Fremont, CA Financial Advisors and Resources



Financial Advisor Firms in Fremont, CA


MILLAR FINANCIAL GROUP

Website

(510) 792-9395

39560 Stevenson Place
Suite 111
Fremont, CA 94539

SEC#: 801-108878
Years in Business: 4 years

MORLING FINANCIAL ADVISORS, LLC

Website

(180) 060-5800

39355 California Street
Suite 201A
Fremont, CA 94538

SEC#: 801-100390
Years in Business: 6 years

INDEPENDENT ADVISOR ALLIANCE, LLC

Website

(510) 494-2070

39275 State Street

Fremont, CA 94538

SEC#: 801-78808
Years in Business: 7 years

POLARIS WEALTH ADVISORY GROUP, LLC

Website

(669) 216-4338

48780 Plomosa Road

Fremont, CA 94539

SEC#: 801-72654
Years in Business: 10 years

HSBC SECURITIES (USA) INC.

Website

(415) 564-0829

39410 Fremont Boulevard

Fremont, CA 94538

SEC#: 801-64563
Years in Business: 16 years

INDEPENDENT ADVISOR ALLIANCE, LLC

Website

(510) 494-2070

39275 State Street

Fremont, CA 94538

SEC#: 801-78808
Years in Business: 7 years

POLARIS WEALTH ADVISORY GROUP, LLC

Website

(669) 216-4338

48780 Plomosa Road

Fremont, CA 94539

SEC#: 801-72654
Years in Business: 10 years

POLARIS WEALTH ADVISORY GROUP, LLC

Website

(669) 216-4338

48780 Plomosa Road

Fremont, CA 94539

SEC#: 801-72654
Years in Business: 10 years

SORRENTO PACIFIC FINANCIAL, LLC

Website

(510) 431-8658

39199 Paseo Padre Parkway, Ste A
Dcn Wealth Management
Fremont, CA 94538

SEC#: 801-70354
Years in Business: 12 years


How Retirement-Friendly is Fremont, CA?

  • Population: 235,740
  • % of Population 62 Years and Over: 15.5%
  • Average Home Value: $940,800
  • Average Monthly Housing Cost: $2,455
  • Average Household Income: $160,528
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)


Fremont, CA Financial Advisor FAQs

One good way to find out if a financial advisor is right for you is by asking whether or not they have been successful in previous work with other people who share a similar level of risk tolerance and goals as yourself.
If you are currently making the right choices, the answer may be no. But if you are not making healthy financial decisions, then finding a financial advisor would be recommended given how much of your life is already impacted by your financial decisions. Regardless of what choice you make, talking to a professional can help give you clarity in how to proceed with your finances.
Financial advisors help you understand your goals, find the best strategy for your situation, and stick to a budget - typically by helped managing investments like bonds and stocks. They meet with their clients every few months in person or more frequently via phone or email. Some of them have experience with investment firms while others are self employed.
Contact your current employer to see if they provide access workers the opportunity to consult with a financial advisor. If not, then contacting an organization that can help people find advisors could also be an option.