Best Financial Advisors in Fremont, CA

The highest-rated Financial Planning & Wealth Management companies out of 165 vetted & reviewed in the Fremont area.

Encover Personal Finance

Encover Personal Finance

(3)
“I thought I knew everything but he provided us with excellent guidance on the advantages and opportunities that are available for us to use to leverage our finances safely and based on our goals.”
In Business Since 2017
Free Initial Consultation
34291 Eucalyptus Terrace, Fremont, CA
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Munshi & Caminos

Munshi & Caminos

Personal Services, Business Services, Real Estate Owners/Developers Services
“They say life doesn't give you anything you can't handle, but that doesn't mean you have to handle it alone. As you grow, It becomes increasingly important to make sure you have financial professionals by your side; a team who can help evaluate your ...”
In Business Since 2018
39650 Liberty St Suite 200, Fremont, CA
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Mastermind College Funding Group

Mastermind College Funding Group

(3)
“They educated me on how the financial-aid system really works and helped lower my Family Contribution by over $7,500 a year!”
46520 Fremont Blvd STE 606, Fremont, CA
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Wise Investments Enterprise

Wise Investments Enterprise

44176 Ibero Way, Fremont, CA
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Peace of Mind Finance

Peace of Mind Finance

“Our team is comprised of people with different kinds of finance experience. But we all have one thing in common: a commitment to ethics and integrity. We are all fully licensed and credentialed, and you can count on our unbiased recommendations and i...”
In Business Since 2020
Licensed
42650 Christy St, Fremont, CA
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Millar Financial

Millar Financial

“Millar Financial Group is an independent Registered Investment Adviser and Financial Planning firm located in Fremont, California, in the San Francisco Bay Area.”
In Business Since 2017
CFP Certified
39560 Stevenson Pl #111, Fremont, CA
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Geter Holdings

Geter Holdings

In Business Since 2012
39116 Fremont Hub #1092, Fremont, CA
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Bhuiyan & Associates, CPA

Bhuiyan & Associates, CPA

(29)
Real Estate & Rental Property
“Amazing and professional CPA accountant , very professional and competitive pricing for the wide services he is offering to his clients , i do recommend him for his professionalism and service pricing”
In Business Since 2013
Accepts All Major Credit Cards
2118 Walsh Ave, Santa Clara, CA
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Taxpath

Taxpath

(26)
For Individuals, Tax Services, Your IRS File
“I like this place and I should of filed with this tax company this year 😫the experience is always great I started coming since 2010 i believe and until 2000 always 🙌🏽Thank you for having me and my family much love”
In Business Since 2001
Accepts Check, All Major Credit Cards
7000 Village Pkwy Ste C, Dublin, CA
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Golden Trust Financial Corporation

Golden Trust Financial Corporation

(28)
  • Health
  • Tax
  • 401k
“I went to Jasmine for my 2021 tax returns and she did a wonderful job, I like to shop around on yelp and read reviews to save myself the time of driving around and they had the best price and five stars for reviews so i decided to give them a try bec...”
In Business Since 2011
2690 S White Rd #60, San Jose, CA
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Sterling Certified Public Accountants

Sterling Certified Public Accountants

(7)
Services For Individuals, Industries, Services For Quickbooks
“Best cpa in the world!!!!!!!!!”
In Business Since 2021
Free Initial Consultation
Transparent Fees & Pricing
Offers Financing Options
4305 Hacienda Dr suite 340, Pleasanton, CA
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Ami Shah CPA

Ami Shah CPA

(18)
  • Patient
  • Questions
  • Money
“I'd like to recommend Ami for her confidence, her knowledge in tax codes and reporting rules and all that, plus the friendly interactions that she delivered.”
In Business Since 2006
Transparent Fees & Pricing
2570 N First St St 200, San Jose, CA
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Turnkey Financial Solutions

Turnkey Financial Solutions

(30)
  • Restaurant
  • Team
  • Rebates
“The experience has been great -- I can appreciate their responsiveness (someone usually texts/emails back within minutes or a few hours) & the high-tech nature of the operation.”
In Business Since 2016
33170 Alvarado-Niles Rd #1659, Union City, CA
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Financial Rescue

