Financial Services in Milpitas

Milpitas has a fair number of small financial service business, some franchised with large companies, and some individually owned an operated. Also check banks and credit unions for financial advising services.

Accountants

Alan David, CPA
Tax planning, bookkeeping.
1313 N. Milpitas Blvd. #200
408-439-5933

Karen Hahn, CPA, CVA, MST
Accounting, tax, investing & financial services. Useful page about record retention.
500 E. Calaveras. Blvd., Suite 333,
408-263-8888

Investment Advice

Lincoln Financial Advisors
Thomas J. Valore
Certified Financial Planner Practitioner, Certified Senior Advisor
Lincoln Financial Advisors Corp.,
408-946-0703

Guardino Financial Group
Sal is a Certified Financial Planner™ practitioner and Mortgage Broker who holds a MBA from Santa Clara University.
1313 N. Milpitas Blvd #200
408-217-6193

Loans

Loan Pros
We pride ourselves in offering the highest level of customer service, and appreciate the opportunity to earn your business.
1355 Jacklin Rd., (former location, now home-based online.)
408-262-8700

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Savings Programs

Golden State Scholarshare Trust College Savings Program
This tax-deferred, college savings program will help California families and others to save in order to meet the increasing costs of higher education.

Taxes

H & R Block
H&R Block Premium Office, Year-Round Assistance, Business Services.
261 W Calaveras Blvd
408-263-3700

Jackson Hewitt Tax Service
Our tax preparers understand your concerns and are equipped to answer all of your questions.
379 Jacklin Road
408-262-2600
301 Ranch Dr
408-606-3991