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.

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 2005
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 2000
2830 Geary Blvd, San Francisco, CA
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George Dimov CPA

George Dimov CPA

(47)
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
San Francisco, CA
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Sunnyhill Financial

Sunnyhill Financial

(47)
  • Interest Rate
  • Communication
  • Emails
“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

(46)
  • Negotiator
  • Company
  • Paying
“I spoke with Lyka today and she is an excellent representative of Success Link, very professional, very knowledgeable of taking care of our credit card accounts.”
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

(39)
  • Tax Services
  • Insurance
  • Investment
“Best finacial office in town , heplfull service , the office we trust !”
In Business Since 2011
2690 S White Rd #60, San Jose, 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 1982
2397 Forest Ave A, San Jose, CA
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Financial Zen

Financial Zen

(27)
  • Saving
  • College
  • Kids
“I'm happy to say I've achieved four important goals working with Rick: 1) my financial house is in order 2) I was able to care for my father until his passing 3) I retired on my terms 4) I bought a home that I look forward to living in for many years...”
In Business Since 2007
600 California St, San Francisco, CA
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Insight Wealth Strategies

Insight Wealth Strategies

(2)
Investment Management, Financial Planning, Retirement Planning
“They have an outstanding staff, develop a close working relationship with each of their clients, and ONLY act in YOUR interest as a fiduciary!”
Accepts Check
In Business Since 2006
Licensed, BBB Rating: A+
2603 Camino Ramon #350, San Ramon, CA
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Frank Rimerman & Co

Frank Rimerman & Co

(2)
ISO Certification, Accounting and CFO Advisory, Business Valuation
“Everyone treats me with the greatest of respect and all the auditors I've placed have gone on to have fantastic careers.”
In Business Since 2001
Licensed, BBB Rating: A+
1 Embarcadero Ctr Suite 2410, San Francisco, CA
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Sunshine Pro Accounting and Tax

Sunshine Pro Accounting and Tax

(22)
  • Tax Services
  • Questions
  • Accountant
“Having worked with Sunshine over the last few years I now see the value of investing CPA and booking keeping services from a firm that has their clients best interest at heart...”
In Business Since 2014
Transparent Fees & Pricing
Serving San Leandro Area
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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 2011
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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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 1997
Licensed, BBB Rating: A
44 Montgomery St Suite 2410, San Francisco, CA
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Twin Peaks Wealth Advisors

Twin Peaks Wealth Advisors

(20)
– Estate Planning, – Financial Planning & Consulting Services, – Overview
“There is an overflow of information and resources available online about wealth management, much of it is flat out wrong or not applicable to my circumstances.”
In Business Since 2015
1 Daniel Burnham Ct, San Francisco, CA
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Ubiquity Retirement + Savings

Ubiquity Retirement + Savings

(15)
  • Small Business
  • Fee
  • Account
“Until this morning, I was experiencing a great deal of frustration dealing with an agent @ Ubiquity that was not communicating (returning calls, replying, or responding to emails) with me relative to our new 401k.”
Free Initial Consultation
10+ Years Experience
Transparent Fees & Pricing
44 Montgomery St, San Francisco, CA
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RHS Financial

RHS Financial

(29)
Wealth Planning, Aspirational Financial Planning®, Investing
“I have worked with Risley Sams, the founder of the company, practically from the beginning of his firm, and I have watched his organization grow and become extremely sophisticated.”
In Business Since 2010
4171 24th St # 101, San Francisco, CA
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Ami Shah CPA

Ami Shah CPA

(18)
  • Money
  • Patient
  • Questions
“I'd like to recommend Ami for her confidence, her knowledge in tax codes and reporting rules and all that, plus the friendly interactions that she delivered.”
In Business Since 2006
Transparent Fees & Pricing
2570 N First St St 200, San Jose, 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

(7)
Quickbooks Training and Setup, Tax Preparation, Restaurant Solutions
“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 2006
Licensed, BBB Rating: A+
4040 Civic Center Dr, San Rafael, CA
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Parallel Advisors

Parallel Advisors

(1)
“Polin, with Parallel Advisors, LLC, is a great connection to have and an excellent wealth advisor.”
In Business Since 2005
Licensed, BBB Rating: A
150 Spear St #950, San Francisco, CA
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Flournoy Wealth Management

Flournoy Wealth Management

(1)
“Full of helpful information AND a really nice lady!”
In Business Since 2004
Licensed, BBB Rating: A+
1165 Lincoln Ave #330, 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.

Why these companies made our list

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