-Find top-rated Service Providers

Find Top-Rated Oakland Financial Advisors

Angie's List helps you hire the best - and avoid the rest!

Financial Advisors to Avoid

194

Top Rated Financial Advisors

12

Prevent buyer's remorse with us

  • Over 3 million people trust Angie's List to help make the right choice
  • Be informed to avoid costly mistakes
  • Shop with us to ensure a fair price
  • Our complaint resolution team will help if a project goes bad
+See Verified Local Reviews

Over 294 reviews for
Oakland Financial Advisors from people just like you.

A
"
takes a percentage of gains from the portfolio as payment. He doesn't sell products. His only interest is investing money for long" term growth and making tax advantages for his clients. He waived the 750 fee when we invested through him. He understands markets and portfolio allocation in conjunction with different markets and trading atmospheres. He doesn't give blanket statements of how and why like a lot of financial advisors. His experience working in a hedge fund shows when we discuss
strategy and technical analysis. My experience in trading has been met with adversity with other financial advisors simply because they don't understand the technicality behind trading but
isn't like that. He's not only understanding of my trading behavior but he's also eager to work with me and my needs and wants in this endeavour; he is willing to adjust our portfolio to meet these needs. He has never lectured me on the risks or given me a competitive vibe which I can not say is true for all financial advisors.

-JESSE S.

A
"It was very good. He explained the process and found are cash source we had overlooked. Plan to continue the planning process with
.

-Mike G.

+Join 2 Million People on Angie's List

Over 2 million people trust Angie's List.

  • Your Membership Includes:
  • Instant access to top rated businesses covering 700+ services
  • Our Complaint Resolution Team to help when a project goes bad
  • On-the-go access to our iPhone, Android, & iPad apps
Find top-rated Service Providers
See Verified Local Reviews
Join 2 Million People on Angie's List

Local Articles in Oakland

Financial Planning

A financial planner can help identify goals and create a plan for you to achieve them. Before deciding to work with someone, be sure of his or her credentials, experience and method of compensation.

529 plan, contract
Financial Planning

The cost of college isn’t getting any cheaper.

Vacation home purchases skyrocketed in 2014 as more Americans looked to the mountains or beach for a get-away place to buy. (Photo by Jason Hargraves)
Real Estate Agents, Financial Planning, Accountants/Tax Consultants

Second home purchases up more than 57 percent in U.S.

college blocks
Financial Planning

Saving for college is not only expensive, it can be confusing.

College planning
Financial Planning

Saving for college can be expensive. With the help of a trusted financial planner and by following these tips, parents can ease the cost of paying for college.

Angie's Answers

?
?

Have you checked Angie’s List? Angie’s List Answers is a great place to find advice from professionals, but for ratings, reviews and information to help you hire the companies you need, visit www.angieslist.com today.

 

 

?
?
?

Financial Advising reviews in Oakland

A

Rating
Oakland Financial Advisors Provider Name Locked
has prepared our Income Taxes for over 15 years; both personal and business. Over the years he has offered us great financial advice and has represented us when we were audited by the IRS.
The number of years that we have used
Oakland Financial Advisors Provider Name Locked
to prepare our taxes is a testimony to how satisfied we are with his work. Even when we moved out of state seven years ago, we continued to use
Oakland Financial Advisors Provider Name Locked
.
- William D.
A

Rating
my advisor is thoughtful about my preferences and does not leave money lying about.
my agent is in Hawaii but there is a Portland office. This is a nice broker house, a little expensive, but attentive and knowledgeable.
- S N.
F

Rating
Take your business elsewhere.
1) Escrow officer was repeatedly condescending, and actually scroffed when we told her we wanted to close on a certain date, which had been our plan for more than a month, and all parties had already agreed to.
2) She went on vacation the next day without handing our case off to someone.
3) The receptionist had to process our closing documents while the officer was on vacation. Our loan officer at a major national bank stated this was the most unresponsive company they had ever worked with. This company caused extensive extra work for our bank due to their incompetence (escrow officer complained that loan documents were sent to receptionist and they couldn't find them, even though 2 days previous the receptionist was the only one working on the documents.)
4) When the escrow officer returned from vacation, on the day we need to finalize documents, she delayed the final processing of our loan docs for several hours doing her banking, and did not provide the final down payment amount and wire information until late in the afternoon, of course well after the Fed was closed. Another person in the office scolded us and said we couldn't close the next day because we didnt get the money to them.
5) This company's lack of professionalism caused a 72 hour delay to getting our house.
- Brian M.
B

