Laurels

Best Financial Advisors in Fremont
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Fremont Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 70 48 17

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Rugh Financial, LLC

Rugh Financial, LLC is a Palo Alto financial services firm. The company's main areas of focus include investment management, financial planning, financial independence, and retirement planning, tax planning, risk management strategies, and estate planning solutions. Each plan addresses special considerations like education funding for future generations, home purchases, divorces, spousal deaths, business startup costs, and other major financial circumstances. Clients manage risk by investing in a combination of property, liability, disability, health, and life insurance. The firm also uses tax reduction strategies to prioritize overall plan efficiency.

East Palo Alto, CA 94303

Website

The R.L. Brown Advisory Group

The R.L. Brown Advisory Group offers consulting services for businesses, specific strategies for professionals and executives, retirement planning guidance, and customized financial planning strategies. The firm is located in Pleasanton. Its advisors focus on customized retirement plans that use defined contribution plans, defined benefits, or non-qualified deferred compensation plans. The asset management services include customized portfolios, ongoing portfolio management focused on tax efficiency, targeted strategies that focus on goals like high income or high growth, and reduced exposure to potentially risky assets. Meanwhile, clients can receive retirement savings, education funding, business succession, personal insurance, or estate and legacy plans.

Pleasanton, CA 94588

Website

Total Wealth Solutions

Total Wealth Solutions is a risk and wealth management group located in Fremont. Their financial planning services cover estate planning, insurance strategies, investment planning, lifestyle planning, money management, retirement planning, and tax-efficient strategies. Each client receives a customized portfolio that uses global diversification strategies to distribute risk. The firm also researches and offers alternative investment options. The capital preservation strategies protect wealth through risk identification, while the advisers adjust portfolios to control the impact of changing tax laws and markets. As an independent firm, the company offers objective solutions and doesn't receive compensation for third-party asset purchases.

Fremont, CA 94539

Website

Transglobal Lending - Fremont

Transglobal Lending - Fremont is an independent mortgage broker that is licensed in nine states. It provides clients in Fremont with mortgage consulting, as well as financial planning and management. The professionals at TransGlobal Lending are knowledgeable of mortgage services and committed to promoting transparency. They provide financial solutions that are customized to the client's financial situation and objectives. These services include cash-out and mortgage refinancing. They also offer VA, home purchase, FHA, and jumbo loan programs.

3340 Walnut Avenue
Fremont, CA 94538

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Wealth Management Associates

Wealth Management Associates is a Pleasanton-based financial advisory firm that offers college tuition planning strategies, comprehensive financial planning, investment management, and company retirement plans for business owners. The firm can offer consultations on existing retirement plans or create new ones from scratch. It takes businesses from creation to implementation, even offering ongoing employee education resources. The financial plans help individuals reach their long-term goals through investment strategies. Clients also have access to a network of insurance recommendations, including annuities, disability income insurance, long term care insurance, and life insurance policies.

Pleasanton, CA 94566

Website

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