About the Business
At Oakhurst Financial, we provide a comprehensive approach to financial planning, investment management, and tax. Our goal is to help you optimize your finances and maximize what you keep after taxes. We are a fee-only firm, so our advice is unbiased and tailored to you.
We offer our services through different payment plans that fit your needs. You can choose from hourly services, project-based services, or an annual retainer. Tax preparation is also available for a competitive fixed fee.
Our integrated approach to financial planning ensures that all aspects of your investments, retirement planning, and taxes are coordinated. We analyze the tax implications of each strategy and provide advice that is in your best interests.
We strive to provide quality services that put your financial security first. If you have any questions, don't hesitate to contact us.
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- Oakhurst Financial was established to help people in Silicon Valley with their financial needs, not make a lot of money for its founder. People with lots of money to invest can always find someone that will help them invest it, but everyone has financial questions and issues that need to be addressed. We can help with allocating 401(k)'s, planning for college, deciding when you're able to retire, preparing your taxes, suggesting how much insurance you need, and many more areas.
- (408) 219-5363
- 1059 Fremont Ave, Los Altos, CA 94024
- Visit Website
Opening Time
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Mon
10:00 AM - 4:00 PM
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Tue
10:00 AM - 4:00 PM
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Wed
10:00 AM - 4:00 PM
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Thu
10:00 AM - 4:00 PM
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Fri
10:00 AM - 4:00 PM
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Sat
Closed
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Sun
Closed