Pruneyard
Financial
Group, Inc.

Pruneyard Financial Group, Inc.Pruneyard Financial Group, Inc.Pruneyard Financial Group, Inc.

Pruneyard
Financial
Group, Inc.

Pruneyard Financial Group, Inc.Pruneyard Financial Group, Inc.Pruneyard Financial Group, Inc.

Tel. 408-377-4444

Helping to simplify the complex financial lives of our clients.

Helping to simplify the complex financial lives of our clients.Helping to simplify the complex financial lives of our clients.Helping to simplify the complex financial lives of our clients.
Book an Appointment

Tel. 408-377-4444

Helping to simplify the complex financial lives of our clients.

Helping to simplify the complex financial lives of our clients.Helping to simplify the complex financial lives of our clients.Helping to simplify the complex financial lives of our clients.
Book an Appointment
Picture of pen and calculator covering a chart showing performance

About Us

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.


View Our Client Relationship Summary
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Why Clients Choose Us

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. 

Various scattered papers showing tables, charts, and graphs of a budget. A calculator and pen too.

Learn More

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.


Book an Appointment

PRUNEYARD FINANCIAL GROUP, INC.

51 East Campbell Avenue, Suite 140, Campbell, California 95008 USA


Tel 408-377-4444


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 © 2019-2022 Pruneyard Financial Group, Inc. All Rights Reserved.

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