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CMA Financial Services
Business Tax Returns, Tax Planning, Individuals
“Amazing team with great response time and all around good company to do business with.”
Best Financial Advisors in Richmond, CA
Handpicked from 101 vetted & reviewed Financial Planning & Wealth Management firms in the Richmond area, explore the top 5 leaders in their field among the selected group of 24 finalists.
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Efficient Tax Solutions
- IRS
- Expertise
- Family
“Excellent service , very professional, inspiring trust and solving tax related problems in the contra costa county, we are so grateful to have such great office where we know we will find am answer.”
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PH Tax & Wealth Solutions Cpas
“A highly respected, competent , knowledgeable and professional people providing valuable expertise in financial management , tax preparation, investment , and more.”
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Kruse Financial Strategy
“She is clear about what she can offer and her timelines - and she delivers.”
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Private Fiduciaries of California
“Private Fiduciaries of California, Inc. is a boutique full-service San Francisco Bay Area private fiduciary firm that acts as a trustee, a trust administrator, and a healthcare advocate. With over 25 years of experience as an attorney, family law med...”
Qualification Criteria for best of Winners
Minimum Overall Score
95 (100)
Minimum Reputation Rank
98.7 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Silversage Advisors
Insurance and Annuity Products, Investment Management, Estate Conservation
“Together we'll look at your assets and investments and analyze what's worked and what hasn't. Then, we'll develop a comprehensive, ongoing plan that we can update over time and ensure you always know the next step before you have to take it. We each ...”
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ATS Tax and Financial Solutions
Audit Representation, Negotiating a Tax Debt, Tax Return Preparation
“They call me to make an appointment for my taxes.”
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Bridgewater Certified Public Accountants
Services For Individuals, Internal Controls, Forensic Accounting
“Bridgewater was recommended to me by an existing client, after discussions with a previous firm left me bewildered about what should have been a straightforward business filing and structuring.”
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B.o.l. Global
Tax Services, Non-Profit Organizations, Payroll
“I have been working with Ling for 3 years with filling my taxes, she always makes sure to take a comprehensive look at everything and maximum money back, she gives us excellent advice on how to process and what to do in the upcoming year and we are a...”
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George Dimov CPA
Business Tax, Accounting, Individual Tax
“Megan, the senior accountant assigned to my case, took special time to talk to me about my tax situation and even gave me some great feedback on some plans to lower my tax burden.”
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Monroe Wealth Management
- Tax
- Retirement
- Strategy
“I have been working with him for over 2 years now and has helped me make significant progress towards my plan to buy a home - much faster than I anticipated!”
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Books in Balance
Bookkeeping, Financial Analysis, Accounting
“They literally took the entire back end of the office and reworked everything from overseeing a server installation, installation of new accounting software and utilities to manage my resources better.”
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SD Mayer & Associates
Corporate Tax, Nonprofit Tax, Tax
“The team at SD Mayer helped to take us from early startup mode, running accounting with Excel and lump-sum journal entries, to proper audit-ready accounting practices.”
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Frank Rimerman & Co
Global and Domestic Tax, Fraud, Forensics and Risk, Assurance and Advisory
“Amazing firm, with amazing people, offering the very best in accounting services.”
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The Advisory Group of San Francisco
Investment Management, Retirement Plan Services, Personal Wealth Management
“We know life can get complicated. Every success unlocks new opportunities, challenges, and questions. At The Advisory Group, we take a holistic approach to financial planning and investing that has one goal in mind: helping you create the life you wa...”
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Twin Peaks Wealth Advisors
Complete Wealth Management, Financial Planning, Overview
“They have addressed all services that I need as I am approaching retirement such as estate planning, tax minimization, and legal guidance, in addition to investment management.”
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Duan Wei-Maynez CPA
“While we provide appointment-only services at our conveniently-located offices in downtown San Francisco, Burlingame (next to the new Oculus campus), and Hermosa Beach, our secure web portal ensures that clients are able to share documents with the u...”
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Imax Credit Repair Firm
Credit Repair For Home Mortgages, Credit Repair For Business Loans, General Credit Repair
“I Max Credit Repair did wonders for me and I learned a lot regarding the process of improving my credit in the long run as well as getting things taken off my credit report that should not have been there.”
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Ferrer Tax & Accounting
Business Tax & Accounting Services, New Business Formation, Individual Tax Services
“These last two qualities are rare to find in someone who deals with crunching numbers all the time.”
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Ubiquity Retirement + Savings
- Payroll
- Call
- Work
“Until this morning, I was experiencing a great deal of frustration dealing with an agent @ Ubiquity that was not communicating (returning calls, replying, or responding to emails) with me relative to our new 401k.”
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Perotti and Carrade
Electronic Filing; Audits
“Excellent”
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Steve Rabin CPA
Services For Businesses, Services For Individuals, Tax Services
“My current thinking on why he is so capable at tax is 1) numbers are his friend; he is very capable quantitively (he is a graduate of Caltech); and 2) he has had extensive, in-depth experience working with the IRS.”
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Parallel Advisors
“Polin, with Parallel Advisors, LLC, is a great connection to have and an excellent wealth advisor.”
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Katy Song Financial Planning
“Raised in Rye, New York, I moved to California in 1993 to attend the University of California, Santa Cruz (Go Banana Slugs!). After graduating in 1997 with a B.A. in Global Economics, honors in my major and Phi Beta Kappa, I worked for the U.S. Depar...”
Retirement Planning and Investment Management Services in Richmond, CA Cost Estimates
Minimum cost
$1175
Maximum cost
$9985
National Average
$3525
Avg Per Hour Rates
$353
$2350
$6461
Average price range is based on
270 cost profiles
Why these companies made our list
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