Best Financial Advisors in Alameda, CA

The highest-rated Financial Planning & Wealth Management companies out of 198 vetted & reviewed in the Alameda area.

Adelante Capital Management

Adelante Capital Management

“After nearly five months of behind-the-scenes negotiations, regional mall REIT GGP Inc. (GGP, formerly known as General Growth Properties) recently agreed to be acquired by its largest shareholder (34% owner, originated from its role as plan sponsor ...”
Emergency Services
In Business Since 1994
1101 Marina Village Pkwy, Alameda, CA
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Lawrence Accountancy Corporation

Lawrence Accountancy Corporation

(1)
Certified Public Accounting
“Lawrence is amazing; He returned ALL my calls during his insanely busy tax season, knows out of state tax laws (WITHOUT having to google it in front of us, 10 stars for that!”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 1994
1602 The Alameda #100, San Jose, CA
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Dunham Associates Cpas

Dunham Associates Cpas

(9)
“Obviously, over twenty years of tax prep a number of situations have occurred and he or his staff have been able to resolve those issues and make my business and life less stressful and more streamlined.”
In Business Since 2006
1884 The Alameda, San Jose, CA
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C-J Advisory

C-J Advisory

USA Retirement Savings Plan, Executive Benefits, Actuarial and Consulting
“Machine Readable Files These linkslead to the machine-readable files that are made available in response to the federal Transparency in Coverage Rule and includes negotiated service rates and out-of-network allowed amounts between health plans and he...”
In Business Since 2004
2060 The Alameda, San Jose, CA
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Global Wealth Partners

Global Wealth Partners

(1)
“We knew very little about making investments but Brian was able to suggest some relatively simple and safer short and long term investment options that we would have never thought of doing on our own.”
In Business Since 2010
1764 The Alameda, San Jose, CA
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Asti Financial Management

Asti Financial Management

(2)
Hourly Only Planning, Comprehensive Financial Planning
“Their advice was very reasonable and suggested more than a few ways to manage our money we wouldn't have even thought of.”
Transparent Fees & Pricing
In Business Since 2005
P.o. Box 319, Novato, CA,
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Garrick Werdmuller

Garrick Werdmuller

“2. We're East Bay Local: We operate in the San Francisco Bay Area – Oakland Alameda, Berkeley Castro Valley, Pleasanton, and know the unique local market like the back of our hand. We are assisting local people looking to purchase a property by lever...”
Offers Financing Options
In Business Since 2018
1151 Harbor Bay Pkwy # 136, Alameda, CA
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Clarity Wealth Advisors

Clarity Wealth Advisors

“In order for clients to successfully achieve and maintain financial independence, they need to have defined investment objectives, a thoughtful plan and a well-constructed implementation strategy that is monitored on an ongoing basis. Our approach be...”
In Business Since 2011
2160 The Alameda A, San Jose, CA
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Defined Financial Planning

Defined Financial Planning

“When building financial plans, our team is inspired by the construction of sailboats. Each piece and individual have a role — and they must be put together in a specific way to function seamlessly together when complete. With the right balance and ti...”
In Business Since 2019
2413 Webb Ave Suite B, Alameda, CA
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Mansell Capital Management

Mansell Capital Management

“After completing his M.S degree in Finance in 1998 and earning the prestigious Certified Financial Planner ® designation in 1999, Tim began his financial advisory career with Merrill Lynch Global Wealth Management. At Merrill Lynch, Tim specialized i...”
In Business Since 2018
1545 Verdi St Suite #A, Alameda, CA
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Pines FG

Pines FG

“We understand that every client has a unique situation and we tailor our services accordingly. We provide comprehensive range of accounting, tax consulting and tax preparation services .”
In Business Since 2015
1922 The Alameda Suite 310, San Jose, CA
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The Family Wealth Consulting Group

The Family Wealth Consulting Group

“The Family Wealth Consulting Group is a family financial-planning firm founded by Craig and Peggy Martin in San Jose, CA serving Silicon Valley executives and businesses. The Professional Team at FWCG prides themselves on always being available to in...”
In Business Since 2001
1541 The Alameda, San Jose, CA
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TTP Investments

