Johanson & Yau

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42 W Campbell Ave Fl 3
Campbell, CA 95008
+1 (408) 288-5111
http://www.jyacwealth.com
At Johanson and Yau, we strive to create a personalized financial roadmap, which may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.

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Reviews

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3.09 reviews
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Alex G.
9/17/2021

Elier Peraza is an outstanding financial advisor and a pleasure to work with. Having a financial advisor combined with your CPA's office means Elier is always very in tune with his clients'...

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Chris M.
3/5/2024

I requested that these folks help me determine my tax liability for 2023 after a huge life event that caused me to cash out a lot of stock. I am not rich, and I was worried about having to sell my...

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Monte B.
3/9/2024

The firm did my tax return for 2022. Their charges were 3-5 times as expensive as other firms have charged me for slightly less complicated return. Not only that, the accountant did not include...

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Veronica M.
1/23/2023

Rude. Completely rude, and unprofessional. Would not recommend. Got in touch with JF to ask some financial questions regarding our business and he was so rude to me on the phone, talking over me,...

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Joseph H.
3/1/2021

By their own admission, quote: "overwhelmed by thousands of clients." By personal experience, "unreliable!" Especially, during the middle of tax season.

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United States›California›Campbell›Johanson & Yau

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