Financial Advising in Los Gatos, CA
4 locations found near Los Gatos
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Financial Advising
Financial Advising
“Appreciate Diana's service. She was kind and patience. Able to answer my questions and concerns with her knowledge. Definitely made my day! Great customer service experience!”
Financial Advising
“I've used Brenner Financial for the last few years for our taxes. They are very prompt and answer emails even on weekends when the office is closed. They do everything electronically and have a very hassle free experience. Beyond satisfied with their customer service”
Financial Advising
“Today I got some great help from Diego who called me right on time for our appointment. Diego knew how to help me with my retirement account and could explain the steps I needed to take. He made it easy to get the results I wanted in an efficient way. He is in the office and can help you with online matters. I highly recommend Diego who is professional and friendly.”
“Juliette is a pleasure to work with. She is extremely knowledgeable when it comes to investments, taxes and stock options. She is highly credentialed and has helped me tremendously with my ISO’s and inheritance planning.She is a fiduciary and a wonderful person to work with. Highly recommend for all financial and estate preservation needs.”