The Best Financial Services in Sunnyvale

Handpicked Top 3 Financial Services in Sunnyvale, California. Our 50-Point Inspection includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. You deserve only the best!


298 South Sunnyvale Avenue, Suite 103, Sunnyvale, CA 94086

Since 2011

Financial Planning, Estate Planning, Retirement Planning, Educational Planning, Wealth Management, Life Insurance, Disability Insurance & Investments

Specializes in Retirement Planning, Life & Long Term Care Insurance

Mon - Fri 8:00 am - 5:00 pm Sat By Appointment Only

I have known Shane for over three years through the community organizations and have always held him in high esteem. I recently had the opportunity to work with Shane on a professional level. What impressed me most was that he takes extra time to carefully listen, research and ensure accuracy when answering questions in regards to account matters. He goes over and above for his clients, and was able to anticipate many of my questions and needs.

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1250 Oakmead Pkwy, Ste. 210, Sunnyvale, CA 94085

Since 2006

Insurance, Investing, Retirement, Tax Management, Education Funding, Risk Management, Estate Planning, Wealth Preservation, Employee & Executive Benefits

Offer a wide range of Financial products and services to individuals & business owner - Provides personalized Investment Advice and Planning

Mon - Fri 9:00 am - 5:00 pm

I have really enjoyed working with Ken. I met him in September and he has been incredibly helpful for me. Unlike a lot of folks out there claiming to be financial planners, Ken actually has a ton of certifications and training which sets him apart for me. He also specializes in children with special needs, and he knows from personal experience the challenges of raising a child with special needs. Overall I highly recommend Ken!

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1514 S Mary Ave, Sunnyvale, CA 94087

Since 2005

Goal Planning, Cash Flow, Budgeting, Retirement Planning, Investment, Education Funding, Employee Benefits, Stock Options, Tax Planning, Risk Management, Insurance Estate Planning, Gifting, Trusts & Periodic Reviews

Expertise in developing and managing Index-Fund Portfolios, based on the sound principles of Financial Planning

Mon - Thu 1:00 pm - 6:00 pm

They establish long-term relationships with individuals and families to help plan and achieve their financial goals and dreams. They offer advice on a broad range of personal financial planning needs.
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