Retirement Planning in San Mateo County, CA

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List of Firms

Top Retirement Planners in San Mateo County, CA

Signature Estate & Investment Advisors, LLC
Location 3 E 3rd Ave Suite 217, San Mateo, CA 94401, USA
Language https://www.seia.com/location/san-mateo-ca
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New Stage Investment Group®
Location 1900 S Norfolk St #350, San Mateo, CA 94403, USA
Phone (650) 458-0312
Language http://www.newstageinvestment.com/
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Crystal Springs Wealth Management Group - UBS Financial Services Inc.
Location 400 S El Camino Real #900, San Mateo, CA 94402, USA
Phone (650) 696-1304
Language https://advisors.ubs.com/crystalsprings/?utm_source=Yext&utm_medium=GMB&utm_campaign=166674&y_source=1_MjAwOTY0OTYtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
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Heritage Financial North
Location 1700 S El Camino Real Suite 375, San Mateo, CA 94402, USA
Phone (650) 579-5575
Language http://www.heritagefinancialnorth.com/
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Gosho Financial Group
Location 951 Mariners Island Blvd #347, San Mateo, CA 94404, USA
Phone (650) 378-1213
Language https://goshofinancialgroup.com/
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Ryan Lee - Financial Advisor, Ameriprise Financial Services, LLC
Location 1900 O'Farrell St Ste 180, San Mateo, CA 94403, USA
Phone (650) 593-9170
Language https://www.ameripriseadvisors.com/ryan.k.lee/?cid=IP_local_google
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Retirement Planning in San Mateo County, CA

About San Mateo County, CA for Those Planning to Retire

San Mateo County, located in Northern California, is a bustling hub of activity, boasting a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Golden Gate Bridge to the stunning Redwood City Courthouse, San Mateo County is home to several must-see landmarks that attract visitors from all over the world. The county is also known for its thriving economy, with top employers such as Genentech, Oracle, and Facebook providing ample job opportunities for residents. Major highways and streets such as Highway 101 and El Camino Real offer easy access to neighboring cities and towns. San Mateo County is also known for its diverse neighborhoods, including the affluent Hillsborough and the vibrant downtown areas of San Mateo and Burlingame. With so much to offer, it's no wonder San Mateo County is a top destination for both tourists and residents alike.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of San Mateo County, CA can benefit from a bank in various ways. For instance, banks can provide financial assistance to individuals who want to start a business in the county. San Mateo County is known for its thriving business environment, and banks can help entrepreneurs secure loans and other financial resources to start or expand their businesses. Additionally, banks can offer mortgage loans to residents who want to buy homes in the county. San Mateo County is one of the most expensive places to live in the US, and banks can help individuals navigate the complex process of buying a home by providing them with the necessary financing and guidance. Furthermore, banks can provide investment opportunities to residents who want to grow their wealth. San Mateo County is home to many affluent individuals, and banks can help these residents invest in stocks, bonds, and other financial instruments to increase their net worth. Overall, banks play a critical role in supporting the financial needs of San Mateo County residents.

Insurance Broker

Residents of San Mateo County, CA can benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can help residents navigate the complex and ever-changing insurance market, providing them with customized insurance policies that meet their unique needs. Secondly, an insurance broker can assist residents in finding affordable insurance coverage that fits within their budget. This is particularly important in San Mateo County, where the cost of living is relatively high compared to other areas in California. Lastly, an insurance broker can help residents understand the nuances of insurance policies, including deductibles, co-pays, and coverage limits, ensuring that they are adequately protected in the event of an accident or other unforeseen circumstance. With the help of an insurance broker, residents of San Mateo County can have peace of mind knowing that they have the right insurance coverage to protect their assets and their families.

Wealth Management

Residents of San Mateo County, CA could greatly benefit from the services of a wealth manager. With the county's high cost of living and proximity to Silicon Valley, many individuals and families have accumulated significant wealth through tech industry investments and real estate holdings. A wealth manager can assist these individuals in creating a comprehensive financial plan that takes into account their unique circumstances, including potential stock options or restricted stock units from their employer, as well as the impact of local taxes and regulations on their investments. Additionally, with the county's diverse population, a wealth manager can provide specialized guidance for those with international assets or complex estate planning needs. Overall, a wealth manager can help San Mateo County residents navigate the complexities of their financial situation and achieve their long-term goals.

