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Best Financial Advisors in Brentwood, CA
24 firms listed · 4 in Brentwood · 1 open 24/7 · 8 open weekends · 19 rated 4.5+
Data verified October 16, 2026
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The Barriskill Investment Group
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Dan Torres- New York Life Insurance Company DBA Torres Financial
“Navigating the complexities of finances can be difficult, The terminology, life's ups and downs, the always changing economy can make this hard to manage. Fortunately, you don't have to handle it alone. You can have a financial professional by your s...”
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Apex Securities & Asset Management
“As experienced advisors, our goal is to answer your financial questions with total clarity, so that you can make prudent decisions to help you reach your goals.”
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File & Trust Tax Service
- Questions
- Communication
- LLC
“I will be a customer here for a very long time now and the staff member William was the one who made me wanna be a customer and I definitely recommend to go see him the next time you go .”
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Taxpath
- Questions
- Information
- Season
“I received a notice from the IRS that the 2021 return I filed was determined to be a frivolous return, that I claimed credits that I was not entitled to & that I needed to file a corrected return within 30 days & failure to do so would result in a $5...”
The 24 firms listed for Brentwood, 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: Brentwood, CA
Of the 24 firms we list here, 4 are in Brentwood itself and 20 come from towns including San Ramon (12, 17 mi), Antioch (2, 5 mi) and Danville (2, 16 mi). 21 of the firms on this page have a rating, from 4.3 to 5.0 across 359 reviews; 2 have 50 or more reviews and 19 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "knowledge" and "price". 1 is open around the clock; 7 are open on Saturdays and 5 on Sundays. The services the firms on this page list most often on their websites are tax services (4), business services (3), services for individuals (3) and quickbooks services (2). 4 show a license on their websites and 2 have a BBB rating of A or A+. 15 have ten or more years of experience, the longest 43 years. 1 offers urgent consultations; 3 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 Brentwood take financial planning bookings online?
8 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.
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Gale Ranch Notary, Apostille and Financial Services
- Price
“Govind is very experienced notory and his rates are very reasonable for the kind of service he provides , I would recommend Govind highly for any notory job , he is very accessible and always ready for the help even in early times”
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Mt Diablo Tax Pros
- Questions
- Season
- Information
“Not only did he take the time to answer all my questions, but he took the time to explain the different options i had, ran my numbers using both standard & itemized methods to help understand which route would bring me the bigger return.”
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Robert Arnone, CPA
“He offers an online portal for sensitive information and he's SUPER responsive and follow-up, whenever I have questions that need to be answered.”
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Insight Capital Management
- Team
- Attention
- Decision
“Insight Capital Management was recommended to us by a friend and we have thoroughly appreciated their thoughtful, careful and friendly way of helping us make decisions that will impact our financial well-being for years to come.”
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Eikel Tax & Financial Solutions
“Suzanne has helped us with numberous finance related tasks and has taken the time to work hand in hand with us on items we needed to understand as owners of a small company.”
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Fider
“Lawrence has been doing my taxes for years!”
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Ken R. Anderson, CPA
- Questions
“They're also very knowledgeable about current laws and tax stuff that I don't think normal people keep track of, and I think that's really helpful when you're busy trying to keep your business going in the right direction.”
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Diamond Oak Wealth Partners - James Bassett
- Goals
- Financial Advisor
- Knowledge
“I have been working with James for over 5 years now, and I can honestly say that he has made a significant positive impact on our financial life and is always looking for ways to help us continue to achieve our goals as i life has changed over the ye...”
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Secure Retirement Financial
- Team
- Savings
- Number
“So, in summary, I have found Secure Retirement to be a very solid firm to work with under any circumstances with which investors may be confronted and would recommend the firm to anyone looking for a first rate, honest, competent and productive inves...”
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Allied Tax Planners
“Andrew has been patient and kind working with me and not overcharging me for all the extra work that he's done will recommend them to anybody.”
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Pacific Wealth Planning
“The level of service surpassed all my expectations and provided me with a comprehensive plan that has set me on the path to financial success.”
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Prosperity Financial Group
“We're committed to maximizing your wealth within the constraints of your values and your life goals. Our asset management team of qualified and experienced experts is dedicated to building a positive, long-term relationship with you.”
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Tax Advantage
- Questions
“Been going to Tom for more then 20 years each and every time have been perfectly done and always answers questions and has the correct answers..”
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Summit Financial Group
“After my mother succomed to her dementia and was unable to continue controlling her finances the advisors here were very helpful in transferring power of attorney to me.”
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Armanino
“Incredible work culture surrounded by competent people and ample of opportunities for career growth.”
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Union Retirement Solutions
“Appreciate your time, guidance through this time in my life as being retired.”
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Veraz Insurance Solutions
- Retirement
- Phone
- Options
“When we first met with them as part the interview process, I was a year or two away from retirement and most of our assets were tied up in a pension and 401k and would not be otherwise investible until after I retired.”
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Financial Mechanics Group
“I would highly recommend him and his staff to anyone that needs mortgage modification, real estate or loans work to contact FMG today.”
Retirement Planning and Investment Management Services in Brentwood, CA Cost Estimates
Minimum cost
$1086
Maximum cost
$9228
National Average
$3257
Avg Per Hour Rates
$326
$2172
$5971
Fair price range is based on 415 cost profiles
Why these companies made our list
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