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.
3 Best Financial Services in San Jose, CA
Expert recommended Top 3 Financial Services in San Jose, California. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 ROUNDLEAF REVIEWS
I rarely write reviews, but I couldn't pass this opportunity up. After my divorce I was left with a large amount of credit card debt to pay off, part of which was the cost of my divorce. I was overwhelmed with trying to constantly move it around to new cards to keep the interest rates at 0% (or low), and I wasn't making any progress on paying it down. It felt like I was sinking into quicksand with no way out. Richard and his team at Roundleaf did a fantastic job of helping me handle the creditors, referring me for help for any legal issues that arose, helping me to negotiate down my debt, and helping me to dig my way out of this. Not only that, but Richard himself had a beautiful way of saying things that helped alleviate any shame I was feeling about being stuck in my situation, and was always great about reaching out to me personally if he sensed I was overwhelmed. Working with them was one of the best decisions I've ever made.
After my first consult with Richard, I was confident that working with Roundleaf was the right decision. He was crystal clear on the process and I put my trust in his system and thankful I did. Today I paid off my last credit card! Connor negotiated with my creditors like a champ as he would inform me throughout the entire process with the status of negotiations and when a creditor agreed on the settlement, he would email and text me right away with the good news. I'm thrilled to now begin the credit repair portion with Richard and his team and I highly recommend their services.
The staff, specifically Richard Hua, was knowledgeable, impeccable with his communication and listening skills, and addressed every concern that I expressed. He graciously walked me through the entire process and we reached an amicable outcome. Would highly recommend Roundleaf for the financial services they provide. Mahalo.
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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.
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TOP 3 INVESTY FINANCIAL SERVICES REVIEWS
I recently had the pleasure of working with Rachel and Tran for my tax return, and I couldn't be happier with the experience, especially since it was all done remotely. Despite the distance, their professionalism and eagerness to assist shone through from the very first call. Rachel and Tran are an exceptional team; their combined expertise and seamless collaboration made the entire tax preparation process feel effortless and smooth, even from many cities away.
Had a great experience with Ngoc Rachel, she was very thorough explaining my tax return and I didn't feel rushed. She is quick to respond to emails as well which I appreciate. I would recommend her to others without question.
I strongly recommend Ngoc Rachel to my friends. Ngoc Rachel had answered all of my questions clearly regarding my 401K and Income Tax Return. She asked a reasonable price for my income tax return. She is nice, friendly, and knowledgeable
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![Castelli Financial & Insurance Services San Jose Financial Services Castelli Financial & Insurance Services San Jose Financial Services](https://threebestrated.com/images/CastelliFinancialInsuranceServices-SanJose-CA.jpeg)
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.
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TOP 3 CASTELLI FINANCIAL & INSURANCE SERVICES REVIEWS
Juliette is a pleasure to work with. She is extremely knowledgeable when it comes to investments, taxes and stock options. She is highly credentialed and has helped me tremendously with my ISO’s and inheritance planning. She is a fiduciary and a wonderful person to work with. Highly recommend for all financial and estate preservation needs.
uliette has been great, she is very professional, does a great job explaining the process, and makes sure you fully understand what you’re investing in. She is also very personable and really makes you feel like family. Juliette has gained our trust and has my wife and I on track to meet our financial goals. My wife and I look forward to working with Juliette for years to come.
My husband and I just started working with Juliette for our retirement and wealth management planning. Since Day 1 she has been on the ball about what information she needs and how she can help us have our money work harder for us. She explains everything and has quarterly reviews to make sure we understand what our money is doing for us. Give her a call if you want to make your money grow.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.