Gateway Financial Advisors - Brian Lombardo, CFP, CPA - San Jose, California

Gateway Financial Advisors, led by Brian Lombardo, CFP and CPA, is a reputable and highly-rated financial consulting firm located in San Jose, California. The company specializes in offering financial planning, investment services, and comprehensive financial consulting to assist clients in achieving their financial goals.

The company's physical address is 2570 N First St Suite 200, San Jose, CA 95131, United States. It is conveniently located in a wheelchair-accessible building, complete with designated parking spaces, entrance, and toilet facilities for individuals with mobility challenges. The building also features standard toilets and is equipped to accommodate appointments, making it an accessible and convenient location for clients.

Gateway Financial Advisors can be reached by phone at 4087284350 or via their website, brianlombardo.com. The company's website provides valuable information about their services, team, and contact information. It is recommended to visit their website for more details before scheduling an appointment.

Brian Lombardo, CFP and CPA, is the principal financial consultant at Gateway Financial Advisors. With his extensive experience and expertise in financial planning and investment services, he has helped numerous clients achieve their financial goals. His credentials as a Certified Financial Planner (CFP) and Certified Public Accountant (CPA) demonstrate his commitment to upholding the highest standards of professionalism and ethical conduct in the financial industry.

Gateway Financial Advisors has received rave reviews from clients, with a perfect 5 out of 5-star rating on Google My Business. This is a testament to the company's dedication to providing exceptional financial consulting services and building long-lasting relationships with its clients.

Overall, Gateway Financial Advisors is an excellent choice for individuals seeking financial planning, investment services, or comprehensive financial consulting. With its accessible location, highly-rated services, and commitment to client satisfaction, Gateway Financial Advisors is a top pick for those looking to secure their financial future. It is highly recommended to contact the company through their website, brianlombardo.com, to schedule an appointment and start your journey towards financial success.

Reviews of Gateway Financial Advisors - Brian Lombardo, CFP, CPA

Cheri Michaelis

5/5

I have referred many clients to Brian and they have raved about his excellent services. Brian not only has a CFP but a CPA as well, which is rare for a financial planner. This allows him to give in-depth tax advice that most other financial planner cannot. If a client has a need outside of Brian’s area of expertise, he goes out of his way to get his clients the help they need. In fact many of Brian’s clients consider him a “go to person” to fulfill their family’s wishes. I highly recommend Brian for financial planning services.