Best Financial Advisors in Martinez, CA

The highest-rated Financial Planning & Wealth Management companies out of 149 vetted & reviewed in the Martinez area.

Efficient Tax Solutions

Efficient Tax Solutions

(35)
  • Job
  • Expertise
  • Questions
“I been working whit garry j baptiste for last 3 years great expirience handle all my taxes isues whit professional maner saving me thousand of $ since I'm small business owner ,working whit different stradegies to minimize are due...”
Free Initial Consultation
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 2012
2709 Macdonald Ave #204, Richmond, CA
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File & Trust Tax Service

File & Trust Tax Service

(50)
  • Deductions
  • Communication
  • Happy
“Will Warren worked with us to ensure that our taxes were done thoroughly maximizing our deductions, and advising us on best course of action post filing.”
Free Initial Consultation
In Business Since 2023
327 E Leland Rd Ste A, Pittsburg, CA
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Upscale Tax Professionals

Upscale Tax Professionals

(46)
Taxes TO GO APP
“It's always a comfort knowing that I am in professional hands that I can always trust to get me the best out of my returns and they are always there to work with me when ever I need their services.”
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, Financial Analysis, Audits, Reviews and Compilations
“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 Martinez Area
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Alamo Capital

Alamo Capital

(8)
Institutional Services, Underwriting, Individual Retirement Planning
“Bill Egan has been a thoughtful and patient agent for Mrs Carroll for many years and his judgment has always been good; and where we have thoughts and opinions he is a good listener and adjusts his plans to suit us.”
SBE Certified
In Business Since 1995
Accepts All Major Credit Cards
201 N Civic Dr STE 180, Walnut Creek, CA
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Mt Diablo Tax Pros

Mt Diablo Tax Pros

(19)
Business Services, Quickbooks Services, Services For Individuals
“Jeffery responded in short it's very difficult to give you an accurate estimate since you have not told me any info about your situation, how many w2's are you single, IRA's, do you rent or own, etc.”
Licensed
Offers Financing Options
In Business Since 2015
Transparent Fees & Pricing
5356 Clayton Rd #211a, Concord, CA
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Fortune & Fortune, Cpas

Fortune & Fortune, Cpas

(2)
“Paul and Bonnie are very knowledgeable, professional and up to date on the tax laws and regulations.”
Licensed, BBB Rating: A+
In Business Since 1966
Transparent Fees & Pricing
2815 Mitchell Dr #104, Walnut Creek, CA
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PH Tax & Wealth Solutions Cpas

PH Tax & Wealth Solutions Cpas

(4)
“A highly respected, competent , knowledgeable and professional people providing valuable expertise in financial management , tax preparation, investment , and more.”
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 1976
Accepts All Major Credit Cards
3220 Blume Dr #221, Richmond, CA
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Monroe Wealth Management

Monroe Wealth Management

(28)
Tech Employees, Business Owners, Investment Management
“He has a modern approach to advising where he treats his clients as people first and offers clear guidance and advice with actionable goals that are attainable and feel personalized.”
In Business Since 2019
1160 Battery St suite 100, San Francisco, CA
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Robert Arnone, CPA

Robert Arnone, CPA

(6)
Virtual CPA Services, Industries, Services For Individuals
“He has a very kind personality and is very easy to work with.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2017
Remote Consultations Available
Serving Martinez Area
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Lavelle Law Offices

Lavelle Law Offices

(9)
  • Felt
  • Feel
  • Team
“On a more serious note, while I understand the importance of wills & trusts, even for me it was confusing because there were a lot of rules, I couldn't separate the things I recall in case law from school to reality, and each state has its own specia...”
Transparent Fees & Pricing
In Business Since 2018
Free Initial Consultation
505 14th St Suite 900, Oakland, CA
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Ginsberg Financial Strategies

Ginsberg Financial Strategies

(17)
  • Options
  • Financial Independence
  • Expert
“We will continue to trust our investments with Michael going into our retirement years which, thanks to his expert guidance, will start in just a couple of years.”
In Business Since 2021
2950 Buskirk Ave #150, Walnut Creek, CA
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Tax and Business Services of Oakland

