Best Financial Advisors in Hayward

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Hayward, CA

Business Description

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.

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free consultation

Abundance Advisers logo
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Abundance Advisers

15200 Hesperian Boulevard, San Leandro, CA 94578
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  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Business Description

Abundance Advisers provides comprehensive advisory services to clients in Hayward and nearby areas. Its services include financial, estate, insurance, retirement, and tax planning. The firm adheres to a seven-step process in helping clients with their financial goals. It also conducts workshops related to finance and retirement. The owner and president of the firm, Daven Sharma, is also is an educator, author, and developer of the Seven-Steps to Financial Abundance. He also founded the non-profit organization Academy of Financial Planning. He is a CPA and CFP.

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Grodin Financial and Insurance Services logo
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Grodin Financial and Insurance Services

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

Business Description

Grodin Financial and Insurance Services provides for the financial planning needs of families, individuals, and small businesses in the Hayward area. It offers financial planning services that focus on reducing income taxes, minimizing financial risks, and properly distributing the client's wealth. It also assists clients with their insurance needs and small business planning. David Grodin, a financial advisor at Grodin Financial and Insurance Services, holds Certified Long Term Care Specialist and Certified Family Business Specialist designations. He is a NAIFA member.

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 (2)

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
Menjivar & Company CPAs, Inc logo
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Menjivar & Company CPAs, Inc

1331 B Street, Hayward, CA 94541
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  • Tax Preparation
  • Tax Planning

Business Description

Menjivar & Company CPAs, Inc., is a taxation and financial services company that serves clients from Hayward. It is a family-owned and family-operated business that has been serving the local community and its surrounding areas for over 25 years. It has a team of financial advisors that aim to help clients navigate financial decisions. They can help clients determine if they should make an investment or expand their business. They also provide tax preparation, consultation, and representation services.

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
Yelp
5.0 / 5 (7)
Google
5.0 / 5 (2)

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
Monterey Private Wealth logo
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Monterey Private Wealth

4900 Hopyard Road, Pleasanton, CA 94588
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  • Estate Planning
  • Certified Financial Planner (CFP)

Business Description

Monterey Private Wealth is an independent financial advisory company serving individuals, families, business clients, and organizations in Hayward and nearby areas. It develops customized financial plans and helps clients with estate planning. The company provides investment and wealth management as well as business retirement and tax planning services. Monterey Private Wealth operates in a fiduciary capacity. It was featured in the Wall Street Journal, Reuters, and CNBC. Co-founders Gary E.D. Alt and Steven C. Merrell have Accredited Investment Fiduciary and Certified Financial Planner designations.

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 (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
NRI Wealth Management logo
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NRI Wealth Management

5201 Great America Parkway, Santa Clara, CA 95054
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  • Estate Planning
  • Retirement Planning
  • Insurance Products

Business Description

NRI Wealth Management is a financial planning firm based in Santa Clara. Serving clients throughout Hayward and the neighboring areas, the firm offers a wide range of services, including investment portfolio management, investment supervisory services, tax planning, retirement planning, education planning, and estate planning. Additional services that the firm offers include life insurance services, market feasibility and business entry strategy, and tax preparation. Laddi Jhuty, firm owner and principal advisor, has over 16 years of industry experience.

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
Google
4.0 / 5 (8)

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
Sierra Pacific Financial Advisors, LLC logo
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Sierra Pacific Financial Advisors, LLC

7077 Koll Center Parkway, Pleasanton, CA 94566
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  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Sierra Pacific Financial Advisors, LLC serves clients in Hayward and the surrounding areas with financial planning services. It provides personalized investment management and corporate retirement planning services to business owners, near and current retirees, and high-net-worth international clients. Its team is made up of financial experts with over 100 years of combined industry experience. Janet Z. Wan, company president, and senior retirement plan advisor is a Women in Pension Network member and the California Society of CPAs.

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
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Frequently Asked Questions

Should I hire a financial advisor before buying a house?

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.

What experience should I look for in a financial advisor?

 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.

Can my financial planner help with taxes?

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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