View Profile

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 ...”

i

View Profile

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.”

i

View Profile

Lawrence Accountancy Corporation

(1)

“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!”

i

View Profile

Rubicon Financial Partners

“Our holistic approach is well-suited for self-employed, executives, and business owners who need that extra edge. We focus on your financial health so you can focus your energies on achieving the balance you seek in your life.”

i

View Profile

Asti Financial Management

(2)

“Their advice was very reasonable and suggested more than a few ways to manage our money we wouldn't have even thought of.”

i

View Profile

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...”

i

The 24 firms listed for Alameda, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Alameda, CA

Of the 24 firms we list here, 9 are in Alameda itself and 15 come from towns including San Jose (6, 39 mi), San Francisco (4, 10 mi) and Oakland (1, 3 mi). 13 of the firms on this page have a rating, from 4.6 to 5.0 across 957 reviews; 4 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (90%), responsiveness (76%) and quality (65%). 1 is open around the clock; 6 are open on Saturdays and 4 on Sundays. The services the firms on this page list most often on their websites are bank financing (2), business services (2), cash flow management (2), non-profit organizations (2) and strategic business planning (2). 3 show a license on their websites and 2 have a BBB rating of A or A+. 17 have ten or more years of experience, the longest 32 years. 1 offers urgent consultations; 4 offer payment plans and 2 offer a free initial consultation. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Alameda take financial planning bookings online?

4 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

View Profile

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...”

i

View Profile

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...”

Featured

For many, a large cash windfall like an inheritance is a dream come true. The sudden infusion of money into your accounts often means more financial freedom than you’ve ever had before. But as Sam Gaeta, CFP® writes in his latest Kiplinger article, it’s important to manage those windfalls properly lest you squander them with ill-fated purchases or investments. Read the article where Sam makes the case for doing nothing — at least, at first — when you’re the recipient of such a windfall.

i

View Profile

TTP Investments

“Since 1998, the firm has grown its assets under management to over $463 million by investing primarily in U.S. equities and fixed income markets and expanding its client base. TTP Investments' 26 years of investing experience has seen clients through...”

i

View Profile

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...”

i

View Profile

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 ...”

i

View Profile

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 .”

i

View Profile

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...”

i

View Profile

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...”

i

View Profile

Boitano & Sargent

i

View Profile

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...”

i

View Profile

Efficient Tax Solutions

(35)

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.”

i

View Profile

George Dimov CPA

(45)

Turbotax
Deductions
File

“Dhara completed my taxes and an amendment to them, which was due to an error with my employer, super quickly and kindly explained everything while answering all of my questions.”

i

View Profile

Bridgewater Certified Public Accountants

(23)

Personal Finance
Questions
Team

“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.”

i

View Profile

B.o.l. Global

(37)

Mind
Business Tax
Questions

“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.”

i

View Profile

Sunnyhill Financial

(47)

Loan Officer
Options
Responsive

“It was a long and complicated process but Jim was with us every step of the way -providing clarification, moral support and anything else we needed to close the deal.”

i

View Profile

Turnkey Financial Solutions

(50)

Company
Payroll
Employee Retention

“Great service, very helpful with ERT and any other info or help you may need, Wynn is very knowledgeable and always available to help his customers, very highly recommended!”

i

View Profile

Upscale Tax Professionals

(46)

Planning
Future
Business Taxes

“Thank you Upscale for taking care of what I thought was a difficult situation and making it so easy,and keeping me up to date on everything that was being done .”

i

View Profile

RHS Financial

(33)

Understand
Strategies
Managing

“If you're looking for a financial advisor who's knowledgeable, innovative, truly cares about you as a client, and your long-term success, I can't recommend Alex at RHS Financial enough.”

i

Average Cost	$3371
Minimum cost	$1124
Maximum cost	$9549
Avg Per Hour Rates	$338

Best Financial Advisors in Alameda, CA

Adelante Capital Management

Dunham Associates Cpas

Lawrence Accountancy Corporation

Rubicon Financial Partners

Asti Financial Management

Garrick Werdmuller

Area overview: Alameda, CA

Clarity Wealth Advisors

Defined Financial Planning

TTP Investments

Shum Financial Group

Harness Tax - Lextax Team

Pines FG

Mansell Capital Management

E Demmler & Associates

Boitano & Sargent

Andrews Financial Services

Efficient Tax Solutions

George Dimov CPA

Bridgewater Certified Public Accountants

B.o.l. Global

Sunnyhill Financial

Turnkey Financial Solutions

Upscale Tax Professionals

RHS Financial

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

Why these companies made our list

Financial Advisors near Alameda

Popular in Alameda