We believe there should be as little interference between our clients and their money as possible. Our mission is to help our clients understand what they have, where they want to be, and how to get there during good times and bad, boom or bust, regardless of account size or tax bracket.
We are a family business which has managed millions of dollars in investment portfolios and prepared thousands of tax returns for individuals, families, and small businesses in Silicon Valley for over a generation.
Do you have questions about investments, taxes, or retirement? Would you like assistance navigating the complexities of health or life insurance, annuities or paying for school? Our team would be glad to help.
PRUNEYARD FINANCIAL GROUP, INC.
51 East Campbell Avenue, Suite 140, Campbell, California 95008 USA
An Accountancy Corporation
A Registered Investment Adviser
CRD# 117378, SEC# 801-60693
California Insurance License # 0H76418
This website is for informational purposes only.
WE NEVER SELL PERSONAL INFORMATION
Copyright © 2019-2023 Pruneyard Financial Group, Inc. All Rights Reserved.
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