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Financial Planners to Avoid

169

Top Rated Financial Planners

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Over 222 reviews for
Oakland Financial Planners from people just like you.

D
"I wanted to setup a savings account for my kids education and found this company highly rated here on AngiesList. I reached out to them for information on education" saving and received you basic "hello" and introductory email from them. I emailed them back twice (thought I might not have hit send the first time) letting them know I was interested in setting up an education savings account for my kids. Apparently they are not interested in my business as no one has responded.

-Vicki K.

A
"
first asked questions to be sure he knew what my goals were. He reviewed my financial information and provided advice as to what I should" do looking forward to retirement. He also discussed the various kinds of accounts I could open on behalf of my grandchildren, including the pros and cons of each type.
was personable and extremely helpful. By the time my hour appointment was finished, I felt I had a good grasp on what I need to do to improve my financial situation and enough information to decide what type of account I want to start for my grandchildren. I would recommend
to others.

-Ellen C.

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Financial Advising reviews in Oakland

C

Rating
fine at first then when something needed to be addressed no response or can you e-mail it to me when it needed a visual inspection and the person lives within 20 minutes of the location checks ha they forgot to pay the care taker for over a year in the end they screwed over my son blamed me they do not believe in paper work if it involves paper work they will talk you out of it saying no . and if you have a problem with a contractor they will back them up try to make you look stupid or try to get you removed from there property before helping you their moto if it works good enough for them even if it looks like crap and doesn't really work!

- james H.
D

Rating
I needed my credit report and rating as part of a financial planning session with a separate vendor. I provided my credit card number for the well-advertised $1 fee. Shortly thereafter, I received a bill for $20 for a credit tracking service that I was not interested in. To cancel the service I had to call the company. I was disappointed in the fact that I needed to scour the fine print to avoid being charged for a service I did not want. Additionally, I could not cancel my membership online. I think all companies should allow you to sign up AND sign off by the same method.
- Shaina C.
A

Rating
Recently, I had a visit with
Oakland Financial Planners Provider Name Locked
, a local insurance agent. He answered my questions about insurance using
Oakland Financial Planners Provider Name Locked
, easy to understand terms. I felt comfortable talking with
Oakland Financial Planners Provider Name Locked
. There was so no sales pressure for me to change anything, or to buy anything. If you would like to talk with
Oakland Financial Planners Provider Name Locked
about your insurance too, his phone number is 404-319-1697. He does medicare, life insurance, and retirement planning.
- Jim R.
N

Rating
Oakland Financial Planners Provider Name Locked
also helped me to figure out the cost basis of stock as my Dad
bought stock with dividend reinvestment. Because of the AT&T breakup
back in 1984, AT&T went to many new companies and then those companies
were bought out or had splits and reverse splits. He was truly a
Godsend on this part of it! He sent me a detailed list for year end
taxes which was such a wonderful help.

Thank goodness we hired
Oakland Financial Planners Provider Name Locked
when we did as he helped my Mom weather the
financial crisis by getting her 75% majority investments out of telecom.

I feel that
Oakland Financial Planners Provider Name Locked
keeps an eye out for the little man as my Mom didn't
have a large investment, but he had no qualms working with us.
Oakland Financial Planners Provider Name Locked
has
always been very responsive to my questions, and trust me, I had
questions when the markets were crumbling down around everyone. To
this day, if my Mom has a question, I shoot
Oakland Financial Planners Provider Name Locked
an email, and he
responds with an answer that my Mom can understand.

