Best Financial Advisors in Fremont, CA
24 firms listed · 8 in Fremont · 1 open 24/7 · 6 open weekends · 16 rated 4.5+
Data verified October 18, 2026
Peace of Mind Finance
Encover Personal Finance
“I found him easy to work with and would highly recommend him to anyone looking for financial advise.”
Priceseries
Mastermind College Funding Group
“They educated me on how the financial-aid system really works and helped lower my Family Contribution by over $7,500 a year!”
Millar Financial
The 24 firms listed for Fremont, 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: Fremont, CA
Of the 24 firms we list here, 8 are in Fremont itself and 16 come from towns including San Jose (3, 17 mi), Milpitas (2, 8 mi) and Pleasanton (2, 11 mi). 19 of the firms on this page have a rating, from 4.0 to 5.0 across 374 reviews; 4 have 50 or more reviews and 16 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (83%), responsiveness (71%) and value (67%). 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 business services (2), cash flow management (2), financial planning (2), industries (2) and retirement planning (2). 1 shows a license on its website and 2 have a BBB rating of A or A+. Domain records put 16 websites of the firms on this page at ten or more years old; the oldest dates from 2002. 1 offers urgent consultations; 2 offer payment plans and 3 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 Fremont take financial planning bookings online?
5 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.
Wise Investments Enterprise
Morling Financial Advisors
Geter Holdings
Bhuiyan & Associates, CPA
“I highly recommend Bhuiyan & Associates, CPA for tax files.”
Turnkey Financial Solutions
“We just got our employee retention tax credit checks in the mail recently after the Turnkey team had informed me just a few days prior that our applications had been approved & processed.”
Golden Trust
“I highly recommend this place, and I will continue to come here for all my financial needs.”
Teh Financial Coaching
“She takes time to discuss relationships with money while demonstrating a disciplined approach to managing it.”
David D Tobkin, CPA
“Did great work for us in a difficult tax situation.”
A & L Financial Services
“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..”
Sterling Certified Public Accountants
“Evelyn is an incredibly knowledgeable CPA with great expertise in tax planning .”
Adap Tax Financial
Peter B. Diaz, CPA
“The planning saved me close to ten thousand dollars in taxes.”
Orchid Wealth Management
“I have learned more with Seth and had more success with him than I have experienced with previous brokers.”
Taxulo
“He has excellent staff, cleaned up my Quickbooks for past 3 years and saved me in taxes.”
SJ Accounting Consulting CPA CFP
“I've been doing things in a less-than-optimal manner for years without knowing it and he straightened up my books in ways I would never have figured out.”
Techgirl Financial | Bay Area Financial Advisor
“Kim and Victor are very honest and trustworthy people who care about your future needs and genuinely take pride in helping you hit your financial goals.”
JR Financial & Insurance Services
“JR Financial has been very helpful in navigating a bad situation with my taxes.”
Stevenson Jr Joe T CPA
Why these companies made our list
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