Best Financial Advisors in Alameda County, CA

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List of Firms

Alameda County, CA Fiduciary Financial Advisors

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
Directions
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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
Directions
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Culminate Financial Advisors
Location 20145 Butterfield Dr, Castro Valley, CA 94546, USA
Phone (510) 538-7754
Directions
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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
Directions
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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
Directions
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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
Directions
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Financial Network Investment
Location 15261 Hesperian Blvd, San Leandro, CA 94578, USA
Phone (510) 317-2380
Directions
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Charles Truong - Wealth Financial Advisor
Location 15075 Farnsworth St, San Leandro, CA 94579, USA
Phone (510) 362-4677
Directions
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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
Directions
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Millar Financial
SEC File# 801-108878
CRD# 286350
Location 39560 Stevenson Pl #111, Fremont, CA 94539, USA
Phone (510) 792-9395
Directions
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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
Directions
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Cathy Mendoza - Investment Advisor
5 out of 5
Location 11501 Dublin Blvd STE 200, Dublin, CA 94568, USA
Phone (925) 452-8286
Directions
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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
Directions
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Financial Market Advisors
Location 239 Main St, Pleasanton, CA 94566, USA
Phone (800) 398-5008
Directions
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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
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Protected Investors of America - Kirsten Higgins
Location Granada Village Shopping Center, 1141 Catalina Dr, Livermore, CA 94550, USA
Phone (925) 455-5533
Directions
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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
Directions
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Alameda Financial Advisor - Joseph Riley Jr.
Location 65 Mecartney Rd, Alameda, CA 94502, USA
Phone (510) 205-1025
Directions
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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
Directions
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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
Directions
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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
Directions
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Financial Advisors | U.S. Bancorp Investments
Location 749 Main St, Pleasanton, CA 94566, USA
Phone (925) 965-8048
Directions
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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
Directions
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Bcn Financial Inc
Location 3215 Encinal Ave # L, Alameda, CA 94501, USA
Phone (510) 769-1088
Directions
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Morling Financial Advisors
SEC File# 801-100390
CRD# 111819
Location 39355 California St #201a, Fremont, CA 94538, USA
Phone (800) 607-5800
Directions
Financial Advisors in Alameda County, CA

Where Certified Financial Advisors in Alameda County, CA Serve

Alameda County, located in the heart of the San Francisco Bay Area, boasts a plethora of landmarks that are sure to impress. From the iconic Golden Gate Bridge to the historic USS Hornet Museum, there is no shortage of sites to see. The county is also home to several top employers, including Kaiser Permanente, Lawrence Livermore National Laboratory, and Oracle. Major highways such as Interstate 880 and Interstate 580 connect the county to neighboring cities and regions, while bustling streets like Telegraph Avenue and Broadway offer a lively atmosphere for shopping and dining. With diverse neighborhoods ranging from the trendy Uptown district in Oakland to the quaint town of Pleasanton, Alameda County truly has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Alameda County, CA have a variety of options when it comes to banking services. The most common ways that they would be serviced by banks include opening checking and savings accounts, applying for loans and mortgages, and using online and mobile banking services. Alameda County is known for its diverse population, which includes a large number of tech professionals who rely heavily on digital banking solutions. As a result, many banks in the area offer cutting-edge mobile and online banking tools to meet the needs of their tech-savvy customers. Additionally, with a thriving business community, many banks in Alameda County also offer specialized services for small business owners, such as business loans and merchant services.

Insurance Broker

Residents of Alameda County, CA can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help is by providing personalized advice on the best insurance policies for their specific needs. For example, Alameda County is known for its high cost of living, particularly in areas like Oakland and Berkeley. An insurance broker can help residents find affordable health insurance plans that provide adequate coverage for medical expenses, which can be especially important in a region where healthcare costs are notoriously high. Additionally, an insurance broker can also help residents find affordable home and auto insurance policies that provide adequate coverage for their specific needs, whether they live in a high-crime area or commute long distances for work. Overall, an insurance broker can be an invaluable resource for residents of Alameda County, helping them navigate the complex world of insurance and find the policies that best fit their unique circumstances.

Retirement Planning

Residents of Alameda County, CA can benefit greatly from the services of a retirement planner. One of the most common ways that a retirement planner can help is by assisting individuals in creating a comprehensive retirement plan that takes into account their specific circumstances and goals. This is particularly important in Alameda County, where the cost of living is high and many residents may struggle to save enough for retirement. A retirement planner can help residents navigate the complex world of retirement planning, providing guidance on topics such as investment strategies, tax planning, and estate planning. By working with a retirement planner, residents of Alameda County can feel more confident about their financial future and better prepared to enjoy their retirement years.

Wealth Management

Residents of Alameda County, CA can benefit from the services of a wealth manager in many ways. One of the most common ways is through investment advice and portfolio management. With a wealth manager's guidance, residents can make informed decisions about their investments and create a diversified portfolio that aligns with their financial goals. Alameda County, located in the San Francisco Bay Area, is known for its high cost of living and competitive job market. A wealth manager can help residents navigate these financial challenges and create a personalized plan to achieve financial security. Additionally, Alameda County is home to many small business owners and entrepreneurs who can benefit from wealth management services such as tax planning and business succession planning. Overall, a wealth manager can provide valuable financial guidance and support to residents of Alameda County, helping them achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Alameda County, CA can benefit from the assistance of a mortgage loan officer in several ways. One of the most common ways is by helping residents navigate the unique housing market in the county. Alameda County is known for its high cost of living, particularly in cities like Oakland and Berkeley. A mortgage loan officer can help residents understand their options for financing a home purchase or refinancing an existing mortgage. They can also provide guidance on programs specific to the county, such as the Alameda County Mortgage Credit Certificate program, which can help first-time homebuyers save money on their taxes. With the help of a mortgage loan officer, residents of Alameda County can make informed decisions about their housing needs and achieve their homeownership goals.

Tax Services

Residents of Alameda County, CA can benefit from the expertise of a tax advisor in a number of ways. One of the most common is navigating the complex tax laws and regulations specific to California. Alameda County, in particular, has a high cost of living and a diverse population, which can make tax planning and compliance more challenging. A tax advisor can help residents understand deductions and credits that may be available to them, as well as advise on strategies for minimizing tax liability. Additionally, a tax advisor can provide guidance on estate planning and investment strategies, helping residents to make informed decisions about their financial future. Overall, working with a tax advisor can provide peace of mind and ensure that residents are maximizing their financial potential while staying compliant with state and federal tax laws.

Estate Planning Lawyer

Residents of Alameda County, CA can benefit from the services of an estate planning lawyer in many ways. One of the most common ways is through the drafting of a will or trust to ensure that their assets are distributed according to their wishes after their death. Additionally, an estate planning lawyer can provide guidance on minimizing estate taxes and protecting assets from creditors. In Alameda County, where the cost of living is high, many residents may also need assistance with long-term care planning and Medicaid eligibility. An estate planning lawyer can help navigate these complex legal issues and ensure that their clients' wishes are carried out in the most effective and efficient way possible.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Alameda County, CA