Best Financial Advisors in Alameda County, CA

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List of Firms

Alameda County, CA Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Guy Ben Ari, CFP®|AAMS™|CRPS®
SEC File# 801-3297
CRD# 250

5 out of 5

Location 1050 Marina Village Pkwy Suite 100, Alameda, CA 94501, USA
Phone (510) 522-2009
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 2:00 PM Saturday: Closed Sunday: Closed
Culminate Financial Advisors
Location 20145 Butterfield Dr, Castro Valley, CA 94546, USA
Phone (510) 538-7754
Edward Jones - Financial Advisor: Daniel J Zachary, AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 39500 Stevenson Pl Ste 201, Fremont, CA 94539, USA
Phone (510) 795-0800
Time Monday: 8:30 AM – 6:00 PM Tuesday: 8:30 AM – 6:00 PM Wednesday: 8:30 AM – 6:00 PM Thursday: 8:30 AM – 6:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Protected Investors of America - Kirsten Higgins
Location Granada Village Shopping Center, 1141 Catalina Dr, Livermore, CA 94550, USA
Phone (925) 455-5533
Charles Truong - Wealth Financial Advisor
Location 15075 Farnsworth St, San Leandro, CA 94579, USA
Phone (510) 362-4677
Edward Jones - Financial Advisor
SEC File# 801-3297
CRD# 250
Location 2065 Mountain Blvd #200, Oakland, CA 94611, USA
Time Monday: 9:00 AM – 5:30 PM Tuesday: 9:00 AM – 5:30 PM Wednesday: 9:00 AM – 5:30 PM Thursday: 9:00 AM – 5:30 PM Friday: 9:00 AM – 5:30 PM Saturday: Closed Sunday: Closed
Lpl Financial-Nancy Knight Financial Advisor
SEC File# 801-10970
CRD# 6413
Location 43358 Banda Terrace, Fremont, CA 94539, USA
Phone (510) 552-7604
Time Monday: 9:00 AM – 4:30 PM Tuesday: 9:00 AM – 4:30 PM Wednesday: 9:00 AM – 4:30 PM Thursday: 9:00 AM – 4:30 PM Friday: 9:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Shayna Forbes Felix - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

5 out of 5

Location 3825 Hopyard Rd Ste 124, Pleasanton, CA 94588, USA
Phone (925) 225-2086
Erica Lubbers - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3825 Hopyard Rd Ste 124, Pleasanton, CA 94588, USA
Phone (925) 225-2085
Financial Advisors | U.S. Bancorp Investments
Location 749 Main St, Pleasanton, CA 94566, USA
Phone (925) 965-8048
Millar Financial
SEC File# 801-108878
CRD# 286350
Location 39560 Stevenson Pl #111, Fremont, CA 94539, USA
Phone (510) 792-9395
Edward Jones - Financial Advisor: RJ Martin, AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 490 Grand Ave Suite 100, Oakland, CA 94610, USA
Phone (510) 663-0196
Alameda Financial Advisor - Joseph Riley Jr.
Location 65 Mecartney Rd, Alameda, CA 94502, USA
Phone (510) 205-1025
Edward Jones - Financial Advisor: Terry Kotsatos, CFP®|ChFC®
SEC File# 801-3297
CRD# 250

5 out of 5

Location 1301 Solano Ave Suite 201, Albany, CA 94706, USA
Phone (510) 237-3495
Bcn Financial Inc
Location 3215 Encinal Ave # L, Alameda, CA 94501, USA
Phone (510) 769-1088
James Bizzack - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3825 Hopyard Rd Ste 124, Pleasanton, CA 94588, USA
Phone (925) 225-2090
Edward Jones - Financial Advisor: Doug Franks
SEC File# 801-3297
CRD# 250
Location 1150 Ballena Blvd Ste 100, Alameda, CA 94501, USA
Phone (510) 521-0734
Edward Jones - Financial Advisor: Richard Disho
SEC File# 801-3297
CRD# 250

5 out of 5

Location 1762 First St, Livermore, CA 94550, USA
Phone (925) 455-4264
Edward Jones - Financial Advisor: Linda Kime, AAMS™
SEC File# 801-3297
CRD# 250
Location 2300 First St Suite 232, Livermore, CA 94550, USA
Phone (925) 373-0652
James Buatti - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3825 Hopyard Rd Ste 124, Pleasanton, CA 94588, USA
Phone (925) 225-2088
Cathy Mendoza - Investment Advisor