Tax and Business Services of Oakland

(4)
Industries, Business Services, Services For Quickbooks
“However, when I got there, there was another person there who was booked for the same preparer at the same time, AND we were both told that the preparer only works virtually.”
Transparent Fees & Pricing
In Business Since 2020
Free Initial Consultation
1684 7th St, Oakland, CA
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Commins, Knudsen & Chou

Commins, Knudsen & Chou

(11)
Employment, Real Estate, Broker-Dealer Litigation
“What we love about Kit is that he is always level headed, he is extremely knowledgeable of the laws associated with trademark cases, and never makes promises in regards to cases that he can't keep.”
In Business Since 2001
492 9th St #200, Oakland, CA
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Hunter & Company Cpas

Hunter & Company Cpas

(4)
“We are gearing up for our 2018 taxes right now and Hunter and Co has been working with us to make sure we get the most deductions and are doing what's best for our business and personal life!”
Licensed, BBB Rating: A+
In Business Since 2002
Accepts All Major Credit Cards
1981 N Broadway Ste 330, Walnut Creek, CA
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J.R. Financial Coaching

J.R. Financial Coaching

(4)
Budget Guidance, Symbis Pre-Marriage Assessment, Small Business Coaching
“I would recommend him to absolutely anyone.”
Coupons & Offers
In Business Since 2016
Serving Martinez Area
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Law Office of Stan Riddle

Law Office of Stan Riddle

(1)
“The Best In The West”
Licensed, BBB Rating: A+
In Business Since 1996
Accepts Cash
1300 Clay St Suite 600, Oakland, CA
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Owl and Ore Wealth Planning

Owl and Ore Wealth Planning

(16)
  • Decisions
  • Worry
  • Future
“Greg has also provided significant assistance on our retirement plans and specifically managing our 401k / IRA investments to some beyond the market growth.”
In Business Since 2020
Serving Martinez Area
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SID Consulting Group

SID Consulting Group

(2)
Virtual Assistance Consultation, Real Estate Consultation, Vending Machine Business Consultation
“Helped set up my retirement plan and my insurance plans!!!”
Remote Consultations Available
In Business Since 2023
2075 Diamond Blvd H210, Concord, CA
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Vale Tax & Accounting Services

Vale Tax & Accounting Services

(2)
“Treats you like family”
Transparent Fees & Pricing
In Business Since 2016
Free Initial Consultation
4180 Treat Blvd #C, Concord, CA
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Adelante Capital Management

Adelante Capital Management

“After nearly five months of behind-the-scenes negotiations, regional mall REIT GGP Inc. (GGP, formerly known as General Growth Properties) recently agreed to be acquired by its largest shareholder (34% owner, originated from its role as plan sponsor ...”
Emergency Services
In Business Since 1994
1101 Marina Village Pkwy, Alameda, CA
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Deduction Detectives

Deduction Detectives

(4)
Bookkeeping, Business Tax Returns, 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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Becker Financial Group

Becker Financial Group

(4)
Insurance, Money, Retirement
“The management rates are very competitive and once you achieve the lowest rate from going over their threshold it stays at that rate for the duration of the accounts!”
Accepts All Major Credit Cards
In Business Since 2006
1990 N California Blvd # 1050, Walnut Creek, CA
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Stanley C. Pollock, CPA

Stanley C. Pollock, CPA

Business Services, Services For Individuals, Tax Services
“Take a look at our Home page. Stanley Pollock CPA is a full service tax, accounting and business consulting firm located in Walnut Creek, CA.”
Accepts All Major Credit Cards
In Business Since 2014
Transparent Fees & Pricing
1515 Oakland Blvd #160, Walnut Creek, CA
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Retirement Planning and Investment Management Services Near You Cost Estimates

Minimum cost
$1040
Maximum cost
$8840
National Average
$3120
Avg Per Hour Rates
$312
$2080
$5720
Average price range is based on 874 cost profiles
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National Average $3120
Minimum cost $1040
Maximum cost $8840
Avg Per Hour Rates $312

Average price range $2080 to $5720 is based on 874 cost profiles.

Why these companies made our list

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