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Commins Knudsen

(8)

Personal Injury, Mediation and Risk Management, Alcoholic Beverages Business

“They know the system(s) and subtle differences in the jurisdictions between each of the Bay Area nine counties---especially SF, Alameda, Marin and San Mateo counties.”

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Tax and Business Services of Oakland

Services For Quickbooks, Business Services, Tax Services

“I am a bay area native, from Berkeley, CA. I graduated with a bachelor of Science in business with a concentration in accounting from San Francisco State University. I have been working in the tax field, prepping taxes and providing financial support...”

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Law Office of Stan Riddle

(1)

“The Best In The West”

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Modern Financial Planning

(5)

“Mike Troxell, founder of Modern Financial, is tremendously knowledgeable, an expert in his field and provides best in class client support and advising.”

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Law Office of Arabelle Malinis

(6)

Estate

“Easy to make an appointment, answered all of our questions with great patience, thoroughly explained everything, took care of everything so all we had to do was sign.”

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Hollander & Hollander

(1)

Tax Planning, Charitable Planning and Family Foundation, Estate and Trust Litigation

“Great Job”

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Savvy Tax

(1)

“Eva has saved us and our friends a great deal of money and she is wonderful to work with.”

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In Touch Financial Services

Eduction Center, Resources, Bay Area Cities

“In Touch Financial Services combines the expertise and power of Real Estate, Mortgage and Advisory & Investment services providing a well-rounded set of financial expertise.”

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Intention Advisors

(1)

“So much of our lives are touched by money, we can benefit from someone who has it down and can relieve stress, confusion or time wasting in the money aspect of our lives.”

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Falcon Bridge Capital

(1)

“FBC is the best: Great people, successful company.”

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Cavu Wealth Advisors

(1)

“I continue to receive sound financial advice.”

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Cline Law Group

(6)

Bank Levies, Tax Issues, Repossessions

“Thank you”

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Curtis Financial Planning

(2)

Financial Planning

“Cathy Curtis is extremely knowledgeable on all aspects of personal finance and investing.”

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Entrefolio Wealth Management

(2)

“We'll all need her help going forward.”

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Nor-Cal FDC

(1)

“Great place for loan guarantees for small business.”

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Financial Avengers

(1)

“Their advice has saved me thousands of dollars.”

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DHR Investment Counsel

“We base our investment recommendations on a deep understanding of financial economics, financial services, and the legal landscape. We're non-discretionary, meaning all investment decisions are made with the knowledge and participation of our clients...”

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Progressive Asset Management

Sri/Esg

“Progressive Asset Management is a national, independent financial advisor network dedicated to building strong, enduring relationships with the individuals and organizations we serve. Our knowledgeable and certified advisors assist clients in working...”

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Tiffany Groode Financial

(8)

Coaching
Debt

“We went in a bit in over our heads and one of the first things she said after reviewing our paperwork was that this was totally doable, but didn't sugarcoat what we had in front of us.”

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David H. Kim, CPA

“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and we'...”

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Ella Financial Advising

Socially Responsible Investing, Financial Planning & Coaching

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Focused Finances

Benefits, Services

“Our intention is to provide just the right financial planning for you, and to build a satisfying long term relationship with you. We offer multiple options for financial planning and investment management services, customized to your unique needs. An...”

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Ak Global Asset Management

“AK Global Asset Management, LLC is an independently owned investment advisory firm. We specialize in creating tailor-made portfolios for investors specifically targeting their risk tolerance and investment preferences. We utilize techniques that are ...”

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P F Wealth Management Group

Cash Management, Risk Management, Investment Planning

“Our team of financial advisors recognize that your time is valuable and should be spent pursuing new adventures not perfecting spreadsheets. That is why we work hard to get to know you, your goals, and your unique financial situation to facilitate th...”

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Average Cost	$3712
Minimum cost	$1238
Maximum cost	$10517
Avg Per Hour Rates	$372

Best Financial Advisors in Oakland, CA

The highest-rated Financial Planning & Wealth Management companies out of 105 vetted & reviewed in the Oakland area.

Commins Knudsen

Tax and Business Services of Oakland

Law Office of Stan Riddle

Modern Financial Planning

Law Office of Arabelle Malinis

Hollander & Hollander

Savvy Tax

In Touch Financial Services

Intention Advisors

Falcon Bridge Capital

Cavu Wealth Advisors

Cline Law Group

Curtis Financial Planning

Entrefolio Wealth Management

Nor-Cal FDC

Financial Avengers

DHR Investment Counsel

Progressive Asset Management

Tiffany Groode Financial

David H. Kim, CPA

Ella Financial Advising

Focused Finances

Ak Global Asset Management

P F Wealth Management Group

Retirement Planning and Investment Management Services in Oakland, CA Cost Estimates

Why these companies made our list

Wealth Management Advisors near Oakland

Popular in Oakland