Best Financial Advisors in Hayward

Laurels
Laurels

We did the research for you!

Learn more
  • checkbox
    Licensing
  • checkbox
    User Reviews
  • checkbox
    Mystery Shopping Calls

Financial Advisors FAQs

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

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.

15200 Hesperian Boulevard, San Leandro, CA 94578
San Leandro, CA 94578

Website(925) 400-8333

Show Number

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: --

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

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.

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

Website(510) 357-3715

Show Number

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+

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

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.

1331 B Street, Hayward, CA 94541
Hayward, CA 94541

Website(510) 582-3636

Show Number

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:

5 / 5 ( Best)

Total Reviews:

9 (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+

6700 Koll Center Parkway, Pleasanton, CA 94566
Pleasanton, CA 94566
Instagram
  • Tax Planning

Mirador Capital Partners is an investment management firm located in Pleasanton. It offers financial services to families, individuals, and businesses in Hayward. The firm provides philanthropic guidance, tax planning, and financial planning services. Don Garman, the chief investment officer and founder of Mirador Capital Partners, has been an investor in private and public companies for more than 30 years. He is a Certified Financial Planner and is an active supporter of the George Archer Foundation and The First Tee of the Tri-Valley.

6700 Koll Center Parkway, Pleasanton, CA 94566
Pleasanton, CA 94566

InstagramWebsite(925) 621-1000

Show Number

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 / 5 ( Best)

Total Reviews:

25 (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

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

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.

4900 Hopyard Road, Pleasanton, CA 94588
Pleasanton, CA 94588

Website(925) 462-8005

Show Number

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:

3 (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

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

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.

5201 Great America Parkway, Santa Clara, CA 95054
Santa Clara, CA 95054

Website(510) 818-1424

Show Number

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:

4.4 / 5 ( Best)

Total Reviews:

9 (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+

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

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.

7077 Koll Center Parkway, Pleasanton, CA 94566
Pleasanton, CA 94566

Website(925) 223-8868

Show Number

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+

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).

Read All FAQS

Wrong city? Here are some nearby places:

Search for Financial Advisors near you