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Turnkey Financial Solutions

(50)

Payroll
Tax Credit
Team

“Wynn and his team went the extra mile for us – from guiding us of each step of the process to patiently answering all our questions to securing our claims.”

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Peter B. Diaz, CPA

(6)

Fiduci Ary, Estate Plan Consulting and More, " Services Offered Include:

“Peter Diaz is one of the best licensed Certified Public Accountants in Redwood City, California and has served as Corporate Tax Director for several global companies for 25+ years.”

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Ivancich Michael R CPA

(1)

Industries, Services For Individuals, Tax Services

“We have been using Michael's services for many years and highly recommend him!”

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Key Financial Solutions

(3)

Services For Individuals, Tax Services, Quickbooks Services

“Clum's services for the past decade, and I could not be more pleased with his professionalism and expertise.”

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McKinley Financial Group

Financial Planning, Insurance Services, Professionally Managed Portfolios

“We focus on those in/or preparing for retirement. Clients receive a practical strategy designed in seeking to maintain their lifestyle, keep up with inflation, and never outlive their money - considering the market volatility, inflation, and taxes.”

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Team Hewins

(3)

Patient
Goals

“This has always made me feel confident in their approach and I'm in a much better position now as they have significantly improved my financial position.”

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Pettinelli Financial Partners

(1)

“Super professional team that has my family's interest first.”

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Navigation Group

(1)

“We feel so much more secure knowing that Erik is looking out for us and helping to guide us to "financial independence" as he puts it :-) Even though I am sure we are not one of his wealthiest clients, he treats us as if we are and is always prompt a...”

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Summitry

(2)

Who We Help

“I am happy with Summitry's performance six years into retirement and recommended them to anyone planning a retirement strategy.”

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Nepc

“Our dedicated healthcare practice builds customized investment strategies tailored to the financial, operational and organizational goals of all types of healthcare providers, including community hospitals, regional medical centers and large healthca...”

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Graystone Advisor

(2)

“I ultimately chose to work with him, not only because he clearly demonstrated a deep knowledge of different aspects of personal finance, but because he really cares about helping his clients understand the big picture and what kind of goals/ attitude...”

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Pacific Bay Financial Corporation

(6)

“The success of dealing with Pacific Bay Financial and in particular with Manny and Dwight is that they know the best way to present your strengths and value as a customer to the bank, speak to the bank in language they understand and sing the song wh...”

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Wise Financial Services

(5)

Tax Preparation
Taxes

“I have been doing my taxes with Hilda and Martha for many years with no problem at all.”

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Avalon Capital Management

“Executives, doctors, lawyers and venture capitalists have a disciplined approach to acting on opportunities and mitigating risks. Whether in business or investing, you know that long-term success is defined by navigating every type of environment. Av...”

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403b For Charters

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McCarthy Asset Management

Income Tax Services, Investment Advisory Services, Retirement Analysis

“One of our most important roles is to determine a suitable and appropriate asset allocation strategy by considering your investment time horizon, risk tolerance, objectives and cash flow needs. We invest for the long term and while we ignore the vaga...”

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A2Q2 Corporation

By Industry, By Type, By Company Stage

“A2Q2 gathers all the pieces of your financial internal controls puzzle together under one unified plan. We call this your Controls Blueprint, and we have a team of Control Strategists, Architects, Engineers, Catalysts, Promoters, Facilitators and Ent...”

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Whitfield Management Services

Tax Services, Services Home, Payroll Services

“Our financial advisors and accountants want to help you reach your business goals. We know businesses face a vast variety of issues, and we offer a myriad of services that will help you be efficient and profitable in all kinds of situations.”

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M Lhuillier - Union City

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Black Widow Financial

“As a small, very personalized business, “boutique” means we screen judgments very carefully, and do not accept every possible judgment. (See F.A.Q.'s for the types of judgments we do not take.) When we accept an assignment of a judgment, we are commi...”

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Dorsal Capital Management

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Griffin Black Wealth Management

Financial Planning Services, Investment Management

“We're seasoned experts in technical financial matters: investing, tax planning, cash flow, insurance, alternatives, debt management – you name it. We also understand the many ways in which financial outcomes are driven by intrinsic factors, sometimes...”

Featured

Meet Jane, Founder & CEO of Griffin Black, Inc. Jane began her career in finance as an industry analyst with J.P. Morgan in New York. After graduating from Harvard Business School, she moved to the Bay Area with her husband and worked for both large and smaller corporations as well as venture-backed start-ups before following her passion to serve individual clients. She founded Griffin Black in 2001 in order to create the kind of Registered Investment Advisor (RIA) firm she wanted to hire herself. Jane and her husband have two grown children and live in Redwood City, CA.

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James B Wassermann, CPA

“Welcome tomy website! If you are looking for a blend of personal service and expertise, you have come to the right place!I offer a broad range of services for business owners, executives and independent professionals.I am experienced,conscientious, e...”

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Savant Investment Group

Services For Individuals, Services For Businesses

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Average Cost	$3345
Minimum cost	$1115
Maximum cost	$9477
Avg Per Hour Rates	$335

Best Financial Advisors in Union City, CA

The highest-rated Financial Planning & Wealth Management companies out of 167 vetted & reviewed in the Union City area.

Turnkey Financial Solutions

Peter B. Diaz, CPA

Ivancich Michael R CPA

Key Financial Solutions

McKinley Financial Group

Team Hewins

Pettinelli Financial Partners

Navigation Group

Summitry

Nepc

Graystone Advisor

Pacific Bay Financial Corporation

Wise Financial Services

Avalon Capital Management

403b For Charters

McCarthy Asset Management

A2Q2 Corporation

Whitfield Management Services

M Lhuillier - Union City

Black Widow Financial

Dorsal Capital Management

Griffin Black Wealth Management

James B Wassermann, CPA

Savant Investment Group

Retirement Planning and Investment Management Services in Union City, CA Cost Estimates

Why these companies made our list

Wealth Management Advisors near Union City

Popular in Union City