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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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.”
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Bridgewater Certified Public Accountants
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.”
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B.o.l. Global
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...”
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Sunnyhill Financial
- 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...”
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Financial Rescue
- 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.”
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Gale Ranch Notary, Apostille and Financial Services
- 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).”
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Golden Trust
- Tax Services
- Insurance
- Investment
“I highly recommend this place if you need any tax services or investment.”
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RHS Financial
- 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 .”
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Imax Credit Repair Firm
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.”
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David D Tobkin, CPA
Industries, Services For Quickbooks, Tax Services
“Did great work for us in a difficult tax situation.”
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Financial Zen
- 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.”
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Sunshine Pro Accounting and Tax
- 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.”
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Steve Rabin CPA
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.”
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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...”
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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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Perotti and Carrade
Electronic Filing; Audits
“Perotti & Carrade, and specifically Kat, have been our CPA and tax preparer for the last 5 years.”
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Monroe Wealth Management
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.”
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Books IN Balance
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.”
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Ami Shah CPA
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.”
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Focusyou
Financial Planning and Coaching, Investment Management
“No matter what your situation is like they will assist in getting you together.”
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Flournoy Wealth Management
“Full of helpful information AND a really nice lady!”
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Citrine Capital
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.”
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True Root Financial
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.”
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Patrosso & Associates
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.”
Retirement Planning and Investment Management Services in San Leandro, CA Cost Estimates
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