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Silicon Valley Wealth Advisors

  • Investment Service
  • San Jose, CA
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About this business

FinanceFinancial ServicesInvestment Service

Your Life. Your Goals. We are your partners through all of your Wealth Stages. We know you have options when it comes to financial planning and wealth management. It’s an important decision that shouldn’t be taken lightly. We agree. We are your partners, helping you achieve financial success so that your wealth becomes a catalyst accomplishing your life goals. We want to help you reach further, dream bigger, and go beyond what you thought was possible. Silicon Valley Wealth Advisors helps you make the right choices for you... read more

Location details

3190 South Bascom Avenue, #210, San Jose, CA, 95124, United States

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Mon8:30 a.m. to 5:00 p.m.
Tue8:30 a.m. to 5:00 p.m.
Wed8:30 a.m. to 5:00 p.m.
Thu8:30 a.m. to 5:00 p.m.
Fri8:30 a.m. to 5:00 p.m.
5.05 reviews
jp lawyer's profile image
jp lawyer 
10 months ago

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 Rapport's profile image
Brent Rapport 
a year ago

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 Opp's profile image
Theresa Opp 
a year ago

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 Elliott's profile image
Lynda Elliott 
6 months ago

Extremely good financial advisors with outstanding personal investment. 

John Hall's profile image
John Hall 
10 months ago

Great service and professionals! 

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Frequently asked questions about Silicon Valley Wealth Advisors

How is Silicon Valley Wealth Advisors rated?

Silicon Valley Wealth Advisors has a 5 star rating with 5 reviews. 

When is Silicon Valley Wealth Advisors open?

Silicon Valley Wealth Advisors is open now. It will close at 5:00 p.m.