Best Financial Advisors in Daly City, CA

The highest-rated Financial Planning & Wealth Management companies out of 137 vetted & reviewed in the Daly City area.

Turnkey Financial Solutions

Turnkey Financial Solutions

(50)
  • Company
  • Mail
  • Funding
“We cannot express enough gratitude towards Turn Key Financial Solutions, specifically Wynn and Paula, for their exceptional service and dedicated efforts in getting us our Employee Retention Credit from the IRS.”
In Business Since 2016
33170 Alvarado-Niles Rd #1659, Union City, CA
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Peter B. Diaz, CPA

Peter B. Diaz, CPA

(6)
Partnership & Llc, And Other Business Tax Returns, Individual
“Peter Diaz is one of the best licensed Certified Public Accountants in Redwood City, California and has served as Corporate Tax Director for several global companies for 25+ years.”
Licensed
In Business Since 1986
Accepts All Major Credit Cards
1811 Kentfield Ave, Redwood City, CA
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Topco Payroll & Bookkeeping

Topco Payroll & Bookkeeping

(6)
  • Business
“Ana has stepped in and performed bookkeeping services for us for the past 3 months.”
Licensed, BBB Rating: A+
In Business Since 2014
Accepts Check
303 Twin Dolphin Dr, Redwood City, CA
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Ivancich Michael R CPA

Ivancich Michael R CPA

(1)
Business Services, Industries, Services For Individuals
“We have been using Michael's services for many years and highly recommend him!”
Transparent Fees & Pricing
In Business Since 1953
Free Initial Consultation
370 Convention Way #102, Redwood City, CA
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Key Financial Solutions

Key Financial Solutions

(2)
Business Services, Services For Individuals, Tax Services
“Outstanding tax service, saved me thousands last year with my business.”
Transparent Fees & Pricing
In Business Since 2011
3106 Spring St, Redwood City, CA
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Pacific Bay Financial Corporation

Pacific Bay Financial Corporation

(6)
“Pacific Bay Financial is the place to go if you're looking to buy a house, Steve is the man and is out to look for your best interests, works hard, gets it done.”
In Business Since 1999
355 Gellert Blvd #230, Daly City, CA
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403b For Charters

403b For Charters

Free Initial Consultation
In Business Since 2020
146 Birch St, Redwood City, CA
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McKinley Financial Group

McKinley Financial Group

Professionally Managed Portfolios, Financial Planning, Insurance Services
“We focus on those in/or preparing for retirement. Clients receive a practical strategy designed in seeking to maintain their lifestyle, keep up with inflation, and never outlive their money - considering the market volatility, inflation, and taxes.”
Licensed
In Business Since 1999
3 Twin Dolphin Dr STE 250, Redwood City, CA
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Schneider Wealth Management

Schneider Wealth Management

Investment Management, Compare Service Choices, Financial Planning
“Independent Fee-Only CFP Investing & Financial Planning in Palo Alto & Redwood City, CA by Certified Financial Planner for Engineers, Attorneys, and Executives in the Tech Industry @ Schneider Wealth Management.”
In Business Since 2007
600, 303 Twin Dolphin Dr, Redwood City, CA
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Navigation Group

Navigation Group

(1)
“We feel so much more secure knowing that Erik is looking out for us and helping to guide us to "financial independence" as he puts it :-) Even though I am sure we are not one of his wealthiest clients, he treats us as if we are and is always prompt a...”
In Business Since 1998
3 Lagoon Dr # 110, Redwood City, CA
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Pettinelli Financial Partners

Pettinelli Financial Partners

(1)
“Super professional team that has my family's interest first.”
Licensed
In Business Since 2014
555 Veterans Blvd STE 100, Redwood City, CA
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Nepc

Nepc

“Our dedicated healthcare practice builds customized investment strategies tailored to the financial, operational and organizational goals of all types of healthcare providers, including community hospitals, regional medical centers and large healthca...”
In Business Since 1996
900 Veterans Blvd #340, Redwood City, CA
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Graystone Advisor

