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BEST RATED SANTA CLARA, CA FINANCIAL SERVICES

3 Best Financial Services in Santa Clara, CA

Expert-recommended Top 3 Financial Services in Santa Clara, California. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

Essence Wealth & Insurance Services - Santa Clara, CA Financial Services - Portrait
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Best Financial Services in Santa Clara CA - Essence Wealth & Insurance Services video
6+ YEARS IN TBR
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ESSENCE WEALTH & INSURANCE SERVICES

(4.8 Score)
4677 Old Ironsides Drive, Suite 350,
Santa Clara, CA 95054 Directions

Since 2012

Specialty:

✓Comprehensive Financial Planning ✓Investment Solutions ✓Insurance Services ✓Education and Retirement Planning ✓Business Planning ✓Tax Planning

"Essence Wealth & Insurance Services is an experienced and independent fiduciary financial advising firm that helps people save, grow, protect, and enjoy their money. Sunny Wang is the president and founder of Essence Wealth & Insurance Services. As an independent financial advisor, he has been helping people for over 23 years and educates them on how to save, grow, protect, and enjoy their money. He also dedicates his time to helping people with their mental health and overcoming their personal struggles. If you're looking experienced, independent, financial advisor to help you and your family achieve your long-term financial goals, please contact Sunny Wang for a free consultation.

2026 Highlights: Essence Wealth & Insurance Services' mission is to help take away some of the responsibilities and worries you have so that you can focus on what matters to you."

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License #0D20072

Contact:

(650) 996-0924

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

TBR® Inspection Report:

Altura Wealth Advisors - Santa Clara, CA Financial Services - Portrait
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6+ YEARS IN TBR
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ALTURA WEALTH ADVISORS

(4.6 Score)
2005 De La Cruz Boulevard, Suite 120,
Santa Clara, CA 95050 Directions

Since 2008

Specialty:

✓Retirement Planning ✓Estate Planning ✓Tax Planning ✓Long-Term Care ✓Financial Analysis ✓Advanced Trusts ✓Investment Management ✓Retirement Savings ✓Real Estate ✓Life Insurance ✓Social Security ✓Living Trusts ✓Charitable Trusts ✓Irrevocable Life Insurance Trusts

"Altura Wealth Advisors wants to take the stress out of financial planning. Their very knowledgeable agents, James Rukstalis and Peter Bradshaw, can help you navigate your financial questions, from the very basic to the very complex. They can guide you through the financial planning process, along with estate planning, tax preparation, wills and trusts, home refinancing, and much more. Their goal is to help you gain a better understanding of your current financial standing and how you can improve your situation. And best of all, their services are absolutely free. Please contact them for a no-cost financial consultation.

2026 Highlights: Altura Wealth Advisors licensed fiduciary advisors work with clients to navigate their journey to financial freedom."

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License CRD #309501

Price:

Management Fee
From 0.75%
Upto 1.35%

Contact:

(408) 642-1322

Mon - Fri: 8am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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Best Financial Services in Santa Clara CA - Steve Duffy - EDWARD JONES video
6+ YEARS IN TBR
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STEVE DUFFY

(4.3 Score)
EDWARD JONES 1995 El Camino Real, Suite 302,
Santa Clara, CA 95050 Directions

Since 2007

Specialty:

✓Wealth Management ✓Investment Management ✓Stocks ✓Bonds ✓Mutual Funds ✓Retirement and College Savings ✓Cash Management Solutions for Self-employed Individuals ✓Business Owners ✓Insurance Planning ✓Annuities ✓Financial Strategies

"Steve Duffy is a financial advisor at Edward Jones. He believes it's important to invest his time in understanding what you're working toward before you invest your money. Edward Jones is an investment firm that understands that your financial goals deserve a face-to-face conversation. With their years of experience, their investment strategists and analysts recommend investments that will perform well over time. Whether you are planning to retire, saving for your children's or grandchildren's college education, or simply trying to secure the financial future of those you care about most, they can work with you to develop practical plans that help you achieve your objectives. They can help you develop a complete, tailored strategy to reach your financial goals.

