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

Gateway Financial Advisors - Brian Lombardo, CFP, CPA

Address: 2570 N First St Suite 200, San Jose, CA 95131, United States.

Phone: 4087284350.

Website: brianlombardo.com.

SPECIALTIES

• Financial consultant
• Financial planner
• Investment service

OTHER POINTS OF INTEREST

• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Toilet
• Appointments recommended

OPINIONS

This company has 1 review on Google My Business.

Average opinion: 5/5

Brian Lombardo is celebrated for his comprehensive financial planning services. His rare combination of CFP (Certified Financial Planner) and CPA (Certified Public Accountant) certifications allows him to provide in-depth tax advice and solutions that many other financial planners cannot. This is a significant advantage for clients, as it ensures they receive holistic and detailed financial strategies.

His clients often consider him a "go-to person" to fulfill their family's wishes. This not only speaks to his dedication and expertise, but also to the personal service he provides to each client. It's evident from the reviews that he goes out of his way to ensure his clients' needs are met, even if it means referring them to someone else when he isn't the best fit.

Given his level of specialization and commitment to client satisfaction, it's highly recommended to make an appointment with Brian Lombardo for financial planning services. His expertise and personalized approach make him stand out in the industry.

To learn more or to schedule an appointment, please visit his website at brianlombardo.com or contact him directly at 4087284350. Don't miss the opportunity to work with a financial advisor who genuinely cares about his clients' success and well-being.

👍 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.