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Turnkey Financial Solutions
- 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.”
Best Financial Advisors near Union City, CA
We have 3 firms in Union City on file; 2 of them are on this list, along with 22 from towns including Redwood City (17, 13 mi), Foster City (3, 15 mi) and Oakland (1, 17 mi).
1 open weekends · 13 rated 4.5+ · 3 show a license
Data verified October 16, 2026
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Peter B. Diaz, CPA
- Tax Preparer
“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
“We have been using Michael's services for many years and highly recommend him!”
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Key Financial Solutions
“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
“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
- 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.”
The 24 firms listed for Union City, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Union City, CA
15 of the 24 firms on this page have a rating, from 4.0 to 5.0 across 112 reviews; 1 has 50 or more reviews and 13 are rated 4.5 or higher. 1 is open on weekends. The services the firms on this page list most often on their websites are services for individuals (3), tax services (3), business services (2) and investment management (2). 3 show a license on their websites and 1 has a BBB rating of A or A+. 19 have ten or more years of experience, the longest 39 years. 1 offers payment plans and 1 offers a free initial consultation. We have a website on file for 22 of the firms on this page; 17 publish a contact page; 16 list a public email and 3 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Union City listed here?
2 of the 24 firms are located in Union City. The others come from other towns within 25 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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Pettinelli Financial Partners
“Super professional team that has my family's interest first.”
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Navigation Group
“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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Graystone Advisor
“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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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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Summitry
“I am happy with Summitry's performance six years into retirement and recommended them to anyone planning a retirement strategy.”
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Pacific Bay Financial Corporation
“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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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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A2Q2 Corporation
“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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McCarthy Asset Management
“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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Whitfield Management 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
“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...”
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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
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Neumann Capital Management
“When can I retire? How can I support myself and my family? And even important questions like , What great vacation can I afford? Whether it's developing a budget, choosing the right mortgage or planning for college, Neumann Capital will help you sati...”
Retirement Planning and Investment Management Services in Union City, CA Cost Estimates
Minimum cost
$1115
Maximum cost
$9477
National Average
$3345
Avg Per Hour Rates
$335
$2230
$6132
Fair price range is based on 358 cost profiles
Why these companies made our list
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