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

(25)
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

(28)
Payroll, Business Startups, 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...”
Transparent Fees & Pricing
Free Initial Consultation
Offers Financing Options
In Business Since 2010
2830 Geary Blvd, San Francisco, CA
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Gale Ranch Notary, Apostille and Financisl Services

Gale Ranch Notary, Apostille and Financisl Services

(28)
  • 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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George Dimov CPA

George Dimov CPA

(19)
Business Tax, Audit, Real Estate
“Megan, the senior accountant assigned to my case, took special time to talk to me about my tax situation and even gave me some great feedback on some plans to lower my tax burden.”
Licensed, BBB Accredited
In Business Since 2017
795 Folsom St, San Francisco, CA
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Books in Balance

Books in Balance

(4)
Bookkeeping, Administrative and Support Services, Payroll Services
“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.”
Licensed, BBB Rating: A+
Free Initial Consultation
In Business Since 2006
1299 4th St Suite 508, San Rafael, CA
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SD Mayer & Associates

SD Mayer & Associates

(3)
Corporate Tax, International Tax, Outsourced Accounting
“The team at SD Mayer helped to take us from early startup mode, running accounting with Excel and lump-sum journal entries, to proper audit-ready accounting practices.”
Licensed, BBB Rating: A
In Business Since 2016
235 Montgomery St 30th floor, San Francisco, CA
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Frank Rimerman & Co

Frank Rimerman & Co

(2)
Global and Domestic Tax, Accounting and CFO Advisory, Cloud Solutions Consulting
“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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Sevilla Financial Services

Sevilla Financial Services

(1)
Financial Planning, Business Valuations, Individuals
“As a Freelancer the team at Sevilla Financial Services really are knowledgeable, dedicated and empathetic as far as being there for you every step of the way for most of my Finance questions or concerns and processes!”
Licensed, BBB Rating: A+
In Business Since 2011
Serving South San Francisco Area
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Imax Credit Repair Firm

Imax Credit Repair Firm

(22)
Credit Repair For Home Mortgages, Get A Free Credit Evaluation, Credit Repair For Business Loans
“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.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2007
100 Pine St #1250, San Francisco, CA
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The Advisory Group of San Francisco

The Advisory Group of San Francisco

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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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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Sunshine Pro Accounting and Tax

Sunshine Pro Accounting and Tax

(20)
  • Business
  • Accountant
  • Tax Services
“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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Twin Peaks Wealth Advisors

Twin Peaks Wealth Advisors

(20)
Complete Wealth Management, Topic-Specific Packages, Retirement Planning
“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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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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Ferrer Tax & Accounting

Ferrer Tax & Accounting

(7)
Business Tax & Accounting Services, Tax Relief, New Business Formation
“These last two qualities are rare to find in someone who deals with crunching numbers all the time.”
Transparent Fees & Pricing
Free Initial Consultation
Remote Consultations Available
In Business Since 2021
1050 Court St, San Rafael, CA
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Steve Rabin CPA

Steve Rabin CPA

(6)
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 Suite 1250, San Francisco, 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 Ste 200, San Rafael, 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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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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Armanino

Armanino

(2)
“Great office”
Licensed, BBB Rating: A+
In Business Since 1955
12657 Alcosta Blvd #500, San Ramon, 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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Parallel Advisors

Parallel Advisors

(1)
“Polin, with Parallel Advisors, LLC, is a great connection to have and an excellent wealth advisor.”
Licensed, BBB Rating: A
In Business Since 2005
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!”
Licensed, BBB Rating: A+
In Business Since 2004
1165 Lincoln Ave #330, San Jose, CA
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Citrine Capital

Citrine Capital

(9)
Comprehensive Financial Planning, Asset Protection and Risk Management, Wealth Managagement
“The team has helped us establish a financial foundation that makes me feel confident about our family's future - from goal setting to budgets to investing to estate planning, we feel so much more knowledgeable and empowered from their guidance.”
Transparent Fees & Pricing
Remote Consultations Available
In Business Since 2015
535 Mission St 14th floor, San Francisco, 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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