Retirement Planning in Belmont, CA

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Top Retirement Planners in Belmont, CA

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Voralto at Belmont
4 out of 5
Location 900 6th Ave, Belmont, CA 94002, USA
Phone (650) 591-2008
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SEC File# 801-70719
CRD# 151559
5 out of 5
Location 203 Redwood Shores Pkwy Suite 510, Redwood City, CA 94065, USA
Phone (650) 462-8666
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
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SEC File# 801-62398
CRD# 128586
Location 919 E Hillsdale Blvd STE 150, Foster City, CA 94404, USA
Phone (650) 212-2240
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Qiumei Sun - Financial Advisor, Ameriprise Financial Services, LLC
Location 255 Shoreline Dr Ste 400, Redwood City, CA 94065, USA
Phone (650) 226-2113
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Emery Howard Portfolio Management, now part of Creative Planning
5 out of 5
Location 333 Lorton Ave, Burlingame, CA 94010, USA
Phone (650) 579-7100
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Gosho Financial Group
Location 951 Mariners Island Blvd #347, San Mateo, CA 94404, USA
Phone (650) 378-1213
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SEC File# 801-121322
CRD# 314571
5 out of 5
Location 851 Irwin St #201A, San Rafael, CA 94901, USA
Phone (415) 795-8350
Directions
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Tamarind Financial Planning
Location 1900 S Norfolk St #350, San Mateo, CA 94403, USA
Phone (650) 667-8691
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SEC File# 801-10970
CRD# 6413
Location 1600 W Hillsdale Blvd #102, San Mateo, CA 94402, USA
Phone (650) 318-3627
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Maheras Wealth Management
Location 155 Bovet Rd, San Mateo, CA 94402, USA
Phone (650) 525-0600
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Trilogy Consultants
Location 1611 Borel Pl #5, San Mateo, CA 94402, USA
Phone (650) 571-7513
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Flexsoft
Location 1025 Alameda de las Pulgas, Belmont, CA 94002, USA
Phone 080032 20023
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401kwidgets
Location 1025 Alameda de las Pulgas Suite 104, Belmont, CA 94002, USA
Phone (800) 322-0023
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Happiness Wealth Management
Location 1495 Laurel St, San Carlos, CA 94070, USA
Phone (650) 413-9435
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Sunrise of Belmont
3 out of 5
Location 1010 Alameda de las Pulgas, Belmont, CA 94002, USA
Phone (650) 508-0400
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Retirement Planning in Belmont, CA

About Belmont, CA for Those Planning to Retire

Nestled in the heart of San Mateo County, Belmont, CA is a thriving city known for its vibrant community, stunning landmarks, and top-notch employers. From the iconic Waterdog Lake Park to the historic Ralston Hall Mansion, there is no shortage of must-see sights in Belmont. Home to major employers such as Oracle, RingCentral, and Notre Dame de Namur University, Belmont is a hub for innovation and growth. With easy access to major highways like the 101 and 280, getting around the city is a breeze. Belmont's neighborhoods are as diverse as they are charming. From the tree-lined streets of Sterling Downs to the bustling downtown area, there is something for everyone in this dynamic city.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Belmont, CA can benefit from a bank in various ways. One of the most common ways is by providing them with financial services such as checking and savings accounts, loans, and credit cards. Additionally, banks in Belmont, CA can offer investment advice and help residents manage their finances. For example, with the high cost of living in Belmont, CA, a bank can assist residents in creating a budget and saving for a down payment on a house. Furthermore, banks can also provide financial education to residents, especially those who may not have had access to such resources before. With the recent growth in the technology industry in Belmont, CA, banks can also offer online and mobile banking services to cater to the tech-savvy residents. Overall, a bank can be a valuable resource for residents in Belmont, CA, helping them to achieve their financial goals and improve their financial well-being.

