-Find top-rated Service Providers
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

265

Top Rated Financial Advisors

2

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
See Verified Local Reviews

Over 188 reviews for
Oakland Financial Advisors from people just like you.

A
" and Her team did an excellent job. I was tasked of having an estate sale for a relative. I did not know where to start. " and her team came in insured me they could handle the sale and clean everything out of the 2500 sq ft house afterwards. The items that didn't sale , was able to place in a well known antique shop. is a woman of her word.

-Sharon A.

A
"We have not had any issues with them filing our taxes. They are always here to answer any questions. We have felt very comfortable with them. They are available" when we call or they return our call promptly. They are very knowledgeable and were able to guide us to where we should invest and see return. They are caring and never pushed us into something. They are compassionate.

-Franklyn D.

+Join 3 Million People on Angie's List
Shop, Schedule, and Save on Services

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 3 Million People on Angie's List

Local Articles in Oakland

Financial Advisor & 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.

piggy bank full of coins

You have money in the bank and gas prices are down, but are you financially fit?

receipts, smartphone, pencl and a laptop

If you think it’s too early to think about tax season, think again.

wad of cash

Have you decided it’s time to start investing your money?

money in holiday mug

Between cleaning the house for guests, cooking big meals and shopping for gifts, the holidays take a toll on our well-being and wallets.

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
Excellent. came in to clinic to talk with me regarding saving us money through our credit card processing. He set us up with terminals and assisted us through the whole process. saved us a lot of money. He is always available for any assistance,information and help that we need.He made the switch over ...More very easy and fast in our busy clinic. He is a very dedicated to his profession.
- julia G.
A

Rating
I called out of the blue and asked for a consultation. It turned out that he wasn't the appropriate person to call, but he talked to me anyway, at no charge. In the course of that call, I sensed that is extremely intelligent and well-versed in his field. If I do need his services in the future - based ...More on that call - I would seek him out immediately.
- Caron W.
A

Rating
I had the opportunity to speak with EJ today, in regards to some issues that I am having with my credit card co. After I explained my situation we spoke in depth about credit card settlement and what my options would be. I was so impressed with his knowledge
and expertise in all aspects of credit card debt. He was truly concerned as to how my ...More decisions would affect my credit score.
Thank you EJ for all the information you shared with me today and helping to set my mind at ease. Sincerely, AP
- Annette P.
A

Rating
I am a single mom and have made some bad financial planning decisions in the past as it relates to term life insurance. Mr. (owner of & Associates) took the time to educate me on the best life insurance options that would give me the flexibility I needed in the future. Additionally, my son's ...More were left $80,0000 a piece from their paternal grandparents who died earlier this year. Because they are both minors, I wanted the money placed in a Trust until they turn 18. Mr. provided me with several options and explained the pros and cons of each of them.
He is a gifted teacher in what he does and I would highly recommend him for any services related to Financial and Retirement Planning. His passion is people and it is reflected in his professionalism.
- Roxane J.
N

Rating
The whole process went great. There were no problems and the financial adviser I worked with was very helpful. The whole process took less than a week and I was able to complete the purchase of the property I wanted to buy.
- Lisa H.
A

Rating

My primary reason for contacting Mr. was to get long-overdue input on my financial investments (and debt) especially my 401K. I work for a large company and we have multiple investment options in our 401K. The company suggests we purchase services from a particular "group" to get input on our 401K elections-OR-we ...More can manage it ourselves. Well I preferred to have an external set of eyes on my investment options. My concern is the recommended "group" might have a lot of people who are perhaps not very experienced to advise me, or they'd have some cookie-cutter formula for advising people in general that wouldn't be tailored to my situation in particular, or they'd have some bias in telling me that my 401K investment options were great...but what if they really weren't ?? I wanted to pick someone with more experience (and references, hence Angie's list) and no reason for bias.



