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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.”

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Modern Family Finance

(19)

Making Work Optional, Balancing Family and Career, Self-Employed

“I feel much more confident working with her than my previous bank and trust that she's helping me to invest my money in a way that aligns with my values.”

FAQs

What is your investment philosophy?

Our investment approach is oriented around helping you maximize the chance that you will achieve your most important financial goals. Investments are a key tool in realizing your financial goals. We believe in a disciplined investment approach designed to capture, not beat, market returns over a long period of time. We do not time markets or pick stocks. Read about our investment approach.

How do you keep my information safe?

We keep all your information confidential, safe and secure. Our client portal and office systems employ advanced security features and protocols to protect your data.

Do you sell insurance?

No, we do not sell insurance. As part of our work together, we assess your risks and may recommend that you purchase insurance to protect against worst case scenarios. To help you find an appropriate policy, we can provide referrals to independence insurance consultants. We do not receive commissions for any referrals.

You can find more info on the FAQ page of our website.

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Lavelle Law Offices

(9)

Financial
Phone
Planning

“I know they offer other services than bankruptcy and I have no doubt it would be handled with the upmost importance and high level of service that I received.”

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Tax and Business Services of Oakland

(4)

Services For Quickbooks, Business Services, Tax Services

“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.”

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Commins, Knudsen & Chou

(11)

Personal Injury, Mediation and Risk Management, Alcoholic Beverages Business

“They know the system(s) and subtle differences in the jurisdictions between each of the Bay Area nine counties---especially SF, Alameda, Marin and San Mateo counties.”

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Law Office of Stan Riddle

(1)

“The Best In The West”

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Stanley C. Pollock, CPA

Business Services, Tax Services, Services For Individuals

“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.”

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In Touch Financial Services

(4)

Advisory & Investment Services, Real Estate, Mortgage & Lending Services

“Weathersby's senior-oriented specialist training and incredible patience and understanding, as well as her untiring dedication and indomitable positivity enabled us to achieve a great outcome.”

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Modern Financial Planning

(15)

Goals
Mind
Team

“Mike Troxell, founder of Modern Financial, is tremendously knowledgeable, an expert in his field and provides best in class client support and advising.”

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Hollander & Hollander

(1)

Tax Planning, Charitable Planning and Family Foundation, Estate and Trust Litigation

“Great Job”

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Liberty Group

(3)

“I also enjoy CEO David Hollander's weekly radio broadcasts for his up-to-date insights on market trends and dynamics.”

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Cline Law Group

(7)

Bank Levies, Tax Issues, Repossessions

“One of the best attorneys you can have!”

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Lula Financial

(8)

Financial Advice

“Talking about finances and future financial decisions are hard topics but after ever session I'm always grateful for his help, knowledge, and pumped for the next 6 months review appointment.”

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Magnum CPA

Business Services, Tax Services, Services For Individuals

“Asset allocation is the distribution of investments among asset classes. Asset classes include different types of stocks, bonds, and mutual funds. It is a significant factor in determining your investment return relative to risk. Proper asset allocat...”

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Curtis Financial Planning

(2)

Financial Planning

“Cathy Curtis is extremely knowledgeable on all aspects of personal finance and investing.”

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Alan J. Statman Dba Trust Matters

Staff, Trust Matters At a Glance, Founder Alan Statman

“The Trust Matters Difference California Licensed Professional Fiduciary, Alan Statman, brings exceptional credentials to Trust Matters. His legal education and 30 years experience in business, finance and administration distinguish him in the field o...”

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Timpson Garcia

Tax Relief, Tax Services, Business Services

“Timpson Garcia, LLP is licensed in CA and specializes in Accounting. We are professional, experienced, and affordable. We offer a broad range of services for business owners, executives, and independent professionals.”

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Nor-Cal FDC

(1)

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Financial Avengers

(1)

“Their advice has saved me thousands of dollars.”

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Aman Deol CPA -Deol & Associates

(1)

“Super nice guy and he has helped me with my taxes and other tax related questions for a few years.”

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Tiffany Groode Financial

(8)

Debt
Coaching

“We went in a bit in over our heads and one of the first things she said after reviewing our paperwork was that this was totally doable, but didn't sugarcoat what we had in front of us.”

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Ak Global Asset Management

“AK Global Asset Management, LLC is an independently owned investment advisory firm. We specialize in creating tailor-made portfolios for investors specifically targeting their risk tolerance and investment preferences. We utilize techniques that are ...”

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David H. Kim, CPA

“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and we'...”

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Focused Finances

Benefits, Services

“Our intention is to provide just the right financial planning for you, and to build a satisfying long term relationship with you. We offer multiple options for financial planning and investment management services, customized to your unique needs. An...”

Featured

í ½í³¢ Important news regarding estate planning! The estate tax exemption is set to change in 2026 because of the sunsetting provisions in the Tax Cuts and Jobs Act (TCJA). nnThough 2026 might feel like it's in the distant future, it's crucial to start planning now. These changes are significant, and even if Congress ultimately steps in to tweak or extend the current rules, preparing now is key. nnSwipe through for the details on how this could affect you â©ï¸ Have questions? Feel free to reach out to our office. Thatâs what weâre here for.

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Average Cost	$3712
Minimum cost	$1238
Maximum cost	$10517
Avg Per Hour Rates	$372

Best Financial Advisors in Oakland, CA

The highest-rated Financial Planning & Wealth Management companies out of 105 vetted & reviewed in the Oakland area.

Upscale Tax Professionals

Modern Family Finance

Lavelle Law Offices

Tax and Business Services of Oakland

Commins, Knudsen & Chou

Law Office of Stan Riddle

Stanley C. Pollock, CPA

In Touch Financial Services

Modern Financial Planning

Hollander & Hollander

Liberty Group

Cline Law Group

Lula Financial

Magnum CPA

Curtis Financial Planning

Alan J. Statman Dba Trust Matters

Timpson Garcia

Nor-Cal FDC

Financial Avengers

Aman Deol CPA -Deol & Associates

Tiffany Groode Financial

Ak Global Asset Management

David H. Kim, CPA

Focused Finances

Retirement Planning and Investment Management Services in Oakland, CA Cost Estimates

Why these companies made our list

Wealth Management Advisors near Oakland

Popular in Oakland