Find Recommended Local Financial Advisors in San Jose, CA

Read professional profiles and client feedback for recommended financial advisors in San Jose, CA. Look at the areas of financial planning they cover and contact appropriate professionals to discuss your goals and consultation options.
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Xchange Solutions
24 Years
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Xchange Solutions specializes in 1031 exchange facilitation, helping real estate investors legally defer capital gains taxes while expanding their property portfolios. We provide expert guidance through complex tax-deferred exchange processes, including reverse exchanges, improvement exchanges, and Delaware statutory trusts. Our nationwide service combines deep regulatory expertise with personalized transaction structuring to maximize investment growth.
1031 Exchanges Deferred Sales Trust Delaware Statutory Trust
Saved thousands in taxes Expert guidance Educational value
Santa Clara (3.9 mi) Sunnyvale (8.5 mi) San Mateo (28.6 mi)