Berkeley, CA

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Berkeley, CA
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Best Financial Advisors in Berkeley, CA

The highest-rated Financial Planning & Wealth Management companies out of 157 vetted & reviewed in the Berkeley area.

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Deduction Detectives

Deduction Detectives

(4)
Bookkeeping, Individuals, Financial Planning
“Many accountant types just think in the standard ways to get deductions, Jake has a way of coming up with tax saving ideas that others have missed.....”
In Business Since 2016
2161 Shattuck Ave. UNIT 204, Berkeley, CA
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D. A. Flowers & Company

D. A. Flowers & Company

(1)
“Great communication, very organanized, and thoughtful about how we could plan our finances.”
In Business Since 2015
1400 Shattuck Ave. Suite 5, Berkeley, CA
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North Berkeley Wealth Management

North Berkeley Wealth Management

(1)
Nonprofit Investment Management, Investment Management, Impact Investing
“They are progressive, community oriented, support the arts, and just good people you can trust with your life's savings.”
Transparent Fees & Pricing
In Business Since 2010
1820 Solano Ave, Berkeley, CA
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Financial Connections Group

Financial Connections Group

Retirement Planning, Specialties, Investment Management
“Managing your finances today, let alone planning for what tomorrow may bring, doesn't happen automatically – or easily. Squeezed by the demands of daily life, you may know the importance of setting a path to a secure financial future but placed it on...”
In Business Since 1998
2608 Ninth St #302, Berkeley, CA
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Parkside Advisors

Parkside Advisors

Investment Management, Tax Planning, Financial Planning
“We look at your finances holistically, from financial planning to investment management to tax strategy.”
In Business Since 2013
2040 Bancroft Way, Berkeley, CA
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David Stern CFO

David Stern CFO

“As a fractional CFO, we offer financial expertise to commercial and residential specialty trade subcontractors (electrical, plumbing, HVAC/mechanical, concrete masonry, landscaping, etc.), union and non-union, across the country.”
In Business Since 2008
2111 San Pablo Ave #2015, Berkeley, CA
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Dornbusch Associates

Dornbusch Associates

“The firm's projects focus primarily on balancing use, preservation and protection of natural resources. Services include market demand assessment, project development and re-development planning, financial and economic feasibility evaluation, impleme...”
In Business Since 2000
2907 Claremont Ave #120, Berkeley, CA
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Fruition Advisors

Fruition Advisors

“We are a comprehensive financial planning firm, helping you define goals, grow and protect wealth, and enjoy the fruits of your labor.”
In Business Since 2013
1159 Keith Ave, Berkeley, CA
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KNN Public Finance

KNN Public Finance

“KNN Public Finance advisors have a long history of providing Municipal Advisory services. We trace our roots to a company which was first established in 1982. [1] Our most senior Municipal Advisors each have more than 30 years of public finance and r...”
In Business Since 1996
2054 University Ave Ste. 300, Berkeley, CA
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Effective Assets

Effective Assets

“With a 30-year legacy in socially responsible impact investing (SRI), financial planning, and advisory services, Effective Assets supports individuals and mission-based businesses looking to use their investments to create a more progressive, sustain...”
In Business Since 2009
1510 Walnut St suite e, Berkeley, CA
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Topel & Distasi Wealth Management

Topel & Distasi Wealth Management

“Our financial advisors create and implement customized financial plans based on the proper understanding of our clientele's values, beliefs and priorities.”
In Business Since 2013
2907 Claremont Ave #111, Berkeley, CA
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Catherine Woodman, Impact Investors

Catherine Woodman, Impact Investors

“We partner with individuals, families and organizations who want their investments to do better for themselves and the world. Our professional team of fiduciaries work hand in hand with each of our clients through a thoughtful process to help them de...”
In Business Since 2014
1510 Walnut St suite e, Berkeley, CA
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Dogpatch Wealth

Dogpatch Wealth

(16)
  • Options
  • Planning
  • Addition
“I told Adam when I first met him and I still believe it now - those of us who don't have a ton of money to spare need to even more carefully safeguard every dollar.”
In Business Since 2023
555 20th St Suite 2 & 3, San Francisco, CA
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CMA Financial Services

