Best Financial Advisors in South San Francisco, CA

The highest-rated Financial Planning & Wealth Management companies out of 185 vetted & reviewed in the South San Francisco area.

Bridgewater Certified Public Accountants

Bridgewater Certified Public Accountants

(23)
Forensic Accounting, Non-Profit Organizations, Tax Services
“Bridgewater was recommended to me by an existing client, after discussions with a previous firm left me bewildered about what should have been a straightforward business filing and structuring.”
Licensed, BBB Rating: A+
Transparent Fees & Pricing
Offers Financing Options
Accepts All Major Credit Cards
1299 4th St Suite 500, San Rafael, CA
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B.o.l. Global

B.o.l. Global

(37)
Payroll, Entity Structure Startup, Tax Preparation
“I have been working with Ling for 3 years with filling my taxes, she always makes sure to take a comprehensive look at everything and maximum money back, she gives us excellent advice on how to process and what to do in the upcoming year and we are a...”
Accepts Check
Offers Financing Options
Free Initial Consultation
Transparent Fees & Pricing
2830 Geary Blvd, San Francisco, CA
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George Dimov CPA

George Dimov CPA

(47)
Business Tax, Audit, Real Estate
“While my taxes tend to be pretty straightforward, it was time to consult experts to see if there's anything that I could be doing differently (especially after discovering my federal wittholdings were extremely under in the past year).”
Licensed, BBB Accredited
In Business Since 2017
San Francisco, CA
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Sunnyhill Financial

Sunnyhill Financial

(47)
  • Mortgage
  • Quotes
  • Credit Score
“I'm good in Mortgage shopping and i found Brian gave us a great rate for long term rate lock , even better than builder lender with very low LOAN COST and also additional lender credit.”
DRE # 02058287
Offers Financing Options
In Business Since 2017
600 California St Suite 15-007, San Francisco, CA
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Financial Rescue

Financial Rescue

(46)
  • Debt
  • Asset
  • Peace
“This review is for Al, my client representative from Financial Rescue , when they change my client representative I thought he's the same with other ones who don't respond and listens to my concern regarding my account.”
IAPDA Certified
In Business Since 2008
99 S Almaden Blvd #600, San Jose, CA
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Litherland, Kennedy & Associates

Litherland, Kennedy & Associates

(35)
  • Questions
  • Needs
  • Skilled Nursing
“Having a very difficult inheritance situation that one attorney already flubbed, my impression of the work that was done by Justin Kennedy and mostly his senior paralegal, Azar Khoshkbariie, was timely and on point.”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 1993
Serving South San Francisco Area
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Gale Ranch Notary, Apostille and Financial Services

Gale Ranch Notary, Apostille and Financial Services

(33)
  • Price
“Govind was very helpful in time , I need to get some documents notarized for Visa purpose on weekend and he helped me in getting this done in very short time and he was very knowledgeable and patient .”
Emergency Services
In Business Since 2016
6156 W Branch Rd, San Ramon, CA
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Imax Credit Repair Firm

Imax Credit Repair Firm

(23)
Credit Repair Goals, Credit Repair Programs
“I Max Credit Repair did wonders for me and I learned a lot regarding the process of improving my credit in the long run as well as getting things taken off my credit report that should not have been there.”
Licensed, BBB Accredited
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2007
100 Pine St #1250, San Francisco, CA
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David D Tobkin, CPA

David D Tobkin, CPA

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

Financial Zen

(27)
  • Goals
  • Benefit
  • Tax
“The Foundations program helped us understand our goals, get all our assets in order, set up an estate plan, consolidate accounts, save for our kids college, navigate multiple benefit, company stock and 401k plans and ensure we were getting the most v...”
In Business Since 2007
600 California St, San Francisco, CA
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Sunshine Pro Accounting and Tax

Sunshine Pro Accounting and Tax

(22)
  • Accountant
  • Tax Services
  • Questions
“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...”
Transparent Fees & Pricing
In Business Since 2014
Serving South San Francisco Area
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Frank Rimerman & Co

