Expertise.com

Best Financial Advisors in Concord

2024

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls
Financial Advisors FAQs 〉

Providers

Last updated:

SmartAdvisor by SmartAsset logo
FEATUREDExpertise.com

SmartAdvisor by SmartAsset

Concord, CA
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Why choose this provider?

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.

Reputation:

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.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Concord, CA

Why choose this provider?

Need help contacting a Financial Advisor in Concord? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
150 North Wiget Lane, Walnut Creek, CA 94598
  • Estate Planning
  • Retirement Planning
  • Tax Planning

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
5356 Clayton Road, Concord, CA 94521
  • Certified Financial Planner (CFP)
  • Tax Planning

Why choose this provider?

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.

Reputation:

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.
4.6
Yelp
4.5 / 5 (40)
Google
4.8 / 5 (21)
Facebook
5.0 / 5 (10)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
3021 Citrus Circle, Walnut Creek, CA 94598
  • Estate Planning
  • Retirement Planning
  • Tax Planning

Why choose this provider?

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.

Attorney Information

Attorney NamesExperience
Mark Greenberg - Founding Principal9 yrs

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1220 Oakland Boulevard, Walnut Creek, CA 94596
  • Estate Planning
  • Retirement Planning
  • Tax Planning

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
3478 Buskirk Avenue, Pleasant Hill, CA 94523
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Website
2010 Crow Canyon Place, San Ramon, CA 94583
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1777 North California Boulevard, Walnut Creek, CA 94596
  • Tax Planning

Why choose this provider?

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.

Reputation:

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.
5.0
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • Why should you ask your financial advisor in Concord about concentrated positions?

    You should ask your financial advisor about concentrated positions or investments that comprise over 10% of your finances because they are a double-edged sword. These include stocks that are held within the family to maximize wealth accumulation. Concentrating your investments on a single stock in Concord is risky. Consumer and economic trends, scandals, global pandemics, and supply chain disruptions can threaten a company and result in significant loss.

  • You just won the lottery in Concord. How can you handle your newfound money wisely?

    The first impulse when you come across a fortune in Concord is to spend it immediately. It is not wrong to treat yourself and celebrate, but it is more prudent to pause and leave the money untouched for a while. This will prevent you from making emotionally charged purchases. It is also wise to evaluate your financial situation. Prioritize your debts, tax bills, and future needs. Learn to say no to people who might turn up and ask for money.

  • Is it alright to overfund a 529 account in Concord?

    It is generally not advisable to overfund a 529 account, as the earnings on the excess contributions will be subject to taxes and penalties if they are not used for qualified education expenses. However, it is possible to name a grandchild as a beneficiary of a 529 account, and the funds can be a long-term investment in their education. Qualified family members can also be named secondary beneficiaries, including in-laws, first cousins, step-siblings, and nieces or nephews.

  • What are some ways to protect your funds against inflation in Concord?

    To strategize against inflation, it is helpful to remember that it affects cash. Therefore, think about where to store cash outside of your savings or checking account in Concord. Store funds only for emergencies and short-term expenses in these accounts. You can invest the rest in stocks, real estate, tax-exempt retirement accounts, or commodities like gold. These investments provide different forms of protection against inflation.

  • How can a reverse mortgage in Concord benefit you?

    If you are eligible for one, a reverse mortgage in Concord will enable you to utilize your equity without having to give up your home. Lenders would often provide you a line of credit, which you can use to write out checks according to your needs. Since there are no income restrictions on reverse mortgages, you will still receive Social Security and Medicaid benefits.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.