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Truly Financial Group, LLCFinancial advisor in Los Gatos, CA

Truly Financial Group, LLC is a financial advisor at 235 Oak Meadow Dr, Los Gatos, CA 95032, ranked #38 of 226 financial advisors in Los Gatos and rated 5.0 from 3 Google reviews. Open 7 days a week.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Los Gatos, CAUpdated 0 paid placements in any rankingHow we rank

Call (650) 336-4985Website ↗

Key facts

Key facts about Truly Financial Group, LLC
Address235 Oak Meadow Dr, Los Gatos, CA 95032Get directions
Phone(650) 336-4985
Websitetrulyfinancialgroup.com
HoursMonday to Friday: 9 AM – 2 PM; Saturday and Sunday: 11 AM – 2 PM
Google rating5.0 from 3 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category

Service area

Serves Los Gatos and 11 towns within 25 miles: Saratoga, Campbell, Cupertino, Communications Hill, Santa Clara, San Jose, Sunnyvale, Mountain View, Alum Rock, Scotts Valley and Los Altos.

Based in Los Gatos, CAView on map

Opening hours

Opening hours for Truly Financial Group, LLC
DayHours
Monday9 AM – 2 PM
Tuesday9 AM – 2 PM
Wednesday9 AM – 2 PM
Thursday9 AM – 2 PM
Friday9 AM – 2 PM
Saturday11 AM – 2 PM
Sunday11 AM – 2 PM
  • Open evenings — no
  • Open Saturdays
  • Open Sundays

Questions about Truly Financial Group, LLC

How is Truly Financial Group, LLC ranked in Los Gatos?

Truly Financial Group, LLC is ranked #38 of 226 financial advisors in Los Gatos by RFA Score, with 63 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Truly Financial Group, LLC’s hours?

Truly Financial Group, LLC is open 7 days a week. Its listed hours are Monday to Friday, 9 AM – 2 PM; Saturday and Sunday, 11 AM – 2 PM. On Saturdays it is open 11 AM to 2 PM, and on Sundays 11 AM to 2 PM. Hours come from the business listing; holiday hours may differ.

What areas does Truly Financial Group, LLC serve?

Serves Los Gatos and 11 towns within 25 miles: Saratoga, Campbell, Cupertino, Communications Hill, Santa Clara, San Jose, Sunnyvale, Mountain View, Alum Rock, Scotts Valley and Los Altos. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Truly Financial Group, LLC?

Truly Financial Group, LLC has a rating of 5.0 from 3 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Truly Financial Group, LLC?

Call Truly Financial Group, LLC on (650) 336-4985. The business is at 235 Oak Meadow Dr, Los Gatos, CA 95032. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Truly Financial Group, LLC compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Truly Financial Group, LLC (this business)—635.0 (3)YesYes
Financial Journey Partners#36635.0 (12)NoNo9.8 mi
Bank of America Financial Center#37634.6 (63)NoNo20.7 mi
Charles Schwab#39633.3 (7)NoNo0.5 mi

See all 226 ranked financial advisors in Los Gatos