CalBay Investments

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2880 Lakeside Dr Ste 100
Santa Clara, CA 95054
+1 (408) 986-0898
http://calbayinvestments.com

CalBay Investments, located in Santa Clara, CA, specializes in retirement and income planning, offering tailored financial strategies designed to help clients maintain their desired lifestyles and achieve their financial goals. Their approach combines independent research, broad resources, and experienced advisors to deliver comprehensive services that address the changing phases of life.

Recognized for excellence, Michael D. Allard and his team have consistently been named among the top financial advisors in various prestigious rankings, including Barron's and Forbes. Committed to providing objective financial guidance, CalBay Investments aims to be a trusted partner in wealth management and strategic planning for their clients.

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1.02 reviews
Chuck B.
9/26/2025

IRS said I owed more on my submitted taxes this year and I wanted to know why. Jeff hasn't responded to voicemails or emails in over 5 months. Just blew me off. I've never seen such...

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HW S.
2/20/2014

I have been using JDM's predecessor firm for income tax services for the past 5 years. Everything was satisfactory under its prior ownership by Dan Olmstead under Crest Financial Services....

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