Financial Advisor

Residents of San Mateo County, CA can benefit from the expertise of a financial advisor in a myriad of ways. With the county being one of the most affluent regions in the United States, a financial advisor can help individuals manage their wealth and investments, while also providing guidance on tax planning and estate planning. Additionally, with the county's proximity to Silicon Valley and its thriving tech industry, a financial advisor can offer specialized advice on stock options, restricted stock units, and other equity compensation plans that are common in the tech sector. Furthermore, with the high cost of living in the area, a financial advisor can assist residents in budgeting and saving for long-term financial goals, such as retirement or college education for their children. In short, a financial advisor can be an invaluable resource for residents of San Mateo County, ensuring that they make smart financial decisions and secure their financial future.

Mortgage Loan Officer

Residents of San Mateo County, CA can benefit from the services of a mortgage loan officer in several ways. Firstly, with the county's median home value of $1.6 million, many residents may require assistance in securing a mortgage. A mortgage loan officer can help by providing guidance on the different types of mortgages available and assisting in the application process. Additionally, given the county's proximity to Silicon Valley, many residents may work in the tech industry and have unique financial situations, such as stock options or irregular income. A mortgage loan officer can help navigate these complexities and find a mortgage that suits their needs. Moreover, with the county's diverse population, including a significant number of immigrants, a mortgage loan officer can provide language and cultural support to ensure all residents have access to the same opportunities for homeownership.

Tax Services

Residents of San Mateo County, CA can greatly benefit from the assistance of a tax advisor. With the county being one of the wealthiest in the state, tax planning and preparation can be complex and burdensome for many individuals and businesses. A tax advisor can provide guidance on navigating the county's specific tax laws and regulations, such as the county's high property tax rates and the impact of Proposition 13 on property assessments. Additionally, with the county's proximity to Silicon Valley, many residents may have stock options or other complex investment portfolios that require specialized tax advice. A tax advisor can help these individuals understand the tax implications of their investments and develop strategies to minimize their tax liability. Overall, a tax advisor can provide invaluable assistance to residents of San Mateo County, helping them navigate the complex tax landscape and optimize their financial well-being.

Estate Planning Lawyer

Residents of San Mateo County, CA can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can assist in drafting a will, which is a legal document that outlines how an individual's assets will be distributed upon their death. This is particularly important in San Mateo County, CA, where the cost of living is high and property values are steep. Secondly, an estate planning lawyer can help set up a trust, which is a legal arrangement that allows a trustee to manage assets on behalf of the beneficiaries. This is especially useful in San Mateo County, CA, where many residents own multiple properties and have complex financial portfolios. Lastly, an estate planning lawyer can provide guidance on tax planning, ensuring that residents can minimize their tax liabilities and maximize their assets. Overall, an estate planning lawyer can play a crucial role in helping residents of San Mateo County, CA protect their assets and ensure that their wishes are carried out after their passing.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in San Mateo County, CA are essential for individuals who want to secure their financial future. A retirement planner can assist clients in developing a comprehensive retirement plan that takes into account their current financial situation, future goals, and risk tolerance. San Mateo County, CA is known for its high cost of living, which means that retirement planning services are even more crucial for residents. With the help of a retirement planner, individuals in San Mateo County can navigate the complexities of retirement planning, including tax planning, investment management, and estate planning. By taking a proactive approach to retirement planning, individuals in San Mateo County can ensure that they have the financial resources they need to enjoy a comfortable and secure retirement.

San Mateo County, CA is the perfect place to get a retirement planner due to its thriving economy and diverse population. With a median household income of $118,000, this affluent county boasts a strong financial foundation that is ideal for retirement planning. Additionally, San Mateo County is home to a variety of financial institutions, including banks, investment firms, and insurance companies, providing retirees with a wide range of options to choose from. Furthermore, the county's diverse population means that retirement planners are well-versed in serving clients from different backgrounds and cultures, ensuring that retirees receive personalized and culturally sensitive advice. In short, San Mateo County's robust economy, financial institutions, and diverse population make it the best place to get a retirement planner.