Turnkey Financial Solutions
“No question, their commitment to quality services and superior customer care will create long-term relationships built on trust with clients like me.”
Best Financial Advisors near Union City, CA
We have 2 firms in Union City on file, and both are on this list, along with 13 from Redwood City (11, 13 mi), Foster City (1, 14 mi) and Livermore (1, 15 mi).
1 open weekends · 5 rated 4.5+ · 2 show a license
Data verified October 16, 2026
Team Hewins
Pettinelli Financial Partners
“Super professional team that has my family's interest first.”
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 at returning calls and emails.”
Nepc
Avalon Capital Management
The 15 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
8 of the 15 firms on this page have a rating, from 4.0 to 5.0 across 95 reviews; 1 has 50 or more reviews and 5 are rated 4.5 or higher. 1 is open on weekends. 2 show a license on their websites and 1 has a BBB rating of A or A+. 12 have ten or more years of experience, the longest 47 years. We have a website on file for 13 of the firms on this page; 11 publish a contact page and 7 list a public email. 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 15 firms are located in Union City. The others come from other towns within 20 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
M Lhuillier - Union City
Dorsal Capital Management
Griffin Black Wealth Management
Neumann Capital Management
Curran and Lewis Investment Management
Oceaniq Capital
Nancy K Weeks Associates
Tiaa Kaspick
A & L Financial Services
“He has been very helpful in taking care of mutual clients.”
Why these companies made our list
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