Silicon Valley Wealth Advisors, LLC - San Jose, California

Overview of Silicon Valley Wealth Advisors, LLC

Located at 3190 S Bascom Ave #210, San Jose, CA 95124, United States, Silicon Valley Wealth Advisors, LLC is a distinguished financial advisory firm offering specialized services in financial planning and investment services. With a phone number 408-688-0888, clients can easily reach out for expert guidance tailored to their financial needs.

Key Features and Services

Financial Planning & Investment Services: As a firm that prides itself on being a financial planner and providing investment services, Silicon Valley Wealth Advisors ensures that their clients' financial futures are in capable hands. Their expertise covers a broad spectrum of financial strategies, making them a go-to choice for both individuals and businesses seeking to optimize their wealth.

Accessibility and Inclusivity

The office at Silicon Valley Wealth Advisors, LLC is not only conveniently located but also designed with accessibility in mind. They offer online appointments, ensuring flexibility for clients, and provide on-site services for those preferring face-to-face consultations. Notably, the facility is wheelchair-accessible, complete with a car park, entrance, and toilet, demonstrating their commitment to inclusivity. This makes their services welcoming to everyone, including the LGBTQ+ community and transgender individuals, fostering a safe space for all transgender clients.

Client Reviews and Recommendations

Clients have left an impression with 5 reviews on Google My Business, giving the firm an average opinion rating of 3.4/5. Testimonials highlight their professionalism and great service, with one long-term client expressing satisfaction over a decade of service, value, and results. This consistently high level of service, combined with the firm's dedication to being LGBTQ+ friendly and providing a safe space, underscores their commitment to client happiness and financial success.

Recommendations for Potential Clients

For those considering financial planning or investment services, Silicon Valley Wealth Advisors, LLC stands out as a reliable choice. Their requirement for appointments ensures personalized service, while the recommendation to book these in advance underscores the value they place on client time and careful planning. Given their considerate approach and the quality of service reflected in client reviews, it's highly advisable to reach out to them through their website svwadvisors.com to schedule an initial consultation.

👍 Reviews of Silicon Valley Wealth Advisors, LLC

jp L.

5/5

Always professional and great service. I have been using them for over 10 years and am very happy with the service, value and results. Highly recommend if you are looking for a first class financial advisor.

Brent R.

1/5

Terrible experience. SVWA does NOT take care of their clients. Do yourself a favor and find a firm that is honest and values customer service. I have since taken my business elsewhere, but like many others have reported, SVWA refused to provide me with my client files.

Theresa O.

1/5

Do not use Silicon Valley Wealth Advisors. They have horrific customer service. I would never recommend that anyone use their services. We have left their business and now they refuse to give us information we requested.

Lynda

5/5

Extremely good financial advisors with outstanding personal investment.

John H.

5/5

Great service and professionals!