Rating
I saw the ad for
Oakland Financial Advisors Provider Name Locked
on
Oakland Financial Advisors Provider Name Locked
's List and then checked out their website.

I needed someone to move a couch and love seat for me on very short notice.

I filled out the form on the website and was contacted via e-mail within one or two hours. We negotiated a price and set an approximate time for the delivery the very next day.

Oakland Financial Advisors Provider Name Locked
and a teammate moved my furniture from downtown to Carmel without a single
Oakland Financial Advisors Provider Name Locked
or scratch. I think they underestimated the size and weight of the furniture, though, as they struggled to get both pieces up the flight of stairs to my apartment.

Both guys were extremely professional and courteous. I will definitely consider this company the next time I need anything moved.
- Susan K.
A

Rating
She reviewed all her findings with me and made sure I understood her comments. Didn't try to sell me other products such as life insurance since it was not needed. Very helpful! The fee covers any financial questions I have for the year.
- Christine K.
A

Rating
This company handles all of our finances. He is extremely professional. He offers securities and investments through ACTS financial. This gentleman is also very personable.
- Lisa L.
A

Rating
He has far exceeded my expectations and has taken care of a lot of things he didn't have to. He is attentive and always there when you need him. I did a lot of research on him and I went and spoke with him a couple of times. He made some big changes to my portfolio and was able to raise it 15%. He is as professional as they come.
- Elden S.
N

Rating
We worked via teleweb because it is difficult for me to get away from the office. He was able to show me how to perform Excel functions on his computer screen and scroll through the spreadsheet tabs during our discussion, and also display other relevant information about my portfolio from his screen. We have done other telewebs in the past - for our twice yearly check ins, and it works quite well.

I am adding the following statement because my latest contact with him is not representative of the depth, breadth and high quality of services that
Oakland Financial Advisors Provider Name Locked
provides for both my mother and me (individually)l. This report about a discrete incident is not sufficient to describe the level and quality of service that he provides to his clients.

Oakland Financial Advisors Provider Name Locked
is an intelligent, thoughtful and ethical professional.

Oakland Financial Advisors Provider Name Locked
has been working with my mother and me for over 10 years, and we are extremely satisfied with both our interpersonal relationship and the results of his financial planning expertise and advice. He talks to us individually about our needs and goals, and develops a plan that we are comfortable with as well as enables us to achieve our' goals. In addition to the twice yearly updates, he sends special newsletters from time to time to his clients to explain how a trend in financial events might affect our investments; and a letter with each update.

He is available between visits to discuss whatever questions we may have about our investments. His office staff - Cat
Oakland Financial Advisors Provider Name Locked
, is very warm and professional.

Oakland Financial Advisors Provider Name Locked
goes to visit my mother for her twice yearly reviews so he can talk to her in person. She is rather elderly and doesn't hear well over the phone. I either meet with him in person when I have time; or have discussions by phone and view the information in real time via a teleweb link.

Oakland Financial Advisors Provider Name Locked
has given me sound advice over the years about major financial decisions I have made that have resulted from major life events -- buying/selling property, change in marital status (marriage, death of spouse, divorce), changing jobs, buying a car, refinancing a loan, and other complex matters. I do not make any such decisions without first consulting with him to see what the effect will be on my long-term goals.
- Mamie L.