Financial Rescue

(30)
  • Negotiator
  • Debt
  • Peace
“Again thank you for Alton Muyot and Lyka my negotiator and thank you for Financial Rescue that you have a professional staff like Alton and Lyca Salvador my trusted negotiator she is the one who facilitated my account and now l am debt free.”
In Business Since 2008
P.o. Box 361504, Milpitas, CA,
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A & L Financial Services

A & L Financial Services

(6)
Tax Management
“Mike has been doing our business and personnel taxes for over 10 years, We greatly appreciate his expert advice and call him our tax guy..”
In Business Since 1979
Transparent Fees & Pricing
Licensed
Accepts All Major Credit Cards
53 Wright Brothers Ave STE E, Livermore, CA
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Teh Financial Coaching

Teh Financial Coaching

(29)
  • Debt
  • Budgeting
  • Passion
“Financial literacy is something that I've always struggled with, and beyond skimming through the occasional investment books/half-hearted research attempts, I've never been motivated to learn about finances.”
In Business Since 2016
Expedition Ln, Milpitas, CA
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Adap Tax Financial

Adap Tax Financial

Tax and Accounting, Financial Planning, Investments
“We operate our business under the overarching premise that we are able to provide you with the best level of personalized service when we have developed deep relationships over time and provide holistic plans that focuses your personal goals, risk po...”
In Business Since 2019
Licensed, BBB Rating: A+
Transparent Fees & Pricing
4725 First St #275, Pleasanton, CA
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Topco Payroll & Bookkeeping

Topco Payroll & Bookkeeping

(6)
  • Business
“Ana made sure to not only answer all of my questions, but to also take the time and show me how certain processes work + walk me through Quickbooks.”
In Business Since 2014
Licensed, BBB Rating: A+
Accepts Check
303 Twin Dolphin Dr, Redwood City, CA
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Peter B. Diaz, CPA

Peter B. Diaz, CPA

(6)
Fiduci Ary, " Services Offered Include:, Research Credit Analysis
“Peter Diaz is one of the best licensed Certified Public Accountants in Redwood City, California and has served as Corporate Tax Director for several global companies for 25+ years.”
In Business Since 1988
Licensed
Accepts All Major Credit Cards
1811 Kentfield Ave, Redwood City, CA
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Sustainable Capital Finance

Sustainable Capital Finance

(1)
Solar For Native American Tribes, Community Solar Financing, Solar EV Charging For C&I Property Owners
“Seriously this is the best service I have ever had at any bank or finance organization!”
In Business Since 1995
Transparent Fees & Pricing
Offers Financing Options
99 S Almaden Blvd, San Jose, CA
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Only For Dentists - Cupertino

Only For Dentists - Cupertino

(8)
Practice Management Consulting, Wealth Management, Transition Consulting
“Gloria his assistant is great, their software's are great and most importantly Bassim Michael himself is very knowledgeable and helpful in book keeping and accounting especially when it comes to dentist.”
In Business Since 2008
19925 Stevens Creek Blvd #100, Cupertino, CA
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Lavelle Law Offices

Lavelle Law Offices

(4)
“I am thankful that I found his firm to assist me with filling for Bankruptcy which started off scary but ended up being a very simple process.”
In Business Since 2018
Transparent Fees & Pricing
Free Initial Consultation
111 N Market St suite 300, San Jose, CA
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Bay Area Financial Services

Bay Area Financial Services

(1)
“They have other services too - debt relive, loan modficiations, business start-ups--basically anything dealing with money.”
In Business Since 1989
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
12 S 1st St UNIT 816, San Jose, CA
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Key Financial Solutions

Key Financial Solutions

(2)
Tax Services, Services For Individuals, Business Services
“Clum's services for the past decade, and I could not be more pleased with his professionalism and expertise.”
In Business Since 2011
Transparent Fees & Pricing
3106 Spring St, Redwood City, CA
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Retirement Planning and Investment Management Services in Fremont, CA Cost Estimates

Minimum cost
$1225
Maximum cost
$10409
National Average
$3674
Avg Per Hour Rates
$368
$2449
$6735
Fair price range is based on 474 cost profiles
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Average Cost $3674
Minimum cost $1225
Maximum cost $10409
Avg Per Hour Rates $368

Fair range $2449 to $6735 is based on 474 cost profiles.

Why these companies made our list

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