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Financial Planners in San Jose, California

There are 10 recommended Financial Planners in San Jose, CA. Read reviews from people you know to find the best Financial Planner.

Review by David Canham

Justin was a great broker! We found Justin through one of our friends, and he got us a great deal on our mortgage. He even referred us to some great renovators in the area."See MoreRead Less

Review by Ying Wong

Very knowledgable n very courteous. Would recommend her to anyone who needs financial services. She's the go to guy!!!

Review by Sheila Ko

Very professional and knowledgeable. Highly recommend Sunny to take care of your insurance & financial planning needs.

Review by Jackson Le

Lily is a great person to work with! She knows exactly what she is doing in her field. Keep up the good work!

Review by Tony Nguyen

He is good sale person who ever i met.
He gave me good experience on Real estate. He is so patient to explain and give me all detail that i need.See MoreRead Less