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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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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George Dimov CPA
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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Sunnyhill Financial
- 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...”
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Financial Rescue
- 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.”
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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
“Best finacial office in town , heplfull service , the office we trust !”
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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 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...”
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Sunshine Pro Accounting and Tax
- 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...”
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Insight Wealth Strategies
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!”
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Frank Rimerman & Co
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.”
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Twin Peaks Wealth Advisors
– 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.”
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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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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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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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Ubiquity Retirement + Savings
- 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.”
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RHS Financial
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.”
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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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Ami Shah CPA
- 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.”
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Books IN Balance
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.”
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Parallel Advisors
“Polin, with Parallel Advisors, LLC, is a great connection to have and an excellent wealth advisor.”
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Flournoy Wealth Management
“Full of helpful information AND a really nice lady!”
Retirement Planning and Investment Management Services in San Leandro, CA Cost Estimates
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