Johanson & Yau

Closed

(9)

Call

Website

Photos

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.

Also at this address

Wave Semiconductor

Reviews

3.09 reviews

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'...

Read more on Yelp

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...

Read more on Yelp

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...

Read more on Yelp

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,...

Read more on Yelp

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.

Read more on Yelp

Owner verified

See a problem?

Auditing services, Accounting services, except auditing

Hawkes Hastings & Aaron Accountancy Corp

Hawkes Hastings & Aaron started in the mid 1970's by our founder who had a vision of providing high quality professional services with a personal touch. Over the years, we have made every effort to maintain that perspective. We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence. Our breadth of experience yet close, personal contact allows us to provide you with a unique solution to your individual situation. We look forward to hearing from you or meeting with you.

Business services, nec, nec, Financial consultant, Investment advisory service

Grooms Wealth Management

BScott Grooms, Certified Financial Planner?Proactive and Comprehensive ServicebrFinancial Planning by Certified AnalystbrRetirementbrEstate and Tax Planningbr*Investment Advisory ServiceASSOCIATIONbrSecurities and Financial Planning Services Offered Through Linsco Private Ledger, Member NASD SIPCB

Auditing services, Accounting services, except auditing

Michael P Lynch, CPA

"I filed my taxes with this business last year. I recently needed help getting some of last years info sent over to me because I do not live nearby the office. The lady who answered the phone was..."