Best Financial Advisors in Redwood City, CA

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List of Firms

Redwood City, CA Fiduciary Financial Advisors

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Edward Jones - Financial Advisor: David M Amann, CFP®|ChFC®
Location 702 Marshall St Suite 400, Redwood City, CA 94063, USA
Phone (650) 365-3618
Directions
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Joe Yapaola - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 255 Shoreline Dr Ste 400, Redwood City, CA 94065, USA
Phone (650) 226-2088
Directions
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Darien Tung - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 255 Shoreline Dr Ste 400, Redwood City, CA 94065, USA
Phone (650) 226-2063
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Vannini Capital Management
Location 203 Redwood Shores Pkwy, Redwood City, CA 94065, USA
Phone (650) 226-8022
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Chris B. Andrews
4 out of 5
Location 203 Redwood Shores Pkwy #460, Redwood City, CA 94065, USA
Phone (650) 264-4902
Directions
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Katherine Chappell - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 255 Shoreline Dr Ste 400, Redwood City, CA 94065, USA
Phone (650) 226-2076
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LPL Financial
SEC File# 801-10970
CRD# 6413
Location 3 Lagoon Dr # 110, Redwood City, CA 94065, USA
Phone (650) 595-1700
Directions
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Schneider Wealth Management
5 out of 5
Location 600, 303 Twin Dolphin Dr, Redwood City, CA 94065, USA
Phone (888) 444-9981
Directions
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Francis M Fennie LPL Financial
Location 1733 Woodside Rd # 315, Redwood City, CA 94061, USA
Phone (650) 556-9535
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Archer Investment Advisors
Location 2786 Bristol Way, Redwood City, CA 94061, USA
Phone (650) 216-9337
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Merrill Edge
Location 700 Jefferson Ave, Redwood City, CA 94063, USA
Phone (650) 260-9780
Directions
Financial Advisors in Redwood City, CA

Where Certified Financial Advisors in Redwood City, CA Serve

Redwood City, CA is a vibrant and bustling city located in the heart of Silicon Valley. With its rich history and diverse culture, Redwood City is a popular destination for tourists and residents alike. Landmarks like the Fox Theatre and the San Mateo County History Museum showcase the city's unique character and charm. The city is home to several top employers, including Oracle, Electronic Arts, and Kaiser Permanente. These companies provide job opportunities for thousands of residents and contribute to the city's thriving economy. Redwood City is conveniently located near several major highways, including the 101 and 280. These highways provide easy access to neighboring cities and attractions, making Redwood City an ideal location for commuters and travelers. The city is divided into several distinct neighborhoods, each with its own character and charm. Neighborhoods like Redwood Shores and Emerald Hills offer beautiful views and spacious homes, while downtown Redwood City boasts a vibrant nightlife and a variety of dining and entertainment options.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Redwood City, CA have a variety of options when it comes to banking services. One of the most common ways that locals are serviced by banks is through traditional checking and savings accounts. Many residents of Redwood City rely on these accounts to manage their finances, pay bills, and save for the future. Additionally, many banks in the area offer online and mobile banking services, which allow customers to access their accounts from anywhere. This is particularly useful for Redwood City residents who may have busy schedules or long commutes. Another specific service that banks in Redwood City offer is home mortgage loans. With the area's high cost of living, many residents rely on mortgage loans to purchase homes in the area. Overall, banks in Redwood City play an important role in the financial lives of many residents.

Insurance Broker

Residents of Redwood City, CA can benefit greatly from the services of an insurance broker. With the city's proximity to the San Francisco Bay, insurance coverage for flood and earthquake damage is especially important. An insurance broker can help residents navigate the complex world of insurance policies and find the best coverage for their specific needs. Additionally, with the city's diverse population and industries, an insurance broker can provide tailored solutions for businesses and individuals alike. Whether it's finding affordable health insurance or protecting a small business, an insurance broker can provide valuable expertise and peace of mind for Redwood City residents.

Retirement Planning

Residents of Redwood City, CA can greatly benefit from the services of a retirement planner. One of the most common ways that a retirement planner can help residents is by providing guidance on how to save and invest for retirement. With the high cost of living in Redwood City, many residents may struggle to save enough money for retirement. A retirement planner can help them create a personalized plan that takes into account their income, expenses, and future goals. Additionally, Redwood City is home to a diverse population of people from different backgrounds and cultures. A retirement planner who understands the unique needs and challenges of this community can provide invaluable support and advice to help residents achieve financial security in their golden years.

Wealth Management

Residents of Redwood City, CA can benefit greatly from the expertise of a wealth manager. With its proximity to Silicon Valley, many residents of Redwood City work in the tech industry and may have unique financial needs and goals. A wealth manager can assist with financial planning, investment strategies, and retirement planning to ensure that residents are making the most of their income and planning for a secure future. Additionally, Redwood City has a high cost of living, so a wealth manager can help residents navigate the expenses of living in the area and make informed decisions about their finances. Whether it's saving for a down payment on a home or planning for a child's education, a wealth manager can provide personalized advice and guidance to help residents achieve their financial goals.

Mortgage Loan Officer

Residents of Redwood City, CA could greatly benefit from the services of a mortgage loan officer. With the high cost of living in the Bay Area, many residents may need financial assistance when purchasing a home. A mortgage loan officer can provide guidance on the best loan options available for their unique situation and help them navigate the complex process of obtaining a mortgage. Additionally, Redwood City is known for its diverse population, including many immigrants who may have limited knowledge of the American financial system. A mortgage loan officer can provide valuable education and resources to help these individuals understand the mortgage process and make informed decisions about their financial future.

Tax Services

Residents of Redwood City, CA can benefit greatly from the services of a tax advisor. With the city's thriving economy and high cost of living, it is essential for residents to have a solid understanding of tax laws and regulations. A tax advisor can assist in maximizing deductions and credits, minimizing tax liabilities, and ensuring compliance with state and federal tax laws. Additionally, Redwood City is home to many small business owners, who can benefit from the expertise of a tax advisor in navigating the complexities of business taxes. With the help of a tax advisor, residents of Redwood City can feel confident in their financial decisions and avoid costly mistakes.

Estate Planning Lawyer

Residents of Redwood City, CA would greatly benefit from the services of an estate planning lawyer in a number of ways. Firstly, given the high cost of living in the area, it is important for residents to ensure that their assets are protected and distributed according to their wishes. An estate planning lawyer can help individuals create a comprehensive plan that covers everything from wills and trusts to healthcare directives and powers of attorney. Additionally, with Redwood City's proximity to Silicon Valley, many residents may have complex financial situations, such as stock options or intellectual property, that require specialized attention. An estate planning lawyer can provide guidance and expertise in navigating these unique circumstances. Overall, an estate planning lawyer can offer peace of mind and ensure that Redwood City residents' wishes are carried out in the event of incapacity or death.

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