Oakland Financial Planners Provider Name Locked
made my job going forward as my Mom's Power of Attorney and Executor
of her Estate a piece of cake, literally. I would highly recommend
Oakland Financial Planners Provider Name Locked

as your financial planner.
- Michele B.
A

Rating
Explained financial situation in detail and how it can be done better. Got a deal from Angie's list. Very professional and personalized.
- caroline A.
A

Rating
Oakland Financial Planners Provider Name Locked
is an excellent Financial Planner. She is experienced, honest, and has knowledge that spreads over a wide spectrum of investment options. Her approach is low pressure. Her goal is simply to help move a person's financial picture in a positive direction. My own results since working with
Oakland Financial Planners Provider Name Locked
are beyond my expectations. If you have a financial planner now, take the time to meet with
Oakland Financial Planners Provider Name Locked
to get a second opinion. If you do not currently have a financial planner, call her and have her review your financial picture.
- Cyndee S.
A

Rating
After getting to know us as a person,
Oakland Financial Planners Provider Name Locked
then reviewed our current financial status and asked us questions to help him determine the best way to move forward towards our financial goals.
The options that he presented were very clearly explained, enough that we, complete financial neophytes, didn't have a hard time understanding them in order to make a decision on said options.
We are ready to take those first steps, and once we've made some progress with them we will definitely be back for a follow-up.
It is also worth mentioning that we were reluctant to use a financial planner, concerned that they would only have their own interests in mind, preferring to do everything ourselves. Not only does
Oakland Financial Planners Provider Name Locked
genuinely seems to truly make it easy for us to reach our objectives, he brings a point of view (backed by his studies and experience) that we simply couldn't get from our own research.
We will definitely be back for an updated analysis once our financial situation changes.
- Edgar R.
N

Rating
My wife & I don't have the time, experience or expertise to plan & watch-over our financial investments. So,
Oakland Financial Planners Provider Name Locked
has been our financial advisor for about 8 years. He initially laid out an investment strategy that met our near & long term needs. Since then he constantly watches, suggests & modifies this strategy to keep pace with the ever changing
Oakland Financial Planners Provider Name Locked
. Since day one, he's been very professional in our dealings & is always responsive to any questions or concerns we may have. I'd highly recommend
Oakland Financial Planners Provider Name Locked
to anyone looking for financial investment guidance.
- Richard C.

All Financial Planners 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

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

Basic Document Services

930 C Street
Hayward

Bay Equity Home Loans

1900 The Alameda

BetaFrontier, LLC

156 W Superior St Apt 401

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

Brian Mullen Allstate Insurance

705 VETERANS Blvd Suite 5
Redwood City

CALIFRANCE CORP

440 GRAND AVE
Oakland

Candice Normoyle State Farm Insurance

744 San Antonio Rd
Palo Alto

Clear Mark Wealth Management

59 N Santa Cruz Ave, Suite R
Los Gatos

Colonial Life

1401 Willow Pass Road
Concord

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

Doug Davis - Alpine Mortgage Planning

3030 Old Ranch Pkwy
Seal Beach

DRAGON FINANCIAL Group

1700 S EL CAMINO REAL
San Mateo

Dunlap Wealth Management Group

14074 Trade Center Dr

Eagles Club

Canoga Park

EDWARD JONES

370 HIGHLAND AVE
Oakland

EDWARD JONES

2065 MOUNTAIN BLVD
Oakland

Edward Jones

2300 First Street # 232
Livermore

Edward Jones

490 Grand Ave Suite 100
Oakland

Eggers & Eggers of Silicon Valley

2052 Jackson Ct.
Santa Clara

Enliven Nail & Spa

570 Masonic Way
Belmont

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

Fat Margins, LLC.

243 Alicante Ct
Danville

FHI

1212 BROADWAY
Oakland

FINANCIAL CONCEPTS

205 PARK RD
Burlingame

Foo Bar

San Francisco

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

HEALTH BENEFIT CONSULTANTS LLC.

20275 Honeysuckle Dr.

Hofmann Financial Group

4187 Piedmont Ave
Oakland

iBank

3090F Pullman St
Costa Mesa

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

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

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

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

Morling Financial Advisors

44 Montgomery St
San Francisco

New York Life Company

39650 Liberty Street
Fremont

NEW YORK LIFE INSURANCE CO

1731 TECHNOLOGY DR
San Jose

NOIR MEDIA GROUP INC

300 FRANK H OGAWA PLZ
Oakland

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

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 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

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

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