Financial Advising near El Cerrito, CA
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22 locations found near El Cerrito
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El Cerrito CA
“After working with Jason on a volunteer committee, I knew I could trust his integrity, knowledge, and judgment. He has been my financial advisor for nearly a decade and I could not be more pleased. He knows the financial markets and listens to me to find the sweet spot between risk and reward with which I am comfortable. He’s a gem.”
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11366 San Pablo Avenue, El Cerrito CA 94530
“I highly recommend Ayuda Financial Services They provided excellent service and were so helpful and patient with my taxes. They explained everything clearly, answered all my questions, and made the entire process easy and stress free. I truly appreciate their professionalism and the time they took to help me. Thank you, Ayuda Financial Services, for the amazing service! Thank you Jaime Quintero”
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600 California St, San Francisco CA 94108
“We've had a fantastic experience working with Financial Zen. As business owners with multiple income streams, taxes, and financial goals to manage, having a knowledgeable and proactive team has been invaluable. They are responsive, organized, and take the time to explain things in a way that is easy to understand. Their guidance has given us confidence that our finances are structured appropriately and that we're making smart long-term decisions for our family and business. If you're looking for a financial management team that is professional, thorough, and genuinely invested in their clients' success, I highly recommend Financial Zen.”
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576 Sacramento St 2nd Floor, San Francisco CA 94111
“Very detailed, very attentive, my taxes were meticulously explained and I have been advised over the years how to best manage my finances in order to not over pay or under pay yearly.”
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595 Market Street, San Francisco CA 94105
“I have worked with KB for over 20 years. I started very early in my career and now I am financially independent. KB has helped with every step, I highly recommend working with them.”
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295 27th Street, Oakland CA 94612
“Anne has been a rock-solid advisor to our family for decades. On taxes and real estate matters, she shares her experience and ensures we get the best outcomes possible. A sincere and detail-oriented practice, we have had no issues and have always felt taken care of.”
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580 California St #1200, San Francisco CA 94104
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1101 Marina Village Pkwy Suite 201, Office 275, Alameda CA 94501
“We’ve worked with Asti Financial twice on personal finance scenario-planning. They are easy to work with, welcoming, and straightforward. Highly recommend, regardless of your level of financial knowledge. They provided us with helpful plans and guidance that we refer to often. We also appreciated their transparent pricing. Thank you Julie & team!”
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535 Mission St 14th floor, San Francisco CA 94105
“I've been a client of Citrine Capital since their inception, and have always felt very well taken care of, as an individual, and with my finances. Jirayr and his team go above and beyond the usual to provide superior, personal service, with knowledgeable and reliable financial expertise. I highly recommend them.”
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363 13th Street Ste 300, Oakland CA 94612
“Lee Accountancy Group sets the personalized needs of their clients as their number one priority. Mr. Lee is extra knowledgeable. His genuine good natured humor, creates a very positive environment for all the members of his staff, who are kind, respectful, skilled, and attentive, in helping to make the whole tax preparation process as stress free, as possible.”
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177 Post St # 800, San Francisco CA 94108
“I’ve had an exceptional experience working with Hanke & Apolonio Wealth Advisors. From the very beginning, their team demonstrated a deep understanding of financial planning, blending technical expertise with a truly personalized approach. Manny Apolonio, in particular, has been instrumental in helping me navigate key financial decisions with clarity and confidence. He takes the time to explain complex concepts in a way that’s easy to understand and always aligns strategies with my long-term goals and personal values. His ability to combine financial acumen with a coaching mindset has made a huge difference in how I think about wealth management. The firm as a whole operates with transparency, integrity, and a genuine commitment to their clients’ financial well-being. I highly recommend Hanke & Apolonio to anyone looking for a wealth management team that goes beyond just numbers—they truly care about their clients’ success.”
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66 Franklin St 3rd Floor, Oakland CA 94607
“I'm a mom with two older teens in the early years of college, living at home. They can't support themselves yet & I'm having to borrow from the bank to keep afloat. Amie Shapiro gave me a clear plan for saving money on everyday things like our phones and our food and gave me options on where to put some of the borrowed money in a high yield savings account or money market. This plan will help me stay alright for the next critical years while I hold on for retirement. I'm so grateful for Amie!”
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3575 San Pablo Dam Road Ste. 103 & 104, El Sobrante CA 94803
“(Translated by Google) Margarita and her very professional and friendly team helped me perfectly with a notary service.(Original)Margarita y su equipo muy profesional y amables, me ayudaron en un servicio notarial perfectamente.”
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445 Bush St 6th floor, San Francisco CA 94108
“We have had several financial advisors over the past 30 years. Our relationship with Brighton Jones began in 2009 and, after the first year, we transferred all of our investments to them. The big difference in them is that they have provided a comprehensive approach to our financial planning. They have given us terrific advice regarding investments (stocks, bonds and exclusive BJ products) and assistance with buying and selling several homes, including mortgage and insurance referrals. We also like that they have three independent arms which we have continuously used-investments, taxes and estate planning.”
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235 Montgomery St 26th Floor, San Francisco CA 94104
“We have been working with SD Mayer for over 30 years for matters related to Tax, Financial Planning, Succession Planning, Financial Statement review, Executive Consulting, and everything in between. Steve is one of a kind and has helped us overcome many business challenges over the years. His team members are exceptional in both their knowledge and willingness to go the extra mile. I highly recommend working with them if you are looking to establish a long term partnership.”
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1995 University Ave #100, Berkeley CA 94704
“Over the past year I have worked with Sunita Joseph and Erik Erikson. Both have been helpful and professional. They have guided me into organizing my finances and making plans for the future of my retirement. I was informed about options but was never pushed in any direction. After working with them I have more peace of mind, knowledge and organization.”
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3478 California St STE 100, San Francisco CA 94118
“Great Charles Schwab location with very helpful and friendly people. Opened an account and they walked me through it and even let me use their chromebook to make sure everything was all setup before I left.”
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300 California St Ste 450, San Francisco CA 94104
“Heffernan has handled our Worker's Comp for years. Vic has been our rep for most, if not all of, the time and he's amazing! Very responsive, reaches out early, and shops our policy for the best possible rates. Highly recommend!”
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8 Montgomery St, San Francisco CA 94104
“Nice building and centrally located. Provided help to my family member needing to service an account. They even had a great coffee machine for us to use while we waited for service from the associate on the counter.”
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1880 Pleasant Valley Avenue, Oakland CA 94611
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180 Grand Ave, Oakland CA 94612
“First Class customer service. A classy and a very efficient modern bank yet a full-pledge broker dealer too. Offers Full array of financial products & services, with a unbiased portfolio recommendation. This is how personal banking should be. Been a long time customer. In short, gold standard Bar none!”
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1995 University Avenue Suite 120, Berkeley CA 94704
“As a walk-in, I found the Fidelity advisor who pleasantly greeted me to be very professional, knowledgeable and super helpful in that he quickly assessed my situation, went over my paperwork with me, and explained my financial options. Impressive!”
