Pruneyard Financial Group, INC.

About

Pruneyard Financial Group 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 online Zoom meeting book an in-office or phone 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 online Zoom meeting book an in-office or phone appointment Why Clients Choose Us 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 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 believe there should be as little interference between our clients and their money as possible. About Us We are a family business established in 2000, which has managed millions of dollars in investment portfolios and prepared thousands of tax returns for individuals, families, and small businesses in Silicon Valley. View Our Client Relationship Summary Contact Us See us in person! Feel free to

Key Contact