Best Financial Advisors in Fremont, CA

The highest-rated Financial Planning & Wealth Management companies out of 165 vetted & reviewed in the Fremont area.

Total Wealth Solutions

Total Wealth Solutions

Why Us, Investment Philosophy, Experience Matters – Imran Profile
“Our Principal Advisor Imran Jaffer with his over 20 years of experience in financial planningand alternative investments, supported by an experienced team of professionals in financial services can help youaddress all of your financial challenges by ...”
In Business Since 2006
43068 Christy St, Fremont, CA
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Peace of Mind Finance

Peace of Mind Finance

(1)
“Figure it out somebody work with it Tik To@ Christopher BIL 6280, do you have on your situation protect your family”
In Business Since 2020
42650 Christy St, Fremont, CA
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Encover Personal Finance

Encover Personal Finance

(3)
“I thought I knew everything but he provided us with excellent guidance on the advantages and opportunities that are available for us to use to leverage our finances safely and based on our goals.”
In Business Since 2017
Free Initial Consultation
34291 Eucalyptus Terrace, Fremont, CA
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Priceseries

Priceseries

“CFTC RULE 4.41 - HYPOTHETICAL OR SIMULATED PERFORMANCE RESULTS HAVE CERTAIN LIMITATIONS. UNLIKE AN ACTUAL PERFORMANCE RECORD, SIMULATED RESULTS DO NOT REPRESENT ACTUAL TRADING. ALSO, SINCE THE TRADES HAVE NOT BEEN EXECUTED, THE RESULTS MAY HAVE UNDER...”
In Business Since 2012
Transparent Fees & Pricing
526 W Fremont Ave #2574, Sunnyvale, CA
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Mastermind College Funding Group

Mastermind College Funding Group

(3)
“They educated me on how the financial-aid system really works and helped lower my Family Contribution by over $7,500 a year!”
46520 Fremont Blvd STE 606, Fremont, CA
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Wise Investments Enterprise

Wise Investments Enterprise

44176 Ibero Way, Fremont, CA
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Millar Financial

Millar Financial

“Kenneth, originally from Hong Kong, moved to San Francisco at age 13 and earned his Economics degree with a focus on math and stats from UC Berkeley. His passion for teaching led him to become a peer instructor in statistics. He transitioned from act...”
In Business Since 2023
39560 Stevenson Pl #111, Fremont, CA
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Morling Financial Advisors

Morling Financial Advisors

“Past performance is not indicative of future results. The rankings shown may not be representative of an individual client's experience because it reflects an average of all, or a sample of all, the experiences of the adviser's clients. FA's RIA surv...”
In Business Since 2009
Transparent Fees & Pricing
39355 California St #201a, Fremont, CA
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Geter Holdings

Geter Holdings

In Business Since 2012
39116 Fremont Hub #1092, Fremont, CA
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Bhuiyan & Associates, CPA

Bhuiyan & Associates, CPA

(46)
Real Estate & Rental Property
“Amazing and professional CPA accountant , very professional and competitive pricing for the wide services he is offering to his clients , i do recommend him for his professionalism and service pricing”
In Business Since 2013
Accepts All Major Credit Cards
2118 Walsh Ave, Santa Clara, CA
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Turnkey Financial Solutions

Turnkey Financial Solutions

(50)
  • Payroll
  • Team
  • Expertise
“I have referred at least 6 or 7 of my clients (all of whom are veggie restaurants) to Turnkey and they have all told me how grateful they are to meet a like-minded company to help them get COVID relief funding.”
In Business Since 2016
33170 Alvarado-Niles Rd #1659, Union City, CA
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Financial Rescue

Financial Rescue

(47)
  • Asset
  • Questions
  • Peace
“This review is for Al, my client representative from Financial Rescue , when they change my client representative I thought he's the same with other ones who don't respond and listens to my concern regarding my account.”
In Business Since 2008
IAPDA Certified
99 S Almaden Blvd #600, San Jose, CA
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Golden Trust

Golden Trust

(41)
  • Investment
  • Questions
  • Office
“Thank you so much for helping our families about 401K and Medicare.”
In Business Since 2011
2690 S White Rd #60, San Jose, CA
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Teh Financial Coaching

