San Leandro, CA

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San Leandro, CA
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Best Financial Advisors in San Leandro, CA

The highest-rated Financial Planning & Wealth Management companies out of 125 vetted & reviewed in the San Leandro area.

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George Dimov CPA

George Dimov CPA

(45)
Consulting, Audit, Real Estate
“George's team (Kelly Sheng specifically) just helped my husband and I with 2022 tax filings (after our previous CPA failed to deliver for 6 months), and this team is top notch.”
In Business Since 2017
Licensed, BBB Accredited
795 Folsom St, San Francisco, CA
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Bridgewater Certified Public Accountants

Bridgewater Certified Public Accountants

(23)
Business Valuation, Bank Financing, Tax Services
“Our business was growing rapidly, and Bridgewater helped us resolve issues, speed up tax preparation, and alleviated some of the financial strains we were experiencing.”
Offers Financing Options
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 2006
1299 4th St Suite 500, San Rafael, CA
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B.o.l. Global

B.o.l. Global

(37)
Cash Flow Management, Financial Reviews - Compilations, Tax Preparation
“Upon my second appointment to pick up my completed tax returns, there was another mix up where I was shuffled between their two disconnected office spaces and another tax preparer completed the paperwork on behalf of my original preparer because he h...”
Free Initial Consultation
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2001
2830 Geary Blvd, San Francisco, CA
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Sunnyhill Financial

Sunnyhill Financial

(47)
  • Interest Rate
  • Communication
  • Options
“Constant communication, great technology, and Jon was always available to talk with me about what the best options were for us with everything from rates, appraisal, etc...”
Offers Financing Options
In Business Since 2017
DRE # 02058287
600 California St Suite 15-007, San Francisco, CA
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Financial Rescue

Financial Rescue

(47)
  • Program
  • Paying
  • Asset
“Iam happy to have them helping me to settle my accounts when it comes to assisting and answering any of my questions they were able to give me answer esp.”
In Business Since 2008
IAPDA Certified
99 S Almaden Blvd #600, San Jose, CA
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Gale Ranch Notary, Apostille and Financial Services

Gale Ranch Notary, Apostille and Financial Services

(33)
  • Price
“Completely professional and explained everything (these were documents written in a foreign language that required an Apostille from the Secretary of State, so everything had to be exact).”
In Business Since 2016
Emergency Services
6156 W Branch Rd, San Ramon, CA
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Golden Trust

Golden Trust

(41)
  • Tax Services
  • Insurance
  • Investment
“I highly recommend this place if you need any tax services or investment.”
In Business Since 2011
2690 S White Rd #60, San Jose, CA
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RHS Financial

RHS Financial

(33)
  • Financial Advisor
  • Goals
  • Strategies
“Alex Caswell has been working with me for almost 6 months and his work goes beyond my expectations, I have no words to express my gratitude and satisfaction for his caring approach and efficiency .”
In Business Since 2010
Transparent Fees & Pricing
4171 24th St # 101, San Francisco, CA
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Imax Credit Repair Firm

Imax Credit Repair Firm

(23)
Credit Repair Programs, Credit Repair Goals
“It was a super easy process from start to finish, they removed the negative mark from my credit and it reflected on my credit report as soon as the settlement came through.”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2007
Licensed, BBB Accredited
100 Pine St #1250, San Francisco, CA
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David D Tobkin, CPA

David D Tobkin, CPA

(1)
Industries, Services For Quickbooks, Tax Services
“Did great work for us in a difficult tax situation.”
Offers Financing Options
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 1983
2397 Forest Ave A, San Jose, CA
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Financial Zen

Financial Zen

(27)
  • Saving
  • College
  • Kids
“I'm so thankful my colleague found Rick, who at every turn puts in extra attention to ensure his clients not only prosper financially but as whole people.”
In Business Since 2007
600 California St, San Francisco, CA
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Sunshine Pro Accounting and Tax

Sunshine Pro Accounting and Tax

(21)
  • Tax Services
  • Questions
  • Accountant
“He took the time to learn about my financials in detail, including personal and real estate income, walked me through options, prepared all the documents, and reviewed them with me in detail.”
In Business Since 2014
Transparent Fees & Pricing
Serving San Leandro Area
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The Advisory Group of San Francisco - Financial Advisors