Financial Advisors in Oakland, CA

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

3 Pointe Financial

8001 Irvine Center Dr
Irvine

A G EDWARDS & SONS INC

1999 HARRISON ST
Oakland

Aaron Sessions State Farm Insurance

3001 Winchester Blvd
Campbell

AC & A ENTERPRISES

PO 2368
Oakland

Account sight

19925 Stevens Creek Blvd, Suite 100
Cupertino

Aegis Financial Advisory, LLC

5200 SW Meadows Road

AJ Abdelkhalek State Farm Insurance

775 E El Camino Real
Sunnyvale

Allegiant Group Inc

189 W Clarkston Rd

Allsup Inc

300 Allsup Pl

AMG Legacy Planning

10100 W Sample Rd

Association Reserves-SF, LLC

268 Bush St
San Francisco

Bailey & Utley, CPAs

303 W. Joaquin Ave.
San Leandro

Bankruptcy Law Center of Norther California

2200 Range Ave Ste 209
Santa Rosa

Barbounis Insurance Agency

3249 Mt Diablo Court
Lafayette

Basic Document Services

930 C Street
Hayward

Bay Equity Home Loans

1900 The Alameda

Bedell Frazier Investment Counselling

200 Pringle Avenue, Suite 555
Walnut Creek

BetaFrontier, LLC

156 W Superior St

BETTER TAX RETURNS

7901 OAKPORT ST
Oakland

Boost Credit 101

3773 E Cherry Creek N Dr

Brad Marshall, LPL Wealth Advisor

59 N Santa Cruz Ave
Los Gatos

Bral Niedert Private Wealth Advisors

6701 Westown Parkway, Suite 200

Brian Mullen Insurance

705 VETERANS Blvd
Redwood City

CALIFRANCE CORP

440 GRAND AVE
Oakland

Candice Normoyle State Farm Insurance

744 San Antonio Rd
Palo Alto

Cardinal Advisors

117 Edinburgh South Drive Suite 280

Carrano Insurance Services, Inc.

1616 Placer Dr.
Concord

CATALYST FINANCIAL PLANNING

70 WASHINGTON ST
Oakland

Century Debt Consolidation

372 Gellert Boulevard

Clear Mark Wealth Management

59 N Santa Cruz Ave, Suite R
Los Gatos

Compass Financial Management Inc

1318 Aberdeen Dr
San Mateo

Concord Debt Consolidation

1990 Willow Pass Rd

DATA COUNT

PO Box 23192
Pleasant Hill

Debt Relief NW Inc

202 SE 181st Ave. Ste 102

Delgado & Associates

675 N First St
San Jose

Diversified Financial Services Group, Inc.

100 Pine Street, Suite 1250
San Francisco

Doug Davis - Alpine Mortgage Planning

3030 Old Ranch
Seal Beach

DRAGON FINANCIAL Group

1700 S EL CAMINO REAL
San Mateo

Dunlap Wealth Management Group

14074 Trade Center Dr

Dunton Health and Wealth

2017 Redwood Road
Napa

Eagles Club

Canoga Park

Easy Payday Loans

44 Gough St
San Francisco

EDWARD JONES

21710 STEVENS CREEK BLVD
Cupertino

EDWARD JONES

2065 MOUNTAIN BLVD
Oakland

EDWARD JONES

370 HIGHLAND AVE
Oakland

Edward Jones

2300 First Street # 232
Livermore

Edward Jones

490 Grand Ave Suite 100
Oakland

Edward Jones

5761 Mountain Hawk Dr. Suite 101
Santa Rosa

Eggers & Eggers of Silicon Valley

2052 Jackson Ct.
Santa Clara

Estate Research Associates

111 Deerwood Rd
San Ramon

Estate Resolution

136 N High St
Sebastopol

Farmers Insurance and Financial Solutions

2255 Morello Ave
Pleasant Hill

FARMERS INSURANCE GROUP

620 Lighthouse Ave
Pacific Grove

Fat Margins, LLC.

243 Alicante Ct
Danville

FHI

1212 BROADWAY
Oakland

FINANCIAL CONCEPTS

205 PARK RD
Burlingame

FRANKLIN FUTURES INC

36 YORK DR
Oakland

Freyman CPA, P.C.

