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Gateway Financial Advisors - Brian Lombardo, CFP, CPA
2570 North First Street, San Jose, California, United States
About the Gateway Financial Advisors - Brian Lombardo, CFP, CPA
Gateway Financial Advisors, led by Brian Lombardo, CFP, CPA, is a reputable finance institution located at 2570 North First Street in San Jose, California. With a team of experienced professionals, they offer comprehensive financial planning and advisory services to help individuals and businesses achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your taxes, Gateway Financial Advisors can provide expert guidance tailored to your specific needs. Trustworthy and reliable, they are dedicated to helping clients make informed decisions and secure their financial future.
Photos of Gateway Financial Advisors - Brian Lombardo, CFP, CPA
2570 N First St Suite 200, San Jose, CA 95131, United States
Opening hours of Gateway Financial Advisors - Brian Lombardo, CFP, CPA
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of Gateway Financial Advisors - Brian Lombardo, CFP, CPA
"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."
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