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      Oakhurst Financial

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      Financial Planners, Investment Advisory Service, Investment Management

      1059 Fremont Ave, Los Altos, CA 94024

      408-219-5363

      OPEN NOW: 
      Today: 10:00 am - 4:00 pm
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      DETAILS
      General Info
      Oakhurst Financial is a fee-only financial planning, investment management, and tax firm in Los Altos, California. As Financial Planners, we offer an integrated, comprehensive approach to investments, retirement planning, tax planning, and tax preparation. We analyze the tax implications of your investment strategies to optimize what really matters to you: what you keep after taxes. And we don't just prepare tax returns in isolation, but instead help you plan your financial strategies throughout the following year. Our fee-only approach means that we accept no commissions for selling any products, nor do we benefit from recommending any particular course of action. We look out for what is right for you. Our planning and investment advice is offered hourly, or by the project. You get to choose what fits you. Tax preparation is done for a very competitive fixed fee, determined by the complexity of your returns.
      Hours
      Regular Hours
      Mon - Fri:
      Sat - SunClosed
      Categories
      Financial Planners, Investment Advisory Service, Investment Management, Retirement Planning Services, Tax Return Preparation
      Services/Products
      Tax preparation and representation by an IRS Enrolled Agent, admitted to Practice Before the IRS Financial Planning by a Certified Financial Planner Investment Management by a California Registered Investment Adviser
      Payment Options
      Neighborhood
      Central Los Altos
      Accreditation

      Financial Planning Association, IRS Enrolled Agent

      Other Link

      main web site

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      Data provided by one or more of the following: Thryv, Data Axle, Yext.