Sunnyhill Financial
“They stepped in with two weeks until closing and got the loan approved, funded and we closed escrow on time.”
Best Financial Advisors near San Leandro, CA
We have 2 firms in San Leandro on file, but only the highest-rated make our list, and none of them made it; the 12 here come from San Francisco (7, 16 mi), San Ramon (4, 13 mi) and San Mateo (1, 14 mi).
1 open weekends · 11 rated 4.5+ · 1 shows a license
Data verified October 16, 2026
Financial Zen
“He explains things in the level of detail that works for me (and goes in depth for my husband when he wants it) and I can just relax and trust we're doing everything we should to be A++ responsible adults.”
The Advisory Group of San Francisco - Financial Advisors
Monroe Wealth Management
“He is very knowledgable about current economy, also has great resources related to not only investment, but also you tax, trust and estate planning.”
Focusyou
“No matter what your situation is like they will assist in getting you together.”
Citrine Capital
“From the beginning, Sefa showed that she understood our layered financial picture, our family's particular needs and she set the tone that she'd work with us in a knowledgeable, pleasant, clear and open manner.”
The 12 firms listed for San Leandro, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: San Leandro, CA
The 12 firms on this page are rated from 4.4 to 5.0 across 454 reviews; 1 has 50 or more reviews and 11 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (82%) and value (71%). 1 is open on weekends. 1 shows a license on its website and 2 have a BBB rating of A or A+. Domain records put 6 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 1 offers remote or virtual consultations; 2 offer payment plans and 2 offer a free initial consultation. We have a website on file for all 12 of the firms on this page; 10 publish a contact page; 9 list a public email and 6 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for San Leandro take financial planning bookings online?
6 of the 12 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
True Root Financial
“Roshani has taken the time to study our overall finances and listen to our needs and provided recommendations for how we can get there.”
Insight Capital Management
“He and his team felt less like money managers and more like a friend who is interested in helping us reach our goals.”
Eikel Tax & Financial Solutions
“Suzanne has helped us with numberous finance related tasks and has taken the time to work hand in hand with us on items we needed to understand as owners of a small company.”
Hanke & Company Wealth Management
“Manny did a wonderful job explaining my options and I appreciated that he also brought in elements of professional and life coaching.”
Diamond Oak Wealth Partners - James Bassett
“I have been working with James for over 5 years now, and I can honestly say that he has made a significant positive impact on our financial life and is always looking for ways to help us continue to achieve our goals as i life has changed over the years.”
Ken R. Anderson, CPA
“Ken Anderson CPA has been our family and businesses accountants for over 30 years.”
Why these companies made our list
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