Best Financial Advisors in Piedmont, CA

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Piedmont, CA Fiduciary Financial Advisors

First & Main Financial Planners: Financial Advisor - East Bay Area / Piedmont CA
5 out of 5
Location 235 Wildwood Ave, Piedmont, CA 94610, USA
Phone (510) 601-1935
EAS Management
2 out of 5
Location 3856 Piedmont Ave Suite A, Oakland, CA 94611, USA
Phone (510) 922-9991
Topel & DiStasi Wealth Management
SEC File# 801-120715
CRD# 285538
Location 2907 Claremont Ave #111, Berkeley, CA 94705, USA
Phone (510) 898-1270
Ginsburg Financial Advisors
SEC File# 801-68289
CRD# 144875
Location 6201 Medau Pl, Piedmont, CA 94611, USA
Phone (510) 339-3933
Edward Jones - Financial Advisor: Joe Trevino, CFP®
Location 370 Highland Ave Suite 202, Piedmont, CA 94611, USA
Phone (510) 654-4415
Bak Chan - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 1 Kaiser Plaza Ste 455, Oakland, CA 94612, USA
Phone (510) 891-7050
Financial Advisors in Piedmont, CA

Where Certified Financial Advisors in Piedmont, CA Serve

Nestled in the hills of the East Bay, Piedmont, CA is a charming and affluent city that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the stunning Piedmont Park to the historic Piedmont Theatre, this city is brimming with cultural and recreational attractions that cater to all ages. The top employers in Piedmont include the Piedmont Unified School District, the City of Piedmont, and the Piedmont Post, among others. Major highways and streets that run through the city include CA-13, Moraga Avenue, and Highland Avenue. The neighborhoods in Piedmont are diverse and vibrant, ranging from the quaint and cozy Piedmont Avenue to the sprawling and luxurious Piedmont Hills. With so much to see and do, Piedmont is truly a gem of the East Bay that is not to be missed.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Piedmont, CA have a variety of options when it comes to banking services. The most common ways that they are serviced by banks include online banking, mobile banking, ATM access, and in-person branch visits. Piedmont is a small, affluent city located in the East Bay area of San Francisco. One specific thing about Piedmont that sets it apart from other cities is its strong sense of community. Many of the local banks in Piedmont offer personalized service and are actively involved in supporting community events and organizations. This makes banking in Piedmont not just a transactional experience, but also a way to connect with and support the local community.

Insurance Broker

Residents of Piedmont, CA could greatly benefit from the services of an insurance broker. As a small, affluent city located in the East Bay region of the San Francisco Bay Area, Piedmont has unique insurance needs that may not be adequately addressed by a one-size-fits-all insurance policy. An insurance broker can help residents of Piedmont find the right coverage for their specific needs, whether that be homeowner's insurance to protect against wildfires or earthquake insurance to prepare for the next big earthquake. Additionally, an insurance broker can help residents navigate the complex world of insurance, ensuring that they understand the terms of their policy and are getting the best value for their money.

Retirement Planning

Residents of Piedmont, CA could benefit greatly from the services of a retirement planner. With its high cost of living and affluent population, Piedmont presents unique challenges and opportunities for retirement planning. A retirement planner could help residents navigate the complexities of planning for retirement in a high-cost area, such as developing strategies for managing expenses and maximizing retirement savings. Additionally, a retirement planner could provide guidance on how to optimize investments and minimize tax liabilities, which is especially important in a state like California with high taxes. With their expertise and experience, retirement planners can help Piedmont residents achieve their retirement goals and enjoy their golden years with peace of mind.

Wealth Management

Residents of Piedmont, CA can benefit from the expertise of a wealth manager in a variety of ways. One of the most common ways a wealth manager can help is by creating a personalized investment portfolio that aligns with the client's financial goals and risk tolerance. This is especially important for Piedmont residents, who live in an affluent community with a high cost of living. A wealth manager can help residents navigate the complex financial landscape of Piedmont and make informed decisions about their investments. Additionally, a wealth manager can provide guidance on tax planning, retirement planning, and estate planning, ensuring that residents are prepared for the future. With the help of a skilled wealth manager, residents of Piedmont can achieve financial security and peace of mind.

Mortgage Loan Officer

Residents of Piedmont, CA would greatly benefit from the expertise of a mortgage loan officer. These professionals specialize in securing financing for individuals looking to purchase a home or refinance an existing mortgage. Specifically for Piedmont, CA, where the median home value is over $2 million, a mortgage loan officer can provide guidance on navigating the high-end real estate market and securing a jumbo loan. They can also assist with understanding the unique lending requirements and regulations in the area. Additionally, a mortgage loan officer can help residents take advantage of historically low interest rates, potentially saving them thousands of dollars over the life of their loan. Overall, a mortgage loan officer can provide invaluable support to Piedmont, CA residents looking to make one of the biggest financial decisions of their lives.

Tax Services

Residents of Piedmont, CA can benefit from the expertise of a tax advisor in several ways. One of the most common ways is through tax planning, which involves developing a strategy to minimize tax liability and maximize savings. A tax advisor can help residents of Piedmont navigate the complex tax laws and regulations unique to California, such as the state's high income tax rates and property tax laws. Additionally, a tax advisor can assist with tax preparation, ensuring that residents are taking advantage of all available deductions and credits. In a community like Piedmont, where many residents have high incomes and significant assets, the guidance of a tax advisor can be invaluable in managing their financial affairs and achieving their long-term goals.

Estate Planning Lawyer

Residents of Piedmont, CA would benefit from an estate planning lawyer in a number of ways. Specifically, because Piedmont is an affluent community with high property values, many residents may have significant assets that need to be protected and distributed according to their wishes. An estate planning lawyer can help residents create wills, trusts, and other legal documents that ensure their assets are distributed as they see fit, without the need for probate court. Additionally, an estate planning lawyer can help residents plan for incapacity, ensuring that their medical and financial decisions are made by trusted individuals in the event they are unable to make those decisions for themselves. Overall, an estate planning lawyer can provide peace of mind to Piedmont residents by helping them plan for their future and the future of their loved ones.


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