I contacted Mr. via Angie's list and he responded very quickly. He provided me with some detailed paperwork to fill out. I have to admit I was a bit discouraged by the paperwork at first. But then I thought, well, the more information you provide him, the better he can help you. If he were to advise me without collecting much information then he's not giving me informed input based on my whole financial picture. I work in a different field, but the same rules apply. To be clear, the questions on the paperwork are not difficult, it just took a little time to find balance information on statements (for example). Mr. also told me to feel free to contact him with any questions I had when completing the paperwork so I felt comfortable that I had help if needed. When we met in person he really took time with me. He responded to all of my questions. He also asked follow-up questions to make sure I understood his responses. I don't know a lot about investments/retirement planning so I really learned a great deal. I also appreciated that he was able to convey the information in a way I can understand. He asked me if I had any more questions several times before closing our meeting (I kept coming up with more- I like to learn as much as I can from experts!). He told me not to hesitate to call if I came up with any more and (of course) shortly after our meeting I thought of one more nagging question. I called him and left him a voicemail that it wasn't urgent, if he would call me within a week that would be great. Mr. called me back - within an hour! Mr. emailed me documentation of his recommendations from our meeting. He even called me to be sure I received and understood the email. I highly recommend Mr. , he is very knowledgeable, thorough, patient and pleasant to speak with. I came away with the information I hoped for and more. I plan on using his services again in the future.






- George J.
F

Rating
I am an attorney. ("CSC") provides various services to assist businesses. The Gesmer law firm put my name down as the billing recipient for its services. CSC did not check with me about this. It just did it without my consent. My client and I have been trying to get my name removed from ...More the account since September 1, 2015. CSC refused to remove my name even though it did not have my permission to place my name on the account in the first place. Apparently, CSC will put anybody's name on an account without the person's permission just because some third party tells them to. Then CSC will not remove the person's name without the third party's consent. This is an unconscionable business practice.
- Preston B.
A

Rating
was phenomenal. She made a very boring subject bearable. It was enjoyable to listen to her because she was having fun with it, which in turn helped me to have fun with it. We were joking back and forth, so it made it very interesting. She was very professional and I learned everything that I was supposed to learn about reverse ...More mortgages. I have listened to this course twice before because of 2 other companies that I have looked at for reverse mortgages and this time around was MUCH more enjoyable. The other two companies that I used were HORRENDOUS!
- SIDNEY H.

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!

24/7 Payday Loans

1 Market St
San Francisco

99CRS OF NORTH AMERICA INC

1151 HABOR BAY PARKWAY SUITE 206I AND 131B
Alameda

A G EDWARDS & SONS INC

1999 HARRISON ST
Oakland

Aaron Sessions State Farm Insurance

3001 Winchester Blvd
Campbell

AC & A ENTERPRISES

PO 2368
Oakland

Accelerated Benefits

5880 Venture Drive

Account sight

19925 Stevens Creek Blvd, Suite 100
Cupertino

Admiral Pool Tables Inc.

30139 Industrial PKWY SW Ste A
Hayward

Aegis Financial Advisory, LLC

5200 SW Meadows Road

AJ Abdelkhalek State Farm Insurance

775 E El Camino Real
Sunnyvale

Al Clark Productions

268 Bush St
San Francisco

Allegiant Group Inc

189 W Clarkston Rd

Anh Nguyen Attorney at Law

1110 Franklin Street, Suite 1
Oakland

Apex Bookkeeping Service

4980 Hamilton Ave
San Jose

asianfoodsf

1725 Sacramento Street,

Association Reserves-SF, LLC

268 Bush St
San Francisco

Bailey & Utley, CPAs

303 W. Joaquin Ave.
San Leandro

Balance Financial Planning

5438 Shafter Avenue
Oakland

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

Bell Investment Advisors

1111 Broadway
Oakland

BetaFrontier, LLC

858 North Franklin St

BETTER TAX RETURNS

7901 OAKPORT ST
Oakland

Bingham Osborn & Scarborough

203 Redwood Shores Pkwy, Suite 510
Redwood City

Blossom Wealth Management

P.O. Box 125,
Alamo

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

Bridgewater Certified Public Accountants

1299 Fourth Street
San Rafael

Business Team

2300 Contra Costa Blvd
Pleasant Hill

CALIFRANCE CORP

440 GRAND AVE
Oakland

Candice Normoyle State Farm Insurance

744 San Antonio Rd
Palo Alto

Car Title Loans San Francisco

1 Hallidie Plz #732
San Francisco

Carrano Insurance Services, Inc.

