Hillis Financial Services has consistently been recognized as a Top Wealth Manager by the San Francisco Business Times*. Our top executives have more than 70 years of collective experience helping individuals, families and business owners throughout San Jose work toward financial independence. Through our comprehensive and independent approach to wealth management, we seek to help grow and preserve your assets. We offer a wide range of financial services delivered in an objective, unbiased manner to help you work toward specific milestones we establish to keep your short- and long-term goals on track.
*2012-2013, Award based on an evaluation of twenty different practice categories such as experience, credentials, assets under management, fee structure and philosophy among other factors.