Insurance Broker

Belmont, CA residents can greatly benefit from the services of an insurance broker. An insurance broker can provide a comprehensive analysis of the various insurance policies available in the market and help residents choose the best policy that suits their specific needs and budget. With the high cost of living in Belmont, CA, an insurance broker can help residents save money by finding insurance policies with lower premiums and better coverage. For instance, an insurance broker can help residents find policies that cover earthquake damage, which is a common occurrence in Belmont, CA due to its proximity to the San Andreas Fault. Additionally, an insurance broker can help residents understand the complex insurance jargon, terms, and conditions, which can be overwhelming for the average person. Overall, an insurance broker can be a valuable resource for Belmont, CA residents looking for the best insurance coverage at the most affordable rates.

Wealth Management

Belmont, CA residents can benefit greatly from the services of a wealth manager. One specific way a wealth manager can help is by developing a comprehensive financial plan that takes into account the unique characteristics of Belmont. With its high cost of living and proximity to Silicon Valley, Belmont residents may need help navigating complex tax laws and investment strategies to ensure their financial goals are met. A wealth manager can also provide guidance on retirement planning, estate planning, and risk management to help protect their clients' assets. Additionally, a wealth manager can help residents of Belmont stay up to date on market trends and investment opportunities, allowing them to make informed decisions about their financial future. Overall, a wealth manager can provide invaluable support and expertise to help Belmont residents achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Belmont, CA can benefit greatly from the guidance of a financial advisor. With the city's high cost of living and median home price of $2.1 million, many residents may struggle to manage their finances effectively. A financial advisor can assist with creating a budget, investing in the stock market, and planning for retirement. Additionally, Belmont is home to many tech industry professionals who may have unique financial needs, such as managing stock options or navigating the complexities of equity compensation. A financial advisor can provide tailored advice to help these individuals make the most of their financial resources. Furthermore, with the ongoing COVID-19 pandemic, many residents may be experiencing financial stress and uncertainty. A financial advisor can offer support and guidance during these challenging times, helping residents to navigate the economic impact of the pandemic and make informed decisions about their finances.

Mortgage Loan Officer

Residents of Belmont, CA would greatly benefit from the assistance of a mortgage loan officer in several ways. Firstly, with the median home value in Belmont being $2.5 million, many residents may require a jumbo loan to finance their dream home. A mortgage loan officer can provide guidance and expertise on navigating the complex process of securing a jumbo loan. Secondly, Belmont is located in the heart of Silicon Valley, and as such, many residents work in the tech industry and may require specialized loan programs such as a doctor loan or a physician loan. A mortgage loan officer can help residents understand and access these specialized loan programs. Lastly, with the current economic climate, many residents may need to refinance their existing mortgages to take advantage of lower interest rates. A mortgage loan officer can assist with the refinancing process, potentially saving residents thousands of dollars over the life of their loan.

Tax Services

Residents of Belmont, CA can benefit from the services of a tax advisor in a variety of ways. One of the most common ways is by receiving guidance on how to maximize their tax deductions and credits. This can be particularly important for Belmont residents, as the city is known for its high cost of living. A tax advisor can help residents navigate the complex tax laws and regulations to ensure that they are taking advantage of every possible deduction and credit. Additionally, a tax advisor can assist residents with tax planning, helping them to minimize their tax liability and avoid any potential penalties or fines. With the help of a skilled tax advisor, residents of Belmont can feel confident that they are making the most of their financial resources and minimizing their tax burden.

Estate Planning Lawyer

Residents of Belmont, CA can benefit greatly from the services of an estate planning lawyer. These professionals can provide guidance and assistance in creating legally binding documents that outline how assets should be distributed after death. With Belmont being a city with a high median household income and many residents owning valuable real estate, having a comprehensive estate plan is essential. An estate planning lawyer can help residents navigate the complexities of California state law, including issues related to probate, taxes, and trusts. Additionally, they can provide advice on how to minimize taxes and maximize the value of an estate. By working with an estate planning lawyer, residents of Belmont can ensure that their assets are protected and their wishes are carried out after they pass away.

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