Financial Planners near Santa Clara

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“Working with Peter Mu & the team at Wealth Cairn has been absolutely transformative for me and my family. He has a unique capacity to take complex economic matters combined with the many layers of human dynamics that impact finances and make them readily understandable and — even more important to me — he co-creates pathways to activating those understandings for a more sound financial reality today while developing and implementing a strategy for a strong financial future for me and my family. I wholeheartedly recommend him and the Wealth Cairn team.“

“Thank you for great Service. Quick response through Yelp. Made an appointment at 12 for the next day. Confirmed that it's $5.00 per signature for notary. Took 5 min and done. Of course that would depend on what forms you need. I would recommend.“

“Don Woo is our financial advisor and we are completely satisfied with his counsel. Don knows exactly what we want to do with our money and he executes perfectly. I would never consider leaving Don so he may never retire...also a shout out to Maria...she is always there for us as well. I have referred a few clients to Don and they are happy as well“

“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!"“

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“Felipe Cruz has been handling my business banking for a couple of years. He is highly professional and goes the extra mile in getting things done. The downtown Los Gatos branch is the best branch of US Bank and everyone there is a pleasure to work with.“

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“Made a career transition to this company, best decision ever! The training, support, and general team work is nothing like I’ve ever seen. I’ve never had a better understanding of my personal finances, definitely reach out to them if you’re looking to gain control over yours.“

“My friend referred Emily who is a Client Relationship consultant in US bank to me. Emily is so professional and knowledgeable. She introduced the company's products which are exactly what I was looking for. Even though the branch is closed at 5:00PM. She was still taking time to explain the details. Compared with other bank customer service, she deserved 5 stars. If you are looking for the best bank service, Emily is your only choice.“