Frank Rimerman & Co

(2)
Global and Domestic Tax, Accounting and CFO Advisory, ISO Certification
“Amazing firm, with amazing people, offering the very best in accounting services.”
Licensed, BBB Rating: A+
In Business Since 2001
1 Embarcadero Ctr Suite 2410, San Francisco, CA
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Insight Wealth Strategies

Insight Wealth Strategies

(2)
Retirement Planning, Investment Management, Financial Planning
“After interviewing handfuls of financial advisors, I feel so fortunate to have met and worked with David and his team.”
Licensed, BBB Rating: A+
Accepts Check
In Business Since 2004
2603 Camino Ramon #350, San Ramon, 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...”
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 2009
870 Market St #723, San Francisco, CA
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Twin Peaks Wealth Advisors

Twin Peaks Wealth Advisors

(20)
– Wealth Management, – Estate Planning, – Financial Planning & Consulting Services
“They have addressed all services that I need as I am approaching retirement such as estate planning, tax minimization, and legal guidance, in addition to investment management.”
In Business Since 2015
1 Daniel Burnham Ct, San Francisco, CA
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The Advisory Group of San Francisco - Financial Advisors

The Advisory Group of San Francisco - Financial Advisors

Investment Management, Endowment Planning, Retirement Plan Services
“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...”
Licensed, BBB Rating: A
In Business Since 1995
44 Montgomery St Suite 2410, San Francisco, CA
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Steve Rabin CPA

Steve Rabin CPA

(8)
Services For Businesses, Services For Individuals, Tax Services
“My current thinking on why he is so capable at tax is 1) numbers are his friend; he is very capable quantitively (he is a graduate of Caltech); and 2) he has had extensive, in-depth experience working with the IRS.”
Transparent Fees & Pricing
Free Initial Consultation
Offers Financing Options
In Business Since 2009
100 Pine St #1250, San Francisco, CA
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Ubiquity Retirement + Savings

Ubiquity Retirement + Savings

(15)
  • Call
  • User
  • Payroll
“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.”
Transparent Fees & Pricing
Free Initial Consultation
10+ Years Experience
44 Montgomery St, San Francisco, CA
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RHS Financial

RHS Financial

(29)
Investing, Wealth Planning, Aspirational Financial Planning®
“If you're a young professional and you don't know how to invest your money, what a diverse portfolio means, how to assess financial risk, how to be smart about your retirement and your taxes, then Alex Caswell from RHS is the person to go to.”
In Business Since 2010
4171 24th St # 101, San Francisco, CA
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Ami Shah CPA

Ami Shah CPA

(18)
  • Questions
  • Money
  • Patient
“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.”
Transparent Fees & Pricing
In Business Since 2006
2570 N First St St 200, San Jose, CA
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Perotti and Carrade

Perotti and Carrade

(2)
Electronic Filing; Audits
“Excellent”
Licensed, BBB Rating: A
Accepts Check, No credit cards
In Business Since 2002
1 McInnis Pkwy Suite 200, San Rafael, CA
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Marine Coast Financial

Marine Coast Financial

(2)
“They financed my boat at a great rate.”
MLO# 1899995
In Business Since 1993
1936 Camden Ave, San Jose, CA
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Focusyou

Focusyou

(1)
Investment Management, Financial Planning and Coaching
“No matter what your situation is like they will assist in getting you together.”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 2013
1670 S Amphlett Blvd suite 214-49, San Mateo, CA
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Books IN Balance

Books IN Balance

(7)
Tax Planning & Advising, Payroll, Tax Preparation
“In the beginning they took the entire back end of the office and reworked everything from overseeing a server installation, added new accounting software, and other resources for better management.”
Licensed, BBB Rating: A+
In Business Since 2008
4040 Civic Center Dr, San Rafael, CA
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Retirement Planning and Investment Management Services in South San Francisco, CA Cost Estimates

Minimum cost
$1099
Maximum cost
$9336
National Average
$3296
Avg Per Hour Rates
$330
$2197
$6041
Average price range is based on 456 cost profiles
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Average Cost $3296
Minimum cost $1099
Maximum cost $9336
Avg Per Hour Rates $330

Average range $2197 to $6041 is based on 456 cost profiles.

Why these companies made our list

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