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CMA Financial Services
Business Tax Returns, Tax Planning, Individuals
“Amazing team with great response time and all around good company to do business with.”
Best Financial Advisors in Richmond, CA
Handpicked from 101 vetted & reviewed Financial Planning & Wealth Management firms in the Richmond area, explore the top 5 leaders in their field among the selected group of 24 finalists.
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Efficient Tax Solutions
- Job
- Questions
- Expertise
“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...”
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PH Tax & Wealth Solutions Cpas
“A highly respected, competent , knowledgeable and professional people providing valuable expertise in financial management , tax preparation, investment , and more.”
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Private Fiduciaries of California
“Fiduciary services for elders, retirees and anyone needing assistance with wealth management and personal life oversight”
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Dogpatch Wealth
- Goals
- Retirement
- Addition
“My previous experience with other advisors was that they mostly tried to force fit me to their model and were overly focused on selling financial planning, even if what I wanted/needed more of was investment management.”
Qualification Criteria for best of Winners
Minimum Overall Score
96 (100)
Minimum Reputation Rank
98.3 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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George Dimov CPA
Business Tax, Accounting, Individual Tax
“I had very complex tax issues to solve, from living/working in another country to buying/selling employee incentive stock options to working from home.”
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Bridgewater Certified Public Accountants
Services For Individuals, Internal Controls, Forensic Accounting
“Bridgewater was recommended to me by an existing client, after discussions with a previous firm left me bewildered about what should have been a straightforward business filing and structuring.”
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B.o.l. Global
Tax Services, Non-Profit Organizations, Payroll
“I have been working with Ling for 3 years with filling my taxes, she always makes sure to take a comprehensive look at everything and maximum money back, she gives us excellent advice on how to process and what to do in the upcoming year and we are a...”
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Sunnyhill Financial
- Credit Score
- Mortgage
- Responsive
“I'm good in Mortgage shopping and i found Brian gave us a great rate for long term rate lock , even better than builder lender with very low LOAN COST and also additional lender credit.”
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Upscale Tax Professionals
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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Mauricio Midence Tax Preparation & Financial Services
Sales Tax Services, Retirement Planning, Audits, Reviews and Compilations
“He is very knowledgeable, personable and is great at breaking down complex financial information into easy to understand terms and will take his time to answer any and all questions you may have.”
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RHS Financial
- Retirement
- Confidence
- Managing
“The investment management he provides to his clients doesn't just cover his AUM, it extends to all areas of his client's personal finances including their mortgages.”
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Imax Credit Repair Firm
Credit Repair Goals, Credit Repair Programs
“I Max Credit Repair did wonders for me and I learned a lot regarding the process of improving my credit in the long run as well as getting things taken off my credit report that should not have been there.”
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Atlas Park Consulting
- Translate
- Expertise
- Operations
“As a business owner, it's important to remember that I can't do it all, so Cameo and the Atlas Park team are my go-to resource when I need help managing the operations of my growing firm.”
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Twin Peaks Wealth Advisors
– Wealth Management, – Financial Planning & Consulting Services, – Overview
“We recommend a conversation to any friends and colleagues who are at a critical stage of evaluating whether a financial advisor is the right choice for them.”
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Modern Family Finance
Financial Planning For Lgbtq+, Tech Employees, Financial Planning For Women
“Most helpful was that they not only talked about the "how to" around financial planning, but also the behavioral hacks to make saving easier and even fun.”
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Financial Zen
- Benefit
- Retirement
- Goals
“When working with Financial Zen, you not only gain access to Rick but also to his legal, insurance, tax, etc contacts who all advise and contribute toward your individual financial goals and priorities.”
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Ferrer Tax & Accounting
Business Tax & Accounting Services, New Business Formation, Individual Tax Services
“Very knowledgable and makes everything super easy for me with regards to taxes.”
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Duan Wei-Maynez CPA
“While we provide appointment-only services at our conveniently-located offices in downtown San Francisco, Burlingame (next to the new Oculus campus), and Hermosa Beach, our secure web portal ensures that clients are able to share documents with the u...”
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Steve Rabin CPA
Services For Businesses, Services For Individuals, Tax Services
“My current thinking on why he is so capable at tax is 1) numbers are his friend; he is very capable quantitively (he is a graduate of Caltech); and 2) he has had extensive, in-depth experience working with the IRS.”
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The Advisory Group of San Francisco - Financial Advisors
Investment Management, Retirement Plan Services, Personal Wealth Management
“We know life can get complicated. Every success unlocks new opportunities, challenges, and questions. At The Advisory Group, we take a holistic approach to financial planning and investing that has one goal in mind: helping you create the life you wa...”
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Books IN Balance
Quickbooks Training and Setup, Startups, Accounting & Bookkeeping
“In the beginning they took the entire back end of the office and reworked everything from overseeing a server installation, added new accounting software, and other resources for better management.”
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Perotti and Carrade
Electronic Filing; Audits
“Excellent”
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Monroe Wealth Management
Tech Employees, Investment Management, Business Owners
“I used to work with Chase, but institutional's financial advisors want to sell you that institute's product, and ultimately is aligned with the institutions.”
Retirement Planning and Investment Management Services in Richmond, CA Cost Estimates
Minimum cost
$1175
Maximum cost
$9985
National Average
$3525
Avg Per Hour Rates
$353
$2350
$6461
Average price range is based on
270 cost profiles
Why these companies made our list
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