40 Exchange Place

FRIEDKIN INVESTMENT CO

480 3RD ST
Oakland

Fujikawa & Associate CPA

1270 S Winchester Blvd
San Jose

GLOBAL INVESTMENT CO INC

211 10TH ST
Oakland

GOLDEN STATE INVESTMENTS

1212 BROADWAY
Oakland

grand Debt Consolidation

115 Berkeley Square

GRANITE CAPITAL MANAGEMENT

5707 REDWOOD RD
Oakland

Green City Insurance Services

1758 s. Holt Av.
Los Angeles

Green Retirement Plans, Inc.

1 Lakeside Dr Apt 811
Oakland

Grossman Financial Management

940 Adams Street, Suite L
Benica

Health Benefit Consultants LLC

20275 Honeysuckle Dr.

Hofmann Financial Group

4187 Piedmont Ave
Oakland

iBank

3090F Pullman St
Costa Mesa

ICI investingci

530 Lytton Avenue

InSequent

793 Broadway
Sonoma

Integrated Wealth Management

1275 Lincoln Ave
San Jose

INTEGRITY SECURITIES INC

350 E 10TH ST
Oakland

INTERNET SECURITIES

300 FRANK H OGAWA PLZ
Oakland

INVESTOR'S CAPITAL MANAGEMENT LLC

1100 ALMA ST
Menlo Park

Invoice2go

101 University Ave
Palo Alto

Ironcap

1 Federal Street, Apartment 20
San Francisco

IRS Tax Help Team

1201 S Beach Blvd
La Habra

iStyle Fashion & Beauty Society

55 Santa Clara Ave,
Oakland

J M METCALF & ASSOC

499 EMBARCADERO
Oakland

JMR CAPITAL MANAGEMENT INC

44 Montgomery St
San Francisco

John Hancock Financial Network

3000 Oak Road
Walnut Creek

Jonathan C. Watts, Attorney at Law

2440 Camino Ramon
San Ramon

JW Harrison Financial Advisors

1655 N Main St
Walnut Creek

Kelly Katz State Farm Insurance

441 N. Central Ave.
Campbell

LAFRANCE FINANCIAL

1564 FITZGERALD DR
Pinole

Law Offices of Steven M. Simrin

318 Harrison Street, Suite 102
Oakland

Let's Insure

1900 Camden Ave Ste 204
San Jose

Livescans2go

1333 Bynum Way
Oakley

Lowell, Blake & Associates

141 Tremont Street

Luigi CPA

3819 Cerrito Av
Oakland

LYNCH INVESTMENTS

610 16th St Ste 400
Oakland

M BESS KANE CPA - Tax Accountant

177 Bovet Road Ste 600
San Mateo

Marchand & Co CPA's PC

2003 Southern Blvd SE

Marshall Wealth Management Group

59 N Santa Cruz Ave
Los Gatos

Mat Dahms State Farm Agency

4400 KELER AVE STE 260
Oakland

MC CLURG CAPITAL CORP

950 NORTHGATE DR
San Rafael

McClurg Capital Corporation

180 Montgomery Street
San Francisco

MECHANICS BANK-INVESTMENT MGMT

1999 HARRISON ST
Oakland

Megastar Financial Corp

930 Executive Way Ste 125
Redding

Merrill Lynch Wealth Management

101 California St
San Francisco

Michael P Senadenos

39420 Liberty St Ste 170
Fremont

Millennium Computer Group

23 Germaine Place, Suite B
Novato

Morling Financial Advisors

44 Montgomery St
San Francisco

New Era Debt Solutions

PO Box 2863
Camarillo

New York Life Company

39650 Liberty Street
Fremont

NEW YORK LIFE INSURANCE CO

1731 TECHNOLOGY DR
San Jose

Nima Rad, State Farm Agency

435 Magnolia Avenue, Unit 1
Larkspur

NOIR MEDIA GROUP INC

300 FRANK H OGAWA PLZ
Oakland

Oak View Law Group

4966 El Camino Real STE 225
Los Altos

Olive Financial & Insurance Services

4160 Technology Dr
Fremont

Oxbridge House, Inc.

