San Jose, CA Private Wealth Management - UBS Financial Services Inc. - San Jose (CA)

Sparky Tahuna Marlene has been doing our taxes for the last 7 years and has always done a great job. I believe I get the most return possible and have never been disappointed with the outcome. I have made calls to her throughout the year with questions, sometimes not even directly related to my tax return and she has always graciously given me information on the laws or how that may or may not affect my taxes at the end of the year. I would recommend her services to anyone.

Robert Horowitz Opened promptly at 9. All staff were helpful, attentive and kind.

Jadd E Great people and great service. Thanks to Robert.

Jason Haefeli My experience with Golden State Wealth Management has been nothing short of exceptional. Having a company that cares about your futures and well being makes all the difference. The attention to detail, prospectives, and all the hard work these guys and gals put in shows no boundaries of what they can accomplish for you. With everyone I’ve met, the provide a wealth of knowledge and an expert in the financial world; they will steer you to successful accounts and lifelong partnerships. Golden State Wealth Management is looking towards the future of you and their company. Also, I do not work for them as I am a very satisfied customer. Thanks Golden State!

Gabrielle Geise Evan is an absolute pleasure to work with! He has been instrumental in assisting both my husband and me in organizing our finances, enabling us to optimize our tax returns. I wholeheartedly endorse him for anyone in need of a talented CPA. Gaby Geise Real Estate, DRE#02008214- Serving Santa Cruz County