Best Financial Advisors in East Palo Alto, CA

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East Palo Alto, CA Fiduciary Financial Advisors

SEC File# 801-57434
CRD# 11025
Location 1950 University Ave Suite 300, Palo Alto, CA 94303, USA
Phone (650) 328-0110
Orchid Wealth Management | Registered Investment Advisor | Fee-Only | Fiduciary Financial Advisor
5 out of 5
Location 970 Palo Alto Ave, Palo Alto, CA 94301, USA
Phone (650) 334-6104
Pacific Advisory Group
Location 2000 University Cir, East Palo Alto, CA 94303, USA
Phone (650) 328-0900
TIAA Financial Services
3 out of 5
Location 535 Cowper St Suite 200, Palo Alto, CA 94301, USA
Phone (866) 842-2906
Appreciate Finance
SEC File# 801-116907
CRD# 300100
Location 530 Lytton Ave 2nd Floor, Palo Alto, CA 94301, USA
Phone (650) 687-7089
Alison Wealth Management
5 out of 5
Location 530 Lytton Ave floor 2, Palo Alto, CA 94301, USA
Phone (888) 617-3402
SEC File# 801-10970
CRD# 6413
3 out of 5
Location 228 Hamilton Ave, Palo Alto, CA 94301, USA
Phone (650) 322-7702
Roberts Wealth Advisors
SEC File# 801-118928
CRD# 308827
Location 855 El Camino Real #311 Building 5, Palo Alto, CA 94301, USA
Phone (650) 240-2410
Litman Gregory Asset Management
Location 530 Lytton Ave 2nd Floor, Palo Alto, CA 94301, USA
Phone (415) 461-8999
Beck Investment Management LLC
Location 530 Lytton Ave #2nd, Palo Alto, CA 94301, USA
Phone (650) 328-7900
AKJ Asset Management
Location 1180 Harker Ave, Palo Alto, CA 94301, USA
Phone (650) 326-9090
The CJ Wealth Management Group - Morgan Stanley
Location 525 University Ave Suite 620, Palo Alto, CA 94301, USA
Phone (650) 687-2128
Tim Liu - Private Client Advisor
Location 531 Cowper St, Palo Alto, CA 94301, USA
Phone (650) 380-7288
SEC File# 801-72137
CRD# 25853
Location 644 Emerson St # 12, Palo Alto, CA 94301, USA
Phone (650) 566-8301
David T. Lee - BancWest Investment Services Wealth Financial Advisor
5 out of 5
Location 531 Cowper St, Palo Alto, CA 94301, USA
Phone (650) 339-9514
Merrill Lynch Wealth Management Advisor Amar D Singh
Location 3075A Hansen Way, Palo Alto, CA 94304, USA
Phone (650) 473-7839
Financial Advisors in East Palo Alto, CA

Where Certified Financial Advisors in East Palo Alto, CA Serve

East Palo Alto is located in the heart of Silicon Valley, on the San Francisco Peninsula. It is bordered by the cities of Menlo Park to the west and Palo Alto to the north. Stanford University is located just to the south. The city has a population of approximately 29,000 people and covers an area of just 2.5 square miles. East Palo Alto is a diverse community, with a large population of Latinos and African Americans. Major landmarks in East Palo Alto include the Ravenswood Shopping Center (a major shopping center with over 60 stores) and the Baylands Nature Preserve (a large nature preserve with over 1,500 acres of open space). The top employers in East Palo Alto are Facebook (which has its headquarters just across the border in Menlo Park) and Google (which has a large campus in Mountain View, just to the north). Major highways and streets in East Palo Alto include Highway 101 (the major freeway that runs up the San Francisco Peninsula) and University Avenue (the main street through downtown). Neighborhoods in East Palo Alto include Belle Haven, The Willows, and Downtown.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks can provide East Palo Alto, CA residents with a variety of services in order to improve their quality of life. These services could include, but are not limited to, financial education programs, affordable banking products and services, and support for community development initiatives. Banks can also partner with local organizations to provide additional resources and support to the community.

Insurance Broker

East Palo Alto, CA residents can benefit from the services of insurance brokers. Insurance brokers can help residents find the best rates and coverage for their needs. They can also help residents file claims and resolve any disputes that may arise. In addition, insurance brokers are familiar with the insurance industry and can help residents get the most out of their policies.

Retirement Planning

Financial advisors can help East Palo Alto, CA residents with retirement planning in a number of ways. For example, they can help people save for retirement by developing a savings plan and providing tips on how to reduce expenses and make the most of their income. Advisors can also help people choose the right type of retirement account to fit their needs, and provide guidance on when to start withdrawing money from those accounts. In addition, advisors can work with families in East Palo Alto to create a will or trust that will ensure their assets are distributed according to their wishes after they die.

Wealth Management

East Palo Alto, CA is a city with a lot of potential, but it also has a lot of challenges. One of the biggest challenges is that many residents lack access to quality wealth management services. Wealth management can help East Palo Alto residents by providing them with access to financial planning, investment advice, and other services that can help them grow their money. Wealth management can also help East Paloalo residents save money and make wise investments.

Estate Planning Lawyer

Estate planning lawyers can help East Palo Alto, CA residents in a number of ways. First and foremost, they can help residents create wills and trusts that will protect their assets and ensure that their loved ones are taken care of after they die. Additionally, estate planning lawyers can help residents set up guardianship arrangements for their children in the event that both parents die suddenly. Finally, estate planning lawyers can help residents reduce or avoid estate taxes, which can be significant burden on heirs.

Mortgage Loan Officer

Mortgage loan officers can help East Palo Alto, CA residents in a number of ways. For instance, they can work with borrowers to find the best mortgage products available, and they can also provide guidance on how to get the best rates and terms. In addition, mortgage loan officers can assist East Palo Alto residents in preparing for their home purchase. This may include helping them to understand their credit score and how it affects their ability to obtain a mortgage, as well as providing advice on saving for a down payment. Finally, mortgage loan officers can be a valuable resource during the home buying process, from pre-approval through closing.

Tax Services

East Palo Alto, CA is a city with many tax accounting needs. Residents of East Palo Alto, CA can benefit from the services of tax accountants to help them understand and meet their tax obligations. Tax accountants can also help residents save money on their taxes by identifying available deductions and credits.

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FAQs About Personal Financial Advisors in East Palo Alto, CA