2115 Van Ness Ave.
San Francisco

Pacific Precious Metals

225 Bush St
San Francisco

Palisade Financial

5427 Claremont Ave
Oakland

PANNELL PROPERTY SELLS

3868 MAYBELLE AVE
Oakland

Parsons Andersen CPAs

721 Purissima St
Half Moon Bay

Parsons Financial Advisors

721 Purissima St
Half Moon Bay

Payless Loan Source

2955 E. Hillcrest Drive
Westlake Village

PETER COLE & CO

3637 GRAND AVE
Oakland

Polaris Financial Services Inc

300 Tamal Plz
Corte Madera

Project Management Services

San Francisco Bay Area

Quick and Easy Cash

1400 Coleman Ave
Santa Clara

Quickest Cash Advance and Payday Loans

485 Sixth Street
San Francisco

R E Advisors, LLC

201 California St.
San Francisco

Ramsdell Capital Management

555 California St Ste 300
San Francisco

REGENTS OF UNIVERSITY OF CA

1111 BROADWAY
Oakland

Reverse Mortgage Group a branch of AmericanPacific

3478 Buskirk Ave #1025
Pleasant Hill

ROVAI INSURANCE AGENCY

6990 SOQUEL DR
Aptos

ROYAL ALLIANCE ASSOC INC

7700 EDGEWATER DR
Oakland

S P Johnson Group

2025 Delaware Ave

San Francisco Debt Relief

71 Stevenson St
San Francisco

Scalisi & Bernazanni Financial Services

1472 17TH AVE
San Francisco

Sierra Pacific Financial Advisors, LLC

7077 Koll Center Pkwy
Pleasanton

Simplex Bookkeeping Services

400 Reed St
Santa Clara

Stephen G. Imboden, CPA

1400 N Dutton Ave
Santa Rosa

STRONGHOLD INVESTMENTS LLC

12120 TARTAN WAY
Oakland

Summit Funding Inc.

141 Sandcreek Road
Brentwood

Sunnyvale Debt Consolidation

997 W El Camino Real

Supreme Bail Bond Oakland

1804 Telegraph Ave
Oakland

Tamarind Financial Planning

951 Mariners Island Blvd
San Mateo

The Entrust Group

555 12th Street
Oakland

The Fog City IRS Tax Lawyers

3700 Geary Boulevard
San Francisco

The Kaplan Group

1 San­some Street, Suite 3500
San Francisco

The Kaplan Group

560 S. Win­ches­ter Boule­vard, Suite 501
San Jose

The Mutual Fund Store

5684 Stoneridge Drive, Suite A
Pleasanton

The Mutual Fund Store

2350 Mission College Blvd., Suite 450
Santa Clara

The Mutual Fund Store

2121 North California Blvd., Suite 290
Walnut Creek

Towne Investments LLC

1114 Bucknam Ave
Campbell

TRAVEL INSURANCE

610 16TH ST
Oakland

United Gold Direct

2945 Townsgate Road
Westlake Village

Vallejo IRS Back Tax Lawyers

23 Harbor Way
Vallejo

Van Winkle Insurance Group

13619 Mukilteo Speedway

Vereschagin Law Firm

555 California Stree, 3rd Floor
San Francisco

Walnut Creek Estate Planning

675 Ygnacio Valley Road
Walnut Creek

Wedbush Securities, Inc.

2455 Bennett Valley Road
Santa Rosa

WriteBusinessCapital

19925 Stevens Creek Boulevard
Cupertino

Ycreditrepair.com

PO Box 3001
Oakland

YSO CAPITAL MANAGEMENT

8080 CAPWELL DR
Oakland
Oakland Zip Codes

Join Angie's List to get the best local reviews in Oakland.

What Does My Membership Include?
  • Instant access to reviews for 700+ services
  • Exclusive service discounts - up to 70 percent off!
  • Top-notch support from our live call center
How does Angie's List work?
1. Say you need a Financial Advisor
2. Angie's List has tons of detailed, local reviews.
3. Find a winner, and book them.
4. Angie's List is there to resolve any issues.
CBS
Good Morning America
Fox News
USA Today
The Wall Street Journal
MSN money