CMA Financial Services

(3)
Payroll Services, Financial Planning, Tax Planning
“I have trusted Colisa and the team for several years now.”
Accepts All Major Credit Cards
In Business Since 2010
3150 Hilltop Mall Rd, Richmond, CA
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George Dimov CPA

George Dimov CPA

(45)
Consulting, Accounting, Audit
“George's team (Kelly Sheng specifically) just helped my husband and I with 2022 tax filings (after our previous CPA failed to deliver for 6 months), and this team is top notch.”
Licensed, BBB Accredited
In Business Since 2017
795 Folsom St, San Francisco, CA
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Efficient Tax Solutions

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.”
Free Initial Consultation
Accepts Check, Cash, All Major Credit Cards
Transparent Fees & Pricing
Licensed, BBB Rating: A+
2709 Macdonald Ave #204, Richmond, CA
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Bridgewater Certified Public Accountants

Bridgewater Certified Public Accountants

(23)
Business Valuation, New Business Formation, Cash Flow Management
“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.”
Offers Financing Options
Accepts All Major Credit Cards
Transparent Fees & Pricing
Licensed, BBB Rating: A+
1299 4th St Suite 500, San Rafael, CA
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B.o.l. Global

B.o.l. Global

(37)
Cash Flow Management, Succession Planning, Part-Time CFO Services
“Upon my second appointment to pick up my completed tax returns, there was another mix up where I was shuffled between their two disconnected office spaces and another tax preparer completed the paperwork on behalf of my original preparer because he h...”
Free Initial Consultation
Transparent Fees & Pricing
Offers Financing Options
Accepts Check
2830 Geary Blvd, San Francisco, CA
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Sunnyhill Financial

Sunnyhill Financial

(47)
  • Interest Rate
  • Broker
  • Responsive
“Constant communication, great technology, and Jon was always available to talk with me about what the best options were for us with everything from rates, appraisal, etc...”
Offers Financing Options
DRE # 02058287
In Business Since 2017
600 California St Suite 15-007, San Francisco, CA
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Upscale Tax Professionals

Upscale Tax Professionals

(46)
Taxes TO GO APP
“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 .”
In Business Since 2018
248 3rd St, Oakland, CA
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Mauricio Midence Tax Preparation & Financial Services

Mauricio Midence Tax Preparation & Financial Services

(47)
Buying or Selling a Business, Management Advisory Services, Business Consulting
“We have always received very good service from her, she is a very attentive person, and she has explained very well to us the correct way to prepare taxes each year.”
In Business Since 2017
Serving Berkeley Area
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RHS Financial

RHS Financial

(33)
  • Financial Advisor
  • Market
  • Managing
“Alex Caswell has been working with me for almost 6 months and his work goes beyond my expectations, I have no words to express my gratitude and satisfaction for his caring approach and efficiency .”
Transparent Fees & Pricing
In Business Since 2010
4171 24th St # 101, San Francisco, CA
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Imax Credit Repair Firm

Imax Credit Repair Firm

(23)
Credit Repair Goals, Credit Repair Programs
“It was a super easy process from start to finish, they removed the negative mark from my credit and it reflected on my credit report as soon as the settlement came through.”
Transparent Fees & Pricing
Free Initial Consultation
Licensed, BBB Accredited
In Business Since 2007
100 Pine St #1250, San Francisco, CA
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Atlas Park Consulting

Atlas Park Consulting

(44)
  • Strategic
  • Wealth Management
  • Operations
“I recently spent some time speaking with Cameo from Atlas Park Consulting, her knowledge and expertise about the operations and running of Financial Advisors and Wealth Management firms is beyond immense.”
In Business Since 2017
Serving Berkeley Area
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Retirement Planning and Investment Management Services in Berkeley, CA Cost Estimates

Minimum cost
$1186
Maximum cost
$10081
National Average
$3558
Avg Per Hour Rates
$356
$2372
$6523
Typical price range is based on 397 cost profiles
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Average Cost $3558
Minimum cost $1186
Maximum cost $10081
Avg Per Hour Rates $356

Typical range $2372 to $6523 is based on 397 cost profiles.

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