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Best Financial Advisors in Castro Valley

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14515 Catalina Street, San Leandro, CA 94577
San Leandro, CA 94577
  • Certified Financial Planner (CFP)

Grodin Financial and Insurance Services has been assisting the people of Castro Valley and nearby areas since 1986. Its financial advisors help clients find solutions and make decisions for their personal or business needs, such as tax planning, education funding, wealth distribution, and insurance management. As part of its insurance planning practice, the firm employs the Lifetime Economic Acceleration Process to help clients maximize their cash flow. Founder Mary Grodin has earned various designations, including ChFC, CFS, LUTCF, CLTC, and ChSNC.

14515 Catalina Street, San Leandro, CA 94577
San Leandro, CA 94577

Website(510) 357-3715

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

3726 Castro Valley Blvd., Castro Valley, CA 94546
Castro Valley, CA 94546
  • Certified Financial Planner (CFP)

Rosenblatt Advisors caters to the financial planning and wealth management needs of individuals, families, and businesses in the Castro Valley metro. For more than three decades, it has been assisting clients achieve their financial goals. Its team guides them in developing and implementing retirement plans and investment strategies. It helps retirees with their 401(k) rollover and long-term care insurance needs. Financial advisor Craig J. Rosenblatt is a certified public accountant and an Accredited Investment Fiduciary.

3726 Castro Valley Blvd., Castro Valley, CA 94546
Castro Valley, CA 94546

Website(510) 317-2380

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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