Below is a list of the top and leading Financial Services in San Jose. To help you find the best Financial Services located near you in San Jose, we put together our own list based on this rating points list.
San Jose’s Best Financial Services:
The top rated Financial Services in San Jose are:
- Land Home Financial Services, Inc. – provides comprehensive and diversified funding options for homebuyers and investors
- Investy Financial Services – one-stop-shop for all financial needs for personal and business purposes
- MLP Tax and Financial Services, Inc. – commit to being at par with the ever-changing financial world
- Unchained Financial Services – offers cutting-edge solutions for various financial concerns
- Wellspring Consulting Group – offers personalized services that yield practical results
Land Home Financial Services, Inc.
Land Home Financial Services, Inc. provides comprehensive and diversified funding options for homebuyers and investors. They also cater to builders, mortgage brokers, and real estate agents. Furthermore, they have staff who are hands-on with every project they handle. They are also active in improving the communities.
They have served me than 5 billion dollars of residential land without a third-party service. Moreover, they offer interest rates reflecting the market. Their loan fees also follow the service provided. This gives their clients peace of mind.
Address: 2690 S White Rd #250, San Jose, CA 95148
Phone: (669) 400-7050
”Excellent service happy with Christina and her team, professionalism, knowledge and experience is what this incredible team has. I re financed and got a very low rate definitely is the person to contact.” – Luis Morales
Investy Financial Services
Investy Financial Services is a one-stop shop for all financial needs for personal and business purposes. They have experts that guide the clients every step of the way. Furthermore, they provide them comprehensive information on the steps that they need to make. Their financial services include insurance and tax filing. There are also SEP IRA investment and IRA services.
The team serves its clients with a smile. They ensure the smooth flow of financial transactions. Moreover, the team composes of a financial service advisor and tax preparer.
Address: 919 Story Rd Ste 1200, San Jose, CA 95122
Phone: (408) 855-8888
“I highly recommend Ngoc Rachel Nguyen to everyone who’s looking for a Tax Preparer and 401K Adviser. Ngoc Rachel is professional, knowledgeable, responsive and with an impeccable personality.” – Thuan Le
MLP Tax and Financial Services, Inc.
MLP Tax and Financial Services, Inc. commit to being at par with the ever-changing financial world. They go to great lengths to ensure that their clients have the best financial services. Moreover, the employees deal wot them with the highest level of integrity. They provide innovative advice and solutions. There are also specialists educating their clients to maximize their success.
The company specializes in Asset Management with various investments. They focus in retirement and non-retirement investments. Furthermore, they assist clients in managed and non-managed accounts. Some of their add-ons include check writing and options trading.
Address: 101 Metro Dr # 650, San Jose, CA 95110
Phone: (408) 453-2000
”We have done business with MLP for about 30 years now! The are hardworking and friendly. We have always felt that our taxes were done well above the norm. I’m sure that over the years we have saved way more than the cost. The financial services they provide has helped us invest our money wisely. We have done very well with their advice! We recommend them to anyone who needs good financial advice.” – Terry V. Bush
Unchained Financial Services
Unchained Financial Services offers cutting-edge solutions for various financial concerns. Their clients also receive the services that they have paid for. Furthermore, they are experts in every financial aspect of businesses. The company also saves its clients up to 30 percent of outsourcing costs. They offer cost-efficient services and improvement.
They have arrays of services available at the most competitive prices. Moreover, they provide taxes, bookkeeping, and accounting for small to large businesses. They also provide entity set-tup and IRS representation.
Address: 410 E Santa Clara St Unit #558, San Jose, CA 95113
Phone: (844) 222-9653
”Melissa did an amazing job with my personal taxes, would highly recommend her and her team!” – Shauna Dunne
Wellspring Consulting Group
Wellspring Consulting Group offers personalized services that yield practical results. They assist clients in preparing for their tomorrow. Their services focus on the long-term goals and needs of the customer. Moreover, the team composes of financial experts with years of experience. They guide individuals and businesses with creative strategies to improve their financial status.
They specialize in weal management including investment management and retirement. Furthermore, they assist in college funding, estate planning, and trust services. There are also specialized packages for asset protection and insurance.
Address: 2635 N 1st St #201, San Jose, CA 95134
Phone: (408) 944-0292
“The owner, Reuben Chen and his staff are friendly and stay in touch regularly. They offer a wide range of services. Special thanks to Dennis Shao for his outstanding service.” – Melvin Ezaki
Jeanie Burford is a reporter for Kev’s Best. After graduating from UCLA, Amy got an internship at a local radio station and worked as a beat reporter and producer. Jeanie has also worked as a columnist for The Brookings Register. Amy covers economy and community events for Kev’s Best.