Challenger Financial Services
Business details
- Category
- Financial Services · Financial planner
- Address
- 5450 Thornwood Dr, San Jose, CA 95123
- Phone
- (408) 629-8233
- Website
- Searching the web…
- County
- Santa Clara County
Hours
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
Clients across San Jose and the South Bay turn to Challenger Financial Services for financial planning that gives them a clear, practical path toward their goals. We provide personal financial planning, and our work also covers bookkeeping and tax advisory for businesses that want their books kept accurate and their taxes handled with care.
Clients tell us they value the thoroughness and dependability we bring to every engagement, and we aim to make complex money matters feel manageable. Based in San Jose, we serve individuals and business owners throughout Santa Clara County and the wider South Bay.
If you'd like to talk through your financial plans or your business's bookkeeping and tax needs, give us a call or stop by to start the conversation.
Clients tell us they value the thoroughness and dependability we bring to every engagement, and we aim to make complex money matters feel manageable. Based in San Jose, we serve individuals and business owners throughout Santa Clara County and the wider South Bay.
If you'd like to talk through your financial plans or your business's bookkeeping and tax needs, give us a call or stop by to start the conversation.