their customers’ success with progress towards financial freedom. Richard Hua is the founder and CEO of the firm. His team will create a strategy to help you achieve your most important financial goal and get rid of your financial stress. Their mission is to help people achieve their most important financial goals through educated decision-making. Their team understand it is stressful to find answers when you need it most. That's why they prioritize collaborating to reach goals, provide guidance to make informed decisions and execute for results. Their team of professionals works closely with you to create and empower financial stability. They foster collaboration between employees, clients, and service providers to reach sustainable goals. They help you to reset your debt, rebuild your credit score, and refocus your financial future. They help you to create a customized plan that best fits your situation.

Here’s The Deal:
Investy Financial Services is an independent financial firm committed to assisting clients in pursuing their financial goals. Ngoc Rachel Nguyen is the Founder & CEO of Investy Financial Services. She completed her bachelor's degree in finance management services at California State University. Her team believes that the clients will gain confidence in their goals and make more informed decisions with sound financial guidance from a skilled professional advisor. They work with your accountant, attorney, and other trusted experts to produce a holistic approach that leverages everyone's expertise. They provide valuable support in financial planning, whether you seek to enhance short-term financial performance or focus on long-term asset protection and preservation.

Here’s The Deal:
Castelli Financial & Insurance Services is a famous financial provider in the San Jose region. Juliette Castelli-Kolev is the founder and investment professional of Castelli Financial & Insurance Services. She has a strong focus on building relationships to educate and empower members of her surrounding communities financially. Along with her team of experts, they offer guidance on creating a business tax strategy. Their company's mission is to solely based on building relationships and helping individuals, families, and business owners in the surrounding communities. They work closely with the client’s team to ensure the strategy is implemented effectively. They provide peace of mind with personalized financial approaches and understand the unique needs of businesses during growth stages. Their clients come to them for a variety of financial solutions, from retirement preparation to lifelong financial strategies.