2026 Highlights: Edward Jones works together to identify and prioritize your needs, assess your risk tolerance, and understand what affects your current financial picture."

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License CRD #2308566

Price:

Edward Jones Guided Solutions From 1.40%

Contact:

(408) 248-2811

Mon - Thu: 8:30am - 4pm
Fri: 8:30am - 1pm
Sat & Sun: Closed

TBR® Inspection Report:

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ESSENCE WEALTH & INSURANCE SERVICES REVIEWS

Sunny is not only an experienced, knowledgable & invested (pun intended!) financial planner, but also has numerous qualities that have become increasingly rare & precious including (but certainly not limited to) solid communication skills, strong attention to detail, a broader understanding of financial planning (including some degree of tax concerns/impacts), and a long-term relationship building perspective. Given my own Customer/Client Services/Success based background, and my expectations of a certain level of professionalism and efficiency, as a former COO, I have exceptionally high standards, and Sunny impressed me from the start and has continued to do so throughout most of our interactions. Hence, I can confidently & enthusiastically recommend his services to friends, family, and strangers alike.

My wife and I visited Sunny for general financial advisement and whether or not it was realistic to buy a home. He spent more than an hour with us giving us financial planning advice and helping us assess our savings and debt. He answered every question we had thoroughly without ever seeming like he was "keeping" information for later visits or leading us on. We left feeling more confident in our finances and with a better plan than we had going in. I highly recommend him for bay area financial advisement.

If you are considering hiring a Financial Advisor look no further than Essence Wealth. Sunny Wang is very professional and responsive. If I have any questions regarding my account, he is always on top of it! I value his service and timely response. I highly recommend Sunny and Essence Wealth for all your Financial needs.

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ALTURA WEALTH ADVISORS REVIEWS

I have been a client of JR Financial for nearly 4 years. My wife and I were entering our 50’s with retirement and life goals, but no real plans on how to achieve these goals. I interviewed ten financial advisors, and then reference checked the top five. James was clearly the best fit for our family. He helped us develop a plan that allows us to focus on living our life without stressing about finances. We have a high level of confidence in his services. After four years, we are even more confident we made the right decision. Not only did James help us with our investments, he helped us to see the bigger picture with appropriate life insurance and estate planning. The team also prepares our taxes. JR Financial is the complete package.

Excellent customer service no matter what your financial status may be. I feel I was treated with great care and sound financial advice even though I do not have a large minimum investment or a tremendous amount of assets to work with. Finally, a company who genuinely cares about their clients wellbeing.

Absolutely wonderful people to see each year and get your questions answered Thank you guys for all your help.

STEVE DUFFY REVIEWS

Steven Duffy is an amazing listener and a consummate professional. He cares about his clients and makes sure he understands how you feel; what your goals are; and is happy to kindly educate you towards success. He's amazingly available and open to talking you through whatever steps you need help navigating. His knowledge and experience is vast and solid. I've known him for many years. He's been with Edward Jones now for more than 25 years. It's my pleasure to call him a friend as well as my advisor. I trust him. His office is second to none. Once you've seen your kids to college because of his expert advice and steadfast help, he's the professional you'd invite to your kid's wedding.

TBR® Inspection Score Report

ESSENCE WEALTH & INSURANCE SERVICES Total Inspection Points: 116/120
Complete Info: 8
Experience: 8
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Responsiveness: 10
Review Analysis: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

ALTURA WEALTH ADVISORS Total Inspection Points: 111/120
Acknowledgments: 8
Current Evaluation: 8
Reviews Study: 8
Business Images: 9
Complete Info: 9
Experience: 9
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Website Standard: 10

TBR® Inspection Score Report

STEVE DUFFY Total Inspection Points: 104/120
Acknowledgments: 8
Current Evaluation: 8
Experience: 8
Legitimate Ratings: 8
Responsiveness: 8
Review Analysis: 8
Reviews Study: 8
Business Images: 9
Followers Ratio: 9
Exact Services: 10
Location Proximity: 10
Website Source: 10