3 Best Financial Services in San Jose, CA

“The Roundleaf Inc. team of professionals works closely with you to create and empower financial stability. They seek to understand your needs first, provide options, and enable you to decide what is best for you. They believe that they can make a huge difference by working closely with you to reach your goals. Roundleaf Inc. takes the time to understand your aims and aspirations, embrace your needs, and develop an achievable plan and hold you accountable for each goal. Their financial management services offer you a personalized financial plan with guidance to help you maximize your savings towards financial freedom. They offer in-person, phone, and video consultations.”

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“Investy Financial Services is led by Ngoc Rachel Nguyen, who is the founder and CEO. She completed her bachelor's degree in financial management 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. Investy Financial Services works 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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“Falcon Wealth Planning is a NAPFA-Registered Financial Firm and is a CERTIFIED FINANCIAL PLANNER™ Professional who helps clients across the country. They specialize in providing objective financial planning to help clients build, manage, grow, and protect their assets through life’s transitions. With more than 30 years of experience, they dedicate their services to preparing creative solutions tailored specifically to you. Their Financial Planners are CFP® certified or working towards certification. They are a Fee-Only investment advisory, which makes them a “True” Fiduciary because they are not selling products or are not paid by commission. Falcon Wealth Planning is an independent RIA, meaning they do not get paid from any third parties or brokerage dealers, but directly from the client, either through asset-based fees, hourly, or depending on the projects.”

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