1616 Placer Dr.
Concord

Casey Nguyen Insurance Agency, Inc.

1639 Meridian Ave
San Jose

Cash For Gift Cards

320 W. 3rd St.
Santa Rosa

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

Cornerstone Financial Partners

4725 First St. Ste. 224
Pleasanton

CountryWide Debt Relief

1504 Brookhollow Dr.
Santa Ana

Cyberwatch Security Communication Systems, Inc

90 East Gish Road. Suite 215
San Jose

DATA COUNT

PO Box 23192
Pleasant Hill

Day Trading Dynamix

3723 Haven Avenue Suite 109
Menlo Park

Debt Settlement Services

416 S. Hillview Drive
Milpitas

Delgado & Associates

675 N First St
San Jose

DeYoe Wealth Management

1400 Shattuck Ave.
Berkeley

Diversified Financial Services Group, Inc.

100 Pine Street, Suite 1250
San Francisco

Dot-Dot Inc.

14435 C Big Basin Way PMB #102
Saratoga

DRAGON FINANCIAL Group

1700 S EL CAMINO REAL
San Mateo

Dunton Health and Wealth

2013 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

F.A.T. Freedom

4/41 Meinzinger Ave.

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

Financial Perspectives

7011 Koll Center Pkwy, STE 210
Pleasanton

Financial Rescue LLC

416 S Hillview Dr
Milpitas

FRANKLIN FUTURES INC

36 YORK DR
Oakland

Freyman CPA, P.C.

57 Washington Ave

FRIEDKIN INVESTMENT CO

480 3RD ST
Oakland

Fujikawa & Associate CPA

1270 S Winchester Blvd
San Jose

GED Litigation and Legal Counseling Attorneys

125 South Market Street Suite 1200
San Jose

GLOBAL INVESTMENT CO INC

211 10TH ST
Oakland

Golden Asset Title Loans

36734 Bonito Dr
Fremont

GOLDEN STATE INVESTMENTS

1212 BROADWAY
Oakland

grand Debt Consolidation

115 Berkeley Square

GRANITE CAPITAL MANAGEMENT

5707 REDWOOD RD
Oakland

Greater Bay Capital, Inc.

1980 Mountain Boulevard, Suite 209
Oakland

Green Retirement Plans, Inc.

1 Lakeside Dr Apt 811
Oakland

Grossman Financial Management

940 Adams Street, Suite L
Benica

Harry K. Jeung, CPA

1350 Old Bayshore Hwy
Burlingame

Hofmann Financial Group

4187 Piedmont Ave
Oakland

iBank

3090F Pullman St
Costa Mesa

ICI investingci

530 Lytton Avenue

Innovative Valuation

PO Box 1894
Discovery Bay

InSequent

793 Broadway
Sonoma

Insight Wealth Strategies

3000 Executive Parkway
San Ramon

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

IRFAN KHAN

201 Spear St
San Francisco

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

Joe Trapasso's State Farm Agency

1901 Harrison St. #100
Oakland

John Hancock Financial Network

3000 Oak Road
Walnut Creek

Jolene's Bookkeeping Services

2706 Chopin Ave
San Jose

Jonathan C. Watts, Attorney at Law

2440 Camino Ramon
San Ramon

Joseph Larkin's Financial Education Services

32108 Alvarado Blvd
Union City

Karras-Rule Insurance Services LLC

2105 S Bascom Ave #265
Campbell

Kelly Katz State Farm Insurance

441 N. Central Ave.
Campbell

Kevin Douglas Waite, CPA dba LexTax

1829 Clement Avenue Unit 204B
Alameda

L.J. Anderson Tax & Financial Service

5010 Geary Blvd
San Francisco

LAFRANCE FINANCIAL

1564 FITZGERALD DR
Pinole

Law Offices of Steven M. Simrin

318 Harrison Street, Suite 102
Oakland

Lendinero

848 Brickell Ave 603

Let's Insure

1900 Camden Ave Ste 204
San Jose

Livescans2go

1333 Bynum Way
Oakley

Lost Angels International, Inc.