The Advisory Group of San Francisco - Financial Advisors

Endowment Planning, 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...”
In Business Since 1998
Licensed, BBB Rating: A
44 Montgomery St Suite 2410, San Francisco, CA
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Duan Wei-Maynez CPA

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...”
Transparent Fees & Pricing
In Business Since 2010
Licensed, BBB Rating: A+
870 Market St #723, San Francisco, CA
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Steve Rabin CPA

Steve Rabin CPA

(8)
Services For Individuals, Tax Services, Services For Businesses
“Comparing Steve to some others options in the Bay Area, I was unable to find anything that would do my taxes with same accuracy for what Steve would charge, so I highly recommend him.”
Free Initial Consultation
Offers Financing Options
In Business Since 2009
Transparent Fees & Pricing
100 Pine St #1250, San Francisco, CA
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Monroe Wealth Management

Monroe Wealth Management

(28)
Investment Management, Business Owners, Tech Employees
“Glen made all of it much easier for me to understand and I feel like my short and long-term financial goals are attainable thanks in large part to him.”
In Business Since 2019
1160 Battery St suite 100, San Francisco, CA
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Perotti and Carrade

Perotti and Carrade

(2)
Electronic Filing; Audits
“Perotti & Carrade, and specifically Kat, have been our CPA and tax preparer for the last 5 years.”
Accepts Check, No credit cards
In Business Since 2002
Licensed, BBB Rating: A
1 McInnis Pkwy Suite 200, San Rafael, CA
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Books IN Balance

Books IN Balance

(8)
Payroll, Restaurant Solutions, Startups
“They literally took the entire back end of the office and reworked everything from overseeing a server installation, installation of new accounting software and utilities to manage my resources better.”
In Business Since 2009
Licensed, BBB Rating: A+
BOOKS IN BALANCE, 4040 Civic Center Dr, San Rafael, CA
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Ami Shah CPA

Ami Shah CPA

(18)
Book Keeping, Accounting, Consulting
“She has a lot of expertise in the field of foreign income reporting and FBAR, which is a very important and dreaded topic especially for the NRI community.”
In Business Since 2006
CPA Certified
2570 N First St St 200, San Jose, CA
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Focusyou

Focusyou

(1)
Financial Planning and Coaching, Investment Management
“No matter what your situation is like they will assist in getting you together.”
Accepts All Major Credit Cards
In Business Since 2016
Licensed, BBB Rating: A+
1670 S Amphlett Blvd suite 214-49, San Mateo, CA
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Flournoy Wealth Management

Flournoy Wealth Management

(1)
“Full of helpful information AND a really nice lady!”
In Business Since 2005
Licensed, BBB Rating: A+
1165 Lincoln Ave #330, San Jose, CA
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Citrine Capital

Citrine Capital

(12)
Asset Protection and Risk Management, Wealth Managagement, Comprehensive Financial Planning
“Jirayr and the team at Citrine Capital are the most professional, reliable and knowledgeable financial planning office I have encountered in my 20+ years of working in the insurance and financial planning industry.”
Remote Consultations Available
In Business Since 2015
Transparent Fees & Pricing
535 Mission St 14th floor, San Francisco, CA
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True Root Financial

True Root Financial

(11)
Comprehensive Financial + Investment Planning, Investment Management
“Besides enabling me to see my finances more clearly, she is helping me take steps to save in tax-advantaged ways such as by opening a 529 college plan for my son.”
In Business Since 2020
Free Initial Consultation
766 Sutter St, San Francisco, CA
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Patrosso & Associates

Patrosso & Associates

(10)
Financial Coach, Fitness and Health, Stress Management
“He even developed a spreadsheet for me to help make projections from a numbers standpoint which helped me visualize and get excited about my goals and taking actionable steps towards achieving them.”
In Business Since 1999
Free Initial Consultation
1777 Hamilton Ave #1000, San Jose, CA
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Retirement Planning and Investment Management Services in San Leandro, CA Cost Estimates

Minimum cost
$1145
Maximum cost
$9732
National Average
$3435
Avg Per Hour Rates
$344
$2290
$6297
Typical price range is based on 459 cost profiles
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Average Cost $3435
Minimum cost $1145
Maximum cost $9732
Avg Per Hour Rates $344

Typical range $2290 to $6297 is based on 459 cost profiles.

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Wealth Management Advisors near San Leandro

Popular in San Leandro

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