5 out of 5

Location 11501 Dublin Blvd STE 200, Dublin, CA 94568, USA
Phone (925) 452-8286
Edward Jones - Financial Advisor: Benjamin S Johnson
SEC File# 801-3297
CRD# 250
Location 6601 Dublin Blvd p, Dublin, CA 94568, USA
Phone (925) 803-1850
Financial Network Investment
Location 15261 Hesperian Blvd, San Leandro, CA 94578, USA
Phone (510) 317-2380
Financial Market Advisors
Location 239 Main St, Pleasanton, CA 94566, USA
Phone (800) 398-5008
Morling Financial Advisors
SEC File# 801-100390
CRD# 111819
Location 39355 California St #201a, Fremont, CA 94538, USA
Phone (800) 607-5800
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About Alameda County, CA

Alameda County is located in the San Francisco Bay Area of California. It is home to the City of Oakland, one of the largest cities in the state. Other major cities in the county include Berkeley, Fremont, and Hayward. The county is also home to several major landmarks, including the University of California, Berkeley; Lake Merritt; and the Oakland Zoo. The top employers in Alameda County are typically technology companies or government organizations. Some of the largest employers in the county include Google, Apple, Intel, and the United States Government. The major highways and streets in Alameda County are typically Interstate Highways or State Routes. Some of the most important highways and streets include Interstate 80, Interstate 880, State Route 24, and Telegraph Avenue. The neighborhoods in Alameda County vary greatly in terms of size and demographics. Some of the most notable neighborhoods in the county include Downtown Oakland, Jack London Square, Rockridge, and Fruitvale.

Where Certified Financial Advisors in Alameda County, CA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are an important part of any community, and Alameda County, CA is no exception. In addition to offering a variety of services, banks can play an important role in the community by lending money to local businesses and promoting economic development. They can also offer scholarships to students and support various charitable causes.

Insurance Broker

Residents of Alameda County, CA can benefit from the help of insurance brokers who can guide them through the process of choosing the best insurance plan for their needs.Insurance brokers are licensed professionals who can provide unbiased advice on which type of insurance policy is best for a particular individual or family. They can also help residents compare rates and choose a plan that fits their budget.Brokers typically work with a variety of insurance companies, so they are well-informed about the benefits and drawbacks of each policy. They can also assist residents in filing claims and resolving any disputes that may arise.

Retirement Planning

Financial advisors can help Alameda County, CA residents with retirement planning in a variety of ways. For example, they can help people maximize their Social Security benefits and choose the right investments for their retirement portfolio. They can also provide guidance on when to retire and how much money to withdraw from savings each year. In addition, financial advisors can offer advice on estate planning and tax strategies for retirees.

Wealth Management

The high cost of living in Alameda County, CA means that many residents find themselves struggling to make ends meet. Fortunately, there are wealth management firms which can help residents save money and get on track financially. Wealth management firms offer a variety of services, including budget counseling, investment advice, and tax preparation. They can also help residents plan for retirement and other long-term financial goals. If you're looking for help managing your finances, a wealth management firm is a great option.

Estate Planning Lawyer

Estate planning lawyers in Alameda County, CA can help residents protect their assets and plan for the future. By creating a will or trust, estate planning attorneys can help ensure that your property is distributed according to your wishes after you die. They can also help you set up powers of attorney and healthcare directives, which will allow someone you trust to make decisions on your behalf if you are unable to do so yourself.

Mortgage Loan Officer

Mortgage loan officers can help Alameda County, CA residents by providing them with the best options for their mortgage. There are many different types of mortgages available, and it can be confusing to know which one is right for you. A mortgage loan officer can help you understand your options and find the best mortgage for your needs. They can also help you get pre-approved for a mortgage, which can make buying a home much easier.

Tax Services

Tax accountants are a valuable resource for residents of Alameda County, CA. They can help taxpayers understand their tax obligations and file their tax returns correctly and on time. Tax accountants can also help taxpayers take advantage of tax credits and deductions that they may be eligible for. Thanks to the help of tax accountants, many Alameda County, CA residents are able to keep more of their hard-earned money.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Alameda County, CA