Best Financial Advisors in Alameda, CA

We did the hard work of finding trustworthy partners in Alameda, CA. Fill out the form to get connected.

Connect With a Financial Planner

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Alameda, CA Fiduciary Financial Advisors

SEC File# 801-56417
CRD# 108383
4 out of 5
Location 1111 Broadway #1630, Oakland, CA 94607, USA
Phone (800) 700-0089
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-78015
CRD# 119636
5 out of 5
Location 505 14th St #310, Oakland, CA 94612, USA
Phone (415) 773-2174
Directions
SEC File# 801-10970
CRD# 6413
Location 1124 Ballena Blvd, Alameda, CA 94501, USA
Phone (510) 865-1026
Directions
SEC File# 801-110554
CRD# 285426
Location 1402 Park St STE E, Alameda, CA 94501, USA
Phone (510) 748-7462
Directions
generic_business-71
Pico Associates
Location 829 27th Ave, Oakland, CA 94601, USA
Phone (510) 261-0700
Directions
generic_business-71
De Luchi Investment Management
Location 2952 Gibbons Dr, Alameda, CA 94501, USA
Phone (510) 521-6632
Directions
generic_business-71
Edward Jones - Financial Advisor: Nirmal Rout, CFP®
SEC File# 801-3297
CRD# 250
Location 2412 Central Ave, Alameda, CA 94501, USA
Phone (510) 749-0403
Directions
generic_business-71
PFC Financial Services
SEC File# 801-111055
CRD# 158043
Location 1150 Ballena Blvd # 253, Alameda, CA 94501, USA
Directions
generic_business-71
MK McDonough Financial & Insurance Services
Location 1070 Marina Village Pkwy, Alameda, CA 94501, USA
Phone (510) 995-8850
Directions
generic_business-71
Tana D Moschetti Ea Cfp
Location 3215 Encinal Ave, Alameda, CA 94501, USA
Phone (510) 523-3553
Directions
generic_business-71
E Demmler & Associates
Location 1101 Marina Village Pkwy Suite 201, Alameda, CA 94501, USA
Phone (510) 865-1026
Directions
generic_business-71
Sterling Financial Services Inc
Location 1151 Harbor Bay Pkwy # 136, Alameda, CA 94502, USA
Phone (510) 263-9520
Directions
generic_business-71
Global Investment Co Inc
Location 211 10th St, Oakland, CA 94607, USA
Phone (510) 835-8300
Directions
generic_business-71
First Priority Financial
Location 1151 Harbor Bay Pkwy # 206C, Alameda, CA 94502, USA
Phone (510) 263-9627
Directions
generic_business-71
Blue Water Funding
Location 512 Westline Dr UNIT 202, Alameda, CA 94501, USA
Phone (510) 522-3020
Directions
generic_business-71
Kevin Kennedy LLC
Location 1516 Oak St #101, Alameda, CA 94501, USA
Phone (510) 748-1898
Directions
generic_business-71
J B Financials
Location 1203 B Buena Vista Ave, Alameda, CA 94501, USA
Phone (415) 672-7176
Directions
generic_business-71
Longsplice Investments
Location 2033 Clement Ave #119, Alameda, CA 94501, USA
Phone (650) 367-9926
Directions
generic_business-71
Nguyen Investment Management
Location 883 Island Dr, Alameda, CA 94502, USA
Phone (510) 522-9500
Directions
generic_business-71
Phocas Financial
SEC File# 801-64317
CRD# 135470
Location 1080 Marina Village Pkwy Suite 520, Alameda, CA 94501, USA
Phone (510) 523-5800
Directions
generic_business-71
Advisory Consulting Group LLC
Location 2239 Harbor Bay Pkwy, Alameda, CA 94502, USA
Phone (510) 239-4200
Directions
generic_business-71
Sierra Pacific Financial Advisors, LLC
SEC File# 801-123728
CRD# 131738
Location 1300 Clay St #600, Oakland, CA 94612, USA
Phone (925) 223-8868
Directions
generic_business-71
Financial Revelations
Location 909 Marina Village Pkwy, Alameda, CA 94501, USA
Phone (510) 638-6331
Directions
generic_business-71
Lula Financial
4 out of 5
Location 66 Franklin St 3rd floor, Oakland, CA 94607, USA
Phone (415) 637-5087
Directions
generic_business-71
Merrill Lynch Wealth Management Advisor Russell Conboy
Location 1111 Broadway 22nd Floor, Oakland, CA 94607, USA
Phone (510) 208-3821
Directions
generic_business-71
Mansell Capital Management
Location 1545 Verdi Street Suite #A, Alameda, CA 94501, USA
Phone (510) 697-7893
Directions
generic_business-71
Joseph Riley Coaching
Location 65 Mecartney Rd, Alameda, CA 94502, USA
Phone (510) 205-0125
Directions
generic_business-71
Samantha Silberstein - TIAA Financial Consultant
Location 555 12th St Suite 1280, Oakland, CA 94607, USA
Phone (888) 359-2806
Directions
generic_business-71
Lars G Hansson
5 out of 5
Location 2159 Central Ave, Alameda, CA 94501, USA
Phone (510) 521-2343
Directions
generic_business-71
D Mattersdorff LLC
Location 194 Inverness Way, Alameda, CA 94502, USA
Phone (510) 522-1700
Directions
generic_business-71
Linda Russo Financial Services
Location 610 16th St #405, Oakland, CA 94612, USA
Phone (510) 267-0727
Directions
generic_business-71
Edward Jones - Financial Advisor: Deb Knowles
SEC File# 801-3297
CRD# 250
Location 2412 Central Ave, Alameda, CA 94501, USA
Phone (510) 749-0403
Directions
generic_business-71
Matthews Financial & insurance Solutions
Location 2100 Embarcadero E Suite 105, Oakland, CA 94606, USA
Phone (510) 229-7608
Language http://mfis.biz/
Directions
generic_business-71
Financial Health Expert
Location 1318 High St, Alameda, CA 94501, USA
Phone (415) 609-5090
Directions
generic_business-71
Jeffrey Oster - Raymond James
Location 1050 Marina Village Pkwy, Alameda, CA 94501, USA
Phone (888) 655-1035
Directions
Financial Advisors in Alameda, CA

