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Best Financial Services in San Jose

Handpicked Top 3 Financial Services in San Jose, California. They face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve the best!

ROUNDLEAF

2055 Junction Avenue, Suite 115, San Jose, CA 95131

Since 2006

Personal Budgeting, Investment Management, Credit Education and Guidance, Debt Settlement and Management, Education, Cash Flow Management, Income, Savings, Wealth and Resource Planning

Specializes in Wealth management ● They take the time to understand their aims and aspirations, embrace needs, and develop an achievable plan to be accountable for each goal ● Offers personalized guidance to help customers maximize their savings and take control of their finances to get ahead

ask@roundleafinc.com

roundleafinc.com

Reviews

Mon - Fri 9:00 am - 6:00 pm
Sat 10:00 am - 2:00 pm
Sun Closed

TBR® Inspection Report

GATEWAY FINANCIAL ADVISORS INC.

2570 North First Street, Suite 200, San Jose, CA 95131

Since 2011

Business Succession, Education, Tax, Insurance and Estate Planning, Cash Flow and Budgeting, Risk Tolerance, Tax Efficient Strategies, Education Accounts (529, Coverdell), Mutual Funds, Managed Separate Accounts, Fee-Based Asset Management, Real Estate Investments, Unit Investment Trusts, Insurance & Employee Benefit Products

Expertise in wealth management and Retirement Plans (implementation and administration) ● They utilize FI 360 to evaluate best funds for client plans ● Offers business profitability modeling and charitable giving analysis ● He works with portfolio managers to ensure client assets are optimized to achieve the returns desired within the clients specific acceptable level of risk

License #110741|#174461|#0G10813

davem@gfainvestments.com

brianlombardo.com

Reviews

Mon - Fri 9:00 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report

CASTELLI FINANCIAL & INSURANCE SERVICES

1101 South Winchester Boulevard, Suite A-107, San Jose, CA 95128

Since 2014

Wealth Protection, Accumulation and Diversification Strategies, Education, College Savings, 401K, Insurance, Retirement, Investment and Estate Planning, Risk Tolerance & Ira Rollover

Life insurance and savings in retirement calculator available ● They are determined to educate and empower members within their surrounding communities financially

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castellifinancial.com

Reviews

Mon - Fri 8:00 am - 6:00 pm
Sat 9:30 am - 1:00 pm
Sun Closed

TBR® Inspection Report