Gateway Financial Advisors - Brian Lombardo, CFP, CPA - San Jose, California

Overview of Gateway Financial Advisors - Brian Lombardo

Located at 2570 N First St Suite 200, San Jose, CA 95131, United States, Gateway Financial Advisors, spearheaded by Brian Lombardo, stands out as a premier financial advisory firm. Brian, who holds both a Certified Financial Planner (CFP) and a Certified Public Accountant (CPA), offers a comprehensive suite of services including financial consulting, financial planning, and investment services. His exceptional qualifications set him apart in the industry, providing clients with unparalleled expertise and confidence in their financial futures.

Facilities and Accessibility

Clients visiting Gateway Financial Advisors will find a facility that prioritizes accessibility, featuring a wheelchair-accessible car park, wheelchair-accessible entrance, and wheelchair-accessible toilet. This ensures that everyone, regardless of physical ability, can receive the professional financial guidance they need.

Recommendations and Service Highlights

Based on the reviews, particularly the glowing one averaging 5/5 on Google My Business, it's evident that Brian Lombardo and his team excel in their field. Clients appreciate the depth of knowledge in tax advice and the willingness to connect them with additional resources outside Brian's expertise. The firm's recommendation of appointments underscores their commitment to personalized service, ensuring that clients are thoroughly prepared and informed.

Contact Information and Accessibility

For those seeking financial clarity and security, Brian Lombardo is just a phone call away at 408-728-4350. The firm's online presence is equally accessible through their website, brianlombardo.com, where potential clients can learn more about their services and prepare for their financial journey.

Recommandation

If you're looking for a financial advisor who combines deep expertise with a client-centric approach, look no further than Gateway Financial Advisors - Brian Lombardo. Don't just take our word for it; consider the high ratings and testimonials that speak volumes about Brian's dedication to excellence. To experience his exceptional services firsthand, we highly encourage you to visit his website or give them a call directly. Your financial future deserves the best guidance, and Brian Lombardo promises to deliver just that.

👍 Reviews of Gateway Financial Advisors - Brian Lombardo, CFP, CPA

Cheri M.

5/5

I have referred many clients to Brian and they have raved about his excellent services. Brian not only has a CFP but a CPA as well, which is rare for a financial planner. This allows him to give in-depth tax advice that most other financial planner cannot. If a client has a need outside of Brian’s area of expertise, he goes out of his way to get his clients the help they need. In fact many of Brian’s clients consider him a “go to person” to fulfill their family’s wishes. I highly recommend Brian for financial planning services.