Graystone Advisor

(2)
“I ultimately chose to work with him, not only because he clearly demonstrated a deep knowledge of different aspects of personal finance, but because he really cares about helping his clients understand the big picture and what kind of goals/ attitude...”
Transparent Fees & Pricing
In Business Since 2018
Serving Daly City Area
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Wealthsite

Wealthsite

“From our inception in 2006, we designed our solution as a full-featured, standalone Portfolio Management and Accounting System. We knew firsthand from our experience in the wealth management industry that migrating to a new system can be extremely ch...”
In Business Since 2003
34389 Torrey Pine Ln, Union City, CA
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Team Hewins

Team Hewins

“Forbes – America's Top RIA Firms 2023, developed by SHOOK Research , is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factor...”
In Business Since 2018
203 Redwood Shores Pkwy #550, Redwood City, CA
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Summitry

Summitry

(1)
Who We Help
“An excellent financial advisor company”
In Business Since 1996
Serving Daly City Area
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Wise Financial Services

Wise Financial Services

(6)
  • Taxes
  • Tax Preparation
“I have been doing my taxes with Hilda and Martha for many years with no problem at all.”
Accepts Cash
In Business Since 2007
140 School St, Daly City, CA 94014
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Avalon Capital Management

Avalon Capital Management

“Executives, doctors, lawyers and venture capitalists have a disciplined approach to acting on opportunities and mitigating risks. Whether in business or investing, you know that long-term success is defined by navigating every type of environment. Av...”
Licensed, BBB Rating: A+
In Business Since 1997
495 Seaport Ct UNIT 106, Redwood City, CA
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Griffin Black Wealth Management

Griffin Black Wealth Management

Investment Management, Financial Planning Services
“We're seasoned experts in technical financial matters: investing, tax planning, cash flow, insurance, alternatives, debt management – you name it. We also understand the many ways in which financial outcomes are driven by intrinsic factors, sometimes...”
Transparent Fees & Pricing
In Business Since 2004
702 Marshall St #411, Redwood City, CA
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Whitfield Management Services

Whitfield Management Services

Business Counseling, Secure Client Portal, Bookkeeping Services
“Our financial advisors and accountants want to help you reach your business goals. We know businesses face a vast variety of issues, and we offer a myriad of services that will help you be efficient and profitable in all kinds of situations.”
In Business Since 2002
Serving Daly City Area
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A2Q2 Corporation

A2Q2 Corporation

By Function, By Industry, By Type
“A2Q2 gathers all the pieces of your financial internal controls puzzle together under one unified plan. We call this your Controls Blueprint, and we have a team of Control Strategists, Architects, Engineers, Catalysts, Promoters, Facilitators and Ent...”
In Business Since 2005
600, 303 Twin Dolphin Dr, Redwood City, CA
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McCarthy Asset Management

McCarthy Asset Management

“One of our most important roles is to determine a suitable and appropriate asset allocation strategy by considering your investment time horizon, risk tolerance, objectives and cash flow needs. We invest for the long term and while we ignore the vaga...”
In Business Since 2003
3 Lagoon Dr, Redwood City, CA
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Black Widow Financial

Black Widow Financial

“As a small, very personalized business, “boutique” means we screen judgments very carefully, and do not accept every possible judgment. (See F.A.Q.'s for the types of judgments we do not take.) When we accept an assignment of a judgment, we are commi...”
In Business Since 2012
570 El Camino Real, Redwood City, CA
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Dorsal Capital Management

Dorsal Capital Management

203 Redwood Shores Pkwy, Redwood City, CA
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Retirement Planning and Investment Management Services in Daly City, CA Cost Estimates

Minimum cost
$1171
Maximum cost
$9947
National Average
$3511
Avg Per Hour Rates
$352
$2341
$6436
Average price range is based on 394 cost profiles
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Average Cost $3511
Minimum cost $1171
Maximum cost $9947
Avg Per Hour Rates $352

Average range $2341 to $6436 is based on 394 cost profiles.

Why these companies made our list

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