TTP Investments

“Since 1998, the firm has grown its assets under management to over $408 million by investing primarily in U.S. equities and fixed income markets and expanding its client base. TTP Investments' 25 years of investing experience has seen clients through...”
25+ Years Experience
1978 The Alameda, San Jose, CA
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E Demmler & Associates

E Demmler & Associates

“As a successful executive, you've navigated your way to the top by making smart choices, delegating key tasks to teams you can trust. So, why are you still the go-to person for every day-to-day and long-term financial decision with your own assets? T...”
In Business Since 2006
1101 Marina Village Pkwy UNIT 201, Alameda, CA
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Andrews Financial Services

Andrews Financial Services

“Safeguard your family or business and enjoy more financial control during uncertain economic times. Discover how to leverage the New Type of Life Insurance for protection, flexibility, and control while LIVING. Our clients benefit from our life insur...”
Licensed
In Business Since 2014
1101 Marina Village Pkwy UNIT 201, Alameda, CA
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Shum Financial Group

Shum Financial Group

“When you follow a link to one of these sites, neither Shum Financial Group, Inc., nor any agency, officer or employee of the Shum Financial Group, Inc. warrants the accuracy, reliability or timeliness of any information published by these external si...”
In Business Since 2013
1402 Park St STE E, Alameda, CA
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Harness Tax - Lextax Team

Harness Tax - Lextax Team

“Harness Wealth Advisers LLC (“Harness Wealth Advisers”), a wholly owned subsidiary of Multiplier, Inc., a Delaware corporation, is registered with the U.S. Securities and Exchange Commission as an internet investment adviser. Harness Wealth Advisers ...”
In Business Since 2017
1150 Ballena Blvd # 102, Alameda, CA
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Boitano & Sargent

Boitano & Sargent

Payroll Services, Business Tax Returns, Financial Planning
In Business Since 2019
1760 The Alameda, San Jose, CA
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Longsplice Investments

Longsplice Investments

In Business Since 2007
2033 Clement Ave #119, Alameda, CA
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CMA Financial Services

CMA Financial Services

(3)
Financial Statements, Tax Resolution, Tax Planning
“I have trusted Colisa and the team for several years now.”
Accepts All Major Credit Cards
In Business Since 2008
3150 Hilltop Mall Rd, Richmond, CA
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Efficient Tax Solutions

Efficient Tax Solutions

(34)
  • Questions
  • Job
  • Expertise
“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.”
Accepts Check, Cash, All Major Credit Cards
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 2012
2709 Macdonald Ave #204, Richmond, CA
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Bridgewater Certified Public Accountants

Bridgewater Certified Public Accountants

(23)
Quickbooks Services, Strategic Business Planning, Dental Practice Services
“If you don't have much experience performing your own tax work, have made mistakes, or have questions they will always do their best to make sure you receive the best quality of service.”
Accepts All Major Credit Cards
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 2003
1299 4th St Suite 500, San Rafael, CA
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B.o.l. Global

B.o.l. Global

(37)
Bank Financing, Tax Planning, Strategic Business Planning
“He has been very knowledgeable, dedicated and trustworthy; and has done an excellent job preparing my taxes throughout my time working with him and his accounting firm.”
Transparent Fees & Pricing
Offers Financing Options
Accepts Check
In Business Since 2002
2830 Geary Blvd, San Francisco, CA
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Sunnyhill Financial

Sunnyhill Financial

(47)
  • Loan Officer
  • Emails
  • Responsive
“Being a small business owner there are extra hoops to jump through during a refinance process and Brooks had the experience to make this a smooth and painless process for me.”
Offers Financing Options
DRE # 02058287
In Business Since 2017
600 California St Suite 15-007, San Francisco, CA
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Retirement Planning and Investment Management Services in Alameda, CA Cost Estimates

Minimum cost
$1124
Maximum cost
$9549
National Average
$3371
Avg Per Hour Rates
$338
$2247
$6179
Typical price range is based on 512 cost profiles
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Average Cost $3371
Minimum cost $1124
Maximum cost $9549
Avg Per Hour Rates $338

Typical range $2247 to $6179 is based on 512 cost profiles.

Why these companies made our list

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