Best Financial Advisors in Oakland, CA

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

Lavelle Law Offices

Lavelle Law Offices

(8)
  • Email
  • Questions
  • Team
“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.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2018
505 14th St Suite 900, Oakland, CA
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Upscale Tax Professionals

Upscale Tax Professionals

(45)
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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Modern Family Finance

Modern Family Finance

(18)
Making Work Optional, Balancing Family and Career, Self-Employed
“Their presentation was really excellent: they shared personal stories and anecdotes and also many practical tips and useful guidance, especially for the LGBTQIA+ community!”
Transparent Fees & Pricing
In Business Since 2016
1999 Harrison St #1800, Oakland, CA 94612
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Tax and Business Services of Oakland

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.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2020
1684 7th St, Oakland, CA
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Commins & Knudsen

Commins & Knudsen

(10)
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.”
In Business Since 2001
492 9th St #200, Oakland, CA
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Law Office of Stan Riddle

Law Office of Stan Riddle

(1)
“The Best In The West”
Licensed, BBB Rating: A+
Accepts Cash
In Business Since 1997
1300 Clay St #600, Oakland, CA
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Savvy Tax

Savvy Tax

(1)
“Eva has saved us and our friends a great deal of money and she is wonderful to work with.”
Free Initial Consultation
Accepts All Major Credit Cards
Offers Financing Options
In Business Since 2011
4200 Park Blvd #531, Oakland, CA
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In Touch Financial Services

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.”
BRE #02029842
In Business Since 2015
6465 San Pablo Ave # 1-1, Oakland, CA
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Progressive Asset Management

Progressive Asset Management

Sri/Esg
“Progressive Asset Management is a national, independent financial advisor network dedicated to building strong, enduring relationships with the individuals and organizations we serve. Our knowledgeable and certified advisors assist clients in working...”
Accepts All Major Credit Cards
Offers Financing Options
In Business Since 1989
1814 Franklin St # 503, Oakland, CA
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Curtis Financial Planning

Curtis Financial Planning

(2)
Financial Planning
“Cathy Curtis is extremely knowledgeable on all aspects of personal finance and investing.”
Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 2006
2655 Haverhill Dr, Oakland, CA
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Law Office of Arabelle Malinis

Law Office of Arabelle Malinis

(6)
  • Estate
“Easy to make an appointment, answered all of our questions with great patience, thoroughly explained everything, took care of everything so all we had to do was sign.”
In Business Since 2015
1720 Broadway, Oakland, CA
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Hollander & Hollander

Hollander & Hollander

(1)
Tax Planning, Charitable Planning and Family Foundation, Estate and Trust Litigation
“Great Job”
In Business Since 2006
411 30th St 2nd floor, Oakland, CA
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Modern Financial Planning

Modern Financial Planning

(14)
“We are going on 5+ years working together after Mike initially helped me with an inherited IRA and now helps me annually with various strategies like back door Roth's.”
In Business Since 2018
344 Thomas L Berkley Way M10, Oakland, CA
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Liberty Group

Liberty Group

(3)
“I also enjoy CEO David Hollander's weekly radio broadcasts for his up-to-date insights on market trends and dynamics.”
In Business Since 2005
411 30th St Second Floor, Oakland, CA
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Falcon Bridge Capital

Falcon Bridge Capital

(1)
“FBC is the best: Great people, successful company.”
In Business Since 2006
1999 Harrison St #1575, Oakland, CA
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Cline Law Group

Cline Law Group

(7)
Bank Levies, Tax Issues, Repossessions
“One of the best attorneys you can have!”
In Business Since 2009
1970 Broadway # 1000, Oakland, CA
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Intention Advisors

Intention Advisors

(1)
“So much of our lives are touched by money, we can benefit from someone who has it down and can relieve stress, confusion or time wasting in the money aspect of our lives.”
In Business Since 2020
5564 Marshall St, Oakland, CA
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Cavu Wealth Advisors

Cavu Wealth Advisors

(1)
“I continue to receive sound financial advice.”
In Business Since 2009
1220 Oakland Blvd #200, Walnut Creek, CA
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Wilkinson Wealth Management

Wilkinson Wealth Management

Licensed
In Business Since 2000
300 Frank H. Ogawa Plaza STE 252, Oakland, CA
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Lula Financial

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.”
In Business Since 2018
66 Franklin St 3rd Floor, Oakland, CA
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Alan J. Statman Dba Trust Matters

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...”
30+ Years Experience
4096 Piedmont Ave #559, Oakland, CA
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Entrefolio Wealth Management

Entrefolio Wealth Management

(2)
“We'll all need her help going forward.”
In Business Since 2018
344 20th St, Oakland, CA
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Aman Deol CPA -Deol & Associates

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.”
In Business Since 1981
4247 Piedmont Ave, Oakland, CA
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Nor-Cal FDC

Nor-Cal FDC

(1)
In Business Since 2010
300 Frank H. Ogawa Plaza # 175, Oakland, CA
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Retirement Planning and Investment Management Services in Oakland, CA Cost Estimates

Minimum cost
$1238
Maximum cost
$10517
National Average
$3712
Avg Per Hour Rates
$372
$2475
$6805
Average price range is based on 314 cost profiles
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Average Cost $3712
Minimum cost $1238
Maximum cost $10517
Avg Per Hour Rates $372

Average range $2475 to $6805 is based on 314 cost profiles.

Why these companies made our list

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