1170 Peachtree Street NE

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

Marshall Wealth Management Group

59 N Santa Cruz Ave
Los Gatos

Mat Dahms State Farm Agency

4400 Keler Ave
Oakland

Maximpact Services

514 Lantern Lane
Mountain View

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 of Menlo Park

333 Middlefield Rd
Menlo Park

Metagio Service Professionals

480 Lakeview Dr
Brentwood

Michael J MacDonald Insurance Services

2300 Contra Costa Blvd
Pleasant Hill

Michael P Senadenos

39420 Liberty St Ste 170
Fremont

Millennium Computer Group

23 Germaine Place, Suite B
Novato

Monthly Cash Thru Options

1999 S. Bascom Ave Ste 925

Morling Financial Advisors

44 Montgomery St
San Francisco

NA

Der
Va

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

North Point Advisors

2603 Camino Ramon, Suite 200
San Ramon

Nunez Services

558 A St
Hayward

Oak View Law Group

4966 El Camino Real STE 225
Los Altos

Oakland Credit Repair

66028 La Salle Avenue
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

Palma Financial Services, Inc

11840 Dublin Blvd ,
Dublin

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

Ronald Z Berki Law Offices

1625 The Alameda
San Jose

ROVAI INSURANCE AGENCY

6990 SOQUEL DR
Aptos

ROYAL ALLIANCE ASSOC INC

7700 EDGEWATER DR
Oakland

San Jose Credit Repair

841 Blossom Hill Rd

Save Financial Inc

2081 Business Center Dr
Irvine

Scrubbed.net

38 Keyes Avenue
San Francisco

Sharei Consulting LLC

78 Cervantes Blvd. #2
San Francisco

Sierra Pacific Financial Advisors, LLC

7077 Koll Center Pkwy
Pleasanton

Simplex Bookkeeping Services

400 Reed St
Santa Clara

State Farm - Chris Moreno

550 Bailey Rd
Bay Point

State Farm Agent Joe Trapasso

1901 Harrison Street Suite #100
Oakland

Stephen G. Imboden, CPA

1400 N Dutton Ave
Santa Rosa

Sterne Agee Financial Services

2080 Mountain Boulevard
Oakland

Strategic Automation Consulting

452 44th Avenue
San Francisco

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

2350 Mission College Blvd., Suite 450
Santa Clara

The Mutual Fund Store

5684 Stoneridge Drive, Suite A
Pleasanton

The Mutual Fund Store

2121 North California Blvd., Suite 290
Walnut Creek

Towne Investments LLC

1114 Bucknam Ave
Campbell

TransAmerica Financial

175 Bernell Road
San Jose

TRAVEL INSURANCE

610 16TH ST
Oakland

TRAXPayroll

740 Alfred Nobel Drive
Hercules

Trust&EstatePlan.com

1777 Borel Place
San Mateo

United Gold Direct

2945 Townsgate Road
Westlake Village

Urban Title Loans

248 3rd Street, suite# 531
Oakland

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

VNMutual Solutions Inc

1 Lincoln Centre

Wakeup Now

Oakland California
Oakland

Walnut Creek Estate Planning

675 Ygnacio Valley Road
Walnut Creek

Wedbush Securities, Inc.

2455 Bennett Valley Road
Santa Rosa

Winship Wealth Partners

442 Post St
San Francisco

WriteBusinessCapital

19925 Stevens Creek Boulevard
Cupertino

Ycreditrepair.com

PO Box 3001
Oakland

YSO CAPITAL MANAGEMENT

8080 CAPWELL DR
Oakland

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