Leal Financial Planning - Campbell, California

Address: 900 E Hamilton Ave #100, Campbell, CA 95008, United States.
Phone: 4086793354.
Website: lealfp.com.
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilets, Appointments recommended.
Opinions: This company has 4 reviews on Google My Business.
Average opinion: 5/5.

Location of Leal Financial Planning

4086793354

Leal Financial Planning is a reputable financial planning firm that offers expert advice to help individuals manage their finances effectively. The company is conveniently located at Address: 900 E Hamilton Ave #100, Campbell, CA 95008, United States. You can easily contact them by phone at Phone: 4086793354. Additionally, you can visit their website at Website: lealfp.com to learn more about their services.

One of the primary specialties of Leal Financial Planning is being a Financial planner. Their team of experienced professionals is dedicated to providing personalized financial planning services to help clients achieve their financial goals. They offer a wide range of services, including retirement planning, investment management, tax planning, and estate planning.

Leal Financial Planning is committed to ensuring that their services are accessible to everyone. The office is fully Wheelchair-accessible, with a wheelchair-accessible car park, entrance, and toilet. They also have toilets available for all clients.

When visiting Leal Financial Planning, it is recommended to make an appointment in advance to ensure that you receive the attention you require. This can be done easily by contacting them by phone or through their website.

According to Google My Business, Leal Financial Planning has received 4 reviews with an impressive average opinion of 5/5. This is a testament to the high-quality services that they provide to their clients.

Reviews of Leal Financial Planning

Leal Financial Planning - Campbell, California

Carol Jones

5/5

I first went to see Karl as i approached retirement, more than 5 years ago. I had no idea how to manage the money i had accumulated in my retirement 403B, how long it might last, nor how to budget in retirement. SO so glad i found him. He is independent and does NOT work on commission. He gives straight forward and transparent information and advise. Great explanations. The advice has paid off. Importantly, Karl is also a professional, good and honest guy. Very smart and i truly trust him. As i told him yesterday "Thank you Karl, you have made such a difference in my life and i appreciate you!"

donna milo

5/5

It took me a long time to find the right person but it was well worth the wait. If you are looking for a knowledgeable, trust worthy, fee-based, financial adviser, look no further. Karl (Leal Financial Planning) was a pleasure to work with. He has fiduciary responsibility and acts in YOUR best interests. He is not compensated to sell you on specific investments. Karl, helped us sort through our assets and developed a comprehensive investment approach that aligned with our retirement plans. We are no longer paying crazy fees that ultimately wiped out most of our profits. I finally feel secure about where our money is invested. I highly recommend Karl. He is down to earth and has great interpersonal skills.

Michael Shick

5/5

I worked with Karl a few years ago to vet and improve the structure of my finances, for now and for retirement. Our interactions were always cordial, professional, and most importantly enlightening. I was glad to be able to take what he taught me and implement it myself rather than simply hitch my wagon to someone else who just sees me as a ticket to 1% fees forever.

By now things have changed, and its time for me to do some rearchitecting of my finances. You bet I'm going back to speak with Karl.

Nachiket Patil

5/5