Laurels

Best Financial Advisors in Concord
2022

SmartAdvisor by SmartAsset

SmartAdvisor by SmartAssetFEATURED
Expertise.com

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Concord, CA

Website

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: --

Babylon Wealth Management

Babylon Wealth Management

  • Estate Planning
  • Retirement Planning
  • Tax Planning

Babylon Wealth Management is a fiduciary financial advisor that serves clients in the Concord area. This firm offers wealth management, financial planning, corporate retirement planning, and 401k consulting services. Its also team provides tax advisory, estate planning, college planning, risk management, and charitable giving strategy consultations. It serves a diverse client base, from individuals and young families to business owners, tech professionals, physicians, and federal employees. Babylon Wealth Management has offices located in Walnut Creek and San Francisco.

150 North Wiget Lane
Walnut Creek, CA 94598

Website

Website

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:

7 (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+

CAVU Wealth Advisors

CAVU Wealth Advisors

  • Estate Planning
  • Retirement Planning
  • Tax Planning

CAVU Wealth Advisors is a financial advisory firm serving the Concord metro. The firm is currently led by David Sylvester, who had worked on Wall Street for over 25 years and discovered the industry of investment advisors in 2005. CAVU Wealth Advisors offers goal development, investment management, and financial planning services to its clientele. The firm provides insurance and risk analysis, tax strategy and optimization, retirement planning, cash flow analysis, budgeting support, and college and education planning.

1220 Oakland Boulevard
Walnut Creek, CA 94596

Website

Website

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)

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+

Gateway Financial Advisors, Inc.

Gateway Financial Advisors, Inc.

  • Certified Financial Planner (CFP)

Gateway Financial Advisors, Inc., is a privately owned financial firm that serves clients in Concord. It assists clients in designing investment plans that are based on their financial goals and needs. In addition, it educates clients on the risks and gains upon investing. The firm also delivers insurance solutions for long-term care, disability, and business needs. Roland Bergman, one of the firm's financial associates, is a Certified Financial Planner whose area of expertise involves wealth management and investment advisory.

2010 Crow Canyon Place
San Ramon, CA 94583

Website

Website

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:

4 (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+

Mt Diablo Tax Pros

Mt Diablo Tax Pros

  • Certified Financial Planner (CFP)
  • Tax Planning

Mt Diablo Tax Pros is a full-service financial advisory firm that serves clients in Concord and the neighboring areas. The firm is partnered with Archvest Wealth Advisors in offering a wide range of financial planning services to a diverse clientele, including families, corporate executives, and business owners. These services involve utilizing retirement plans to generate income, saving for a child's college education, and reducing risks in investments. The firm also provides business-related services such as cash flow management and accounting.

5356 Clayton Road
Concord, CA 94521

Website

Website

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:

2 (Better)

Average Review Score:

4.7 / 5 ( Best)

Total Reviews:

59 (Best)

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+

Saranap Wealth Advisors

Saranap Wealth Advisors

  • Tax Planning

Saranap Wealth Advisors is a financial advisory firm serving individuals in Concord. It provides financial planning services that help clients set quantifiable financial goals, reduce expenses and save excess cash, and invest their savings. It also assists clients with protecting their assets and maximizing their benefits from employers. John Knolle, a financial advisor with Saranap Wealth Advisors, started managing portfolios in 1998. He is a Certified Financial Planner and has a Master of Business Administration degree.

1777 North California Boulevard
Walnut Creek, CA 94596

Website

Website

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)

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+

The Stephenson Company

The Stephenson Company

  • Certified Financial Planner (CFP)

The Stephenson Company is a financial advisory and wealth management firm that serves clients in Concord and the surrounding areas. The firm utilizes a proactive approach to help clients develop financial strategies and plans to achieve their individual goals. Financial professionals at the firm educate clients on finance concepts and products, investing, insurance, estate preservation, and wealth preservation. Owner and founder Harold Stephenson is a CFP professional with more than 25 years of experience in the financial industry.

1220 Diamond Way 260
Concord, CA 94520-5742

Website

Website

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+

Wagner Loftin Investment Services

Wagner Loftin Investment Services

  • Certified Financial Planner (CFP)

Wagner Loftin Investment Services is an independent firm that provides a complete range of financial and investment advisory services for individuals, families, and businesses in the Concord area. Based in Pleasant Hill, this firm offers a wide selection of financial planning services, including tax management, investment management, estate planning, account consolidation, and insurance planning. It also assists clients in constructing retirement and rollover strategies. Company founders Ron Wagner and Steve Loftin established the firm in 1992.

3478 Buskirk Avenue
Pleasant Hill, CA 94523

Website

Website
Wealth & Tax Planners

Wealth & Tax Planners

  • Estate Planning
  • Retirement Planning
  • Tax Planning

Wealth & Tax Planners is an independent financial advisory firm founded in 1984. Catering to the needs of clients in Concord and the surrounding neighborhoods, it offers investment management, tax planning, and insurance planning or risk management. The company also handles long-term care planning, estate planning, and retirement calculations. Its team of financial advisors has more than 80 years of collective experience in the financial planning industry. They also have backgrounds in investments, corporate management, and law.

3021 Citrus Circle
Walnut Creek, CA 94598

Website

Website

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+

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