Teh Financial Coaching

(49)
  • Confident
  • Budgeting
  • Fear
“It's been less than a year working with her and we have already saved more than we have in the past, consolidated our debt into a loan with a more reasonable interest rate, and our credit score has gone up signifigantly.”
In Business Since 2016
Expedition Ln, Milpitas, CA
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Synqmine Tax Planning and CFO Services

Synqmine Tax Planning and CFO Services

(25)
Accounting Services, Tax Planning, Capital Raising
“Manuel is very knowledgeable and he is always up to date with the most recent changes and laws in the industry, he improved my Taxes plan in ways that I didn't even think of, he even helped a relatives to get financing for their company.”
In Business Since 2014
Free Initial Consultation
Family Business
1525 McCarthy Blvd Suite 1082, Milpitas, CA
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David D Tobkin, CPA

David D Tobkin, CPA

(1)
Services For Individuals, Industries, Services For Quickbooks
“Did great work for us in a difficult tax situation.”
In Business Since 1982
Offers Financing Options
Transparent Fees & Pricing
Licensed, BBB Rating: A+
2397 Forest Ave A, San Jose, CA
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1040 Tax Smart

1040 Tax Smart

(13)
  • Questions
“They even gave me an advance on my taxes they were great”
In Business Since 2015
Licensed, BBB Rating: A+
Transparent Fees & Pricing
Serving Fremont Area
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Double A Solutions

Double A Solutions

(12)
Services For Individuals, Industries, Services For Quickbooks
“I can honestly say, in short order, If it hadn't been for her tenacious energy to dig deep into the numbers, I really don't know what my finances, my portfolio would look like without her advice and help.”
In Business Since 2021
Transparent Fees & Pricing
Free Initial Consultation
11501 Dublin Blvd, Dublin, CA
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Ami Shah CPA

Ami Shah CPA

(18)
Consulting, Tax, Book Keeping
“I recently had the pleasure of working with Ami Shah CPA firm on foreign disclosure matters, and I couldn't be more satisfied with their expertise and service.”
In Business Since 2006
CPA Certified
2570 N First St St 200, San Jose, CA
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Sterling Certified Public Accountants

Sterling Certified Public Accountants

(8)
Services For Individuals, Industries, Services For Quickbooks
“Best cpa in the world!!!!!!!!!”
In Business Since 2021
Transparent Fees & Pricing
Offers Financing Options
4305 Hacienda Dr suite 340, Pleasanton, CA
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A & L Financial Services

A & L Financial Services

(6)
Tax Management
“Mike has been doing our business and personnel taxes for over 10 years, We greatly appreciate his expert advice and call him our tax guy..”
In Business Since 1979
Transparent Fees & Pricing
Licensed
Accepts All Major Credit Cards
53 Wright Brothers Ave STE E, Livermore, CA
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Silicon Valley Accounting & Tax Firm

Silicon Valley Accounting & Tax Firm

(6)
Services For Individuals, Industries, Services For Quickbooks
“Taking care of the structure & set up of my small business and helping in tax planning were all done in an expedited manner and it was a pleasure to work with.”
In Business Since 2018
Transparent Fees & Pricing
Offers Financing Options
10080 N Wolfe Road, 200 Suite SW3, Cupertino, CA
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Adap Tax Financial

Adap Tax Financial

Tax and Accounting, Financial Planning, Investments
“We operate our business under the overarching premise that we are able to provide you with the best level of personalized service when we have developed deep relationships over time and provide holistic plans that focuses your personal goals, risk po...”
In Business Since 2019
Licensed, BBB Rating: A+
Transparent Fees & Pricing
4725 First St #275, Pleasanton, CA
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Peter B. Diaz, CPA

Peter B. Diaz, CPA

(6)
Fiduci Ary, " Services Offered Include:, Research Credit Analysis
“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.”
In Business Since 1988
Licensed
Accepts All Major Credit Cards
1811 Kentfield Ave, Redwood City, CA
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Retirement Planning and Investment Management Services in Fremont, CA Cost Estimates

Minimum cost
$1225
Maximum cost
$10409
National Average
$3674
Avg Per Hour Rates
$368
$2449
$6735
Fair price range is based on 474 cost profiles
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Average Cost $3674
Minimum cost $1225
Maximum cost $10409
Avg Per Hour Rates $368

Fair range $2449 to $6735 is based on 474 cost profiles.

Why these companies made our list

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