Wealth Management in Burlingame, CA

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List of Firms

Burlingame, CA Wealth Management Firms

LPL Financial
SEC File# 801-10970
CRD# 6413
Location 1201 Howard Ave #103, Burlingame, CA 94010, USA
Phone (650) 347-4300
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
Morgan Stanley Financial Advisors
1 out of 5
Location 216 Lorton Ave Suite 200, Burlingame, CA 94010, USA
Phone (650) 340-6500
Occidental Asset Management, LLC - Burlingame
Location 301 California Dr #9, Burlingame, CA 94010, USA
Phone (866) 520-4985
Wealth Management in Burlingame, CA

Where Wealth Management Advisors in Burlingame, CA Serve

Burlingame, CA is a city located in San Mateo County, in the Bay Area of California. The city is bordered by San Francisco to the north and east, Daly City to the south, and the Pacific Ocean to the west. It is about 20 miles south of San Francisco. Some landmarks in Burlingame include the Bayfront Park, the Bayside Park, and the Burlingame Museum of PEZ Memorabilia. The top employers in Burlingame are Genentech, Oracle, and Wells Fargo. Some major highways and streets in Burlingame are Highway 101 and Broadway. Some neighborhoods in Burlingame are Downtown Burlingame, Hillcrest Terrace, and South Shoreview.

Services Provided by Wealth Management Companies

Banks and Credit Unions

The banks in Burlingame, CA provide a wide variety of services to their customers. Some of the more common services include checking and savings accounts, loans, mortgages, and credit cards. Banks also offer a variety of other services, such as online banking, mobile banking, and ATM access. Many banks also have a rewards program that offers customers discounts or cash back on certain products or services.

Retirement Planning

Retirement planning in Burlingame, CA is a critical process that everyone should undertake. There are many factors to consider when planning for retirement, and it can be helpful to speak with a retirement planner to create the best plan for your unique situation. Some of the things you'll need to think about include how much money you'll need to live comfortably in retirement, whether you'll continue to work during retirement, what kind of health insurance you will have, and how you will access your savings and investments.

Tax Services

Tax accountants in Burlingame, CA offer a range of services to their clients. Some of these services include preparing and filing tax returns, providing bookkeeping and accounting services, and helping businesses with payroll and other financial matters. Many tax accountants also offer consulting services, which can be helpful for small business owners who are looking to start up or expand their operations.

Financial Advisor

A financial advisor in Burlingame, CA helps individuals and businesses plan and invest their money. They offer advice on mortgages, retirement planning, and other financial matters. Financial advisors typically have a degree in finance or economics, and must be licensed to sell securities.

Insurance Broker

An insurance broker in Burlingame, CA helps individuals and businesses find the best insurance policies for their needs. They work with a variety of providers to get the best rates and coverage for their clients. They also help clients file claims and navigate the complex world of insurance.

Mortgage Loan Officer

A mortgage loan officer in Burlingame, CA helps people get mortgages. They work with banks and other lenders to find the best mortgage for the person's needs. They help people through the entire process, from applying for a mortgage to getting the loan approved. They also help people understand the terms of their mortgage and answer any questions they have.

Estate Planning Lawyer

Estate planning lawyers in Burlingame, CA help people to plan for the future. This includes making arrangements for what will happen to your property and possessions after you die, as well as setting up trusts and other legal documents to ensure that your loved ones are taken care of financially if something happens to you.


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