Where Certified Financial Advisors in Alameda, CA Serve

Alameda, CA is a vibrant city located in the San Francisco Bay Area, known for its beautiful beaches, historic landmarks, and diverse neighborhoods. The city is home to several notable landmarks, including the USS Hornet Museum, Alameda Point Antiques Faire, and the Alameda Theatre & Cineplex. Top employers in the area include Alameda Health System, the Alameda Unified School District, and the City of Alameda. Major highways and streets in the city include Interstate 880, State Route 61, and Park Street. Alameda is divided into several unique neighborhoods, including Bay Farm Island, East End, and West End, each with its own distinct character and charm. With its rich history, stunning scenery, and thriving community, Alameda is a must-visit destination for anyone exploring the Bay Area.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Alameda, CA have access to a variety of banking services that cater to their financial needs. The most common ways that they would be serviced by banks include personal checking and savings accounts, loans for homes and vehicles, credit cards, and investment opportunities. One specific thing about Alameda is that it has a strong sense of community, and many residents prefer to bank with local credit unions or community banks rather than larger national banks. These smaller institutions often offer personalized service and a more intimate understanding of the unique financial needs of Alameda residents.

Insurance Broker

Residents of Alameda, CA could benefit greatly from the services of an insurance broker. An insurance broker can help residents navigate the complex world of insurance policies and find the best coverage for their needs. In a city like Alameda with a high cost of living, an insurance broker can help residents save money by finding affordable policies that still offer comprehensive coverage. Additionally, with the threat of earthquakes in the area, an insurance broker can help residents find policies that cover earthquake damage. By working with an insurance broker, residents of Alameda can have peace of mind knowing that they are adequately covered in case of unexpected events.

Retirement Planning

Residents of Alameda, CA can greatly benefit from the services of a retirement planner. A retirement planner can help residents of Alameda plan for their future by creating a personalized financial plan that takes into account their unique needs and goals. One specific way that a retirement planner can help residents of Alameda is by providing guidance on how to navigate the high cost of living in the area. Alameda is known for its high housing costs and expensive lifestyle, so it is important for residents to have a solid plan in place to ensure they can maintain their standard of living in retirement. A retirement planner can help residents of Alameda by providing strategies for saving and investing that can help them build a comfortable nest egg for their golden years.

Wealth Management

Residents of Alameda, CA can benefit greatly from the assistance of a wealth manager. One of the most common ways a wealth manager can help is by creating a personalized financial plan that takes into account the unique needs and goals of each individual. For example, Alameda is known for its high cost of living, and a wealth manager can help residents navigate this by creating a budget and investment strategy that helps them save for retirement, pay off debt, and achieve their financial dreams. Additionally, a wealth manager can provide guidance on tax planning, estate planning, and risk management, ensuring that residents are fully prepared for any financial challenges that may arise. Overall, a wealth manager can be an invaluable resource for residents of Alameda looking to secure their financial future.

Mortgage Loan Officer

Residents of Alameda, CA can benefit greatly from the services of a mortgage loan officer. These professionals can help individuals and families secure financing to purchase a home, which is especially important in a city where the median home value is over $1 million. A mortgage loan officer can also assist with refinancing an existing mortgage, allowing residents to take advantage of lower interest rates or changing financial circumstances. Additionally, Alameda is a city with a diverse population, and a mortgage loan officer can provide guidance and resources to those who may be first-time homebuyers or have unique financial situations. Overall, a mortgage loan officer can be a valuable resource for residents of Alameda, helping them achieve their homeownership goals and navigate the complex world of real estate financing.

Tax Services

Residents of Alameda, CA can benefit greatly from the guidance of a tax advisor. With the city's unique tax laws and regulations, a tax advisor can help individuals navigate the complexities and ensure compliance with local, state, and federal tax laws. Alameda is known for its diverse population and thriving small businesses, and a tax advisor can provide tailored advice to help individuals and businesses maximize their tax savings and minimize their liabilities. Additionally, a tax advisor can assist with tax planning, estate planning, and retirement planning, helping residents of Alameda achieve their financial goals and secure their financial futures. Overall, the expertise of a tax advisor can be invaluable to anyone seeking to manage their taxes and finances effectively in Alameda, CA.

Estate Planning Lawyer

Residents of Alameda, CA can benefit greatly from the services of an estate planning lawyer. These professionals can help individuals create a plan for the distribution of their assets and property after they pass away, ensuring that their wishes are carried out and their loved ones are taken care of. In Alameda, where the cost of living is higher than many other areas in the country, an estate planning lawyer can also help residents minimize tax liabilities and protect their assets from creditors. Additionally, with the diverse population in Alameda, an estate planning lawyer can assist with creating plans that take into account unique family situations or cultural traditions. Overall, an estate planning lawyer can provide invaluable guidance and peace of mind for residents of Alameda, CA.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Alameda, CA