Pruneyard Financial Group

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22801 Longdown Rd
Cupertino, CA 95014

Pruneyard Financial Group is a family-owned financial advisory firm established in 2000, dedicated to simplifying the complex financial lives of clients in Silicon Valley. With a focus on investments, taxes, retirement planning, and insurance, they guide individuals, families, and small businesses in navigating their financial journeys.

The firm has successfully managed millions in investment portfolios and prepared thousands of tax returns, ensuring that clients understand their financial situations and achieve their goals. Pruneyard Financial Group emphasizes minimal interference between clients and their money, fostering a direct and transparent relationship.

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5.04 reviews
Armin B.
11/30/2012

I cannot say enough how I am happy with Pruneyard financial Group. I had a very difficult tax year 2011 and was delighted getting such a great and professional support from them.

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Wes H.
4/10/2013

We have been clients of Pruneyard Financial Group for financial and tax services since the early 1980's. Their knowledge and integrity as Certified Public Accountants and Personal Financial...

J T.
8/3/2009

Love them, always provide good tax service with sound advice and good stories to boot. The view is spectacular.

Am10005 A.
4/13/2012

Cannot say enough good things about Pruneyard Financial. Friendly and professional team. Been going there 10 years and very happy!

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